WhatNext Rubber Media International

04/12/2024

From the Family:
With heavy hearts, we share the passing of our beloved dad, Jom Jacob, who departed this life on Saturday, 30th November 2024, in Thiruvalla, Kerala, India.
To all WhatNext members, please be informed that his monthly and weekly publications are temporarily discontinued until further notice. For any scheduled events, this announcement serves as an official notification of his unavailability. The WhatNext team will provide updates regarding future plans and membership details in due course.
Emergency contact: [email protected] or [email protected]

It is with deep sadness that we announce the passing of Jom Jacob, our Chief Analyst and Co-founder of WhatNext Rubber Media International. Jom was a globally renowned rubber analyst with 36 years of unparalleled expertise, and his invaluable contributions have left an indelible mark on the industry...

10/10/2024

Here is a report by Reuters, Singapore, on the developments in natural rubber market on 10 October.

18/09/2024

A report by Reuters, Singapore, dated Sept 17, on global trends in natural rubber prices.

07/09/2024

Video footage of the devastating super Typhoon 'Yagi' lashing out Hainan Island of China on Friday evening (Sep 6). Hainan is China's traditional rubber-growing region.

Super Typhoon Yagi, Asia's strongest storm this year, made landfall on the coast of China's Hainan province on Friday, bringing 300km/h winds and heavy rain ...

07/09/2024

🌏Here is a report on natural rubber market by the Reuters, Singapore, dated Sep. 6 (Friday). The scenario reported here subsequently changed as speculative funds longed their position by betting on the potential supply disruptions in China, Vietnam, Laos and Thailand caused by the Super Typhoon 'Yagi'.

🌏For insights on the emerging supply-demand trends covering all producing and consuming countries, and the revised price outlook for the remaining months of 2024, and for 2025 to 2030, please refer to the market intelligence reports available at https://whatnextrubber.com/reports/

07/09/2024

🌏Super Typhoon 'Yagi' lashed out China's Hainan Province bringing heavy rains, causing widespread power outage, and forcing a million to leave their homes (Please see the below-linked report by "The Guardian"). 🌏Hainan Province accounts for nearly 45% of the total natural rubber output in China.
🌏Natural rubber prices spiked yesterday (Sep 6) afternoon in the Shanghai Futures Exchange as speculative funds longed their position in anticipation of the potential supply disruptions arising from 'Yagi'. The most active natural rubber contract closed 360 yuan higher (+2.2%) in the day-time trading in Shanghai Exchange yesterday. However, the market has undergone a correction by losing 155 yuan in the night-trading session.
🌏In the JPX Osaka, the most active RSS-3 contract spiked 10.2 yen (+2.9%) in the Friday night trading session.

Yagi registers as the world’s second-most powerful tropical cyclone this year and has caused power outages in more than 800,000 homes

02/09/2024

Today's (September 2) report on natural rubber by Reuters, Singapore.

31/08/2024

Here is a report from Reuters, Singapore, dated August 30.

03/08/2024

🌏This article was drafted 8 months ago, in December 2023, and published through the "Tyre Trends", January 2024. When this was drafted in Dec 2024, the price of RSS 4 at Kottayam was ruling around Rupees 150 per kg only. Still, the article concluded with a clear statement that a tight global supply would be taking the prices up in the new year (2024).
🌏Interestingly, the prices have now spiked much beyond the levels expected 8 months ago. RSS4 price at Kottayam is poised to cross over its historic high in the next few days, and grow beyond Rupees 250 per kg. Globally, the prices averaged considerably higher in the first seven months of this year compared with the same period in the previous year. 🌏Natural rubber is a commodity for which the supply dynamics could be predicted well ahead, with a reasonable degree of reliability.

02/08/2024

The devastating landslides in the Wayanad District of India's Kerala State took more than 300 lives, left an equal number missing. Over 10,000 have been moved to the 91 relief camps opened by the district administration.

Let's join together in the state's efforts to bring Wayanad back to life. Please visit https://donation.cmdrf.kerala.gov.in/

As part of our social responsibility, WhatNext Rubber Media International today made its first contribution. We will be extending more supports in the coming days.

30/05/2024

Today's (30 May) "The Hindu Business Line" outlines the current trends in natural rubber market. It also carries inputs from WhatNext Rubber Media International.
The abnormally low supply of primary forms of natural rubber across Southeast Asia is attributed to several factors. They include:

(1) Rain-induced harvesting disruptions in major producing countries.
(2) Extended impact of this year's abnormal summer on the yield potential of hevea.
(3) Lagged impact on latex yield from the fungal leaf-spot disease that has infected an estimated total extent of 0.6 million hectares of rubber trees in Indonesia, Thailand, Malaysia, Philippines and Sri Lanka over the past six years.
(4) Fall in the yield caused by the poor maintenance of holdings over the past six years coinciding with the unattractive prices.
(5) Shrinkage/stagnation of mature rubber area in the major Southeast Asian producing countries due to the abnormally low planting activity after 2016.
(6) Large-scale conversion of rubber holdings for the cultivation of oil palm and durian, particularly in Indonesia and Thailand, over the past three years.

09/05/2024

A report today by the Reuters, Singapore.
For more detailed analysis and insights on emerging trends in natural rubber, please subscribe to the market intelligence reports available at https://whatnextrubber.com/reports/