23 Jan 2026
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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 |
15-16 Jan |
22-23 Jan |
Change |
|
Bridgestone Corp. (revised reference) |
Yen3,504 |
Yen3,547 |
+1.2% |
|
Goodyear |
US$9.02 |
US$9.52 |
+5.5% |
|
Hankook |
KRW61,800 |
KRW66,800 |
+8.1% |
|
Michelin |
€30.15 |
€31.24 |
+3.6% |
|
Nokian Tyres |
€10.70 |
€11.21 |
+4.8% |
|
Pirelli |
€6.38 |
€6.47 |
+1.4% |
|
Sumitomo Rubber (SRI) |
Yen2,658 |
Yen2,578 |
-3.0% |
|
Yokohama Rubber (YRC) |
Yen6,570 |
Yen6,271 |
-4.6% |
|
ZC Rubber |
CNY54.34 |
CNY57.01 |
+4.9% |
Selected rubber product manufacturers’ share-price trends
|
Company |
15-16 Jan |
22-23 Jan |
Change |
|
Avon Technologies |
£19.72 |
£19.70 |
-0.1% |
|
Cooper-Standard |
$32.86 |
$33.02 |
+0.5% |
|
Datwyler |
CHF168.00 |
CHF168.40 |
+0.2% |
|
Hexpol |
SEK85.30 |
SEK85.55 |
+0.3% |
|
Sanok Rubber |
PLN22.20 |
PLN22.20 |
0.0% |
|
Semperit |
€13.20 |
€12.60 |
-4.5% |
|
Trelleborg |
SEK381.30 |
SEK381.50 |
+0.1% |
MATERIALS
Natural rubber
November 2025 data published by Association of Natural Rubber Producing Countries (ANRPC), projected production during the month to total of 1,474 kilotonnes (kt), down 2.56% year-on-year. The association linked the decline primarily to adverse weather conditions in key producing countries. Demand in November was projected to fall 1.4% year-on-year due to the combined effects of rising tire stocks, US tariffs, and anti-dumping duties impacting China’s tire exports. ERJ report
Global rubber demand will rise by more than 12% by 2032 to 36.57m tonnes (t), forecast the International Rubber Study Group (IRSG) – including 2.1% year-on-year growth in 2025 to 32.49mt. IRSG predicted natural rubber (NR) demand to increase 2% year-on-year to 15.73mt in 2025 and to 17.88mt by 2032. ERJ report
During the week ended 16 Jan, prices eased on profit-taking and position adjustments following a recent rally, reported Japan Exchange Group (JPX). Overall, JPX said, prices “took a breather” after rallying to nine-month highs in recent weeks, driven by strong physical demand and Chinese buying ahead of the lunar new year holidays beginning on 17 Feb.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 02/01/29 |
Week to 09/01/29 |
% Change |
|
Osaka |
RSS3 |
May‘26 |
345.6 (JPY) |
349.1 (JPY) |
+1.0% |
|
SHFE |
SCR/RSS |
May‘26 |
16,040 (CNY) |
15,840 (CNY) |
-1.2% |
|
INE |
TSR |
May‘26 |
13,015 (CNY) |
12,895 (CNY) |
-0.9% |
|
SICOM |
TSR20 |
May‘26 |
183.5 (US$c) |
181.8 (US$c) |
-0.9% |
|
SHFE |
BR |
Mar‘26 |
12,005 (CNY) |
12,090 (CNY) |
+0.7% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
22 Jan
|
Lummus Technology |
Invests in InnoVent tire pyrolysis plant expansion |
Monterrey, Mexico, Other potential locations |
n/a |
Accelerate global deployment |
|
21 Jan |
Sailun Group |
Commercial production start-up |
Demak, Indonesia |
€230m |
Capacity: 3m PCR tires, 60k TBRs, 37kt OTRs |
|
19 Jan |
Triangle Tire |
Build new tire plant |
Svay Rieng, Cambodia |
Yuan3,2bn (€395m) |
Capacity: 6m car tires; 1m CV tires |
|
16 Jan |
JK Tyre |
Phase III expansion and modernisation at Banmore |
Banmore, India |
INR10bn (€95m) programme |
Brings daily PCR capacity to 30k units |
|
15 Jan |
Wanli Tire |
Officially started production |
Svay Rieng, Cambodia |
€234m (phase I) |
6m passenger car tires/yr in phase I |
|
14 Jan |
Sumitomo Riko |
New automotive hose plant |
Bawal, Haryana, India |
INR441m (€4.2m) |
To begin production in February |
|
12 Jan |
Pyrum and Unitank |
Form JV to build 5-10 ELT recycling plants in Europe |
Germany / Europe |
n/s |
UniPyrum JV 51% owned by Unitank, 49% by Pyrum |
|
8 Jan |
UPM |
Biorefinery: Ramp-up of 220ktpa unit |
Leuna, Germany |
€1.2bn |
First commercial product |
|
7 Jan |
Haian Group |
OTR tire plant |
Russia |
RMB4.32bn (€530m) |
105k units/yr unit to be built by 2029 |
|
6 Jan |
Guizhou Tire |
Build 2nd overseas tire plant |
Morocco |
€255m |
6m units/yr PCR plant to be build in two years |
|
6 Jan |
Algeria’s AAPI agency |
New tire plant |
Tamacine, Algeria |
€180m |
5m units/yr car and truck tire plant |
|
6 Jan |
Kumho Mitsui Chemicals |
100ktpa MDI expansion |
Yeosu, South Korea |
n/s |
PU feedstock output to reach 710ktpa |
|
5 Jan |
Kumho Tire |
New tire plant |
Hampyeong, South Korea |
€390m |
5.3m units/yr plant to start up in 2028 |
BUSINESS
Continental AG expects Tires unit sales of around €3.6bn in Q4/25 and around €13.8bn for the full year (FY/25) – versus €13.9bn reported in FY/24. FY/25 adjusted EBIT margin is expected to stand at 13.6%, versus the prior-year 13.7%.
ContiTech expects sales of around €1.4bn in Q4/25, vs €1.5bn in Q4/24, and around €6.0bn for FY/25, down 6% year-on-year. FY/25 adjusted margin is estimated to stand at 4.9%, well below the the 6.2% reported in 2024.
Top Glove reported a 6805 year-on-year rise in earnings (profit after tax and minority interest) for fiscal Q1 ended 30 Nov 2025, to RM39m (€8.2m), while operating profit rose 925% to RM41m. Sales for the period were flat at RM884m, but volumes grew 17% year-on-year.
Yokohama Rubber Co. plans to “significantly reduce” production at its passenger car tire plant in Salem, Virginia by March, and potentially close the site in September. The move will result in the layoff of 392 hourly and salaried employees at the facility, which has an annual capacity of about 6.5m passenger and light truck tires.
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