Differentiated Supply and Demand Patterns of Global Rubber, Stable Supply in Some Markets
Sample Content
Global Natural Rubber Supply Remains Tight, with Market Supply Stabilizing in Some Regions
Source: Hexun.com, relevant data from Douyin, Hebei Provincial Business Forecast
Title: Differentiated Supply and Demand Patterns of Global Rubber, Stable Supply in Some Markets
Keywords: Rubber Supply, Natural Rubber, Synthetic Rubber, Rubber Price
Abstract: In 2025, the shortage of global natural rubber production continues, but the market supply in some regions shows a stable trend. On the production side, the output of major natural rubber producing countries around the world varies. On the consumption side, the demand of major consuming countries such as China and India is growing. At the same time, the rubber market in places like Hengshui, Hebei is well-supplied, with prices rising and falling.
News Content
According to the prediction of the Association of Natural Rubber Producing Countries (ANRPC), the global natural rubber production in 2025 is expected to increase by only 0.3% to 14.9 million tons, while the demand will increase significantly by 1.8% to 15.6 million tons, and the imbalance between supply and demand will still persist. Among the major producing countries, Indonesia's rubber production is expected to decline by 9.8% compared to the previous year in 2025, to 2.04 million tons, as farmers switch to planting oil palm; Thailand's production in 2025 is expected to increase by 1.2%, after a 0.4% decline in 2024.
As major natural rubber consuming countries, China and India are expected to see their demand increase by 2.5% and 3.4% respectively in 2025. In the domestic market, the consumption of light-colored rubber in China may decline in the first half of this year, especially the consumption of concentrated latex. After the Spring Festival, the orders of foam factories are sluggish, the inventory accumulation is prominent, and the demand is relatively low. However, the consumption of the domestic tire industry for dark-colored rubber increased in 2024. Only from January to February 2025, the production data of semi-steel and all-steel tires decreased by 2.0% and 2.7% year-on-year respectively.
It is worth noting that despite the tight supply of global natural rubber, the market supply in some regions is stable. According to the important production materials market monitoring system on the unified platform of the Ministry of Commerce, the rubber market in Hengshui City was well-supplied in March 2025. The price of rubber (natural rubber and synthetic rubber) in this period was 10,925 yuan per ton, a month-on-month increase of 2.8%. Among them, the price of natural rubber in this period was 10,775 yuan per ton, a month-on-month increase of 0.9%; the price of synthetic rubber was 11,075 yuan per ton, a month-on-month increase of 4.7%.
Shandong, as a major province for synthetic rubber and rubber additive production, is also the largest tire production province in China, with more than 300 tire enterprises. The development of the tire industry has further consolidated the local area's important position in the field of rubber supply and consumption.
In the future, the rubber market will continue to be affected by both the supply and demand sides, and its trend is worthy of continuous attention from all parties.
