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Macro

Night Session Commodity Futures Open: TSR 20 Rubber Up Over 2%, Rubber Up Nearly 2%

In the night session, commodity futures opened higher, with TSR 20 rubber leading gains at over 2%. Rubber rose nearly 2%, while coking coal, polypropylene, Shanghai tin, Shanghai silver, and coke each climbed more than 1%. Asphalt and glass fell more than 1%.

Original source

AI take

The night session's split is more telling than the headline move: softs and industrial inputs like rubber, coking coal, polypropylene and tin firmed together, while asphalt and glass — both tied to construction and infrastructure demand — slipped. That divergence suggests the bid is concentrated in supply-constrained or export-linked commodities rather than a broad reflation signal. Whether the rubber and coal complex holds its gains into the day session, and whether the building-materials weakness spreads, is the open question.

Generated by AI for reference only.

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