Natural rubber front-month surged to CNY 20,095/t (+5.54%), driven by Thai monsoon-related tapping disruptions and pre-National Day restocking demand from Chinese tire makers. Butadiene rubber rose 3.96% to CNY 16,000/t.

Natural rubber surged 3.28% to CNY 19,665/t; butadiene rubber jumped 4.97% to CNY 16,155/t — the strongest daily gains in three weeks. Restocking demand and low inventories are key drivers.

Natural rubber fell 2.21% to CNY 19,025/t—the steepest daily drop this month—while butadiene rubber declined 0.87%. Domestic tire plant utilization slipped to 62.3%, with export order slowdown dampening raw material demand.

Butadiene rubber (BR) surged 5.73% to CNY 15,680/t—outpacing natural rubber’s 2.51% gain—indicating accelerated restocking by tire manufacturers and marginally improved liquidity in East China spot markets.

Butadiene rubber (BR) surged 5.73% to CNY 15,680/t—more than double natural rubber’s +2.51%; rising butadiene costs and early tire factory restocking are tightening procurement windows.

Butadiene rubber front-month closed at CNY 15,680/t (+5.73%), the strongest gain among eight key commodities. With natural rubber up 2.51% to CNY 19,600/t, autumn restocking by tire makers is underway, accelerating synthetic rubber import substitution and exposing structural supply gaps.

Butadiene rubber front-month settled at ¥15,380/t on Sep 24, up 3.71% (+¥545/t) — highest in one month, narrowing raw material stocking windows for tire makers.

Natural rubber front-month surged 2.61% to ¥19,455/t — highest in 3 weeks. Butadiene rubber rose 1.81% to ¥15,160/t. Key drivers: delayed tapping in Vietnam due to heavy rains and a 12% QoQ rise in Chinese tire export orders.

Natural rubber front-month rose 0.74% to CNY 18,965/t; butadiene rubber gained 0.37% to CNY 14,900/t. Typhoon disruptions in Southeast Asian producing regions and tire factory restocking drove concurrent strength—natural-synthetic spread narrowed to CNY 4,065/t, the lowest since 2023.

Natural rubber rose 0.77% to CNY 18,970/t; butadiene rubber gained 0.57% to CNY 14,930/t. Tire makers are ramping up feedstock procurement ahead of Q4 export orders, fueled by strong demand for NEV commercial vehicle tires.

Among SNSUC's 13 categories, synthetic rubber (BR / SBR / NR) stays balanced: BR operating rate 64%, NR/BR ratio 1.29x, tire exports +7% yoy; SHA-256 fingerprints and digital warrants lift title credit.

Butadiene Rubber (BR) and Styrene-Butadiene Rubber (SBR) are driven by butadiene cost and the NR price ratio; the synthetic/natural blend in tyre recipes swings with the spread. SNSUC lists NR and SR together for price comparison.

Lubricant competition is shifting from base-oil resources to additive formulations; grease and synthetic-rubber demand upgrades push local formulation capability.