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
Last week, we published the November issue of our global tire industry newsletter, and distributed it to subscribers. This 36-page publication brings unique insights into: Forecasting prices of raw materials Triangle’s factory in the US – financial analysis Intelligent Tire meeting, including: Better tires mean more miles/unit TPMS improve inflation, extend life Predicting Tire-Road grip
We have just published the October issue of our global tire industry newsletter, and distributed it to subscribers. This 35-page publication brings unique insights into: Impact of environmental inspections on China’s carbon black industry Our (updated) analysis of Michelin’s acquisition of Lehigh Technologies Sailun’s strategy to raise its brand-value in Europe SRI’s roadmap for smart
This is the September summary of our analysis of China’s tire industry. We publish a weekly report 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 is the End-November report from Tire industry Research, based on our weekly China Tire Industry newsletter. October September August July June Price increases The hottest news this month has been price rises. Tire makers across China have been raising prices based on higher input costs. We’ve listed the announced price increases and we’re tracking
This is the End-October edition of our monthly China tire industry updates. It is based on content from our weekly China Tire Industry intelligence report. Following last month’s revelations about Triangle’s over-stated revenues, there is continued evidence of the same in the company’s Q3 results where Triangle revenues continue to decline while those of Linglong
I think the tire industry is going through another major transformation. Since I started analysing this industry in the late 1980s I’ve seen only two or maybe three such large-scale transformations. To give you an idea of the scale of transformation I am talking about, think of the switch from bias-ply to radial construction in
Continuing our reporting on developments in China’s tire industry, August has been an active month, with IPO approvals given to both Triangle and GST. Triangle’s is going well, with the share price of RMB22.07 raising up to USD640m. The 30% share that was sold online was over-subscribed by a factor of over 2000 times. (See
The biggest news in the China tire industry over the last weeks has been the IPO share issue of Linglong. It was a great success, with the Linglong share price rising 44% on the first day of trading and subsequently climbing to three times the issue price of RMB12.98. We have to ask: was the
Let me first say that I don’t like discussing politics in public. I think that in general, business tries to do its best, irrespective of the interference of politicians, many of whom are only in post for a few years and cannot take a long term view. And even more of whom have little idea
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.
