ANRPC: Natural rubber production, consumption fall in November

Kuala Lumpur – Natural rubber (NR) production and consumption fell year-on-year during November 2025, impacted partly by severe weather conditions.

According to the November data published by Association of Natural Rubber Producing Countries (ANRPC), production during the month is projected to reach a total of 1,474,000 tonnes, down 2.56% year-on-year.

The association linked the decline primarily to adverse weather conditions in key producing countries.

Thailand's NR production is anticipated to decline to 466,200 tonnes in November, down 9.39% from 514,500 tonnes in October, due to cyclones and heavy rains in the latter part of the month.

An assessment of the Thai Rubber Authority reported that nearly 660,000 hectares, which represents 20% of the total planted area for rubber, have been impacted by these adverse weather conditions.

This crisis, said ANRPC, could result in the loss of 90,000 tonnes of NR, underscoring vulnerability to extreme weather events.

In contrast, Vietnam is expected to see an increase in NR production, rising to 142,400 tonnes in November, up from 134,000 tonnes in October, coinciding with the peak production season.

Similarly, Cambodia’s output is projected to grow to 56,900 tonnes, up from 50,000 tonnes the previous month.

Additionally, China is experiencing a significant rise in natural rubber production, projected to reach 137,200 tonnes compared to 113,500 tonnes in October.

ANRPC linked the divergent trends to “the complex dynamics within the rubber production sector" which it said are impacted by varying weather conditions, market demand, and differing agricultural practices.

In terms of consumption, demand is projected to fall 1.4% year-on-year in November, due to the combined effects of rising tire stocks, US tariffs, and anti-dumping duties impacting China’s tire exports.

The duties on Chinese tires, according to ANRPC, have led to reduced trade flows and a slowdown in production in the country.

“These factors indicate growing pressure on demand and highlight the susceptibility of the global supply chain to policy changes,” it added.

In November, China's NR consumption is expected to reach 589,000 tonnes, up slightly compared to October, helped by strong EV sales amid slowing tire exports.

India’s NR consumption is expected to increase to 122,000 tons in November, from 114,000 tons in October, while Thailand also is expected to report a rise in demand.

Meanwhile, Malaysia’s consumption is expected to reach 21,900 tonnes in November, a decline from 24,300 tonnes in October.