SUMMARY
 
Vietnam’s Rubber Export Performance
October 2025 marked the second consecutive month of decline, with average export prices falling and export volume dropping sharply to around 180 thousand tonnes.
The downturn was broad-based, affecting most major export markets, reflecting weak demand and unfavorable industry conditions.
 
Outlook
Demand from China remains weak, continuing to pressure Vietnam’s rubber exports in the remaining months of the year.
Supply chain risks related to the Nexperia issue have not been fully resolved.
Global rubber prices remain under pressure due to falling crude oil prices, limiting the sector’s near-term recovery prospects.
 
TABLE OF CONTENTS
 
A. EXECUTIVE SUMMARY
 
B. GLOBAL RUBBER SUPPLY–DEMAND HIGHLIGHTS AND INTERNATIONAL PRICE DEVELOPMENTS
 
C. VIETNAM’S RUBBER EXPORT PERFORMANCE, JAN–OCT 2025
Export volume in Jan–Oct 2025 and monthly trend (Oct 2023 – Oct 2025)
Average export price in Jan–Oct 2025 and monthly trend (Oct 2023 – Oct 2025)
Export performance by rubber category, 3Q-2025
Developments in major export markets, Jan–Oct 2025 and monthly trend (Oct 2023 – Oct 2025)
Malaysia’s import demand and Vietnam’s market share
Leading Vietnamese rubber exporters in 3Q-2025 and Q3-2025
 
D. VIETNAM’S RUBBER IMPORT SITUATION, JAN–OCT 2025
Import volume in Jan–Oct 2025 and monthly trend (Oct 2023 – Oct 2025)
Developments in major import markets, Jan–Oct 2025 and monthly trend (Oct 2023 – Oct 2025)
 
E. APPENDIX