22 Aug 2025
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Review of the key figures and data to emerge over the last seven days from leading players worldwide
PROJECTS
Reported in the last two weeks
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
22 Aug |
Cancarb |
Solar power facility |
Medicine Hat, Alberta |
N/s |
To supply carbon black plant |
|
21 Aug |
Gummiwerk Kraiburg |
Replace rubber mixing line |
n/s |
n/s |
Moderinsation project |
|
20 Aug |
Enviro |
Project update |
Uddevalla, Sweden |
n/s |
Start-up Q4-25, PAC around mid-2026 |
|
19 Aug |
Egypt govt. / Sailun Group |
New 10m unit/yr tire plsnt |
Suez Canal economic zone |
€890m |
Phase I: 3m PCR, 600k TBR a year |
|
12 Aug |
Apollo Tyres |
New tire testing facility |
Ivalo, Finland |
n/s |
Winter and all-season tires |
Financial results reported over last two weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
TKH Smart manufacturing |
H1/25 |
€260.9m |
-9.2% |
€45.5m* |
-19.6% |
|
Scandinavian Enviro Systems |
H1/25 |
SEK27.3m |
-76.5% |
(SEK34.6m3) |
vs SEK67.2m |
|
Scandinavian Enviro Systems |
Q2/25 |
SEK19.9m |
-66.0% |
(SEK15.0m3) |
vs SEK33.1m |
|
Toyo Tire Corp. Tires unit |
Q2/25 |
Yen260bn |
+3.6% |
Yen47bn1 |
+0.4% |
|
Tokai Carbon |
H1/25 |
Yen75.5bn |
-5% |
Yen13.0bn3 |
-20% |
|
Fukoku Co. Ltd |
fQ1/26 |
Yen22.7bn |
+2.2% |
Yen1bn1 |
+2.1% |
|
Reka Rubber |
H1/25 |
€16.3m |
+11% |
€2m3 |
+400% |
|
Hankook Tire division |
Q2/25 |
KRW2,511.4bn |
+8.4% |
KRW346.4bn1 |
-17.5% |
|
Semperit |
H1/25 |
€320m |
-7.4% |
€30.7m3 |
-35% |
|
Titan Int. |
H1/25 |
$950m |
-5.0% |
$157m6 |
-12% |
|
Akwel |
Q2/25 |
€255m |
-3.9% |
n/s |
n/s |
|
Akwel |
H1/25 |
€511m |
-3.4% |
n/s |
n/s |
|
Yokohama Rubber Co. |
H1/25 |
Yen579.2bn |
+10.3% |
Yen62.1bn4 |
+13.8% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6Gross profit // *See news report.
SHARE PRICES
Leading tire manufacturers’ share-price trends
|
Company |
14-15 Aug |
21-22 Aug |
Change |
|
Bridgestone |
Yen6,515 |
Yen6,661 |
+2.2% |
|
Goodyear |
$8.58 |
$8.16 |
-4.9% |
|
Hankook |
KRW39,750 |
KRW40,250 |
+1.3% |
|
Michelin |
€31.92 |
€32.47 |
+1.7% |
|
Nokian Tyres |
€7.87 |
€8.26 |
+5.0% |
|
Pirelli |
€5.86 |
€5.91 |
+0.9 |
|
Sumitomo (SRI) |
Yen1,700 |
Yen1,721 |
+1.2% |
|
ZC Rubber |
CNY44.64 |
CNY47.29 |
+5.9% |
Leading rubber product manufacturers’ share-price trends
|
Company |
14-15 Aug |
21-22 Aug |
Change |
|
Avon Technologies |
£20.85 |
£19.62 |
-5.9% |
|
Cooper-Standard |
$28.82 |
$30.50 |
+5.8% |
|
Datwyler |
CHF136.40 |
CHF136.00 |
-0.3% |
|
Hexpol |
SEK83.45 |
SEK84.00 |
+0.7% |
|
Semperit |
€12.94 |
€13.20 |
+2.0% |
|
Trelleborg |
SEK352.40 |
SEK350.70 |
-0.5% |
MATERIALS
Natural rubber
Rubber Trade Association of Europe
TSR 20 prices remained depressed and fairly static,” RTAE said in its August digest. A 10 €cent/kg rise in July was largely attributed to some weakening of the Euro/US dollar exchange rate (See chart above). The traders body saw, “little sign of improvement, actual or anticipated, in the auto production sector." And, with the threat of further tariff increases on US imports from a wide range of countries in early August, “the economic outlook and rubber prices remains uncertain.”
Japan Exchange Group report
Global rubber futures ended the last trading week higher across all major exchanges as buying interest returned. “Sentiment improved after the Trump administration extended a 90-day delay on higher tariffs on Chinese goods related to purchases of Russian oil.” Prices were further supported by expectations of additional stimulus from Beijing following softer economic data and supply concerns after heavy rains and flooding in Thailand.
JPX: Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 8/8/25 |
Week to 15/8/25 |
% Change |
|
Osaka |
RSS3 |
Jan‘26 |
317.4 (JPY) |
319.5 (JPY) |
+0.7% |
|
SHFE |
SCR/RSS |
Jan‘26 |
15,500 (CNY) |
16,175 (CNY) |
+4.4% |
|
INE |
TSR |
Jan‘26 |
12,515 (CNY) |
12,720 (CNY) |
+1.6% |
|
SICOM |
TSR20 |
Jan‘26 |
171.4 (US$c) |
174.0 (US$c) |
+1.5% |
|
SHFE |
BR |
Oct‘25 |
11,485 (CNY) |
11,710 (CNY) |
+2.0% |
(ERJ calculation for selected futures)
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