This story first appeared in our annual review of the tire industry. Here we present an updated version in the light of the latest news (from early September). Deal collapsing As we write, it appears that the deal reached in July over the ownership of 42.01% of Kumho Tire shares is on the point of
Readers of our Insiders Guide to the Tire Industry 2018 saw a more complete version of this analysis a couple of weeks ago. Here we have given significantly shortened version of that analysis. A subscription to our monthly Global Tire Intelligence report includes the 104-page Insiders’ Guide to all strategic and management developments in the
The second week of August was momentous for China’s tire industry. Not in a good way. First, India’s due to cheap imports of truck and bus radial (TBR) tires from China and the Indian government said it was likely to impose tariffs. Second, a preliminary investigation by the of the same products in Europe. This adds to
This is the July summary of our analysis of China’s tire industry. We publish a on the tire industry in China. It is the only source of information in the English language for those who want to keep up-to-date with commercial, legislative, policy and recycling developments in the tire industry in China. Since this was
The European Commission (EC) has announced its intention to revise the European tire labelling scheme. The Commission published a roadmap on 11 July indicating the timescale for this. The final revision is expected to be published in early 2019, and most of 2018 will be spent thrashing out the details of the revisions. Although a
By David Shaw Every now and then, I have a conversation that makes me realise my mental model of the tire universe needs re-adjusting in some way. That happened twice last week. Both occasions related indirectly to the disposal of end-of-life tires and how to recover value from the materials. Sustainable Materials Group One of
Once the final bidders for the stake were announced, the name of the winner was no real surprise. In fact I predicted it in the email I sent last week to subscribers to our weekly China Tire Intelligence report. Even if Kumho Asiana Group is unable to raise the rumoured USD850mn to out-bid Double Star,
By David Shaw This column builds on some of my previous columns about ongoing changes in our industry. This time, I want to discuss news, opinion and analysis; the relations with tire makers and how that is changing. It’s written in the context of tires, but is also relevant to other industry sectors. Changing business models
This week marks a year since we introduced our China Tire Intelligence report. We remain the only publication that routinely tracks Chinese-language news coming out of China’s tire industry and then merges that intelligence with international news affecting the sector. We report on more than 50 stories each week, far more than any other publication.
By David Shaw It’s traditional at this time of year to review the last 12 months and look forward to the coming year. For the last 12 months, there have been a lot of stories, but I think five main themes stand out: Increasing trade protectionism, especially against China-made tires Greater globalism in the
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Monthly English & Chinese language newsletter bringing together global news stories covering retail, strategy, sustainability and legislative issues.