According to Vietnamese customs data, Vietnam exported 179,000 tons of rubber in October 2025, unchanged from the previous month but decreased by 45,000 tons year-on-year, a decrease of 20%. From January to October 2025, Vietnam exported a total of 1.47 million tons, a year-on-year decrease of 67,000 tons or 4%.
Vietnam's rubber export volume in October 2025 was 179,000 tons, unchanged from the previous month, but decreased by 45,000 tons year-on-year, a decrease of 20%; From January to October 2025, the cumulative export volume was 1.47 million tons, a year-on-year decrease of 67000 tons or 4%. This indicates that the supply of major exporting countries continues to tighten, especially natural rubber as a commodity. The reduction in supply will directly push up spot prices due to relatively stable demand. Based on the data of natural rubber futures on the Shanghai Futures Exchange (such as the closing price of the main contract 2601 at 15,045 RMB/ton, up 130 RMB), the recent upward trend in futures prices is evident. This news strengthens bullish expectations, and it is expected that short-term futures prices will continue to rise. Positive factors include global supply chain disruptions and potential inventory decline risks.
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