In February 2026, U.S. natural rubber prices surged by 11.5% due to strong demand and logistical constraints. The automotive sector emerged as the primary driver, accounting for about 70% of domestic consumption, while secondary support came from medical glove producers and industrial applications. Imports from Thailand, Indonesia, and Vietnam tightened due to longer shipping lead times, increasing pressure on natural rubber availability. The spot price for Natural Latex Rubber marked a significant rise from January, driven by higher freight and insurance costs. With no domestic production, the US relies heavily on seaborne shipments, making it vulnerable to fluctuating global prices. Looking ahead, forecasts indicate a further increase in March, driven by steady demand and rising shipping costs. However, moderation is expected from April to June, with potential geopolitical tensions in the Middle East impacting supply chains. Stakeholders must remain vigilant to navigate the upcoming volatility in the natural rubber market.
