Helixtapping the Industry: Recent Episodes
Helixtap Technologies
A monthly overview and forecast of the rubber industry and greater commodities space. https://data.helixtap.com - Explore a myriad of factors, such as data and pricing trends, geopolitics, supply chains, and much more!
CEO Farah Miller speaks with fellow IRSG Next Gen Rubber Leaders Desmond Wan (Southland Global) and Linda Mitchell (Tyre Stewardship Australia) on the factors affecting rubber prices, sustainability, and their hopes for the future of the rubber industry.
Transcript here:
https://helixtap.com/2022/12/02/podcast-2022-reflections/
The post 2022 Reflections first appeared on helixtap.
What is the cost of demonstrating compliance? The question that is currently plaguing the tyre manufacturing industry, especially after the recent inclusion of natural rubber in EU’s deforestation law.
Transcript here:
The post ESG, sustainability, and compliance in tyre manufacturing, rubber production and the greater commodities industry first appeared on helixtap.
Lead Quantitative Strategist and advisor to Helixtap Technologies, Dr. Belal Baaquie, discuses how quantitative forecasting is impacting different commodities, the future of rubber, and the methodology behind Helixtap's proprietary forecasting model
The post Forecasting models in rubber and the greater commodities sector first appeared on helixtap.
A seasonal analysis on how SICOM TSR20's first position prices for May 2022 were trading at its lowest monthly average in the past 12 months, and how this impacted physical rubber prices
The post Seasonal analysis: May 2022 futures and physical prices first appeared on helixtap.
Sustainability has been at the forefront of discourse in recent years across a wide range of industries. The Helixtap team discusses key lessons from the World Rubber Summit 2022 and the integral role data plays in solving unsustainable practices and meeting ESG-related goals - from climate change and alleviation to facilitating a circular economy.
[00:01:50]
The changing demands in the tyre industry
[00:04:25]
Climate change impacting the supply chain and the greater rubber industry
[00:06:25]
Sustainability trends in the rubber industry
[00:10:10]
Data and digitisation creating a sustainable ecosystem
The post World Rubber Summit 2022 Round Up first appeared on helixtap.
As the markets were withering through the ripple effects of the Russia and Ukraine conflict, the fear about the economic toll of China’s strict “Zero Covid” policy is ripping through the rubber market.
The post China’s Covid Lockdowns – Impacts on the Rubber Market first appeared on helixtap.
Our CEO, Farah, and Alvin, Director of Data and Business Development, discuss the impacts of Russia-Ukraine on rubber and oil prices, supply chains, and how data can be used to futureproof businesses.
[0:01:48]
Russia's impact on rubber and other commodities
[0:04:15]
Supply chain disruptions and inflation
[0:08:47]
Impact of volatility in freight on rubber
[0:11:49]
Using data to navigate through an uncertain market
The post Supply chain snags seen stretching through 2022 – Is rubber in trouble? first appeared on helixtap.
Chairman and Co-Founder of Helixtap Technologies, Brian Miller, discusses the factors driving physical rubber prices higher - inflation, rising freight costs, labour shortages, and so on. Tune in to find out if we really are at the brink of a rubber supercycle!
[0:02:28]
What does 'transitory' mean when discussing the phenomena of supercycles?
[0:04:14]
What is a supercycle, and has this happened in the rubber industry in the past?
[0:05:44]
What is causing a supercycle - inflation, lack of structural investment, or disrupted supply chains?
[0:07:01]
What role is COVID-19 playing in creating a supercycle?
[0:08:00]
What role is inflation playing?
[0:09:24]
What role is rising interest rates playing?
[0:11:46]
What role is rising freight costs playing?
[0:13:56]
Conclusion - is rubber entering a supercycle?
The post Are we at the brink of a rubber supercycle? first appeared on helixtap.
Our co-founders Farah (CEO) and Brian (Chairman) discuss why they started Helixtap Technologies, share their insights on key events in 2021 in the rubber and commodities industry, and predict what's in store for the markets in 2022
The post Hello 2022! first appeared on helixtap.