The Fourth Quarter 2015 Rubber Economist Report
(10th December 2015)
The Fourth Quarter 2015 Rubber Economist Report was sent to all our subscribers earlier this month. The latest Quarterly Report covers our regular analyses such as natural rubber (NR) and synthetic rubber (SR) consumption and production for the major countries, regions and the world along with global rubber balances, stocks and prices.
The latest Report examines the following topical questions in detail:
-What has been the impact on the past and future global rubber trends of the recent historical statistics revisions involving China’s SR sector?
-Will the pessimistic outlook on the world rubber scene for the next few years remain?
-What will happen to the role of China and Asia/Pacific as the engines of growth?
-Has the percentage of global SR consumption estimated in this report to have risen in recent years been affected by the data revisions?
-World NR output is expected by some to show a decline this year – do we agree with this and what will be the trend forecast for the next few years?
-SR output in China was estimated to have grown sharply, will the data revisions alter this view and what is the expectation for the future?
-Are the increasing surpluses and rising stocks for both NR and SR still being anticipated for the next few years?
-What about the all-important factor in rubber price determination - stocks/consumption ratio - will it continue to decline further and support the increase in rubber prices?
-NR prices declined again during the past quarter where is the 2015 price in historical context? How important is the strength of the US dollar to rubber prices?
-Fun Fact: In November TSR20 price was now about two-third of the price of SBR 1502 in the USA.
-Did you know that 67% of world NR consumption is consumed within the producing countries? There is a special section in this report looking into this and other related trends.
Highlights of the report include our latest short-term monthly natural and synthetic rubber production, consumption and price forecasts up to 2017.
Interested readers may find a sample of the Third Quarter 2009 Report here (pdf version available on request).
The publication is available on a quarterly basis. Subscribing to the Report will not only get you access to the most up-to-date information, but also more detailed information on request. Subscription prices are available on request. Please contact info@therubbereconomist.com for more information.