Latest Analysis

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

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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What can tire makers do about cyber-criminal attacks?

Later today (30 June), we will publish the July 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: High sustainable content tires Conti to make highest sustainable tire content Continental shows tire with 65% ‘green’ content Cyber-criminal threats rise Cyber-security is

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How are tire markets developing?

Tire markets are slow at present. That’s the easy part. The more difficult part of the answer is that the state of the market varies by region, channel and by application. In very broad terms, the tire industry can be divided into three applications: Car (& light truck); Heavy truck (and bus & coach) The

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What’s with these ‘high-sustainable-content’ tires?

Later today (31 May), we will publish the June 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: Liquid mixing goes mainstream High sustainable content tire Bridgestone talks high-sustainable-content tires Tire industry in Russia Russian tire sector to face a new

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Q1 results show sharp slow-down in tire industry

We have now (28 April), published the May 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: Q1 results show depth of slow-down Tire markets in Asia Japan’s tire industry in 2022 China’s tire industry in 2022 India’s tire industry in

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Tire makers, suppliers look to the future of tire industry

Later today (30 March), we will publish the April 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: 2022 tire maker rankings Tire makers ranked for 2022 annual data Tire makers by profitability 2019-2023 Annual sales data – Final ranking, April

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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.