NR futures continued to strengthen in the first full trading week of October, across all major exchanges – amid supply concerns. According to Japan Exchange Group (JPX), the bullish trend is likely to persist until El Nino-related weather disruptions eased. During the week, noted JPX, Chinese commodity funds and speculators were estimated to have accumulated around 400kt of futures positions..
Selected natural rubber futures price trends on major trading exchanges
Exchange
Commodity
Delivery
Week to 2/10/26
Week to 9/10/26
% Change
Osaka
RSS3
Jan ‘27
445.3 (JPY)
454.0 (JPY)
+2.0X%
SHFE
SCR/RSS
Jan ‘27
19,710 (CNY)
20,220 (CNY)
+2.6%
INE
TSR
Jan ’27
16,920CNY)
17,215CNY)
+1.7%
SICOM
TSR20
Jan ‘27
256.4 (US$c)
261.6 (US$c)
+2.0%
SHFE
BR
Dec ‘26
15,730 (CNY)
16,370 (CNY)
+4.1%
(ERJ calculation for selected futures pricing, as tracked by JPX)
INVESTMENT: Projects and M&A
Reported
Company
Project / Deal
Location
Capex / Value
Details
14 Oct
SaarGummi
Opened new seals plant
Chennai, India
n/s
Will initially make ‘glass run channels’ using 4K extrusion technology
14 Oct
BeyondPoly
Sulzer supplied purification technology
Jingbo Ind. Park, Shandong, China
n/s
100ktpa polyolefin elastomer (POE) plant
13 Oct
Prinx Chengshan
Produced first tire at new plant
Kedah, Malaysia
$300m (€255m)
Phase I: 6m/yr car tires, 600k/yr truck/bus tires
13 Oct
Michelin ResiCare
Installing first line for prod’n of a new bio-based aromatic monomer
Nesle, France
n/s
Part of DragonFly project at Ajinomoto site
12 Oct
VMI
Opened new service facility
Leon, Mexico
n/s
Follows recent launch of sales & support office in Yokohama, Japan
12 Oct
Momentive
Started prod’n of silanes for tire applications
Chennai, India
n/s
Silane contains 79% renewable carbon.
9 Oct
Sentury
New tire plant
Turkey
$273m (€240m)
Capacity: 7m/yr car and light truck radial tires
9 Oct
Viaz Tyres
Targeting trial tire prod’n by yearend
Mehsana, Gujarat, India
INR500-550m (~€5m)
1.5m unit/yr plant for 2W, 3W, light-CV, ag 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 reported by selected rubber product makers