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>Widespread caution around Chinese buying sentiment </li><li>Weakness in Yuan can pose significant challenge</li><li>Trade data not very optimistic</li></ul>

Widespread caution around Chinese buying sentiment Weakness in Yuan can pose significant challengeTrade data not very optimistic

Helixtap China Report: 2025 A Challenging Year For China

<ul><li>Inventory lowest in 13th months</li><li>Arbitrage widens for African and Indonesian rubber</li><li>Frontloading resulted in spike in exports</li></ul>

Inventory lowest in 13th monthsArbitrage widens for African and Indonesian rubberFrontloading resulted in spike in exports

Helixtap China Report: Declining Inventory Could Help Revive Demand

<ul><li>Short term supply shortage </li><li>US and EU demand uncertain</li><li>Shipping cost spike in short term ahead of Trump’s tariff drive</li></ul>

Short term supply shortage US and EU demand uncertainShipping cost spike in short term ahead of Trump’s tariff drive

Demand Uncertainty To Influence Rubber Markets In Q1 2025

<ul><li>Ongoing tension might lead to short term support </li><li>Long term Chinese demand to take a hit</li><li>Focus on upcoming stimulus </li></ul>

Ongoing tension might lead to short term support Long term Chinese demand to take a hitFocus on upcoming stimulus 

Rubber Industry Braces For The Impact Of Tariff Crossfire

<ul><li>Delay in EUDR could add more volume in the market, along with improving weather conditions. </li><li>Due to supply disruptions, there has been some significant shift in the buying pattern of some of the major rubber-consuming countries.</li><li>Ivorian rubber saw a surge in demand in the last year.</li></ul>

Delay in EUDR could add more volume in the market, along with improving weather conditions. Due to supply disruptions, there has been some significant shift in the buying pattern of some of the major rubber-consuming countries.Ivorian rubber saw a surge in demand in the last year.

Moment Of Truth Looms For Global Rubber Market – A Possible Glut

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.