Natural Rubber Production And Supply Situation

Natural rubber production and supply situation
1. The production areas in China are entering the transition period of reduced production/stop-cutting
In 2026, the main production areas of natural rubber in China (Yunnan, Hainan, Guangdong) are transitioning from the peak production season to the reduced production/stop-cutting season. The annual production is basically determined.
The opening of the production season in domestic areas in 2026 is in line with the normal seasonal pattern and is earlier than in previous years. Yunnan starts production in mid-to-late March, and Hainan starts production in full by the end of March.
High raw material prices stimulate the enthusiasm for rubber tapping:
The price of rubber sap in the Yunnan production area has risen from 14,200 yuan/ton at the beginning of the production season to 18,200 yuan/ton (an increase of 28.17%)
The price of rubber sap in the Hainan production area has risen from 16,500 yuan/ton to 18,900 yuan/ton (an increase of 14.55%)
The daily rubber water volume in the main production areas of Hainan and Yunnan during the peak production season reached as high as 6,000–7,000 tons
2. Supply from Southeast Asia is lower than expected
The main production areas of natural rubber are gradually entering the tapping season, but the production in Southeast Asia is lower than expected
The raw material prices remain at a high level overall, but as we enter the peak supply season, there is a possibility of a certain price decline