Just under a week ago, we published our deep-dive analysis of the state of the global tire industry under CoronaVirus. This week we have to report that things are less opaque, but the increased clarity has done nothing to improve our pessimistic view. Update: Turkey on lock-down. All tire plants closed until 13 April Update2:
We just published the April 2020 edition of our global tire industry newsletter, and distributed it to subscribers (31 March). Each corporate subscriber has the right to distribute to unlimited direct employees worldwide, so if you are interested, feel free to contact us. If your employer receives it already, we can send out a free copy.
After Europe and the Americas, India and South Africa are the latest regions to face mass closures of tire factories. All tire factories in the two countries are closed. South Africa in lock-down for three weeks South African President Cyril Ramaphosa has imposed a lock-down for three weeks from March 26. His statement said, “All
It happened sooner than we expected, but it happened just as we predicted a week ago. Tire factories across the developed world are closing, albeit temporarily, as OE demand for tires plunges. The announcements came like a firestorm in the second half of last week (18-21 March) Michelin closed its tire plants in EuropeGoodyear closed
Disclaimer; I’ve not spoken to tire makers about this. That is mostly because the situation is changing so fast and so much, that I don’t think anyone has a good handle on how this is going to develop in the West. I’m putting this out as a realistic worst-case scenario on what might happen, based
This article was first published in the November 2019 issue of our Global Tire Intelligence Report, published at the beginning of November last year. Four or five years ago, I wrote a 200-page report on the various aspects of sustainability as they apply to the tire industry. While I am not going to update the
We published the March 2020 edition of our global tire industry newsletter, and distributed it to subscribers over the weekend (29 February). Each corporate subscriber has the right to distribute to unlimited direct employees worldwide, so if you are interested, feel free to contact us. If your employer receives it already, we can send out a
An extended version of the following column was printed in the 14 Feb edition of our weekly newsletters on China’s tire industry. It formed part of a much wider analysis of the situation in China, as well as the actions of tire makers within China and international players. If you want the full detail, then
The following column was printed in the 7 Feb edition of our weekly newsletters on China’s tire industry. it formed part of a much wider analysis of the situation in China, as well as the actions of tire makers within China and international players. If you want the full detail, then I would recommend subscribing
By David Shaw Please note, there is an update to this analysis. People have been asking me what is going on in China in the context of the CoronaVirus outbreak, and what the implications are in the short term and the mid-term for the global tire industry. Much of the following has already been reported
A weekly newsletter of developments in the China tire industry including news reports and David Shaw’s expert commentary and analysis.
Monthly English & Chinese language newsletter bringing together global news stories covering retail, strategy, sustainability and legislative issues.
