Rubber prices fell slightly at the opening of the first trading session of the week. The market was concerned about the news that Malaysian rubber production had increased again.
At the opening of the trading session on September 15, in China, the October rubber futures price on the Shanghai Futures Exchange (SHFE) decreased by 0.1% (20 yuan) to 14,890 yuan/ton. In Thailand, the October rubber futures price decreased slightly by 0.2% (0.13 baht) to 68.5 baht/kg. In the Japanese market (OSE), rubber prices decreased by 0.3% (1 yen) to 319 yen/kg.
The Malaysian rubber industry recorded a strong recovery in July 2025 when production and exports increased simultaneously, despite a decrease compared to the same period last year, according to the European Rubber Journal.
According to data from the Department of Statistics Malaysia (DOSM), natural rubber (NR) production reached 35,884 tonnes, up 36.7% from June (26,249 tonnes). However, compared to the same period in 2024, this level is still 5.5% lower (37,960 tonnes).
The production structure shows that the smallholder sector continues to play a key role, accounting for 86.8% of the country's total output, while plantations contribute only 13.2%. This reflects the industry's heavy dependence on small-scale production, which is vulnerable to weather and price fluctuations.
Along with the recovery in output, inventories also increased. Total natural rubber inventories in July reached 171,061 tonnes, up slightly by 1.6% from the previous month. Processors accounted for 85.1% of the inventories, while consumer factories and rubber plantations held 14.8% and 0.1%, respectively.
On the other hand, exports recorded a strong growth, reflecting the improvement in global demand. Export volume reached 37,198 tons in July, up 25.2% compared to June (29,719 tons). China continued to be the largest customer, accounting for 47.3% of total exports, followed by Germany (15.0%), India (6.7%), the US (6.1%) and Egypt (3%).
In particular, rubber gloves - one of the key products - brought in export value of RM1.3 billion in July, up 49.3% compared to the previous month. In addition, items such as tires, tubes and rubber threads also contributed to the growth momentum.
Along with the improvement in exports, prices in the domestic market also tended to be positive. The average price of Concentrated Latex increased by 2.3% to 571.3 sen/kg compared to 558.66 sen/kg in June, while scrap rubber increased more strongly, by 4% to 586.68 sen/kg. Notably, all types of Malaysian Standard Rubber (SMR) increased simultaneously, with increases ranging from 2.3% to 8.8%.
Domestically, enterprises stabilized rubber prices. Specifically, Phu Rieng Company offered to buy scrap latex at 390 VND/DRC, and rubber rubber at 420 VND/TSC.
Ba Ria Rubber Company quoted the purchase price of liquid latex at 405 VND/TSC degree/kg (applied to TSC degree from 25 to under 30); DRC coagulated latex (35 - 44%) at 14,200 VND/kg; raw latex recorded at 19,000 VND/kg.
At MangYang Company, the purchase price of liquid latex was about 388 - 399 VND/TSC (type 2-type 1); stable mixed coagulated latex was about 346 - 395 VND/DRC (type 2-type 1).
Similarly, at Binh Long Company, the stable purchase price of rubber at the Factory was 422 VND/TSC degree/kg, the purchase price at the production team was 412 VND/TSC/kg; and the stable mixed latex price (DRC 60%) was 14,000 VND/kg.
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