Latest Analysis

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

First ranking of tire makers in 2023

By David Shaw The global tire industry is changing. The financial results for the 12 months to December 2023 show it. Most of the major brands are losing share, while the replacement brands are offering better value for money and consumers are seeing the benefits of so-called down-trading. Meanwhile, we present the first industry ranking

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Big-name tire makers lose share

On Thursday (29 February), we will published the March 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: 2023 Annual results analysis Tire industry sees mixed picture worldwide Annual sales data – Initial ranking, February 2024 Michelin’s view of market development

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Tire industry on brink of big changes

Later today (31 January), we will published the February 2024 edition of our global tire industry newsletter, and distributed it to subscriber In yet another bumper-sized issue, we bring you unique insights into: EU legislation under scrutiny Euro-7 to use UNECE standards for wear Tire makers call for more data access in Europe Materials hit by

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What changes will affect the global tire industry in 2024?

Earlier today (30 December), we published the January 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: Global outlook for 2024 What the tire industry looks like in 2023-24 Two paths for tire makers A tale of two tire industries China’s

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Tire industry finds paths to circularity

Earlier today (30 November), we published the December 2023 edition of our global tire industry newsletter, and distributed it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: Michelin’s view on circularity Circularity is a transformation Technological readiness level New rCB player wins funds with tire-maker help rCB as a circular value

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Q3 tire maker results – Just how bad is it?

If you listen to people in the western tire industry, you would think that the whole tire business is struggling. But in China, tire company revenues are rocketing, as are profit margins. India’s tire makers are also doing well, with much stronger margins, though not such spectacular improvements in revenues. One difference is in their

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EUDR set to create chaos in tire industry

Later today (31 October), we will publish the November 2023 edition of our global tire industry newsletter, and distributed it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: EUDR triggers uncertainty EUDR causes concern through value chain ANRPC condemns EUDR Rubber causes de-forestation More details on 6PPD ‘ban’ DTSC gives detail

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Tires rise up the legislative agenda

Earlier today (29 September), we published the October 2023 edition of our global tire industry newsletter, and distributed it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: Goodyear slashes 1900 jobs EU waters down Euro 7 proposals New tire factory in Egypt Raw Materials prices go up Raw materials prices see

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Global tire markets in turmoil amid downturn

Later today (31 August), we will publish the September 2023 edition of our global tire industry newsletter, and distribute it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: Tire Industry investments Tire investments increase – especially in China Chinese companies spend most on expansion First-half results analysis Global tire markets in

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What future for 6PPD in tires?

Later today (31 July), we will publish the August 2023 edition of our global tire industry newsletter, and distribute it to subscribers. In yet another bumper-sized issue, we bring you unique insights into: California restricts 6PPD California restricts sale of tires containing 6PPD Goodyear-Elliott agreement Goodyear admits Elliott’s board member choice Initial H1 results analysis Tire

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China Tire Intelligence Report

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

Global Tire Intelligence Report

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