Indonesia’s natural rubber sector is navigating a complex scenario facing swings in the global appetite for the commodity amid changing tariff and geopolitical situations. On trading screens, prices flickered with modest optimism, but on the ground—from smallholder plots in Sumatra to processing lines in Kalimantan—the industry moved under strain. What appeared at first glance as a routine monthly correction in exports was, in reality, a deeper reflection of Indonesia’s rubber economy grappling
Highlights
• Exports retreat sharply amid tight supply, weak demand
• China does not make sharp drop despite Golden Week break
• Structural plantation fatigue clouds medium-term outlook