6 Feb 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 |
29-30 Jan |
5-6 Feb |
Change |
|
Bridgestone Corp. |
Yen3,459 |
Yen3,671 |
+6.1% |
|
Goodyear |
US$9.34 |
US$10.22 |
+9.4% |
|
Hankook |
KRW65,000 |
KRW66,600 |
+2.5% |
|
Michelin |
€31.22 |
€32.99 |
+5.7% |
|
Nokian Tyres |
€10.84 |
€10.90 |
+0.6% |
|
Pirelli |
€6.43 |
€6.40 |
-0.5% |
|
Sumitomo Rubber (SRI) |
Yen2,476 |
Yen2,632 |
+6.3% |
|
Yokohama Rubber (YRC) |
Yen6,086 |
Yen6,452 |
+6.0% |
|
ZC Rubber |
CNY55.50 |
CNY55.69 |
+0.3% |
Selected rubber product manufacturers’ share-price trends
|
Company |
29-30 Jan |
5-6 Feb |
Change |
|
Avon Technologies |
£18.00 |
£16.74 |
-7.0% |
|
Cooper-Standard |
$31.50 |
$34.64 |
+10.0% |
|
Datwyler |
CHF159.60 |
CHF166.40 |
+4.3% |
|
Hexpol |
SEK73.10 |
SEK75.55 |
-+3.4% |
|
Sanok Rubber |
PLN23.50 |
PLN23.00 |
-2.1% |
|
Semperit |
€12.70 |
€12.76 |
+0.4% |
|
Trelleborg |
SEK363.50 |
SEK387.70 |
+6.6% |
MATERIALS
Natural rubber
Global NR production increased in 2025 while consumption fell marginally during the year, latest figures published by the ANRPC show. In its December 2025 monthly NR report, the producers association estimated global NR production at 14.9m tonnes in 2025, indicating a modest year-on-year increase of 1.4%. Global NR consumption is projected to decline 0.7% in 2025, to around 15.34m tonnes.
Natural rubber futures ended the final trading week of January mixed, with overall prices remaining “firm”, reported Japan Exchange Group (JPX). Over the trading week ended 30 Jan, “profit-taking by Chinese fund managers and short covering led to a sharp increase in trading volume,” it noted. In Osaka, the OSE June contract fell in active trading, on profit-taking and fresh selling following a strong recent rally. Overall, JPX said rubber prices “remained firm,” supported by a recent rally in broader commodity markets, including copper and crude oil.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 23/01/26 |
Week to 30/01/26 |
% Change |
|
Osaka |
RSS3 |
May‘26 |
352.6 (JPY) |
330.2 (JPY) |
-6.4% |
|
SHFE |
SCR/RSS |
May‘26 |
16,160 (CNY) |
16,600 (CNY) |
+2.7% |
|
INE |
TSR |
May‘26 |
13,055 (CNY) |
13,430 (CNY) |
+2.9% |
|
SICOM |
TSR20 |
May‘26 |
186.6 (US$c) |
189.5 (US$c) |
+1.6% |
|
SHFE |
BR |
Mar‘26 |
12,805 (CNY) |
13,570 (CNY) |
+6.0% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
29 Jan |
Solvay |
"Europe's first" bio-circular silica plant |
Livorno, Italy |
n/s |
Inaugurated HDS facility |
|
29 Jan |
Toyo Tires |
New Innovation centre at tire plant |
Indija, Serbia |
n/s |
Selected HF as partner for eng services, mixing tech |
|
29 Jan |
Circtec |
Phase I of ELT pyrolysis plant |
Delfzijl, Netherlands |
n/s |
Inaugurated 50ktpa unit |
|
27 Jan |
Prinx Chengshan |
Produced first OTR ‘giant’ tire |
Rongcheng City, China |
n/s |
1.8t tire for extra-large mining trucks |
|
26 Jan |
Michelin |
Phase II expansion project |
Minhang Development Zone, Shanghai, China |
n/s |
Started production |
|
26 Jan |
Ceat Ltd |
Expansion plan |
Chennai, India |
INR13bn (€120m) |
Add capacity for prod’n of 3.5m car tires |
|
26 Jan |
Ceat Ltd |
Expansion plan |
Nagpur, India |
INR4bn |
Up capacity ~30% to 35m /yr mainly 2- and 3-wheeler tires |
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Zeon Elastomers |
fQ3 (to 31 Dec) |
Yen55.4bn |
-4.2% |
Yen2.9bn1 (€15.6m) |
0.0% |
|
Zeon Elastomers |
fQ1-3 (to 31 Dec) |
Yen1,68bn |
-5.6% |
Yen94bn1 |
+5.6% |
|
Nexen Tire |
Q4/25 |
KRW833bn |
+19.4% |
KRW40.5bn1 |
+161.7% |
|
Nexen Tire |
FY/25 |
KRW3.19trn (€1.85bn) |
+12% |
KRW170.3bn1 |
-1.1% |
|
Parker Hannifin |
fQ2/26 (to 31 Dec) |
$5.2bn (€4.4bn) |
+9% |
$444m1 |
+4.2% |
|
Ceat Ltd |
fQ3 (to 31 Dec) |
INR41.5bn |
+26% |
INR5.7bn3 |
+64% |
|
Trelleborg |
Q4/25 |
SEK8.3bn |
-5% |
SEK1.54bn6 |
-3% |
|
Trelleborg |
FY/25 |
SEK34.3bn |
~0% |
SEK6.3bn6 |
+2% |
|
Hexpol |
Q4/25 |
SEK4,254m |
-9.4% |
SEK545m2 |
-18.3% |
|
Hexpol |
FY/25 |
SEK19,324m |
-5.5% |
SEK2,933m2 |
-13.3% |
|
Michelin Group |
FY25 forecast |
n/s |
n/s |
€2.6-3.0bn1 vs prev. €3.4bn |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
MARKETS
Tyres Europe: European tire replacement market in Q4, FY 2025 (units: 000s)
|
Segment |
2024 Q4 |
2025 Q4 |
Q4 Change |
2024 12M |
2025 12M |
12M Change |
|
Consumer |
57,619 |
54,799 |
-5% |
227,741 |
224,133 |
-2% |
|
– Car Summer |
— |
— |
-6% |
— |
— |
-7% |
|
– Car All Seasons |
— |
— |
+5% |
— |
— |
+5% |
|
– Car Winter |
— |
— |
-14% |
— |
— |
-2% |
|
Truck & Bus |
2,924 |
2,857 |
-2% |
11,456 |
11,020 |
-4% |
|
Agricultural |
152 |
145 |
0% |
715 |
688 |
-4% |
|
Moto & Scooter |
1,151 |
1,146 |
0% |
9,027 |
9,345 |
+4% |
BUSINESS
Michelin is to acquire Flexitallic, a Houston, Texas-based supplier of sealing solutions for sectors such as energy and chemical industry. Operating across 17 facilities worldwide, the company employs 1,200 people and achieved sales of $220m (€185m) in 2025.
Continental AG has completed its previously announced sale of ContiTech’s automotive unit Original Equipment Solutions (OESL). The sale to US-based, privately owned industrial holding company Regent, was agreed last August. OESL currently employs around 14k people and generated 2025 sales of €1.7bn.
Cabot Corp. completed its previously announced $70m (€60m) acquisition of Bridgestone Corp.’s reinforcing carbon black facility in Mexico. The Mexico Carbon Manufacturing SA de CV (MXCB) unit is located near Cabot’s existing facility in Altamira.
Wacker Chemie increased selling prices for its silicone products by around 25%, effective 1 Feb. The hikes on addition-curing silicone rubber grades, silicone resins, silanes and silicone-based release coatings, was linked to a “sharp rise in commodity prices, particularly for platinum.”
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