After recent rallies, NR futures remained ‘broadly supported’ in the trading week to 2 Oct, reported Japan Exchange Group (JPX). Overall, it said, supply disruptions caused by El Niño-related drought and flooding in Thailand had led traders to add new long positions. Rising crude oil prices driven by Middle East tensions plus a recent ANRPC downgrade of NR supply growth also buoyed prices.
Natural rubber prices could face near-term downward pressure as high prices encourage increased tapping, but longer-term supply constraints could support a “structurally firmer” market, according to the IRSG.
Selected natural rubber futures price trends on major trading exchanges
Exchange
Commodity
Delivery
Week to 25/9/26
Week to 2/10/26
% Change
Osaka
RSS3
Jan ‘27
448.3 (JPY)
445.3 (JPY)
-0.7%
SHFE
SCR/RSS
Jan ‘27
19,425 (CNY)
19,710 (CNY)
+1.5%
INE
TSR
Jan ’27
16,630CNY)
16,920CNY)
+1.7%
SICOM
TSR20
Jan ‘27
250.2 (US$c)
256.4 (US$c)
+2.5%
SHFE
BR
Dec ‘26
15,125 (CNY)
15,730 (CNY)
+4.0%
(ERJ calculation for selected futures pricing, as tracked by JPX)
INVESTMENT: Projects and M&A
Reported
Company
Project / Deal
Location
Capex / Value
Details
8 Oct
Sentury
New tire plant
Turkey
$273m (€240m)
Capacity: 7m/yr car and light truck radial tires
8 Oct
HS Hyosung
Advanced materials expansion
San Luis Potosi, Mexico
n/s
New prod’n hub to serve N America, global markets
6 Oct
Pyrum Innovations
Pyrolysis plant process 23ktpa of ELTs due to start up in ‘27
‘Billingsfors’, Sweden
n/s
€24m grant for partner GreenTech Recycling Tires
5 Oct
Huangpu Tire Technology
New aviation and speciality tire plant
Hohhot, Inner Mongolia, China
Yuan1.2bn (€150m)
Design: 80k/yr eng tires, 15k aviation tires, 15k aviation retreads
2 Oct
Trelleborg
Acquired Producta Srl
Montelupone, Italy
n/s (Producta ‘25 sales ~€12m
Sealing, profiles for construction industry
1 Oct
Mutares
Completed acquisition Synthomer Czech acrylate monomers business
Sokolov, Czech Republic
n/s (Business €68m ‘25 sales, EBITDA minus €10m)
Produces acrylic acids & esters at site in Sokolov. ~300 employees
23 Sept
Pirelli
Expand US tire plant
Rome, Georgia
€1bn
To increase capacity to 6m car tires/yr by 2033
22 Sept
Tokai Carbon
Pilot plant for rCB secondary processing
Japan
n/s
To start up by end of 2027
BUSINESS
Financial results: Selected materials and chemicals suppliers