June 2025 saw a persistently weak Chinese rubber market amid macroeconomic uncertainty, soft demand, and ample global supply. China’s rubber spot market fundamentals remained pessimistic. While tire production briefly supported demand, it declined later as both domestic and international automotive sectors softened, driven by weak external demand and lingering U.S.–China trade tensions. The weak new export orders sub-index, reflected tepid overseas demand.
Highlights
• Overall bearish market conditions in China
• Mixed trade data underscore tepid demand conditions
• Arbitrage window might open as spread between Chinese and international prices narrows