By Robert Meyer, Chief Executive Officer, Halcyon Agri Corporation Limited The natural rubber sector is in unchartered waters. I don’t remember a time when fundamentals were as blatantly ignored by the universe of punters trading natural rubber futures as they seem to be today. Knowing that my colleagues (who collectively bring more than a century…
Read FullBy Robert Meyer, Chief Executive Officer, Halcyon Agri Corporation Limited Natural rubber is everywhere. It is a critical part of the mobility and transport, health, industrial and consumer sectors worldwide. It is an irreplaceable part of many of these industries – particularly the mobility and transport sector. For all the evolutions and innovations in automotive…
Read FullBy Matthew HarderTrading Director The price relationship and demand switchability between NR and SR are far more complex than initially meets the eye. Yes, the two polymers are competitive and substitutable to a degree. However, there is a tendency in commodities for participants to overestimate (assume) the level of demand price elasticity. In the case of…
Read FullWe are excited to share with you our latest video that showcases our approach towards the upcoming EU Deforestation Regulation (EUDR) that is coming into effect on 30 December 2024. The EUDR aims to curb the EU market’s impact on global deforestation and degradation, as well as decreasing carbon emissions and biodiversity loss. The legislation…
Read FullAt Halcyon Agri, we place strong emphasis on corporate sustainability. Our unwavering commitment to ESG will strengthen our business ecosystem and will ensure that we continue to thrive in the ever-changing business landscape. – David Li Xuetao (Halcyon Agri CEO) Q1 One of the four major raw materials of modern industry, natural rubber is closely…
Read FullOverview of Market Trends (as of 30 Sep 21) SICOM TSR20 (Active months) Support: 157.6 -144.7 usc/kgResistance: 178.1 – 187.3 usc/kg SHFE WF (Active months) Support: 13,195 – 13,000 CNY/mTResistance: 15,105 – 15,785 CNY/mT INE TSR20 (Active months) Support: 10,220 – 9,960 CNY/mTResistance: 12,020 – 12,150 CNY/mT TOCOM RSS3 (Active months) Support: 193.7 – 182.1…
Read Full2018 may well prove to have been a seminal year for both the rubber industry as a whole and the rubber market in particular. It’s questionable whether globalisation has done the industry any favours as an over 100-year old disease, known generically as South American Leaf Blight (SALB), today has many ways of reaching beyond…
Read FullBeyond the Cis-1,4 structure – Some Reasons Why Synthetic Rubber May Never Replace Natural Rubber. By D.J. MillerNatural Rubber Consultant In 1963 Karl Ziegler and Giulio Natta shared the Nobel Prize in Chemistry for the development, in the 1950’s, of their eponymous catalysts for the production of stereoregular polymers from propylene. Their catalyst, an organoaluminum…
Read FullA study about smallholders and dealers on production cost, land cost and return on investment in South Thailand. By Dilok LeeDeputy CEO, Factory Operations, Teck Bee Hang Co., Ltd. Thailand 1. Introduction: This study is conducted from our routine visit to smallholders and dealers in South Thailand in August 2018. The area covered can be seen…
Read FullBackground There has been a steady decline in natural rubber prices since 2011 due to rising stocks as a result of expanding production. Prices are declining to an unsustainable level for key stakeholders in the industry driving potential future supply-side implications. Persistent increase in China’s visible inventory driving large market imbalances are contributing to the…
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