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Vietnam Rubber Faces Demand Slump in Oct, Impacting Returns

    Vietnam’s rubber sector entered the final quarter of 2025 under mounting pressure, as October marked a sharp year-on-year export contraction. The pullback reflected a difficult convergence of weaker global demand, market-specific setbacks, and weather-induced production disruptions that intensified toward the end of the year.

    Highlights
    • October posts a sharp 20% YoY fall in export volume
    • China dominates yet declines; secondary markets turn volatile
    • Vietnam exports 1.47 million tons of rubber in first 10 months