Natural Rubber Price Rises July 2025

On July 18, 2025, the price of natural rubber showed a certain upward trend. According to relevant information statistics, the price of natural rubber standard rubber and full latex on that day was 14,900 yuan/ton, an increase of 240 yuan/ton from the previous day.

From the raw material side, although there is no specific raw material price change data on July 18, you can refer to the recent situation.

For example, on July 9, domestic full latex rose to 14,000 yuan/ton, an increase of 50 yuan/ton from the previous day; Thailand No. 20 mixed rubber rose to 13,880 yuan/ton, an increase of 30 yuan/ton from the previous day.

On July 8, Thai rubber dropped to 54.3 baht/kg, down 0.2 baht/kg from the previous day; Thai cup rubber dropped to 47.3 baht/kg, down 0.2 baht/kg from the previous day; Yunnan rubber dropped to 13.4 yuan/kg, down 0.2 yuan/kg from the previous day; Hainan rubber was quoted at 12.8 yuan/kg, unchanged from the previous day. Fluctuations in raw material prices will have a certain impact on the overall price of natural rubber.

From the supply side, the global supply of natural rubber has entered a period of increased production, and major production areas at home and abroad have started harvesting.

As of July 11, 2025, the total weekly warehouse receipt inventory of natural rubber in Shanghai Futures Exchange was 213.59 thousand tons, an increase of 0.82 thousand tons from the previous week; the weekly social inventory of natural rubber in Qingdao was 414,900 tons, an increase of 0.21 thousand tons from the previous week, and the bonded area inventory was 92,600 tons, an increase of 0.02 thousand tons from the previous week. The overall inventory change was stable.

The stability of inventory has a certain supporting effect on prices, avoiding large price fluctuations. However, with the continuous advancement of the harvesting work in the main production areas, if the supply continues to increase in the later period, it may put some pressure on price increases.

From the demand side, the automotive industry is one of the main demand areas for natural rubber. China's automobile trade-in policy continues, and the sales of new energy vehicles are increasing (expected to increase by +21% year-on-year in 2025).

The proportion of natural rubber in its tires is higher, and the long-term demand is more resilient. In addition, macroeconomic policies are loose, the world has entered a cycle of interest rate cuts, and loose liquidity may stimulate commodity prices. Coupled with domestic policies to stabilize growth (, there is room for demand to recover, which has a certain boost to natural rubber prices.

From the perspective of market expectations, some industry opinions believe that the rainy season in the main producing countries in Southeast Asia will end, and supply is expected to increase normally. The supply in the recent and past six months is in line with expectations.

On the demand side, the domestic tire industry has digested finished product inventories. Although it is still weak at present, there is no weaker change. At present, supply and demand are balanced, and the unilateral market is volatile.

Looking forward, the suspension period of "reciprocal tariffs" will expire, the negotiation progress is slow, demand may be substantially affected, the balance sheet is under great pressure, and it is difficult for natural rubber prices to see a significant reversal.

On the whole, July 18, 2025 The price of natural rubber has risen in Japan, which is the result of the combined effect of multiple factors. The relative stability of the supply side, the gradual recovery of the demand side and market expectations have all had an impact on the price. However, due to the possibility of increased supply and uncertainties such as trade policies in the later period, the trend of natural rubber prices is still subject to certain variables.

In the future, it is necessary to continue to pay attention to factors such as weather changes in the main producing areas, inventory data, demand dynamics in the automotive industry and trade policies, which will jointly determine the subsequent trend of natural rubber prices.