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The US natural rubber markets experienced a significant price surge of **.** in February ****, largely influenced by firmer Asian export offers, constrained logistics, and proactive buyer restocking. The demand for natural rubber was evident as early February saw cargoes predominantly originating from Thailand, Indonesia, and Vietnam, with exporters adjusting offers in alignment with regional benchmarks. By mid-February, container reallocations had stretched lead times beyond four weeks, compelling buyers to negotiate earlier coverage for their natural rubber needs. This urgency led many purchasers to accept elevated quotes to secure tonnage ahead of the anticipated spring uplift in road-traffic demand, a critical period for natural rubber use.
The automotive and tire sector emerged as the strongest driver of demand for natural rubber, collectively consuming around *** of domestic usage. This includes original-equipment tire plants, replacement tire distributors, and automotive parts manufacturers, all of which rely...
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