Wednesday, August 22, 2012

On price drop, defaults happen


The weak global economy has driven down prices for everything and one of the hardest hit commodities – natural rubber, is trying to fighting back. The prices of natural rubber hit a record high of ¥528 a kg in February 2011 and later fell to nearly three year low and August series currently trading at ¥214 a kg. The drop in price was mainly contributed by negative market sentiment caused by various factors including uncertainties in global economic growth. Weaker oil prices make synthetic rubber, an alternative petrochemical rubber grade, cheaper and normally encourage investors to liquidate natural rubber contracts on TOCOM to avoid risk.

The top three rubber producers, under the International Tripartite Rubber Council, had agreed to reduce exports by 300,000 tonnes and to accelerate the replanting programme of 100,000 hectares, which will result in further reduction of export by 150,000 tonnes. With these two measures, a total of 450,000 tonnes of natural rubber will be withdrawn from the market, hoping to boost prices.

According to some dealers, fears of defaults gripped the rubber market and whenever prices drop, defaults happen, with the price of some tyre grades already falling nearly 30% since January because of weaker Tokyo futures and ample supply in Southeast Asia. Late last year, the ASEAN Rubber Business Council blacklisted buyers who defaulted on shipments and urged members to ignore requests from Chinese buyers for discounts following a plunge in prices.

In the 1st August 2012 issue of Rubber4U, we had forecasted that domestic RSS4 grade rubber price to touch `.168 per kg, which happened on 14th August. Hence, we request our readers to be in touch with our website. Don’t expect the rubber price to show immediate rise. Still lot more down side has to be seen, as the economic outlook is still weak.

Read lot more in Rubber4U – 1st September 2012 issue

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