China's economic slowdown and weak domestic demand are impacting natural rubber prices, which continue their downward trend at major ports.
Natural rubber prices at the port of Qingdao continue to fall, reflecting weakened domestic demand and an oversupply in the market. According to Sunsirs, the negative trend is explained by a combination of fragile economic expectations and an imbalance between production and consumption.
This situation is framed by a broader slowdown in the Chinese economy, whose GDP grew by only 4.8% year-on-year in the third quarter of 2025, affected by the real estate crisis, a drop in exports, and a loss of confidence in the private sector.
Analysts warn that if the structural weakness in consumption persists, downward pressure on rubber prices could continue for the next few months. In a country that accounts for the majority of global consumption, signals from China are crucial for the overall evolution of the market.