The chip crisis is not solved, the rubber crisis comes one after another?

Currently, the chip crisis is troubled by car manufacturers around the world. When some manufacturers are not forced to slow down, stop some models, or will let the manufacturers let the manufacturers get a headache – rubber The supply is reduced.

Natural rubber, is a key material of the automotive tire and the hood, and its existence must Not least. However, according to foreign media reports, the chaotic shipping line is destroying the transport of natural rubber. At the same time, domestic has also passed the bad news. Due to the lack of inventory and severe leaf disease, the domestic rubber supply also announced an urgentity, and began importing rubber from Vietnam.

Natural rubber is very wide, small to gloves, big to car tires, can see in many fields Its existence is a very important industrial raw material and strategic resources. However, the production of natural rubber is not the process production in many people’s imagination, but still uses “small farmers model”. However, with nearby years of international rubber prices, many rubber farmers are not allowed to make a warm and downturn.

“When the price is good 10 years ago, there were nearly 40 kPeles of the two production teams, now there is More than half of the way out. “This is a glue farmers in Hainan. She and her husband have undertaken more than 1,000 rubber trees, but the annual income is not enough to support home overhead. The same situation not only appears in China, and countries that are rich in natural rubber in Thailand, Vietnam are also experiencing.

And unlike many crops or raw materials production, the production of natural rubber trees from seeds to mature need for 7 years Time, because of the incoming, many glue farmers have to fill the economy, leading to the decrease in the number of rubber trees. Foley and Lardner LLP Law Firm Represents Auto Parts ManufacturersHis AN Marie Utz said: “From our point of view, so far, this is far from reaching the level of chip shortage, but it is definitely being brewed.”

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According to Bloomberg data, the price of natural rubber climbed to approximately $ 2 per kilogram, and then fell in four years. Robert MIDDOT; Robert Meyer, Robert Meyer, is believed that the price will soar to $ 5 in the next five years.

The rise in prices will undoubtedly improve the enthusiasm of glue farmers to improve, but as mentioned above, natural rubber production is not a chance, even if the grungy farmers grow from now, Waiting until new natural rubber output is also a 7 years later. At the moment, the supply of rubber has begun to be tense, and the ministry of the purchasing department in the e-commerce company of a production tape is more stated that the US rubber supply is very tight last year, and some distributors’ buffer stocks have been used.

Therefore, the most terrible is not high, and the most worried question is that there is no market. Of course, the current situation has not reached such pessimistic situations, such as Ford and Stellantis said they are paying attention to the rubber situation, but there has not been affected so far. GM also said that it is not worried about its rubber supply.

But we also noticed one thing, that is, the tire manufacturer Michelin has begun to use direct air from Asia. The way to get natural rubber, not the past port shipping, and its purpose is naturally to avoid all kinds of problems caused by shipping routes.

In the second half of last year, China has earlier economic recoveryNatural rubber is purchased from many places with low prices, and it is prepared for the national rubber reserves. Headquartered in the Natural Rubber Production Countries in Kuala Lumpur showed a report released in January this year, although the interruption related to the epidemic caused 16% of the US imports, China’s 2020 natural rubber purchase Position with the previous year.

It can be seen that even if the rubber crisis is really hit, there is sufficient preparation in China to deal with it. However, in contrast, the rubber crisis may come, and it is more highlighting the short board of today’s car supply chain. In Taiping Shengshi, the existence of the car supply chain made all production order and efficient, but when the epidemic situation came, there was a problem in the supply chain, which is likely to cause the chain to disconnect directly, and the whole dish.

Taking natural rubber as an example, the best place in the mainland of rubber is headed in Southeast Asia, followed by domestic Hainan. And Yunnan and other places, although there are two people in the quality, it is not completely unable. Moreover, in practical applications, artificially synthetic rubber can also replace natural rubber to a certain extent, but the final effect is not necessarily natural rubber. At that time, under the chip crisis ring, once the rubber crisis arrives, the automotive manufacturers may enter a new “downtime”.

Because the semiconductor crisis, the vehicle enterprises have lost the potential billions of dollars, now rubber, metal and plastic Waiting for the supply, American car companies are “grab the goods”. Even if you put it on 1.9 trillion, in order to consume consumers, the rubber shortage will also have an impact on the automotive industry. At this time, the risk of instant manufacturing methods in the automotive industry was highlighted, which was originally to maintain a streamlined inventory to control the cost, but the result is the largest hind leg when supplying fluctuations.

(picture source network, intrusion)