12 Dec 2025
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Review of the key figures and data to emerge over the last seven days from leading players worldwide
Selected tire manufacturers’ share-price trends
|
Company |
4-5 Dec |
11-12 Dec |
Change |
|
Bridgestone |
Yen7,344 |
Yen7,172 |
-2.3% |
|
Goodyear |
US$8.77 |
US$8.94 |
+1.9% |
|
Hankook |
KRW62,200 |
KRW59,300 |
-4.7% |
|
Michelin |
€28.08 |
€27.82 |
-0.9% |
|
Nokian Tyres |
€8.60 |
€8.67 |
+0.8% |
|
Pirelli |
€6.10 |
€5.95 |
-2.5% |
|
Sumitomo (SRI) |
Yen2,263 |
Yen2,269 |
+0.3% |
|
ZC Rubber |
CNY56.47 |
CNY60.17 |
+6.6% |
Selected rubber product manufacturers’ share-price trends
|
Company |
4-5 Dec |
11-12 Dec |
Change |
|
Avon Technologies |
£18.16 |
£17.78 |
-2.1% |
|
Cooper-Standard |
$30.37 |
$31.20 |
+2.7% |
|
Datwyler |
CHF155.40 |
CHF158.00 |
+1.7% |
|
Hexpol |
SEK87.50 |
SEK87.05 |
-0.5% |
|
Sanok Rubber |
PLN20.00 |
PLN19.80 |
-1.0% |
|
Semperit |
€12.98 |
€12.92 |
-0.5% |
|
Trelleborg |
SEK401.60 |
SEK393.30 |
-2.1% |
Natural rubber
NR futures finished the first trading week of December lower across all major exchanges, pressured by renewed speculative selling and long liquidation. Traders who had built long positions ahead of the year-end monsoon season and flooding in major producing regions “missed the expected rally,” said Japan Exchange Group (JPX). Weaker rubber demand from Europe, the ongoing impact of US tariffs, and high inventory levels in China continued to cap gains, exerting pressure throughout recent sessions, JPX added. The “broadly flat forward curve” suggests prices are likely to remain weak in the coming weeks. Meanwhile, disruption due to flooding in southern Thailand was said to have had only limited the impact on NR prices.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 28/11/25 |
Week to 5/12/25 |
% Change |
|
Osaka |
RSS3 |
Jan‘26 |
342.0 (JPY) |
322.8 (JPY) |
-5.6% |
|
SHFE |
SCR/RSS |
Jan‘26 |
15,395 (CNY) |
15,000 (CNY) |
-2.6% |
|
INE |
TSR |
Jan‘26 |
12,265 (CNY) |
12,020 (CNY) |
-2.0% |
|
SICOM |
TSR20 |
Jan‘26 |
172.7 (US$c) |
171.5 (US$c) |
-0.7% |
|
SHFE |
BR |
Dec‘25 |
10,415 (CNY) |
10,445 (CNY) |
+0.3% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
November TSR20 pricing data from Rubber Trade Association of Europe
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
International CSRC Corp. (incl carbon black) |
Q1-3/25 |
NT$12,024m (€329m) |
-10% |
n/s |
n/a |
|
Sanok Rubber |
Q3 |
PLN366m |
-2.4% |
PLN19.8m |
-6.2% |
|
Sanok Rubber |
Q1-3 |
PLN1,112m |
+0% |
PLN50.5m |
-11.6% |
|
NOK Corp. |
fH1/26 |
Yen359.3 bn |
-8.7% |
Yen15.7bn1 |
-17.7% |
|
Triangle Tire |
Q3/25 |
Yuan2.53bn (€307m) |
n/s |
n/s |
n/a |
|
Asahi Rubber |
fH1/26 |
Yen3.9bn (€22m) |
+5.2% |
Yen122m1 |
Vs loss of Yen48.9m |
|
Bekaert – Rubber reinforcement |
Q3/25 |
€393m |
-4.35 |
n/s |
n/s |
|
Yokohama Rubber (Group) |
Q1-3/25 |
Yen877.2bn |
+12% |
Yen100.7bn4 |
+20.8% |
|
Yokohama Rubber (Tires) |
Q1-3/25 |
Yen795.8bn |
+135% |
Yen93bn |
+18% |
|
Bridgestone |
Q1-3/25 |
Yen3.23trn |
~0% |
Yen368.4bn1 (adjusted) |
+4% |
|
Hankook Tire business |
Q3/25 |
KRW2.7trn |
+11.2% |
KRW519.2bn1 |
+10.4% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
9 Dec |
Mitsui Chemicals |
New 120ktpa polyolefin elastomers plant |
Jurong Island, Singapore |
n/s |
To start up by March ‘26 |
|
8 Dec |
Sailun |
Phase II expansion |
Kampot, Cambodia |
€130m |
Chemicals- and rubber-making tire ‘cluster’ |
|
8 Dec |
Trelleborg Medical Solutions |
Opens new biopharma facility |
Northborough, Massachusetts |
n/s |
Extrusion, moulding, cleanroom ops |
|
4 Dec |
Eneos Corp. |
Add 10ktpa SSBR capacity |
Yokkaichi, Japan |
n/s |
By Dec 2027 |
|
4 Dec |
ContiTech |
CO2 exhaust gases from prod’n to make bio-based oils, materials |
Hamburg-Harburg, Germany site |
n/s |
Project with biotech startup Colipi |
|
3 Dec |
Kumho |
Build new tire plant |
Opole, Poland |
€502m |
To start up in Q3/28 |
|
2 Dec |
Shandong Daye Co. |
New tire bead wire plant |
Morocco |
€180m |
Investment implementation stage |
|
1 Dec |
Prometeon / CNRC |
Planned tire expansion |
Amreya, Egypt |
€345m |
|
|
1 Dec |
Yokohama Rubber Co. |
Opens new car tire plant |
Hangzhou, China |
€460m |
Official launch, phase I of 9m tires/yr unit |
US Tire Manufacturers Association: November forecast for 2025 tire shipments (million units )
|
|
2025 Forecast |
2024 |
% Vs 2024 |
Units Vs 2024 |
2019 |
% Vs 2019 |
Units Vs 2019 |
|
Original equipment tires |
|||||||
|
Passenger |
41.6 |
43.1 |
-3.5% |
-1.5 |
46.3 |
-10.0% |
-4.6 |
|
Light Truck |
6.5 |
6.7 |
-3.7% |
-0.3 |
5.9 |
10.4% |
0.6 |
|
Truck |
4.6 |
5.7 |
-18.1% |
-1.0 |
6.5 |
-28.7% |
-1.9 |
|
Replacement tires |
|||||||
|
Passenger |
221.6 |
221.6 |
0.0% |
0.0 |
222.6 |
-0.4% |
-1.0 |
|
Light Truck |
37.8 |
36.7 |
2.9% |
1.1 |
32.5 |
16.2% |
5.3 |
|
Truck |
25.2 |
23.4 |
7.9% |
1.8 |
18.9 |
33.3% |
6.3 |
|
Overall figures |
|||||||
|
Total Shipments |
337.4 |
337.3 |
0.0% |
0.2 |
332.7 |
1.4% |
4.7 |
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