Impact of India Anti-Dumping Duties on NBR
Introduction: On September 25, 2025, the Ministry of Commerce and Industry of India issued an announcement, making a final affirmative anti-dumping ruling on NBR originating in or imported from China, the European Union, South Korea, and Russia. It recommended imposing anti-dumping duties on the products involved for five years. This policy is expected to impact China’s NBR export volume.
Background: On September 26, 2024, the Indian Ministry of Commerce and Industry initiated an anti-dumping investigation concerning NBR from China, the EU, South Korea, and Russia, based on an application from the domestic enterprise Apcotex Industries Limited. The investigation period for dumping was from April 1, 2023, to March 31, 2024 (12 months). The injury investigation period covered 2020-2021, 2021-2022, 2022-2023, and April 1, 2023, to March 31, 2024.
On September 25, 2025, the Indian Ministry of Commerce and Industry issued an announcement, making a final affirmative anti-dumping ruling on NBR originating in or imported from China, the EU, South Korea, and Russia. It recommended imposing anti-dumping duties on the products involved for five years, with rates as follows: China at $291/mt; the EU at $0-205/mt, wherein the involved producer ARLANXEO Emulsion Rubber France S.A.S. is $0 and other EU producers are $205/mt; South Korea at $0-420/mt, wherein the involved producer Kumho Petrochemical Co. Ltd. is $0 and other South Korean producers are $420/mt; Russia at $0-606/mt, wherein the producer PJSC SIBUR Holding is $0 and other Russian producers are $606/mt. The products involved are lump NBR with an acrylonitrile content between 25% and 42%, excluding Carboxylated NBR, Hydrogenated NBR, Powder NBR, Liquid NBR, Oil-extended NBR, Latex NBR, NBR with acrylonitrile content below 25% or above 42%, and NVC NBR. The case involves products under the Indian customs code 40025900.
Firstly, India has only one NBR unit domestically, so its import dependence degree is high. Furthermore, the involved product, lump NBR with 25%-42% acrylonitrile content, is the most widely used category in the industry. According to SCI, India currently has only one 20kt/a NBR unit, accounting for merely about 2% of global NBR capacity, thus relying heavily on imports. Data from the Indian Ministry of Commerce and Industry shows the import volume of NBR ranged between 40-50kt during 2022-2024. From January to June 2025, India’s cumulative NBR imports were 23 kt, down 9.6% year-on-year. In terms of trading partners, imports from South Korea, Russia, France, and China accounted for over 70% of India’s total imports in the past three years.
Source: Indian Ministry of Commerce and Industry
Source: Indian Ministry of Commerce and Industry
Specific producers analysis:
1. EU: Duty is $0-205/mt. ARLANXEO Emulsion Rubber France S.A.S., the involved producer, has a duty of $0, while other EU producers face $205/mt. ARLANXEO Emulsion Rubber France S.A.S. accounts for 64% of EU NBR capacity and 79% of French NBR capacity, making it the largest NBR supplier in the EU. Other EU suppliers are mainly in Italy and another in France (Germany produces Hydrogenated NBR). Recent Indian import data shows NBR from France constitutes about 5% of its total imports, so the impact of the duty on this volume is projected to be relatively small.
2. South Korea: Duty is $0-420/mt. The involved producer, Kumho Petrochemical Co. Ltd., has a duty of $0, while other South Korean producers face $420/mt. South Korea primarily has two producers, Kumho and LG. Kumho accounts for 59% of South Korea’s NBR capacity. The Indian anti-dumping policy is estimated to reduce South Korea’s total exports to India to some extent.
3. Russia: Duty is $0-606/mt. The producer PJSC SIBUR Holding has a duty of $0, while other Russian producers face $606/mt. The primary NBR unit in Russia is owned by SIBUR. In recent years, some resources from Russia were transshipped to India via China. After the anti-dumping measures, these resources are predicted to revert to their original route, potentially increasing direct NBR exports from Russia to India.
4. China: The anti-dumping duty is $291/mt. China’s NBR export volume has shown resilient growth recently, driven by several factors. Some of China’s producers actively explored foreign markets, while relatively ample domestic supply and existing export arbitrage opportunities also attracted suppliers to target international markets. Additionally, some entrepot trade contributed to the growth in NBR export volume. From the perspective of export trade partners, India is one of the major export destinations for China’s NBR. Data from GACC shows that exports to India accounted for 26% to 41% of China’s total NBR exports over the past three years, reaching 38.5% in the first eight months of 2025. Notably, besides direct exports, a significant portion of NBR is transshipped to India as logistics goods through special customs supervision areas, accounting for about 30% of China’s total NBR exports. Therefore, India’s anti-dumping measures on Chinese NBR are expected to lead to a reduction in China’s NBR export volume.
Although the Indian anti-dumping policy introduces uncertainty for China’s NBR export market and may cause a short-term decrease in export volume, China’s NBR industry benefits from an increasingly complete industrial chain and stable product quality. Future NBR supply in China is expected to grow. Seizing export opportunities and optimizing export strategies will be crucial for the sustainable development of China’s NBR industry. Furthermore, a diversified export market remains a future advantage. Therefore, despite facing challenges and opportunities, maintaining resilient growth in China’s NBR export share in the long run is highly probable.
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