Rubber industry in 2026 – Selling prices are expected to be anchored when supply continues to be in short supply
• In terms of supply, we assess that the ability to expand production in the medium term is still low due to: 1/ New planting and replanting activities are slow for many years; 2/ The policy of controlling the planting area in Thailand continues; 3/ The increase in rubber prices in 2024-2025 mainly reflects adverse weather factors, which are not strong enough to create a driving force for expansion, replanting or new investment.• In terms of demand, we expect it to remain up, but at a moderate level – not enough to record a strong rally in the short term.
• We believe that rubber prices are likely to remain at the current high level in the medium term (around the level of the second half of 2025), along with the range of fluctuations will be narrower than in previous cycles.
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