SunSirs: Plastics and Rubber Industries Bulk Commodity Intelligence (June 24, 2026)

Macroeconomics
1. [US PMI] The preliminary US S&P Global Manufacturing PMI for June rose to 55.7, hitting a high since May 2022; the preliminary Services PMI rose to 51.3, a four-month high; and the preliminary Composite PMI rose to 52.2, a five-month high.
2. [Eurozone PMI] The Eurozone's preliminary Manufacturing PMI for June edged down to 51.3, but the Services PMI rose from 47.7 in May to 48.9, pushing the Composite PMI up to 49.5—a figure that exceeded expectations. Germany's manufacturing sector remained in expansion, but the services sector unexpectedly contracted further. France's manufacturing sector returned to expansion territory and its services sector saw a significant recovery, though it remained in contraction.
3. [European Autos] Data released by the European Automobile Manufacturers' Association (ACEA) shows that EU passenger car sales grew by 3.2% in May 2026, reaching 955,013 units.
Plastics and Rubber
1. [BR] On June 23, the polybutadiene rubber market in East China saw narrow-range consolidation, with spot traders making slight adjustments to their quotes. Currently, Daqing and Yangzi brands are quoted at 13,400–13,600 RMB/tonne, while some private brands are quoted around 13,200–13,400 RMB/tonne.

2. [Natural Rubber] On June 23, the market for natural rubber raw materials in Thai producing regions remained stable with a slight downward trend: ribbed smoked sheets (RSS) were quoted at 97.25 THB/kg (stable); field latex was quoted at 85.25 THB/kg (down 0.25 THB/kg); and cup lump was quoted at 75.30 THB/kg (stable).
