Head of Content, Data & Research, Helixtap

Arusha Das

Head of Content, Data & Research

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

SGX Technically Specified Rubber 20 (TSR20) Futures: Effective from 16th May 2011, this contract will be migrated from SICOM platform to the SGX-DT platform. It will cease trading on SICOM at the close of business day Friday, 13th May 2011. Trading hours are revised as 7.55am to 6.00pm (no lunch break). Please refer to SGX products website for the new revised contract specifications. Exchange symbol: TF. Product Specifications: https://www2.sgx.com/derivatives/products/sicom-rubber?cc=TF

<ul><li>Adverse weather impacts Chinese prices   </li><li>Arbitrage buying spurs prices up  </li><li>TSR inventory drops in September </li></ul>

Adverse weather impacts Chinese prices   Arbitrage buying spurs prices up  TSR inventory drops in September 

Helixtap China Report: Inclement Weather And Arbitrage Buying Spurs Chinese Prices

<ul><li>Vietnam defaulted for around 450,000 mt  </li><li>18% of China’s tapping impacted   </li><li>SVR 10, FOB and TSR 20, CIF China price saw 23% rise since January</li></ul>

Vietnam defaulted for around 450,000 mt  18% of China’s tapping impacted   SVR 10, FOB and TSR 20, CIF China price saw 23% rise since January

Rubber Market Brace For Typhoon Impacts; Supply Disrupted Again

<ul><li>STR 20 August average US$500/mt higher than August 2023  </li><li>Thai production likely to contract by 10-15% in 2024  </li><li>Margins experienced a downward trend in Indonesia, Thailand and Africa in green</li></ul>

STR 20 August average US$500/mt higher than August 2023  Thai production likely to contract by 10-15% in 2024  Margins experienced a downward trend in Indonesia, Thailand and Africa in green

Rubber To Drawing Strength From Supply Shocks But For Now

<ul><li>Arbitrage widens heightening buying activities  </li><li>Downstream demand muted  </li><li>Volume flow from Indonesia increased </li></ul>

Arbitrage widens heightening buying activities  Downstream demand muted  Volume flow from Indonesia increased 

Helixtap China Report: Short Lived Arbitrage Likely To Keep Chinese Market Upbeat

<ul><li>74% rise in Indonesian rubber imports in May   </li><li>SIR 20, FOB trading at a discount to TSR 20, CIF China  </li><li>Ivorian rubber losing market share in China </li></ul>

74% rise in Indonesian rubber imports in May   SIR 20, FOB trading at a discount to TSR 20, CIF China  Ivorian rubber losing market share in China 

Chinese Prices Set To Trend Lower As Spillover For Indo Rubber Enters China Market

Arusha, currently based in Kuala Lumpur, is a market intelligence professional with 13 years plus hands-on experience tracking various markets. 
Arusha specializes in producing disciplined market research and short to medium-term market intelligence outlooks. 
Associated with some key brands like Tata Steel, Steel Authority of India, and S&P Global Platts, she has been tracking markets like China, Australia, Indonesia, India, ASEAN countries, South Africa, Russia, Korea, Taiwan, Russia, USA, Mozambique, and Colombia.