On Oct 30, 2026, SNSUC launched dedicated carbon footprint modules for natural rubber and butadiene rubber on its DCS+ platform, enabling LCA-based assessment and alignment with ISO 14067 and GHG Protocol standards.

On Oct 28, 2026, the EC finalized CBAM Phase III rules: natural and butadiene rubber-based finished goods will face mandatory reporting from 2027, with pilot traceability and pre-registration starting Q4 2026.

On Oct 29, 2026, SNSUC launched a dedicated carbon footprint module for natural & synthetic rubber on its DCS+ platform, enabling ISO 14067-compliant LCA reporting.

Fuel oil up 5.31% and bitumen up 4.96% move together; natural rubber slips while butadiene rubber gains 2.82%, splitting the rubber family.

Butadiene (BR) settled at 16,170 RMB/t, +1.51%, outrunning natural rubber (NR) at 19,700, +0.43%. The NR-BR spread narrowed to 3,530 RMB/t from above 3,800. Tight butadiene supply is the main driver behind BR's strength, and tire makers are rebalancing blend ratios against spread hedging.

Fuel oil (+2.29%) and butadiene rubber (+1.63%) rose in tandem, signaling strengthened cost-pass-through from refining to synthetic rubber. Bitumen gained +1.00%, while natural rubber dipped -0.23%, highlighting divergent end-demand trends.

Fuel oil rose while bitumen fell; natural and butadiene rubber both eased, splitting the 13 categories into two camps with distinct drivers.

Fuel oil gave back 2.29% while bitumen rose 1.75% on its own; both rubbers hugged the floor. The two chains run on different drivers and hedges must be split.

The European Commission released CBAM Phase III guidelines on Oct 20, mandating reporting for natural and synthetic rubber from 2027. SNSUC’s carbon compliance team urges immediate supply chain carbon mapping and DCS+ registration.

Natural rubber front-month printed ¥19,890/t (−0.08%) and butadiene rubber ¥15,935/t (−0.25%), holding the NR-BR spread at ¥3,955. With both soft, the economics of tyre-blend substitution reopen; bonded digital warehouse receipts pledged at T+0 free up working capital, and a 50kt NR parcel worth about ¥995m can be recycled.