The latest data shows that in the first two months of 2026, the United States imported a total of 43.61 million tires, a year-on-year decrease of 2%.

The year-on-year decrease of 2% in US tire imports indicates a weakening of downstream demand, and the spot price of styrene butadiene rubber, as the main raw material for tires, is facing downward pressure. The decrease in demand may suppress procurement enthusiasm, leading to inventory accumulation and price decline.

The decline in tire demand poses a negative impact on the spot price of butadiene rubber, but futures data shows that recent contracts (such as the closing price of contract 2605 at 17,510 RMB/ton, up 215 RMB) are showing an upward trend, reflecting a tight short-term supply. The decrease in demand may partially offset the supporting factors, increasing the risk of a downward trend in futures prices.

The reduction in tire imports from the United States directly suppresses demand for natural rubber, putting pressure on spot price expectations. As the core raw material of tires, weak demand may lead to loose market supply and demand, and the downward trend of prices may be strengthened.

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