Latest Analysis

We publish periodic stories about key developments in the tire industry – for free.

Tariffs will affect tire industry

Tariffs – either a beautiful word, or the overture to a global trade war, depending on who is speaking. The new administration in the White House has declared – and then delayed – 25% tariffs on its closest neighbours and biggest trading partners, Canada and Mexico. The United States has also announced 10% tariffs on all goods

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Corporate strategies of leading tire makers

Today (31 January), we published the February 2025 edition of our global tire industry newsletter, and distributed it to subscribers. You can download the full contents from here. In yet another bumper-sized issue, we bring our readers unique insights into: Corporate strategy Top-10 strategies: working towards digital Corporate strategy – majors Corporate strategy: Goodyear Introducing the Jackals

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Suppliers suffer as top brands make fewer tires

One of the most persistent requests to our team here at Tire Industry Research is to provide data on the actual production volumes of tire makers. We’ve given our estimates of that below, but before giving the numbers, there are a few caveats. In our conversations with suppliers to the tire industry, there is often

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What’s likely to happen in the tire industry in 2025

We have now (31 December) published the January 2025 edition of our global tire industry strategy report, and distributed it to subscribers. You can download the full contents. In yet another bumper-sized issue, we bring our readers unique insights into: What’s happening in tires? Why did those executives move to the ‘Jackals’? Global Capacity/production Suppliers suffer

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Tire majors show sustained loss of volumes

Today (29 November), we published the December 2024 edition of our global tire industry newsletter, and distributed it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: Q3 results analysis Top tire makers’ rankings in Q3 Q3 profitability analysis Tire makers and changing fortunes Why tire factories are closing Changing fortunes force

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Why are those tire plants closing?

By David Shaw, Tire Industry Research In the last couple of weeks, we have heard announcements from Michelin and Sumitomo that they are closing passenger car tire plants in France and the United States, respectively. Yokohama is also closing the former Alliance off-road tire plant in Israel, but that is not part of this story.

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Down-trading gets real for tire makers

Today (31 October), we will publish the November 2024 edition of our global tire industry newsletter, and distribute it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: Q3 results – industry analysis Q3 results show tire buyers are down-trading Q3 – Company by company Cordiant changes hands S8 sells Cordiant to

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Two new tire factories open in Europe

Today (30 September), we published the October 2024 edition of our global tire industry newsletter, and distributed it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: Nokian opens in Romania Nokian Tyres opens plant in Romania Linglong opens in Serbia Linglong Serbia factory starts production Linglong holds Global Partner Conference Linglong

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Tire industry growth is not coming from the majors

Crystal balls have been cloudy for some time, but now they have gone completely opaque. Nothing in the tire industry is certain any more, except that performance requirements will increase, while resources to deliver that performance will continue to fall. Our analysis shows that the tire industry has started on a fundamental transition which is

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Rankings show growth of smaller tire makers

Today (30 August), we published the September 2024 edition of our global tire industry newsletter, and distributed it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: First-half results analysis Two views on global tire markets USTMA predicts record tire shipments in 2024 BKT returns as the most profitable tire maker Bridgestone

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A weekly newsletter of developments in the China tire industry including news reports and David Shaw’s expert commentary and analysis.

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Monthly English & Chinese language newsletter bringing together global news stories covering retail, strategy, sustainability and legislative issues.