
Originally Posted by
ltnt
Lots of excess synthetic, crude prices at rock bottom.
That's a reason for lower rubber prices, but not the prices we are getting today.
If oil prices drop, rubber goes down yes, but prices have not followed oil as normal, if they did sheet would be around 70 Bt. not 45 Bt,
Wonder if China is running a game, under cut other synthetic rubber produces, drive them out of business, sign long term contracts with NR producers and corner the world market in both NR and SR.
As said, India a big tire producer can not get enough rubber, not a high wage economy and they are having problems competing.
All well beyond me, but there will be a shortage of high grade RSS 1,2 and 3 next year. What is made today, is for processing in 6 to 9 months and no ones making sheet.