Competitive Indonesian physical prices might weigh on Vietnam's rubber demand in China. China's relaxing its Covid restrictions and a widening spread between Vietnam and Indo rubber might reopen the arbitrage economics between Indonesia and China, especially amid expectations of heavy rains in Vietnam.
What is covered in the Full Insight:
Overview of Vietnam Rubber Exports
Impact of Weather and Currency Fluctuations
China's Rubber Imports from Vietnam
Morocco's Anti-Dumping Investigation
Competitive Landscape of the Vietnamese Tire Industry
SUMMARY
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