News and Analysis
Timely analysis on the trends reshaping tire manufacturing, trade, and technology.
Natural Rubber Price Volatility Puts Tire Manufacturers' Margins on a Collision Course
Natural rubber ($25B market, 40% of tire compound) creates margin pressure. Carbon black and steel cord volatility compounds risk. Learn multi-commodity hedging strategies.
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EV Tire Demand Bottleneck: Engineering Capabilities Lag Behind Platform Launch Acceleration
EV-specific tire segment valued at $6.5 billion is growing faster than any sub-category. But manufacturer homologation capacity lags behind EV platform launches. Learn why capacity alone isn't enough.
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China's 918-Million-Unit Tire Export Surge Forces a Global Production Reshuffle
China exported 918 million tire units in 2024, exceeding the next five largest exporters combined. This unprecedented volume is triggering coordinated anti-dumping actions across the US, EU, India, Turkey, and Brazil, forcing Chinese manufacturers to relocate production to Vietnam, Cambodia, Serbia, and Thailand to avoid tariff exposure. Trade defense has become a critical commercial strategy.
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