--- title: "Monthly report: supply and demand" description: Un importante tirón de demanda, hizo que los precios del caucho y el látex continuarán con su sendero ascendente a contramano de las proyecciones que brindaban la mayoría de los analistas. image: https://alrubber.com/hubfs/Futuro%20del%20Caucho%20Natural%20y%20el%20L%C3%A1tex%20Perspectivas%20para%202024%20(57)-1.png --- [![Logo Alrubber Blanco-01 ok](https://alrubber.com/hs-fs/hubfs/Logo%20Alrubber%20Blanco-01%20ok.png?width=2092&height=699&name=Logo%20Alrubber%20Blanco-01%20ok.png)](https://alrubber.com/es/?hsLang=en) [![Logo Alrubber Color-01 (4)](https://alrubber.com/hs-fs/hubfs/Logo%20Alrubber%20Color-01%20(4).png?width=3000&height=1023&name=Logo%20Alrubber%20Color-01%20(4).png) Logo Alrubber Blanco-01 ok](https://alrubber.com/es/?hsLang=en) - [Home](https://alrubber.com/en/home) - [Market Prices](https://alrubber.com/en/market-prices) - [Natural Rubber](https://alrubber.com/en/natural-rubber) - [About us](https://alrubber.com/en/aboutus) - [Contact us](https://alrubber.com/en/contactus) Search Site Search [Market reports](https://alrubber.com/informedemercado?hsLang=en) - [English](https://alrubber.com/en/informedemercado/tendencias-en-el-crecimiento-económico-estímulos-en-china-y-desafíos-logísticos-en-latam-0-0-0) - [Español](https://alrubber.com/es/informedemercado/tendencias-en-el-crecimiento-económico-estímulos-en-china-y-desafíos-logísticos-en-latam-0-0-0) - [Português](https://alrubber.com/pt/informedemercado/tendencias-en-el-crecimiento-económico-estímulos-en-china-y-desafíos-logísticos-en-latam-0-0-0) Search EN # Monthly report: supply and demand Demand Evolution Expectations regarding China's demand have improved. Recently, the US increased the import tariff on Chinese electric vehicles from 25% to 100%. This does not have a significant direct impact, as the US represents a small percentage of Chinese exports.![](https://alrubber.com/hs-fs/hubfs/image-png-Jun-10-2024-07-45-17-2326-PM.png?width=271&height=152&name=image-png-Jun-10-2024-07-45-17-2326-PM.png) However, if the European Union or other blocs decide to implement similar restrictions, it could be a blow to the growth of the Chinese automotive sector, which is the world's main demander of natural rubber. Supply Evolution ![depositphotos\_667995440-stock-photo-landscape-green-rice-seedlings-paddy](https://alrubber.com/hs-fs/hubfs/depositphotos_667995440-stock-photo-landscape-green-rice-seedlings-paddy.webp?width=199&height=133&name=depositphotos_667995440-stock-photo-landscape-green-rice-seedlings-paddy.webp) The poor supply performance in May has been the main explanation for the price increase. Typically, towards the end of May and June, an increase in supply is observed due to seasonal factors, but this is being delayed. Processors' margins are being squeezed, as the prices of primary rubber products have increased more than those of the more processed varieties.   Thailand has been the most affected by the high temperatures generated by El Niño, a situation that could persist for some time. Additionally, heavy rains in recent weeks have complicated the evacuation of production. India's Rubber Board\*\* reports a supply shortage. The rains in the last half of May were followed by relentless monsoons. This prevented farmers from properly protecting the trees from the rain. Meanwhile, Malaysia's production reached nearly 27 thousand tons in March, 9.2% less than in February and 0.8% less than in March 2023.   ![](https://alrubber.com/hs-fs/hubfs/image-png-Jun-10-2024-07-47-46-6245-PM.png?width=386&height=274&name=image-png-Jun-10-2024-07-47-46-6245-PM.png)  ![](https://alrubber.com/hs-fs/hubfs/image-png-Jun-10-2024-07-48-26-3259-PM.png?width=392&height=274&name=image-png-Jun-10-2024-07-48-26-3259-PM.png) [Global EN](https://alrubber.com/en/informedemercado/tag/global-en), [Prices](https://alrubber.com/en/informedemercado/tag/prices) ##### Like it? Share it: [Twitter](https://twitter.com/intent/tweet?url=https://alrubber.com/en/informedemercado/tendencias-en-el-crecimiento-económico-estímulos-en-china-y-desafíos-logísticos-en-latam-0-0-0) [LinkedIn](https://www.linkedin.com/shareArticle?mini=true&url=https://alrubber.com/en/informedemercado/tendencias-en-el-crecimiento-económico-estímulos-en-china-y-desafíos-logísticos-en-latam-0-0-0) [Facebook](https://www.facebook.com/sharer/sharer.php?u=https://alrubber.com/en/informedemercado/tendencias-en-el-crecimiento-económico-estímulos-en-china-y-desafíos-logísticos-en-latam-0-0-0) #### Submit a comment ### You may also like [Economic growth, stimuli in China and logistical challenges in LATAM](https://alrubber.com/en/informedemercado/tendencias-en-el-crecimiento-econ%C3%B3mico-est%C3%ADmulos-en-china-y-desaf%C3%ADos-log%C3%ADsticos-en-latam?hsLang=en) ##### [Economic growth, stimuli in China and logistical challenges in LATAM](https://alrubber.com/en/informedemercado/tendencias-en-el-crecimiento-econ%C3%B3mico-est%C3%ADmulos-en-china-y-desaf%C3%ADos-log%C3%ADsticos-en-latam?hsLang=en) 28 May, 2024 The prices of natural rubber and latex continue to rise, contrary to what most analysts projected at the beginning of th... 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The reason? The effects of the production season are already being felt in product pr... 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This increase is pa... 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