The Association of Natural Rubber Producing Countries (ANRPC) has released its Monthly Natural Rubber Statistical Report for July 2026, documenting a period of price resilience within the sector. This stability persisted despite seasonal supply improvements and firm downstream demand, set against a backdrop of significant geopolitical friction and macroeconomic volatility. The month of July presented a starkly different energy landscape compared to June, as renewed regional conflicts and major shipping route disruptions replaced the brief period of stability following the provisional reopening of the Strait of Hormuz.

The escalation in Middle Eastern tensions exerted considerable upward pressure on global energy markets. Brent crude oil averaged approximately USD 83.76 per barrel in July, with the spot price surging to USD 96.95 per barrel by the end of the month. This sharp increase was primarily attributed to fears of potential restrictions on oil shipments through the strategic waterway, amplifying supply risks and embedding a higher risk premium within oil pricing structures.

Physical natural rubber prices exhibited divergent trends across major grades during the month. The Kuala Lumpur market saw SMR-20 average USD 2.22 per kilogramme, representing a month-on-month decline, while STR-20 in Bangkok followed a similar downward trajectory. RSS-3 also registered a decrease, contrasting with RSS-4, which posted a notable gain. Latex-in-bulk prices softened over the same period. Trade flows showed mixed results, as Chinese imports contracted, while significant import growth was recorded for India, Viet Nam and Malaysia. On the export front, shipments from Thailand, Viet Nam and Malaysia advanced, whereas Cambodia and Indonesia experienced moderate declines.

For the full year 2026, the ANRPC projects global production to expand by over two percent to reach 15.279 million tonnes, driven primarily by anticipated increases in Thailand, China, India and Malaysia. However, on a monthly comparative basis, July 2026 production is estimated to be over five percent lower than the same month in the previous year, though seasonal recovery is expected in key producer nations. Global demand is forecast to grow modestly by 0.4 percent for the year, with consumption in July rising year-on-year, supported by robust tyre manufacturing and electric vehicle-related demand, as well as a strong manufacturing performance and record auto sales in India.

Currency valuations saw the Malaysian ringgit and Thai baht trade within defined ranges against the US dollar. Futures markets reflected the mixed sentiment, with the SHFE September 2026 contract averaging 16,802.61 CNY per tonne, while the SGX September 2026 contract averaged USD 2.14 per kilogramme, both registering month-on-month declines. The overall data suggests a market navigating the complex interplay of supply recovery, shifting trade dynamics and persistent geopolitical uncertainty.

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The Association of Natural Rubber Producing Countries (ANRPC) has published its Monthly Natural Rubber Statistical Report for September 2026, a month marked by broad-based price gains. Firm fundamentals, constrained supply and steady downstream demand combined with geopolitical and macroeconomic uncertainty to lift prices. Renewed Middle East conflict and disruptions to major shipping routes weighed on sentiment, while energy markets were especially affected by the closure of the Strait of Hormuz and attacks on transiting vessels, which raised risks to global energy supplies and strengthened the crude oil risk premium.

According to the report, physical prices for most major grades advanced. SMR-20 in Kuala Lumpur averaged USD 2.50/kg, up 7.96 percent month-on-month, and STR-20 in Bangkok rose 5.80 percent to USD 2.53/kg. RSS-3 in Bangkok slipped 0.30 percent to USD 2.79/kg, while RSS-4 in Kottayam eased 1.39 percent to USD 2.88/kg. Latex-in-bulk in Malaysia gained 3.60 percent to average USD 1.79/kg. Cautious tyre-manufacturer purchasing, limited to immediate needs after earlier increases, weighed on the RSS market. Latex drew support from tight supply, as persistent rainfall disrupted tapping and limited fresh and concentrated latex availability, while glove, healthcare and industrial demand held stable.

Trade flows diverged. China's imports grew 2.56 percent month-on-month, India's 11.36 percent and Malaysia's 17.85 percent, whereas Viet Nam's fell 3.40 percent. Exports rose 3.07 percent in Thailand, 7.30 percent in Malaysia and 1.91 percent in Cambodia, while Indonesia edged down 1.40 percent and Viet Nam recorded the steepest decline at 9.72 percent.

Global production is projected at 15.039 million tonnes in 2026, up 0.6 percent from 14.953 million tonnes in 2025, with September output estimated at 1.4 million tonnes. Uneven rainfall and elevated temperatures slowed supply recovery across Southeast Asia. Global demand is forecast to rise 0.4 percent to 15.356 million tonnes from 15.301 million tonnes, with the largest volume increases among ANRPC member countries. Prospects depend on vehicle sales, tyre production, shipping conditions and weather-related disruptions, while expanding electric-vehicle markets in China, India and Europe support modest growth.

The ringgit traded between RM4.04 and RM4.10 per US dollar, and the baht between THB 32.89 and 33.55. The SHFE January 2027 contract averaged CNY 19,070/tonne, up 5.3 percent month-on-month, and the SGX December 2026 contract averaged USD 2.41/kg, up 7.6 percent. Brent crude averaged USD 114.16 per barrel, a 25.3 percent monthly increase driven by geopolitical risks and shipping disruptions through the Strait of Hormuz.

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Birla Carbon, a leading global supplier of carbon materials, will exhibit at the International Rubber Conference (IRC) 2026, scheduled for 2–6 November in Nagoya, Japan, at Booth B. The company aims to address application-specific demands arising from the shift towards electric mobility, which places greater emphasis on tyre wear and energy efficiency while requiring automotive rubber components to balance durability with ride comfort.

A Very High Structure (VHS) lineup awaits manufacturers of passenger car, light truck, truck and bus tyres. These grades were engineered to meet electrification requirements and tightening standards such as Euro 7, delivering gains in tread wear, energy efficiency and tyre longevity.

Sustainability also features prominently. The company's Continua Sustainable Carbonaceous Materials (SCM) and Sustainable Carbon Blacks (SCB) lines, which contain higher levels of recycled or bio-based material, are intended to help tyre makers pursue circularity targets. Their dependable quality and ability to be supplied at scale in large volumes make them viable for production use, and the Continua range carries ISCC PLUS certification.

Mechanical rubber goods round out the display. Grades aimed at bushings enhance mixing and dispersion, contributing to fatigue life and component durability, while formulations for mounts pair low hysteresis and low stiffness with reinforcement so that durable parts can be produced without sacrificing ride comfort. Drop-in grades for extrusion reduce defects, scrap and screen-pack changes while raising throughput and extending service life. Simulation and technical expertise help customers assess materials, and global production plus Asian capacity growth support long-term supply.

Amit Kumar, President – Asia, Birla Carbon, said, “Asia’s tyre and rubber manufacturers are shaping the next phase of mobility, and their material requirements are becoming increasingly stringent. As the clear leader in our industry, Birla Carbon aims to grow alongside our customers, combining application-focused innovation with dependable local supply. We see performance and circularity as priorities that must progress together. By expanding our capabilities in Asia and strengthening customer partnerships, we aim to help manufacturers meet evolving market needs and build greater long-term competitiveness.”

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Zeon Corporation broke ground on a multi-product research and prototyping complex at the Kawasaki Innovation Frontier Port in Kawasaki City, Kanagawa Prefecture, on 16 October with a ceremony held beforehand to seek safety during construction. The company expects the complex to shorten the path from laboratory work to mass production for established and emerging businesses alike, making it central to its long-term growth strategy.

Set inside an existing building within the port's Research & Development Center area, the complex is slated to begin operating in January 2028. Its design aims to move products past the laboratory stage and into medium-scale sample output more quickly, clearing a bottleneck on the route to full-scale manufacturing.

Zeon's core production methods – polymerisation, hydrogenation, coagulation and drying – will be built into the complex, which is engineered to handle diverse manufacturing conditions and operating approaches. Beyond serving established and new businesses, the polymer design company envisions the site as a centre for technology development and a platform for rolling out new processes and operational, analytical, and measurement technologies within and beyond the company. It will eventually host development and prototyping work across a wide range of technologies, including contract prototypes commissioned by outside parties.

The Kawasaki Innovation Frontier Port is the umbrella name for the site combining the neighbouring Kawasaki Plant and Research & Development Center. The label underscores the location's role in breaking new ground by merging innovation, research and development and production and casts the Kawasaki waterfront as a port that propels innovation. Once a co-creative innovation facility begins operating in December 2026, the two sites will function as one continuous operation, turning out ever more sophisticated products and production methods and reinforcing their standing as a launchpad for technology.

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Vipal Rubber has launched the VT290, a tread designed for truck drive axles used on motorways and paved roads, targeting regional and long-distance transport operations in Europe.

The product is available in widths of 240mm, 250mm, 260mm, 270mm and 280mm. It is designed to provide traction and stability on dry and wet roads, as well as in demanding conditions involving snow.

Frederico Schmidt, General Manager of Vipal EMEA, said, “The launch of the VT290 reinforces Vipal’s ongoing commitment to offering technologically advanced solutions suited to the specific characteristics of European roads and climate.” “We want to further consolidate our presence in the region, delivering a high value-added product that combines innovation, operational efficiency and safety,” he added.

The VT290 carries the M+S marking and 3PMSF certification. Its design includes side sipes and grooves intended to help remove snow and mud from the tread, improving grip on slippery surfaces.

The tread pattern is also designed to distribute engine torque more evenly, helping to reduce uneven wear. Tie bars between the tread blocks add structural stability, supporting vehicle control during driving.

Fabrício Nedeff, Commercial Manager of Vipal EMEA, said, “With the VT290, weare responding directly to the real needs of fleet operators and truck drivers, combining performance, adherence and efficiency in different driving conditions. [RS2.1]In addition to expanding options for our customers, the product strengthens business opportunities for our partners in the region,”

Vipal said the launch would expand its offering for retreaders, distributors and fleet operators in the European market.

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