Decline in Malaysia’s September Natural Rubber Exports – Market Impact Analysis

By SKYSEVEN Chemical Technical Team · 2026-11-11

According to data released by the Department of Statistics Malaysia on November 10, Malaysia’s natural rubber exports in September 2026 fell by 12.3% year-on-year to 29,438 tonnes, representing an 11.9% decrease month-on-month. China was the primary destination, accounting for 33.4% of the total, followed by Germany (18.9%), the United States (8.1%), Turkey (6.5%), and Portugal (3.7%).

As a major global exporter of natural rubber, Malaysia’s export decline—down 12.3% year-on-year and 11.9% month-on-month in September 2026—signals a marginal tightening in supply, providing bullish support to natural rubber spot prices. In the futures market, the most actively traded natural rubber contract (RU2701) on the Shanghai Futures Exchange closed at 18,800 RMB/tonne on November 10, 2026—an increase of 125 RMB/tonne from the previous trading day—with open interest rising by 1,327 lots. The market is showing strength, and this news of shrinking exports serves as a further positive catalyst to natural rubber futures prices.

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Decline in Malaysia’s September Natural Rubber Exports – Market Impact Analysis

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