WhatNext Rubber Media International has begun today its intelligence services for the global natural rubber market. WhatNext brings out insights on natural rubber markets world over in the form of intelligence reports. These reports are available on a daily, weekly and monthly basis, respectively titled as “Outlook for the Day Ahead”, “Outlook for the Week Ahead” and “Monthly Report” of analysis and forecasts. Members can access the report at http://whatnextrubber.com/reports/

The content and structure of the three categories of intelligence reports are presented below:

 

OUTLOOK FOR THE DAY AHEAD

 

Published on every Monday to Friday by 1.00 AM GMT. Although not published on weekends and major holidays, minimum 225 issues will be posted in a year.

Through a few bullet points in one page, it flags the key factors potentially influencing the market TODAY and signals the likely direction of the prices TODAY. It helps the users to take key investment decisions and strategize business plans with confidence. 

 

OUTLOOK FOR THE WEEK AHEAD

 

Every Sunday, by 8.00 PM GMT, WhatNext releases its weekly market intelligence report titled “Outlook for the Week Ahead”. The first issue will be available by 8.00 PM GMT on September 4. Although not published during long holiday season, such as the Chinese Lunar New Year, there will be minimum 45 issues in a year.  

Compared with the daily market intelligence report (Outlook for the Day Ahead), this weekly intelligence report gives a more detailed picture of the market along with the most recent developments in the supply-demand fundamental and other factors potentially influencing the prices. It gives clear signals on the price trends during the week ahead, underlying factors supported by aggregate data, and potential upside and downside risks. However, the users who are keenly interested in segregated data and a more detailed price analysis, may please refer to “Monthly Report” which is accessible to the Platinum Members only.

 

Please have a look into the content and structure of the “Outlook for the Week Ahead”

Trends in RSS market

The trends in RSS markets are analyzed by using the following data and charts: 

•  Exports of RSS from every exporting country. 
• Imports of RSS in every importing country. 

• Daily prices of RSS in Bangkok and Kottayam physical markets.
• Daily settlement prices of RSS3 traded on JPX OSK exchange in comparison with the strength of Japanese yen.

 

Trends in latex market

Analyzed by using the following data and charts: 

  

• Exports of latex from every exporting country. 
• Imports of latex in every importing country. 
• Daily prices of latex60% in Bangkok and Kuala Lumpur physical markets.
• Difference between the prices of latex 60% in Bangkok and in Kuala Lumpur.
• Daily prices of latex60% in Kottayam physical market.
• Prices of latex60% in Kottayam market in comparison with the prices of latex60% in Bangkok and in Kuala Lumpur.

 

Trends in TSR market

The trends in TSR prices are analyzed by using the following data and charts.

• Exports of TSR from every exporting country. 
• Imports of TSR in every importing country. 
• Daily prices of TSR in Bangkok and Kuala Lumpur physical markets.
• Comparison between TSR prices in Bangkok and Kuala Lumpur markets.
• Comparison of the physical prices of TSR20 in Bangkok, Kuala Lumpur, Indonesia and Kottayam with the prices of TSR20 futures contracts traded on SGX SICOM.
• Comparison between TSR20 futures contracts traded on Shanghai International Energy (INE) exchange with the TSR20 futures contracts traded on SGX SICOM.

 

Global trade in mixture rubber  

The exports and imports of mixture rubber are analyzed based on the following data. 

• Exports of mixture rubber from every exporting country.
• Imports of mixture rubber in every importing country. 

 

Global trade in compound rubber 

The exports and imports of compound rubber are studied by using the most recent set of trade data released by the respective Customs departments. The following statistical tables are used. 

• Exports of mixture rubber from every exporting country.
• Imports of mixture rubber in every importing country. 

 

Aggregate exports and imports of natural rubber 

After separately reporting the developments and trends in RSS, latex, TSR, mixture rubber and compound rubber, the total exports and imports of natural rubber are also studied by presenting the following data.

• Gross exports of natural rubber from every exporting country.
• Gross imports of natural rubber in every importing country.

 

Estimates and forecasts of the production of natural rubber

The first issue of the “Outlook for the Week Ahead” gives the world production from 2019 onwards and the forecast for the current year (2022). The production figures for 2022 will be presented by splitting into “Jan-July” and “Aug-Dec”. 

 

Estimates and forecasts of the consumption of natural rubber

The world consumption of natural rubber from 2019 onwards and the forecast for 2022 will be reported in the first issue of the “Outlook for the Week Ahead”. The consumption for 2022 will presented by splitting the year into two periods which are “Jan-July” and “Aug-Dec”. This helps to gets a closer understanding of the near-term emerging trends.

 

Monthly trends in world production and consumption during 2022

The first issue of the weekly “Outlook for the Week Ahead” provides the estimates/forecasts of the monthly world production and world consumption for every month from Jan 2022 to Dec 2023. These monthly figures enable the users to get a clear understanding of the monthly changes in the supply for the remaining months of the current year. 

 

Short-term outlook for the market 

The “Outlook for the Week Ahead” will provide a clear understanding of the emerging short-term trends in the global supply and demand. The various factors which are likely to impact on the supply or demand will be briefly pointed out.

Various non-fundamental factors having potential implications for the market sentiment will also be pointed out.

The market outlook will also point of the potential downside and upside risks.

 

Monthly Report of Analysis and Forecasts

 

The “Monthly Report” produced by WhatNext is an in-depth study report based on a comprehensive analysis of the trends in production, consumption, trade, and a wide range of other factors potentially influencing the prices of natural rubber. The report makes extensive use of trade data segregated into source countries and destination countries. Besides analysing the price trends, and giving early signals of the emerging trends, the monthly report provides a wide range of data and forecasts in a separate Excel file.

The Monthly Report will be released on the first Wednesday of every month. Accordingly, the first issue of the monthly report (For September 2022) will be available on September 7. The release dates for the successive months are October 5, November 2 and December 7. 

Please have a look into the content and structure of the monthly report.

 

Dynamics of global RSS market

Developments and trends in the global RSS market are analysed based on the following critical data and charts: 

  

• Exports of RSS from every exporting country. 
• Average unit value of RSS exported from every exporting country.
• Destinations of RSS exported from every exporting country. 
• Unit value of RSS exported from every exporting country, split into different destination countries.
• Imports of RSS in every importing country. 
• Average unit value of RSS imported in every importing country. 
• Source countries of RSS imported in every importing country. 
• Unit value of RSS imported in every exporting country, split into different source countries.

• Daily prices of RSS in Bangkok and Kottayam physical markets.
• Daily settlement prices of RSS3 traded on JPX OSK exchange in comparison with the strength of Japanese yen.
• Comparison between physical prices of RSS3 in Bangkok and prices of RSS3 futures contracts traded on JPX OSK.
• Comparison between prices of RSS3 and latex60% in Bangkok physical market.
• Comparison between FOB prices of RSS3 in Bangkok and local prices of RSS3 at Songkhla, Thailand.
• Comparison between prices of RSS4 and latex in Kottayam local market.
• Comparison between prices of RSS4 and RSS5 in Kottayam local market.

 

Diagnosis of global latex market

The following data and charts are used to understand the undercurrents and emerging trends in the global latex market:

  

• Exports of latex from every exporting country. 
• Average unit value of latex exported from every exporting country.
• Destinations of latex exported from every exporting country. 
• Unit value of latex exported from every exporting country, separated into different destination countries.
• Imports of latex in every importing country. 
• Average unit value of latex imported in every importing country. 
• Source countries of latex imported in every importing country. 
• Unit value of latex imported in every exporting country, split into different source countries.
• Daily prices of latex60% in Bangkok and Kuala Lumpur physical markets.
• Difference between the prices of latex 60% in Bangkok and in Kuala Lumpur.
• Comparison between prices of latex60% in Bangkok FOB market and of fresh latex in Songkhla local market.
• Comparison between the prices of Latex60% and STR20 at FOB Bangkok.
• Comparison between latex60% in Kuala Lumpur and farm-gate prices of fresh latex in Peninsular Malaysia.
• Comparison between prices of latex 60% and SMR20 in Kuala Lumpur.
• Daily prices of latex60% in Kottayam physical market.
• Comparison between the prices of Latex60% and RSS4 in Kottayam physical market.
• Comparison between the prices of Latex60% and ISNR20 in Kottayam physical market.
• Prices of latex60% in Kottayam market in comparison with the prices of latex60% in Bangkok and in Kuala Lumpur.

 

Analysis of global TSR market

The data and charts used to analyse the global TSR market are the following:

• Exports of TSR from every exporting country. 
• Average unit value of TSR exported from every exporting country.
• Destinations of TSR exported from every exporting country. 
• Unit value of TSR exported from every exporting country split into different destination countries.
• Imports of TSR in every importing country. 
• Average unit value of TSR imported in every importing country. 
• Source countries of TSR imported in every importing country. 
• Unit value of TSR imported in every exporting country split into different source countries.
• Daily prices of TSR in Bangkok and Kuala Lumpur physical markets.
• Comparison between TSR prices in Bangkok and Kuala Lumpur markets.
• Comparison of the physical prices of TSR20 in Bangkok, Kuala Lumpur, Indonesia and Kottayam with the prices of TSR20 futures contracts traded on SGX SICOM.
• Comparison between TSR20 futures contracts traded on Shanghai International Energy (INE) exchange with the TSR20 futures contracts traded on SGX SICOM.
• Comparison between prices of TSR20 at Bangkok FOB market and the prices of cup-lump in local market in Thailand.
• Comparison between prices of STR20 at Bangkok FOB market and the prices of fresh latex at Songkhla auction.
• Comparison between prices STR20 and latex60% at FOB Bangkok.
• Comparison between the prices of latex60% in Kuala Lumpur market and the farm-gate prices of fresh latex in Peninsular Malaysia.
• Comparison between the prices of latex 60% and SMR20 in Kuala Lumpur market.

 

Global trade in mixture rubber 

The exports and imports of mixture rubber are analysed based on the following data. The most recent trade data available from the respective countries are used.

• Exports of mixture rubber from every exporting country.
• Average unit value of mixture rubber exported from every exporting country.  
• Destinations of mixture rubber exported from every exporting country. 
• Unit value of mixture rubber exported from every major exporting country split into different destination countries.
• Imports of mixture rubber in every importing country. 
• Average unit value of mixture rubber imported in every importing country. 
• Source countries of mixture rubber imported in every importing country.
• Unit value of mixture rubber imported in every importing country split into different source countries. 

 

Global trade in compound rubber 

The Monthly Report analyses the exports and imports of compound rubber by using the most recent set of trade data released by the respective Customs departments. The following statistical tables are used for the analysis. 

• Exports of mixture rubber from every exporting country.
• Average unit value of mixture rubber exported from every exporting country.  
• Destinations of mixture rubber exported from every exporting country. 
• Unit value of mixture rubber exported from every major exporting country split into different destination countries.
• Imports of mixture rubber in every importing country. 
• Average unit value of mixture rubber imported in every importing country. 
• Source countries of mixture rubber imported in every importing country.
• Unit value of mixture rubber imported in every importing country split into different source countries. 

 

Aggregate exports and imports of natural rubber 

After analysing separately, the developments and trends in RSS, latex, TSR, mixture rubber and compound rubber, the total exports and imports of natural rubber are also studied by presenting the following data.

• Gross exports of natural rubber from every exporting country.
• Quantity of NR exported from every exporting country spilt into latex, RSS, TSR, other primary forms, mixture rubber and compound rubber.
• Gross imports of natural rubber in every importing country.
• Quantity of NR imported in every importing country spilt into latex, RSS, TSR, other primary forms, mixture rubber and compound rubber.

 

Estimates and forecasts of the production of natural rubber

The Monthly Report gives the production of natural rubber in every producing country as well as the world production from 2019 onwards and the forecasts up to 2025. To provide a closer understanding of the most recent trends in the current year (2022), the production figures for 2022 are split into two periods which are “Jan-July” and “Aug-Dec”. 

 

Estimates and forecasts of the consumption of natural rubber

The consumption of natural rubber in every consuming country, as well as the world consumption, from 2019 onwards and the forecasts up to 2025 will be reported in the first issue of the Monthly Report to be released on September 7. The consumption for 2022 is presented by splitting the year into two periods which are “Jan-July” and “Aug-Dec”. This helps to gets a closer understanding of the emerging trends.

 

Monthly trends in world production and consumption during 2022 and 2023

To analyse the demand-supply balance monthly, the report provides the estimates/forecasts of the monthly world production and world consumption for every month from Jan 2022 to Dec 2024 (24 months). These monthly figures enable the users to get a clear understanding of the monthly changes in the supply for the remaining months of the current year (2022) as well for all the months in the next year (2023).

 

Market Outlook for September and October 2022

Finally, the Monthly Report comprehends the world supply-demand outlook and presents the key developments in each producing country and consuming country. All the factors which are likely to impact the supply or demand, directly or indirectly, will be pointed out with reference to each producing country and consuming country.

This part will also examine all non-fundamental factors having potential implications for the market sentiment.

The market outlook will give a clear direction of the price trends in the next two months along with ‘Support’ and ‘Resistance’ levels for TSR, RSS and latex.

The market outlook will also state the downside and upside risks.