What happened this month in the world of rubber, the automotive industry, and global logistics?
We’ve summarized the key facts, global context, and outlook that directly impact our industry.

After the April collapse caused by the U.S.–China trade war, May brought an unexpected breather.On May 12, both powers agreed to drastically reduce mutual tariffs for 90 days, bringing some relief to the markets.U.S. tariffs on Chinese goods dropped from 145% to 30%.China cut its tariffs on U.S. imports from 125% to 10%.Rubber prices began to recover slightly, though they remain far below pre-conflict levels.📉 Outlook: There's optimism, but uncertainty remains. Will the truce hold?



Prices and Market Balance | USD per 100Kg | February to May 2025

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China's rubber imports fell by nearly 10% in April, a direct result of the trade tensions.However, sales of new energy vehicles (electric, hybrid, and hydrogen) surged, accounting for nearly half of all new cars sold in April.💡 Interesting fact: The U.S. is not yet a priority market for Chinese automakers. That’s why production remained stable despite the trade conflict.

 



Sales by Market and Powertrain Type
First two months of 2025

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Freight bookings from China to the U.S. rose by nearly 300% following the truce announcement.Shipping rates are expected to double in June, reaching up to $8,000 per container (FEU) to the U.S. East Coast.In contrast, the Shanghai–Santos route dropped 42%, affected by logistics bottlenecks in Brazilian ports.

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