Rubber market: between tropical storms and trade agreements

China pushes up rubber prices despite high inventories

Strong tire production in China is boosting natural rubber prices, even with high inventories. Rain continues to impact production, and Tropical Storm Wipha impacted key regions such as Thailand, Vietnam, and southern China. This fueled speculative buying, which drove prices higher, although the typhoons are expected to be short-lived and the situation is expected to stabilize soon.

Agreement between the United States and Japan Relief for global trade

The United States and Japan agreed to reciprocal tariffs of 15%, easing some of the tensions of recent months. This agreement raises positive expectations for future negotiations with the European Union, although the latter maintains a more assertive stance. The news reduces uncertainty and improves the global trade climate.

EU debates risk criteria in anti-deforestation regulations The lack of transparency and equity is questioned

The European Parliament symbolically rejected the classification of countries according to deforestation risk, a central element of the new environmental regulations. It questions the system's lack of transparency and fairness, which would affect exporters according to their risk level. Although the motion does not halt the regulations, it does put political pressure on their final implementation.

Freight rates show three opposing realities Strong differences depending on the route

Although freight rates are falling globally, there are significant differences depending on the route. On the trans-Pacific route, prices are falling due to excess capacity; on the Atlantic routes, the decline is slight; and on the Asia-South America route, rates are rising due to lack of space and high demand. DHL estimates that equilibrium will not be restored until August.

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Rubber market: between tropical storms and trade agreements

China pushes up rubber prices despite high inventories

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