3 Oct 2025
Review of the key figures and data to emerge over the last seven days from leading players worldwide
SHARE PRICES
Selected tire manufacturers’ share-price trends
|
Company |
25-26 Sept |
2-3 Oct |
Change |
|
Bridgestone |
Yen6,963 |
Yen6,829 |
-1.9% |
|
Goodyear |
$8.12 |
$7.64 |
-5.9% |
|
Hankook |
KRW38,500 |
KRW38,550 |
+0.1% |
|
Michelin |
€30.55 |
€31.31 |
+2.5% |
|
Nokian Tyres |
€8.09 |
€7.84 |
-3.1% |
|
Pirelli |
€5.92 |
€6.07 |
+2.5% |
|
Sumitomo (SRI) |
Yen1,799 |
Yen1,765 |
-1.9% |
|
ZC Rubber |
CNY50.64 |
CNY50.55 |
-0.2% |
Selected rubber product manufacturers’ share-price trends
|
Company |
25-26 Sept |
2-3 Oct |
Change |
|
Avon Technologies |
£20.09 |
£20.70 |
+3.0% |
|
Cooper-Standard |
$37.38 |
$35.99 |
-3.5% |
|
Datwyler |
CHF141.80 |
CHF141.00 |
-0.6% |
|
Hexpol |
SEK85.80 |
SEK83.85 |
-2.3% |
|
Semperit |
€12.58 |
€12.50 |
-0.6% |
|
Trelleborg |
SEK350.60 |
SEK348.00 |
-0.7% |
MATERIALS
Natural rubber
Natural rubber futures ended the final trading week of September mixed but broadly stable, reported Japan Exchange Group (JPX). Far East markets monitored the impact of Typhoon Rai, which JPX said caused “widespread destruction and displacing millions” across southern China, Taiwan, Hong Kong and the Philippines. Prices hovered in narrow ranges ahead of China’s national day holidays. SHFE and INE markets will be closed from 1–8 Oct, reopening 9 Oct.
JPX: Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 19/9/25 |
Week to 26/9/25 |
% Change |
|
Osaka |
RSS3 |
Jan‘26 |
306.8 (JPY) |
308.3 (JPY) |
+0.5% |
|
SHFE |
SCR/RSS |
Jan‘26 |
15,530 (CNY) |
15,635 (CNY) |
+0.7% |
|
INE |
TSR |
Jan‘26 |
12,370 (CNY) |
12,395(CNY) |
+0.2% |
|
SICOM |
TSR20 |
Jan‘26 |
171.4 (US$c) |
172.7 (US$c) |
+0.8% |
|
SHFE |
BR |
Dec‘25 |
11,460 (CNY) |
11,365 (CNY) |
-0.8% |
(ERJ calculation for selected futures)
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
2 Oct |
Prinx Chengshan |
6m/yr passenger car, 600k/yr truck/ bus tires |
Kedah Rubber City, Malaysia |
$300m |
Start up expected by yearend 2026 |
|
1 Oct |
ZC Rubber |
1m tires produced |
Matahari Tire Indonesia |
n/s |
Capacity 2.3m radial truck/bus, 1m bias highway/OTR tires. Phases 2 & 3 to reach full prodn in H1/26 |
|
29 Sept |
Freudenberg Medical |
New production facility |
Coyol, Costa Rica |
$25m (€21m) |
Meet rising global demand for medical devices, precision parts |
|
29 Sept |
Pyrum |
New waste tire pyrolysis plant |
Perl-Besch, Germany |
|
Set to break ground on 22.4ktpa unit due to start up Q1/27 |
|
26 Sept |
Tokai Carbon |
New carbon black plant |
LK Rubber industrial city, Thailand |
THB9.9bn (€270m) |
Started trial production |
|
25 Sept |
Enviro |
ELT pyrolysis plant |
Uddevalla, Sweden |
n/s |
Delivery, installation of five pyrolysis reactors |
|
25 Sept |
Taro Plast |
Capacity expansion |
Ferrera, Italy |
n/s |
Addition of a new extrusion line for thermoplastic copolyester elastomers |
|
23 Sept |
Linglong Group |
Auto spare parts |
Mombasa, Kenya |
€680m |
To create more than 1,500 jobs |
|
18 Sept |
Solvay Silicas |
Convert HDS prod’n in Asia to circular raw materials |
Qingdao, China and Gunsan, S Korea |
n/s |
Covers half of its regional HDS capacity from 2026 |
|
17 Sept |
Shandong Haohua Tire |
Tire plant expansion, upgrade |
Shouguang, China |
€35m |
Raise capacity to 22m/yr LV, HV tires |
|
16 Sept |
Venezuela govt |
Revive tire plant |
Carabobo, Venezeula |
€25m |
National project |
|
15 Sept |
Sinopec |
Synthetic rubber plant by 2027 |
Tianjin, China |
€293m |
100ktpa SSBR, 100ktpa Ni-BR |
BUSINESS
M&A and Restructuring
Bekaert is assessing options for its tire cord production facility in Sardinia, Italy, including “proactively searching for a third party with a long-term vision for the site.”
Goodyear has unified all motorsport operations under a single global structure to form its ‘global racing organisation’.
Markets
New-car registrations in Europe grew 5.3% year-on-year in August to 677,786 units. Year-to-date demand, however, edged down 0.1% to 7,168,848 units, reported ACEA. BEV market share for the first eight months held at 15.8%, up from 12.6% last year. HEVs remained the most popular power type, capturing 34.7% of the market, while the combined market share of petrol and diesel cars fell to 37.5%, vs 47.6% a year ago.
Trade
India’s DGTR has completed its antidumping probe into imports of nitrile rubber from China, the EU, Korea and Russia: NBR produced by Arlanxeo EO Emulsion Rubber France SAS (EU origin) attracted no duty, while other EU producers faced a duty of $205/t; NBR from Kumho Petrochemical (Korea) was given no duty but other Korean producers faced a duty of $420/t. NBR from PJSC Sibur Holding (Russia) was given no duty but other Russian producers faced a duty of $606/t; NBR from Chinese producers faced a duty of $291/t.
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