Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

CEO, Helixtap

Farah Miller

Commodities

<ul><li>Tire industry has started on a fundamental transition but could result in a transfer of market share away from the majors and towards tire makers based in Asia (outside of Japan).  </li><li>The traditional majors can no longer make enough profits by making and selling tires in rim sizes below 17- or 18-inches. The usual big companies view this as commoditized.  </li><li>Pirelli, Bridgestone and Michelin have each said explicitly that imports are flooding in to their home markets of Europe and North America, leaving less room for premium products.</li></ul>

Tire industry has started on a fundamental transition but could result in a transfer of market share away from the majors and towards tire makers based in Asia (outside of Japan).  The traditional majors can no longer make enough profits by making and selling tires in rim sizes below 17- or 18-inches. The usual big companies view this as commoditized.  Pirelli, Bridgestone and Michelin have each said explicitly that imports are flooding in to their home markets of Europe and North America, leaving less room for premium products.

Tire Industry Is Undergoing Fundamental Change

SGX Rubber Future TSR20

Tire Industry Is Undergoing Fundamental Change