26 Jun 2026
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 |
18-19 June |
25-26 June |
Change |
|
Bridgestone Corp. |
Yen3,465 |
Yen3,425 |
-1.2% |
|
Goodyear |
$6.16 |
$6.29 |
+2.1% |
|
Hankook |
KRW65,800 |
KRW59,900 |
-9.0% |
|
Michelin |
€33.32 |
€33.82 |
+1.5% |
|
Nokian Tyres |
€12.41 |
€12.19 |
-1.8% |
|
Pirelli |
€6.43 |
€6.48 |
+0.8% |
|
Sumitomo Rubber (SRI) |
Yen2,257 |
Yen2,176 |
-3.6% |
|
Yokohama Rubber (YRC) |
Yen7,901 |
Yen7,577 |
-4.1% |
|
ZC Rubber |
CNY44.21 |
CNY44.58 |
+0.8% |
Selected rubber product manufacturers’ share-price trends
|
Company |
18-19 June |
25-26 June |
Change |
|
Avon Technologies |
£17.30 |
£17.44 |
+0.8% |
|
Cooper-Standard |
$28.68 |
$28.06 |
-2.2% |
|
Datwyler |
CHF162.60 |
CHF161.40 |
-0.7% |
|
Hexpol |
SEK73.45 |
SEK72.90 |
-0.8% |
|
Sanok Rubber |
PLN21.20 |
PLN21.20 |
0.0% |
|
Semperit |
€15.10 |
€15.00 |
-0.7 % |
|
Top Glove |
MYR0.74 |
MYR0.70 |
-5.4% |
|
Trelleborg |
SEK414.60 |
SEK421.40 |
+1.6% |
MATERIALS
Natural rubber
NR futures have recovered from a dip in early June, with prices closing higher across all major Far East exchanges during the trading week to 19 June. Prices were supported by gains in global equity markets, a weaker Japanese yen and renewed buying interest, Japan Exchange Group (JPX) reported. In its weekly market update, JPX said optimism over a potential peace agreement between the US and Iran, as well as concerns that an El Nino weather pattern could affect commodity production, also underpinned sentiment.
Selected rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 12/6/26 |
Week to 19/6/26 |
% Change |
|
Osaka |
RSS3 |
Sept ‘26 |
423.1 (JPY) |
433.5 (JPY) |
+2.6% |
|
SHFE |
SCR/RSS |
Sept ‘26 |
17,565 (CNY) |
17,780 (CNY) |
+1.2% |
|
INE |
TSR |
Sept ’26 |
15,210 (CNY) |
15,440 (CNY) |
+1.5% |
|
SICOM |
TSR20 |
Sept ‘26 |
224.3 (US$c) |
228.4 (US$c) |
+1.8% |
|
SHFE |
BR |
Sept‘26 |
13,425 (CNY) |
12,915 (CNY) |
-3.8% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
25 June |
Wanli Tire |
To raise funds via IPO to fund for five projects |
Cambodia, China, Malaysia |
Yuan2bn (€258m) |
Tire production base in Malaysia - Yuan930m. Yuan310m to upgrade R&D centre. Yuan180m for each to its new plants in Cambodia. Expansion of its Conghua production base. |
|
25 June |
Bolder Industries
|
Received 'final permitting' to build its first European facility - 86 ktpa ELT processing unit to produce rCB, pyrolysis |
Port of Antwerp-Bruges, Belgium |
n/s |
Phase 1, 43ktpa. Phase 2 to double capacity. Facility designed to divert nearly 6m ELTs |
|
24 June |
Dow |
Plan to expand silicones manufacturing and R&D by yearend 2027 |
China, Japan, US |
$100m |
LSR production: Carrollton, Kentucky, and Zhangjiagang, China. Eng. silicone materials, Songjiang, China and Fukui, Japan. Further expansions in Auburn, Michigan, and Zhangjiagang |
|
23 June |
Linglong Tire |
Launched phase II expansion of its tire plant |
Zrenjanin, Serbia |
€500m |
Add annual capacity for: 800k TBRs, 150k ag tires, 50k eng. tires, 100k retreads, 6kt liquid recycled rubber. |
|
23 June |
Nexen Tire |
Expanded the automated finished goods warehouse at tire plant |
Zatec, Czech Republic |
n/s |
Expanding storage capacity from about 530k units to about 830k units |
|
22 June |
Longmarch Group |
Breaks ground on tire plant |
Ain Sokhna industrial zone, Egypt |
EGP9.5bn (€160m) |
Phase I: 600k/yr TBRs. Phase II: Up TBR capacity to 1m units/yr; add the capacity to produce 4.5m/yr car tires. |
|
19 June |
Wacker Chemie |
Officially opened new silicone production site |
Karlovy Vary, Czech Republic |
n/s |
‘Customised’ RTV silicones and solid silicone rubber for automotive, appliances, medical, energy sectors |
|
10 June |
Orion SA |
Circular carbon black production |
Qingdao, China |
n/s |
Started up facility making three grades |
|
3 June |
Mitsui Chemicals |
Started up 120ktpa polyolefin elastomers plant |
Jurong Island, Singapore |
n/s |
Limited operating rates due to market conditions |
|
3 June |
TVS Srichakra |
Expand 21-23m tires/yr 2W plant, 75/85ktpa OHT plant |
Vellaripatti, Madurai, Tamil Nadu, India |
Up to INR2.2bn (€20m) |
2-wheeler plant capacity +5% by H1/f29; OHT +25% by H1/f28 |
|
2 June |
JK Tyre |
Phases expansions |
Chennai and Vikrant (TBR) Chennai (PCR), India |
About $530m (€454m) |
increase group radial tire capacity in India by "around 24% over the next few years…” |
BUSINESS
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
TSRC Corp. |
Q1/26 |
NT$10.33bn (Taiwan) |
~0% |
NT$651m1 |
+32% |
|
NOK Corp. |
fFY26 (to 31/3/26) |
Yen738.4bn (€4bn) |
-3.7% |
Yen33.0bn |
-11.5% |
|
Avon Technologies |
fH1/26 (to 31/3/26) |
GBP160.8m |
+6.8% |
GBP24.4m1 (Adjusted) |
+39.4% |
|
JK Tyre |
fFY/26 (to 31/3/26) |
$1,746m |
+11% |
$222m3 |
+25% |
|
Fukoku Co. ERJ report |
fFY/26 (to 31 March) |
Yen90bn (€487m) |
+0.4% |
Yen3.8bn1 |
-19.4% |
|
Hankook – Tire business |
Q1/26 |
KRW2.57trn |
+9.3% |
KRW437.5bn1 |
+31% |
|
Toyo Tire Corp. – Group ERJ report |
Q1/26 |
Yen130.9bn (€708m) |
-3.4% |
Yen20.6bn |
-8.1% |
|
Toyo - Tire business |
Q1/26 |
Yen119.3bn |
-3.6% |
Yen20bn |
-8.5% |
|
Sumitomo (SRI) – Group |
Q1/26 |
Yen302bn |
+5.0% |
Yen16.8bn |
+18.8% |
|
Sumitomo (SRI) – Tires |
Q1/26 |
Yen258bn |
+6.3% |
Yen14.8bn |
+35.0% |
|
Denka - Elastomers & Infrastructure |
fFY/25 (To 31/5/26) |
Yen97.5bn (€528m) |
-12.6% |
Yen68m1 |
Vs loss Yen7.9bn |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
MARKETS
EU new car registrations rose 3.2% year-on-year to 955,013 units in the month of May, according to the latest data published by the ACEA. ERJ report
Subscribe for unlimited access. A subscription to European Rubber Journal includes:
Already a subscriber? Log in here
