Natural rubber enters a new cycle: Profits rise, prices remain low

Source: tapchikinhtetaichinh.vn Macro momentum supports new cycle: Strong industrial demand, sustainable rubber price recovery The natural rubber industry report from Phu Hung Securities Company's Analysis Department (PHS Research) shows that corporate profits exceeded plans, but the market remains cautious, creating a notable pricing gap. According to the report, the industry's results in the third quarter of 2025 during the recovery period have transitioned to a state of real growth. Not only benefiting from the harvest season, natural rubber enterprises have recorded a convergence in both production and selling prices—a core factor marking the formation of a new cycle. The global trade context has sharply divided as the US and EU increase demands for traceability, driving a wave of production shifts to Southeast Asia; and Vietnam, thanks to its strategic location and expanding industrial capacity, has become a prominent destination for FDI inflows. This shift immediately ...