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Rubber

What world events mean for rubber — the exporters, the routes, and the retail endpoint.

Market stress
0/10Muted
12-month price change
+31.0%
Aug ’25 → Aug ’26
Top exporter
30.7%
Thailand · of world exports

In your life

Rubber

We don't have an honest retail series for this yet — BLS publishes producer-price series for tires, but no standalone retail tire price series exists.

US scope. We show a retail endpoint only when a published BLS series measures it honestly.

World map of Rubber exporters

Circle size ∝ share of world exports — country area does not imply volume

Top exporters
Ranked by share of world exports (2024 trade value).

Thailand

30.7% of world rubber exports · 2024 trade value

Top 3 exporters: 65.7% of world exports.

Thailand accounts for 30.7% of the world's exported rubber by value — a disruption here travels through the buyers and companies below.

What-if presets

See who depends on it ↓

Documented supply-chain relationships — independent of your scenario assumptions.

Rubber

No documented company exposure in our sources for Tire manufacturers; Replacement tires and new vehicles.

A rubber supply shock would likely first appear in futures and cash bids — timing and size are not established in our sources.

Trade structure

Critical exporters & importers

2024 vintage · annual data, 1–2y lag

Top exporters

  • Thailanddominant

    30.7% of world exports

  • Indonesia

    18.9% of world exports

  • Côte d'Ivoire

    16.1% of world exports

  • Vietnam

    7.5% of world exports

  • Malaysia

    7% of world exports

Next tier: Cambodia (3.8%), Myanmar (3.2%)

Top importers

  • China

    23.3% of world imports37.4% from Thailand

  • United States

    10.9% of world imports41.5% from Indonesia

  • Malaysia

    8.9% of world imports45.1% from Thailand

  • Japan

    7.1% of world imports52.5% from Indonesia

  • India

    6.2% of world imports23.3% from Côte d'Ivoire

An importer is “critical” here by share of world rubber imports; the per-exporter dependency underneath is what makes a shock travel. 2024 vintage · annual data, 1–2y lag — annual data, 1–2y lag.

Moves through: Strait of Malacca

Market stress data as of Sep 24, 2026 from the commodity supply-risk monitor.

Rubber — market stress 0/10 (Muted) | Morrowfly