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.

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ZC Rubber has unveiled plans to establish a new tyre production base in Vietnam, adding another site to its worldwide manufacturing map. The plant, occupying 344,195 square metres within IDICO Phu My II Expansion Industrial Park, is targeted to start output in 2027.

A newly created subsidiary, ZHONGCE RUBBER VIETNAM COMPANY LIMITED (ZCV), will run the operation. The company marked a developmental milestone in Ho Chi Minh City on 12 November 2026, when it obtained the investment registration certificate and formalised a land sublease with IDICO Corporation.

The Southeast Asian nation's location, trade relationships and maturing industrial base make it a sound choice for the venture, which will cater to Vietnamese and regional demand while reaching European and North American buyers. The move fits ZC Rubber's wider push to spread production across multiple countries and reinforce supply flexibility for distributors and customers globally.

Henry Shen, Senior Deputy General Manager, ZC Rubber, said, “Our overseas investments are guided by a long-term goal: to build a manufacturing network that supports our customers as their markets evolve. The Vietnam facility will give us greater flexibility to serve key markets and support our partners’ growth. We appreciate the support of the local authorities and will work closely with IDICO to deliver this project to high standards.”

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Tyres Europe has released its members’ replacement tyre sales figures for Q3 and the first nine months of 2026. Secretary General Adam McCarthy cautioned that modest nine-month gains should not obscure a weak third quarter. Consumer tyres across passenger car, SUV and light commercial dipped 1 percent in Q3 versus 2025, though nine-month volumes stayed 1 percent ahead, with all-season tyres up 13 percent in the quarter and 10 percent over nine months.

Summer tyres slipped 1 percent in both periods as demand shifted towards all-season, while winter tyres fell 11 percent in the quarter and remained 9 percent lower over nine months. Miles travelled declined again on high fuel prices and weak consumer confidence amid Middle East conflict, at about half Q2's pace, and PCLT imports into the EU27 plus UK dropped 7 percent from January to August.

Chinese imports more than halved year on year in July and August after July's anti-dumping duties. Truck & Bus tyres were stable in the quarter after strong Q2 growth and stood 4 percent higher over nine months, with freight volumes beating expectations and truck tyre imports up 26 percent. Agricultural tyres fell 34 percent quarterly and 17 percent over nine months, Moto & Scooter tyres dropped 5 percent in the quarter but stayed 2 percent higher over nine months. The full report is available on Tyres Europe's website.

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Goodyear brought generations of performance heritage to the 2026 SEMA Show in Las Vegas, where its tyres appeared on some of the event's most talked-about vehicles. The annual automotive aftermarket gathering ran from 3–6 November at the Las Vegas Convention Center, drawing builders, manufacturers, buyers, media and enthusiasts for four days centred on innovation, new products, craftsmanship, performance and emerging trends. For Goodyear, the setting was familiar territory, as racing has long served as both a proving ground and an inspiration for its street products.

A 1928 Ford Model A reimagined by TQ Customs as an F1-inspired mid-engined hot rod stood out among the featured builds. It pairs a custom chassis and roll cage with a Honda K20 engine and Porsche transaxle, riding on custom Goodyear Eagle F1 tyres sized 275/45R18. Three F-550 Super Duty trucks wore Goodyear's heavy-duty G275 MSA in 335/80R20, while the new 819-horsepower Ferrari 12 Cylindri was fitted with application-specific Eagle F1 SuperSport tyres, sized 275/35R21 front and 315/35R21 rear.

Goodyear's presence also extended through Mickey Thompson Tires & Wheels, the enthusiast performance brand within its portfolio. Mickey Thompson maintained a significant show footprint with displays in the Race/Performance section of Central Hall and the Silver Lot, showcasing products and builds spanning street, strip and off-road performance. Its SEMA programme highlighted the limited-edition Street Comp GHT Signature Series street-performance tyre, expanded Baja Boss A/T and Baja Boss M/T sizes and new MT Classic Forged wheel sizes.

The vehicles on display ranged from vintage American muscle to cutting-edge performance machines and purpose-built off-road rigs, yet they shared a fundamental drive to perform better, make a statement and become more personal.

Andrew Lau, Enthusiast Account Lead at Goodyear, said, "The SEMA Show highlights the best of the industry – emotionally charged and technology-filled and crossed with dramatic and eye-catching, which is where Goodyear and our dynamic portfolio really shine. For cars worth bragging about, we make tyres worth bragging about! Our Goodyear Eagle lineup fits the ever-growing supercar market, which we see growing especially as more enthusiasts get their hands on these cars at a range of price points. And it wouldn’t be SEMA without giant trucks and extreme lift kits, where we saw Mickey Thompson and Goodyear tyres shown off in a dramatic fashion.”

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Yokohama Tire has partnered with Tread Lightly! for the Protect What Moves You fundraiser, running through 30 November. Consumers who donate can enter to win GEOLANDAR tyre prize packs or a full set of tyres. Proceeds support trail stewardship, responsible recreation and keeping public lands open.

According to Yokohama’s Senior Manager of Corporate Communications Melissa Aguirre, each USD 10 donation earns one entry for a GEOLANDAR prize pack, while donations of USD 100 or more earn one entry for a set of Yokohama tyres. The initiative complements Yokohama’s environmental ‘Caring for our Communities’ partnerships, which include Surfrider North Orange County and the California State Parks Foundation.

Aguirre said, “We’ve been an official partner of Tread Lightly! for three years and have collaborated on several stewardship projects across the country to improve access, restore trails and protect natural resources for off-road enthusiasts and outdoor adventurers. The Protect What Moves You campaign will definitely help with those efforts.”

James Boyd Jr., Executive Director of Tread Lightly!, said, “We’re grateful for Yokohama Tire’s continued partnership and commitment to protecting the places we all love to explore. Through our work together, we’ve made a meaningful impact on trails and public lands across the country. The Protect What Moves You fundraiser gives outdoor enthusiasts an opportunity to support responsible recreation and hands-on stewardship while helping ensure these places remain accessible for future generations.”

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