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Situation Report: The looming crisis of natural rubber. The Chief Executive’s view:



Natural rubber is everywhere. It is a critical part of the mobility and transport, health, industrial and consumer sectors worldwide. It is an irreplaceable part of many of these industries – particularly the mobility and transport sector. For all the evolutions and innovations in automotive and aviation manufacturing over the last decade, there has been no replacement for the role of natural rubber in those sectors.

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Natural Rubber Vs Synthetic Rubber – The price relationship and demand switchability



The price relationship and demand switchability between NR and SR are far more complex than initially meets the eye. Yes, the two polymers are competitive and substitutable to a degree. However, there is a tendency in commodities for participants to overestimate (assume) the level of demand price elasticity. In the case of NR and SR technical factors and end product specifications limit the degree in which NR and SR can be substituted.

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2018 Rubber Commentary by Chief Economist George Sulkowski



2018 may well prove to have been a seminal year for both the rubber industry as a whole and the rubber market in particular. It’s questionable whether globalisation has done the industry any favours as an over 100-year old disease, known generically as South American Leaf Blight (SALB), today has many ways of reaching beyond its original borders. Questionable?

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Natural Rubber: Structure and Function



In 1963 Karl Ziegler and Giulio Natta shared the Nobel Prize in Chemistry for the development, in the 1950’s, of their eponymous catalysts for the production of stereoregular polymers from propylene. Their catalyst, an organoaluminum compound coupled with a transition metal, led to the development of synthetic rubbers with a structure closely resembling natural rubber.

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Thailand Natural Rubber Economics



A study about smallholders and dealers on production cost, land cost and return on investment in South Thailand.

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Halcyon Agri’s Take on the World’s Natural Rubber Situation



There has been a steady decline in natural rubber prices since 2011 due to rising stocks as a result of expanding production. Prices are declining to an unsustainable level for key stakeholders in the industry driving potential future supply-side implications. Persistent increase in China’s visible inventory driving large market imbalances are contributing to the negative market sentiment.

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Hevea Problems In Southeast Vietnam: The Weather and the Disease Factor



In general, Vietnam’s terrain facilitates not only agricultural, industrial and urban development but also transport systems and their construction. The West and South-West, bordering the Mekong Delta, have the greatest potential for agriculture, in effect the country’s granary.

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The Sorry State of the Indonesian Hevea



The rubber tree (Heveabrasiliensis) is the only commercial source of natural rubber. Its cultivation can be severely limited by pathogenic diseases such as the Fusicoccum leaf fall disease. An outbreak of the disease was first recorded in 1987 in south Peninsular Malaysia. The disease first occurred in Indonesia in 2016 in North Sumatra and has now spread to the southern Sumatra region from the end of 2017.

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What is wrong with the natural rubber market? The Chief Executive’s View:



When analysing the reasons behind the persistently weak prices for natural rubber, the most intuitive explanation is normally fundamental: either demand must be weak or the market must be oversupplied.

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Indonesian Natural Rubber Smallholder Economics



90% of Indonesian natural rubber raw material is sourced through smallholders. The average smallholder in Indonesia owns 1.5 to 2 hectares of rubber trees. It is widely known that the rubber yields in Indonesia are notoriously low – let us take a closer look into the actual data from Gapkindo…

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