By Emily Ou Yong

  • Japanese rubber futures edged up on Monday, on a rebound in oil prices and a near 40-year low in the yen, though gains were capped by improving natural rubber supply.

  • The Osaka Exchange (OSE) rubber contract for December delivery TOCOM:TRB1!, TOCOM:TRB1! was up 2.3 yen, or 0.56%, at 412.3 yen ($2.55) per kg as of 0215 GMT.

  • The rubber contract on the Shanghai Futures Exchange (SHFE) for September delivery SHFE:RU1! fell 145 yuan, or 0.87%, to 16,470 yuan ($2,420.96) per metric ton.

  • The most active September butadiene rubber contract on the SHFE (SHBRv1) fell 235 yuan, or 1.95%, to 11,790 yuan per metric ton.

  • The Japanese yen FX_IDC:USDJPY last traded at 161.75, continuing to languish near a 40-year low.

  • A weaker currency makes yen-denominated assets more affordable to overseas buyers.

  • Oil prices rose on Monday following days of tit-for-tat strikes by the United States and Iran in the Middle East, underscoring the fragility of their interim peace deal and further slowing energy shipping in the Strait of Hormuz.

  • Natural rubber often tracks oil prices as it competes for market share with synthetic rubber, which is made from crude oil.

  • However, gains were capped by ample supply.

  • Major Southeast Asian producing regions, including Thailand, Indonesia, and Vietnam, have ramped up production following the wintering season, Japan Exchange Group said in a report on Monday.

  • The front-month rubber contract on Singapore Exchange's SICOM platform for July delivery SGX:TF1! last traded flat at 208.6 U.S. cents per kg.

($1 = 161.7500 yen)

($1 = 6.8031 yuan)