DARKHORSE--from tech to market, for the long run.
2026 Week9 Material price in China
for rubber and tire industry
DH MKT TEAM
3/2/20261 min read
In week 9, compare to week 7(week8 is the lunar new year holiday, no trading data available):
Natural Rubber: Clearly Firming. Most of the grades like RSS3, SVR3L, STR20 increased about 600-700 RMB/MT.
Synthetic Rubber: Mixed, Mostly Range-Bound. BR9000 edged about 100RMB/MT, while SBR like ESBR1712
and SSBR 2564S are very stable. Though the upstream butadiene down about 150RMB/MT.
In short, NR is leading the rebound, synthetic rubber is lagging, while tire prices remain frozen.
Forward Outlook Under the Iran Situation
In both Scenario, short term or Hormuz risk, the NR and the butadiene also the synthetic rubber will face a price jumping.
Geopolitics raises volatility, but only real demand determines how far prices can go.