According to the Malaysian Bureau of Statistics on February 12th, the export volume of natural rubber in December 2025 decreased by 27.5% year-on-year to 32,139 tons, and decreased by 12.7% month on month. 49.9% of them are exported to China, followed by 16.4% from Germany, 4.8% from the United Arab Emirates, 3.9% from Portugal, and 3.7% from Egypt.

Malaysia's natural rubber exports in December 2025 saw a significant year-on-year decrease of 27.5% and a month on month decrease of 12.7%, reaching 32,139 tons, of which nearly 50% were exported to China. This indicates weak demand in major consumer markets, especially with China accounting for a high proportion. The weakening of demand may lead to a relative surplus of spot supply and downward pressure on spot prices. Based on futures data, the closing price of the main contract 2605 is 16,450 RMB/ton. Although it has recently risen or fallen by 15 RMB, the signal of export decline strengthens the demand side risk, which may suppress the upward trend of futures prices and even trigger downward pressure.

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