The rubber trade in China is significantly influenced by geopolitical factors, especially the current tariff disputes with the United States and the prevailing uncertainties in the global economy. In March 2025, tariffs, trade data, and inventory trends significantly influenced market sentiment, affecting both domestic and international purchasing patterns.
Highlights
• Trade war impacts the trade flow
• Arbitrage narrows on wintering
• Fluctuating inventory level indicates at a whimsical buying pattern