Rubber & Tire Industry in Numbers

Company

9-10 July

16-17 July

Change

Bridgestone Corp.

Yen3,572

Yen3,705

+3.7%

Goodyear

  $6.50

  $7.13

+9.7%

Hankook

KRW70,700

KRW73,600

+4.1%

Michelin

€34.24

€35.23

+2.9%

Nokian Tyres

€12.67

€13.04

+2.9%

Pirelli

€6.71

€6.87

+2.4%

Sumitomo Rubber (SRI)

Yen2,194

Yen2,223

+1.3%

Yokohama Rubber (YRC)

Yen7,505

Yen7,700

+2.6%

ZC Rubber

CNY47.59

CNY47.61

+0.0%

Company

9-10 July

16-17 July

Change

Avon Technologies

£17.32

£16.72

-3.5%

Cooper-Standard

$27.01

$29.54

+9.4%

Datwyler

CHF152.40

CHF150.60

-1.1%

Hexpol

SEK72.00

SEK75.55

+4.9%

Sanok Rubber

PLN21.80

PLN21.90

+0.5%

Semperit

€14.85

€15.20

+2.4%

Top Glove

MYR0.67

MYR0.66

-1.5%

Trelleborg

SEK406.60

SEK415.00

+2.1%

Exchange

Commodity

Delivery

Week to 3/7/26

Week to 10/7/26

% Change

Osaka

RSS3

Sept ‘26

 402.7 (JPY)

 416.9 (JPY)

+3.5%

SHFE

SCR/RSS

Sept ‘26

16,710 (CNY)

16,805 (CNY)

+0.6%

INE

TSR

Sept ’26

14,440 (CNY)

14,670 (CNY)

+1.6%

SICOM

TSR20

Sept ‘26

213.5 (US$c)

214.8 (US$c)

+0.6%

SHFE

BR

Sept ‘26

11,940 (CNY)

12,500 (CNY)

+4. 7%

Reported

Company

Project

Location

Capex

Details

13 July

Kumho Tire

Investment in new tire plant to start in 2028

Hampyeong, South Korea

Up to KRW760bn (€440m), from prev. KRW661bn

Capacity: 5.3m/yr tires, 7m/yr units "refined rubber"

13 July

Zenith Group

Build plant to  produce 120ktpa steel cord for tires, 50ktpa bead wire

Suez Canal Economic Zone, Egypt

$300m (€260m)

Agreement announced by Egypt government

8 July

Wanli Tire, Berjaya Group

New tire manufacturing plant

Bukit Tagar, Selangor, Malaysia

€280m

70/30 Wanli-led JV to establish plant to make  5m/yr PCRs, 1.2m/yr TBRs

2 July

Solvay

Start-up of waste sand-based silica production

Qingdao, China, and Gunsan, South Korea

n/s

Follows recent launch of Livorno, Italy silica unit, which uses rice husk ash feedstock

1 July

Pirelli

Major US investment plan

US

$1-1.2bn

Pending approval at upcoming board meeting

1 July

Covestro

Build a new 660ktpa MDI production train

Shanghai, China

n/s

Also feasibility study for a second plant in UAE

1 July

Pyrum Innovations 

Project to establish tire pyrolysis plant

Perl-Besch, Germany

n/s

Moving ahead following delays linked to issues (now resolved) at flagship Dillingen plant

25 June

ERJ report

Wanli Tire

To raise funds via IPO to fund for five projects

Cambodia, China, Malaysia

Yuan2bn (€258m)

Tire prod’n base in Malaysia - Yuan930m. Yuan310m to upgrade R&D centre. Yuan180m its new plants in Cambodia. Expansion of Conghua prod’n base.

25 June

Bolder Industries

'Final permit' to build first European facility - 86 ktpa ELT unit to produce rCB, pyrolysis oil

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 prod.n: Carrollton, Kentucky; Zhangjiagang, China. Eng. silicone materials, Songjiang, China; Fukui, Japan. Also expansions in: Auburn, Michigan; 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

ERJ report

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

Company

Period

Sales

YoY change

Earnings

YoY change

Semperit Group

Q2/26 earnings forecast

     n/a

n/a

€40m³

cf €20m in Q2/25

Semperit Group

FY26 earnings forecast

     n/a

n/a

€100m³

Vs prev. €95

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

Q1/26

Yen130.9bn (€708m)

-3.4%

Yen20.6bn

-8.1%

Toyo - Tire business

Q1/26

Yen119.3bn

-3.6%

Yen20bn

-8.5%