Climate stability in Asia and African expansion

While Southeast Asia is recovering its production pace thanks to a more favorable climate, West Africa is consolidating its role as a new exporting hub, especially Ivory Coast.

The main rubber-producing regions of Southeast Asia are experiencing weeks of more stable weather, allowing for increased extraction volumes and projecting a stronger production season. If this recovery consolidates, international prices could lose support, as the market would have a more abundant supply.

Meanwhile, Côte d'Ivoire continues to expand its share of the global rubber trade: in the first three quarters of 2025, it exported 1.22 million tons, 14.8% more than the previous year. African growth partially offsets the structural weakness in Asia—where aging plantations and high costs affect productivity—and acts as a buffer against potential price increases.

The balance between growing supply and still-unconsolidated demand defines, for now, a scenario of stable or slightly bearish prices for the end of the year.