Uncertainties impact world rubber supply, demand

Uncertainties impact world rubber supply, demand

The downward revision in the world supply outlook for 2020 is largely due to the scaling down of the outlook for Thailand and India, according to ANRPC. The outlook on the production of NR in Thailand has been scaled down by 332,000 tonnes to 4.478 million tonnes. The country’s revised outlook for 2020 represents a 7.7% decline from the previous year as against a 0.9% anticipated fall reported a month ago.

The harvesting and primary processing of rubber in Thailand are severely affected by acute shortage of labourers. The migrant labourers from neighbouring countries and those from other provinces within the country find it difficult to reach back and resume the various farm management activities including tapping and primary processing. Aggravating the situation, tropical storm ‘Noul’ damaged rubber plantations in several provinces of Thailand in the last week of September besides causing heavy rains, flash floods, and water run-offs.

In August, northern Thailand was hit by the tropical storm ‘Sinlaku’ causing flash floods in 18 northern provinces of the country. The loss in output arising from previous year’s incidence of a new fungal leaf disease is already factored in. Abnormal leaf fall resulting from fungal diseases usually impacts on the yield performance of the affected for two succeeding years.

In India, the production anticipated in 2020 has been scaled down by 42,000 tonnes to 668,000 tonnes, ANRPC study said. The revised outlook represents a 4.8% decline from the previous year as against a 1.1% anticipated increase reported a month ago. The country’s NR production sector is impacted by a burst in the number daily new cases of Covid-19 infections in the State of Kerala since the beginning of September and the abnormal leaf fall caused by the outbreak of Phytophthora leaf disease during July and August. It is reported that the incidence of abnormal leaf fall during this year is less severe compared to the previous year.

Demand fall

There has also been a fall in world consumption of NR by 11.7% y/y to 8.151 million tonnes during the first eight months of 2020 (Jan-Aug), as per preliminary estimates. Based on the revised estimates and forecasts, the world consumption outlook for the full year 2020 is marginally scaled up by 67,000 tonnes to 12.611 million tonnes by representing an 8.4% fall from the previous year. The outlook for 2020 as reported a month ago was 12.544 million tonnes by representing an 8.9% fall from the previous year.

China has marginally revised up its consumption outlook for 2020 in view of an observed earlier-than expected economic recovery and acceleration in growth. A survey conducted by Nikkei revealed that the growth has been more pronounced in the manufacturing sector. The Manufacturing Purchasing Managers’ Index (PMI) improved to 51.5 in September from 51.0 recorded in August and 51.3 anticipated for September, according to a survey conducted by the country’s National Bureau of Statistics and the China Federation of Logistics and Purchasing. The country’s automobile sector has made a major turnaround. The domestic retail sales of passenger vehicles, including minivans, SUVs and multipurpose vehicles, increased 7.4% y/y in September 2020, the third straight monthly gain. The domestic sales of passenger vehicles had increased 6.0% y/y in August 2020.

As per the revised outlook, China is anticipated to consume 5.055 million tonnes of NR during 2020, down 8.9% from the previous year. The country’s consumption outlook for 2020, as reported a month ago was 5.043 million tonnes, down 9.1% from the previous year.

India has scaled-up its consumption outlook for 2020 to 923,000 tonnes from 900,000 tonnes reported earlier in the year. Auto sales in India have made a U-turn. The domestic sales of passenger car increased 31.3% y/y in September 2020, the highest growth over the past 27 months. The trend reversal in passenger car is driven by preference for personal mobility during the pandemic, gradual opening up of markets, easing of supply-chains, labour availability, and excitement of new vehicle launches. The domestic sales of two-wheeler grew 12% y/y in September 2020, the highest growth over the past 21 months. Sales of tractor increased 16% y/y during the month, the highest growth over many years in the past.  The domestic sales of LVC (Light Commercial Vehicles) and M&HCV (Medium and Heavy Commercial Vehicles) declined by 3.0% each during the month, after double digit declines till August 2020.

Looking ahead, according to ANRPC, the world demand for NR will remain constrained by the uncertainties clouding the global economic recovery, acceleration in the number of new coronavirus cases, reintroduction of control measures and partial lockdowns across countries and a likely long delay in the mass availability of the vaccine. On the positive side, there are increased hopes of further fiscal aid in the US to keep its economy on track. The White House has reportedly raised its stimulus offer from the earlier proposed $1.0 trillion to $1.5 trillion, and further to $1.8 trillion, though that is still short of $2.2 trillion proposed by the Democrats.

STA Recognised For Advancing Science-Based Net Zero Targets

STA Recognised For Advancing Science-Based Net Zero Targets

Sri Trang Agro-Industry Public Company Limited (STA) was among 16 industrial organisations recognised for climate action during a recent Bangkok seminar. The event, held on 18 August 2026 at the Thailand Institute of Justice, marked the conclusion of the ‘Project to Promote Greenhouse Gas Emission Target Setting for the Industrial Sector towards Net Zero using the Science Based Target Approach (Phase 3)’, organised by the Thailand Greenhouse Gas Management Organization and Thammasat University's Center of Excellence in Energy Efficiency.

STA participated in developing a Net Zero Pathway aligned with updated certification criteria. The sustainability team shared insights on embedding Net Zero objectives into operations, highlighting management and employee roles in advancing the environmental agenda. A formal certificate was presented to Dr Saranthinee Mongkolratthe, the company's Sustainability Division Manager.

STA targets a 23 percent reduction in Scope 1 and 2 emissions by 2030 from a 2024 baseline, aiming for Net Zero by 2050. Initiatives include energy efficiency improvements, renewable energy adoption and emission reduction plans across factory and group levels. Digital technology and artificial intelligence are deployed for carbon management, enabling performance monitoring and data analysis to support long-term decisions.

STA is also developing low-carbon natural rubber throughout its supply chain to meet global demand for sustainable products. The company's project involvement and recognition demonstrate its commitment to translating targets into action, positioning the business for low-carbon growth while contributing to Thailand's national sustainability objectives.

Titan Unveils Comprehensive Booth Experience At 2026 Farm Progress Show

Titan Unveils Comprehensive Booth Experience At 2026 Farm Progress Show

Titan International is set to deliver a comprehensive experience for attendees at the 2026 Farm Progress Show, running from 1 to 3 September 2026. At Booth #24S, the company will showcase its extensive portfolio of off-highway tyres and tracks, offer exclusive savings opportunities and provide interactive tools designed to help farmers evaluate the financial benefits of its Low Sidewall Technology. The booth will also serve as a hub for meeting prominent agricultural personalities and supporting future farming leaders through a charitable initiative.

Visitors to the Titan booth can take advantage of a promotional offer providing USD 200 off a qualifying tyre purchase of USD 1,000 or more. Company representatives will be on-site to discuss eligible brands and products and to assist with the redemption process. Additionally, farmers are invited to use the interactive LSW Payback Calculator to assess the potential return on investment for their specific operations. Titan notes that in most scenarios, these tyres can pay for themselves in less than 18 months.

The booth will feature appearances by well-known figures from the agricultural and racing worlds. NASCAR driver and eighth-generation watermelon farmer Ross Chastain is scheduled to appear on Wednesday from 9 am to 12 pm, offering attendees a chance to see his racecar and discuss his farm's use of Titan and Goodyear tyres. Throughout the show, social media personalities will also be present, including the Welker Family and Cole the Cornstar, who will showcase their equipment and discuss their experiences with Titan products.

A highlight of the show will be the first-ever Farm Progress After Hours event on 2 September. Hosted in partnership with Van Wall Equipment and John Deere at Booth #24S, the evening will feature a concert by Iowa country artist Jason Brown and a pyrotechnic drone light show. The event is included with show admission and will commence after the exhibition booths close for the day.

Titan is reinforcing its commitment to rural communities through a tyre raffle benefiting Iowa FFA chapters. Attendees can purchase raffle tickets from FFA students at the booth for a chance to win a set of four tyres, with winners able to choose from Carlstar, Titan or ITP branded products. Proceeds from the raffle will be distributed to participating Iowa FFA chapters, supporting the next generation of agricultural leaders.

As a one-stop shop for off-highway wheel and tyre solutions, Titan will display products from its family of brands, including Goodyear Farm Tires, Carlstar and ITP. With over 40 product lines and 100 tyres on display, the booth aims to provide solutions for various equipment needs.

Bridgestone Indonesia Marks Five Decades Of Growth And Industry Partnership

Bridgestone Indonesia Marks Five Decades Of Growth And Industry Partnership

PT Bridgestone Tire Indonesia (Bridgestone Indonesia), a subsidiary of Japan’s Bridgestone Corporation, marked its golden anniversary with a formal ceremony in Jakarta on 24 August. The event served as a platform to acknowledge the critical role played by various partners and stakeholders in the company’s five-decade journey within the nation.

The commemorative gathering was honoured by the presence of Minister of Trade Budi Santoso, alongside representatives from the Indonesian government, the automotive industry association GAIKINDO and a broad network of clients and business associates. This assembly of industry leaders underscored the strong collaborative ecosystem that has been fundamental to the company's operations.

Bridgestone’s operational history in Indonesia dates back to 1976 with the establishment of its first production facility in Bekasi. The subsequent opening of a second plant in Karawang in 1999, which includes a global-standard proving ground, significantly enhanced production capacity and technical capabilities to meet rising domestic and regional demand. Presently, the company serves diverse market segments, including passenger, commercial and specialty tyres, by integrating global manufacturing standards with local market insights.

Looking ahead, Bridgestone Indonesia is intensifying its commitment to advanced technologies and sustainable mobility, exemplified by the 2026 local supply of B-Silent tyres for a global automaker’s electric vehicles. Building on its robust local research, design and manufacturing foundation, the company aims to further leverage its global network to deliver safer and more efficient solutions. As a key market for Bridgestone Corporation, which operates in over 150 countries, Indonesia remains central to the company’s regional strategy, with a steadfast focus on fostering long-term value for the nation's economy and automotive sector.

Budi Santoso, Minister of Trade of the Republic of Indonesia, said, "We extend our appreciation and congratulations on Bridgestone's 50th anniversary in Indonesia. We are highly receptive to future investment and collaboration opportunities involving Indonesian investors and Bridgestone. The Government of Indonesia remains open to receiving ongoing input and engaging in strategic discussions aimed at strengthening domestic market dynamics, maximising global export opportunities and advancing investment policy proposals.”

Nobuyuki Tamura, Member of the Board, Representative Executive Officer, EAST CEO, Bridgestone Corporation, said, "As Bridgestone Indonesia celebrates its 50th anniversary, we are proud of the strong foundation built together with our employees, customers and partners over the past five decades and deeply grateful to all of our stakeholders for their longstanding trust and support. Indonesia is both an important market and a strategic manufacturing and export base within Bridgestone's global network. Guided by our unchanging Mission, 'Serving Society with Superior Quality’, we remain committed to growing together with Indonesia and creating greater value for customers and society in the decades ahead."

Mukiat Sutikno, Managing Director, Bridgestone Indonesia, said, "Over the past five decades, Bridgestone Indonesia has grown alongside the country's automotive industry, supported by the trust of our customers, partners and communities. As we look ahead, we will build on this strong foundation by deepening our local capabilities, responding to the evolving needs of the market and delivering solutions that make mobility safer, more efficient and more sustainable. Our commitment to Indonesia remains as strong as ever, and we look forward to continuing this journey together with our stakeholders.”

Yokohama Rubber Launches RAG-Based AI Platform To Enhance Technical Decision-Making

Yokohama Rubber Launches RAG-Based AI Platform To Enhance Technical Decision-Making

The Yokohama Rubber Co., Ltd. has initiated the full-scale deployment of a proprietary generative artificial intelligence system, which became operational in August 2026. This advanced platform employs Retrieval-Augmented Generation (RAG) technology to sift through the company’s extensive internal repository of technical documentation. The primary objective is to furnish development engineers with rapid and precise access to critical information, thereby streamlining decision-making processes in areas such as material innovation and tyre design.

This system represents a significant expansion of Yokohama Rubber’s existing HAICoLab AI framework, first established in October 2020. While the company had previously introduced AI tools for predicting rubber properties, generating novel compounds and assisting mould design, a persistent challenge remained in efficiently navigating the vast collection of regulatory texts, manuals, reports and case studies that constitute essential domain knowledge. The new generative AI system was developed specifically to address this gap, enabling swift retrieval of pertinent data aligned with specific development goals.

In practice, engineers pose questions tailored to their project’s specific context and the AI searches for the most relevant information from internal records to formulate its answers. To further refine accuracy, an integrated AI agent interprets the user’s intent and autonomously cycles through planning, information retrieval and evaluation steps. Moreover, the system provides direct links to the original source documents, allowing staff to confirm the validity of the AI-generated responses and incorporate them into their analytical and strategic work. This functionality effectively integrates accumulated technical knowledge into the HAICoLab-driven development environment.

Concurrent with these technological advancements, Yokohama Rubber is actively cultivating digital transformation personnel proficient in utilising the HAICoLab platform. The company remains committed to enhancing the system’s capabilities and leveraging its internal data and intellectual assets to foster the creation of innovative products, processes and services moving forward.