18 Sep 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 |
10-11 Sept |
17-18 Sept |
Change |
|
Bridgestone Corp. |
Yen3,778 |
Yen3,789 |
+0.3% |
|
Goodyear |
$5.75 |
$5.16 |
-10.2% |
|
Hankook |
KRW63,100 |
KRW58,900 |
-6.7% |
|
Michelin |
€33.83 |
€33.50 |
-1.0% |
|
Nokian Tyres |
€16.19 |
€15.95 |
-1.5% |
|
Pirelli |
€6.41 |
€6.39 |
-0.3% |
|
Sumitomo Rubber (SRI) |
Yen2,004 |
Yen2,020 |
+0.8% |
|
Yokohama Rubber (YRC) |
Yen6,792 |
Yen6,878 |
+1.3% |
|
ZC Rubber |
CNY47.00 |
CNY44.94 |
-4.3% |
Selected rubber product manufacturers’ share-price trends
|
Company |
10-11 Sept |
17-18 Sept |
Change |
|
Avon Technologies |
£18.00 |
£17.48 |
-2.9% |
|
Cooper-Standard |
$24.75 |
$23.59 |
-4.7% |
|
Datwyler |
CHF127.60 |
CHF126.20 |
-1.1% |
|
Hexpol |
SEK95.15 |
SEK95.60 |
+0.5% |
|
Sanok Rubber |
PLN21.00 |
PLN19.75 |
-6.0% |
|
Semperit |
€18.35 |
€17.90 |
-2.5% |
|
Top Glove |
MYR0.76 |
MYR0.80 |
+5.3% |
|
Trelleborg |
SEK448.20 |
SEK457.40 |
+2.1% |
MATERIALS
Natural rubber
NR futures Natural rubber futures rose across major exchanges during the trading week ended 11 Sept, supported by weather-related supply concerns and stronger crude oil prices. Market participants added new long positions during the week, with prices rising across all major exchanges, said Japan Exchange Group (JPX). The firmer market was linked to strong crude oil prices as well as El Nino-related dry weather and drought conditions. Forest fires in Indonesia, meanwhile, affected rubber tapping and harvesting activities.
Selected natural rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 4/9/26 |
Week to 11/9/26 |
% Change |
|
Osaka |
RSS3 |
Jan ‘27 |
427.0 (JPY) |
429.3 (JPY) |
+0.5% |
|
SHFE |
SCR/RSS |
Jan ‘27 |
18,770 (CNY) |
19,340 (CNY) |
+3.0% |
|
INE |
TSR |
Jan ’27 |
15,780CNY) |
16,340CNY) |
+3.6% |
|
SICOM |
TSR20 |
Jan ‘27 |
231.7 (US$c) |
239.8 (US$c) |
+3.5% |
|
SHFE |
BR |
Nov ‘26 |
14,860 (CNY) |
15,505 (CNY) |
+4.3% |
(ERJ calculation for selected futures pricing, as tracked by JPX)
The Rubber Trade Association of Europe (RTAE) on 15 Sept posted buyer / seller prices at 228.25 / 229.25 €c/kg for April 2027 shipments of TSR20 (originating in Indonesia, Malaysia, Thailand). This compares to equivalent figures of 227.75 / 228.75 €c/kg, issued on 3 Sept. In its latest update, RTAE described the market for the NR grades as “quietly easier”.
BUSINESS
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Pirelli UK Tyres Ltd |
FY/25 |
£461m (€539m) |
-4% |
£21.2m1 |
-1.9% |
|
Ansell |
fFY/26 30 June |
€1.85bn |
+6.8% |
$321.9m2 (adj) |
+14% |
|
Synthomer |
H1/26 |
GBP954.3m |
+6.7% |
GBP96.7m3 |
+16.4% |
|
Kumho Petrochemical |
H1/26 |
KRW4,050bn (€2.56bn) |
+10.0% |
KRW398.4bn1 |
+114.4% |
|
Sailun Group |
H1/26 |
Yuan20.03 bn |
13.9% |
Yuan2.16bn (€277m) 5 |
18% |
|
JK Tyre & Industries |
fQ1/27 (from 1/4) |
INR39.56bn (€360m) |
+2% |
INR2.68bn3 |
-36.8% |
|
Fukoku Co. Ltd |
fQ1/27 (to 30/6) |
Yen23.3bn |
+2.8% |
Yen1,515m1 |
+51.4% |
|
Prinx Chengshan |
H1/26 |
Yuan5.8bn (€740m) |
+1.4% |
RMB414m5 |
-18.5% |
|
Tokai Carbon Carbon Black ERJ report |
H1/26 |
Yen83.5bn |
+10.5% |
Yen14.35bn3 |
+9.7% |
|
ElringKlinger |
Q2/26 |
€478.9m |
+17.3% |
€53.5m3 (adj) |
+6.6% |
|
Gates Industrial |
Q2/26 |
$942m (€815m) |
+6.6% |
$211m3 (adj) |
+6% |
|
ZC Rubber |
H1/26 |
Yuan23.5bn (€3bn) |
+7.4% |
Yuan2.4bn5 |
+5.8% |
|
Semperit Group |
H1/26 |
€356m |
+11.1% |
€66.6m3 |
+116% |
|
Apollo Tyres |
fQ1/26-27 |
INR74bn (€670m) |
+12.8% |
INR8.7bn1 |
~0% |
|
Hankook Tires |
H1/26 |
KRW5,373bn |
+10.6% |
KRW920.7bn1 |
+35.4% |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
16 Sept |
Shandong Link Science & Technology |
Plan for carbon black and silica production complex |
Sokhna zone, Suez Canal Economic Zone, Egypt |
Yuan1bn (€130m) |
To produce 100ktpa carbon black and 100ktpa of silica. |
|
15 Sept |
Hankook |
Set to start TBR production |
Racalmas, Hungary |
€540m |
Adding capacity of over 800k units/yr of TBR tires |
|
14 Sept |
Kumho Petrochemical |
Completed 35ktpa expansion of SSBR capacity |
Yeosu, South Korea |
n/s |
Entered commercial operation Q1/26, raising overall SSBR capacity to 158ktpa. |
|
21 Aug |
Guizhou Tire Co. |
New 30ktpa carbon black production line |
Xiuwen, Guizhou, China |
n/s |
Planned start-up in June 2027 |
|
20 Aug |
Black Cat Carbon Materials Technology |
Planning 240ktpa carbon black plant |
Liaoning province, China |
Yuan1bn (€130m) |
Construction scheduled for 2026-28 |
|
19 Aug |
Guoneng Yulin Chemical |
50ktpa EPDM plant |
Yulin City, Shaanxi, China |
n/s |
Japan’s ETIC agrees technology licensing deal |
|
13 Aug |
Indian Oil Corp. |
New butadiene rubber plant |
Panipat, India |
INR30bn ($350m) |
Targeting year-end commissioning |
|
13 Aug |
Freudenberg Sealing Technologies |
Opened new sealing products facility |
Queretaro, Mexico |
n/s |
Static seals, O-rings, gaskets |
|
10 Aug |
Sailun Group |
Studying ‘tire manufacturing hub’ |
Nelson Mandela Bay, South Africa |
ZAR2bn (€108m) |
1m car tires/yr, 300k truck and bus tires/yr |
|
4 Aug |
Zeon Corp. |
Built demo bio-BD facility |
Tokuyama, Shunan City, Yamaguchi, Japan |
n/s |
Project with Yokohama Rubber to commercialise tech by 2034.
|
TOP NEWS STORIES
US union calls for probe into tire imports amid declining domestic industry (ERJ report)
Chinese supplier plans €130m carbon black, silica plant in Egypt (ERJ report)
Ukraine claims attack on Tatneft synthetic rubber plant (ERJ report)
Sinochem Equipment completes purchase of rubber machinery makers (ERJ report)
LAST WEEK
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