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.

Continental Earns Fourth International Busplaner Sustainability Award

Continental Earns Fourth International Busplaner Sustainability Award

Continental has earned top recognition in the ‘Tires and Tire Management’ category of the International busplaner Sustainability Award for its Conti Urban HA 5 NXT tyre. The award celebrates groundbreaking vehicle parts, services and models that drive sustainability in the bus industry. Announced on the evening before the BUS2BUS trade fair, this marks the fourth time Continental has received this honour since the prize was first introduced.

A key feature of the Conti Urban HA 5 NXT is its material composition, with up to 60 percent coming from renewable, recycled or ISCC mass balance-certified sources. ISCC certification ensures full traceability of these raw materials across the supply chain. An externally verified life cycle assessment shows an 11 percent drop in greenhouse gas emissions compared to the earlier Conti Urban HA 3 model. The tyre incorporates natural rubber, renewable fillers, recycled synthetic rubber and rubber derived from mechanically processed end-of-life tyres.

Designed to address major trends reshaping urban transport such as urbanisation, electric mobility and digital fleet management, the tyre arrives at a time of strong growth in new bus registrations across the EU, especially in Germany and Poland. Electric bus adoption is rising sharply in markets like Germany, Sweden and Belgium, while conventional technologies lose ground. This shift underscores the need for tyres that support cleaner, more efficient city bus operations.

The Conti Urban HA 5 NXT delivers a 25 percent reduction in rolling resistance versus the prior generation, which can extend electric bus range by up to 15 percent. A new tread compound increases mileage by up to 15 percent compared to the Conti Urban HA 3 while maintaining a B EU wet‑grip label rating. A reinforced sidewall enhances resistance against curb and impact damage, and the optimised tread pattern improves traction and lowers noise, boosting passenger comfort.

The tyre works seamlessly with Continental’s digital ContiConnect system, allowing fleet operators to monitor pressure, temperature and wear in real time using sensors. This enables proactive maintenance, greater operational safety, fewer unplanned breakdowns and cost-effective fleet management. Since its launch in 2013, the International busplaner Sustainability Award has become one of Europe’s most respected honours in bus and transport, recognising companies that balance economic success with environmental care and social responsibility.

Pirelli Engineers Bespoke P Zero R Tyres For New Porsche 911 Turbo S

Pirelli Engineers Bespoke P Zero R Tyres For New Porsche 911 Turbo S

Pirelli has created bespoke versions of its P Zero R tyre for Porsche 911 Turbo S, the most powerful version ever of the 911 model in its six-decade history. Drawing directly from motorsport expertise, this ultra-high-performance compound supports everyday sports car driving while delivering exceptional dynamic response. It shares the same technological DNA as Pirelli’s racing solutions, already well regarded in the prestige vehicle segment.

Engineered to harness 711 horsepower and 800 Nm of torque, this tyre ensures effective power transfer to the road. It enhances the car’s dynamic abilities and driving pleasure through consistent traction on dry, varied and wet surfaces, with a strong focus on wet safety and control. The tread pattern reduces noise for improved comfort, while lower rolling resistance boosts overall vehicle efficiency. The rear axle uses 325/30 ZR 21 tyres, 10 mm wider than before, and the front retains 255/35 ZR 20 for balanced handling.

Following Pirelli’s Perfect Fit philosophy, each tyre matches the precise technical needs of its vehicle. This longstanding collaboration with Porsche has also produced P Zero R fitments for the hybrid Porsche 911 GTS. The new Turbo S tyres carry the ‘N’ marking on the sidewall, signifying joint development for optimal performance across the 911 range.

Sun Auto Network Expands North Carolina Footprint With Multi-Store Rebrand

Sun Auto Network Expands North Carolina Footprint With Multi-Store Rebrand

Sun Auto Network is strengthening its presence in North Carolina by consolidating several well-known local businesses under the Sun Auto Tire & Service banner. This integration includes Piedmont Tire, which finished rebranding in late 2025, and four Tire Max locations that made the switch this past March. The process continues with Jackson Auto Worx, while Liberty Tire & Auto is scheduled to follow later in 2026.

To celebrate these changes, Tire Max will host grand opening events over two weekends in April. The first takes place 9 to 11 April at the Madison and Stokesdale stores, followed by the second from 23 to 25 April at the High Point and Summerfield locations.

These community-focused gatherings will feature promotional giveaways such as tyres and a full year of free oil changes, along with other special offers. Through this investment, Sun Auto Network aims to benefit both local drivers and the wider North Carolina communities it now serves.

Michael Loa, Regional Vice President, said, "This is about creating a more unified and recognisable presence across the region. Aligning these stores under the Sun Auto Tire & Service name builds on the strength of our existing network while delivering a more consistent experience for drivers."

Infiniteria Moves To Block Enviro’s Company Reorganisation

Infiniteria Moves To Block Enviro’s Company Reorganisation

Scandinavian Enviro Systems AB (publ) (Enviro) has been informed that Infiniteria Sweden AB and Infiniteria Europe Sàrl plan to ask the Gothenburg District Court to immediately end Enviro’s ongoing company reorganisation. Infiniteria also challenges the legality of Enviro’s recent contract cancellations regarding their joint venture and has indicated it will seek damages as a result.

The reorganisation was originally approved by the same court on 27 February 2026. Infiniteria now argues that the process should be halted at once because its intended purpose is unlikely to be achieved and because continuing would be unfair to Infiniteria. Furthermore, Infiniteria has made clear it will oppose any reorganisation plan that Enviro might put forward.

Infiniteria disputes the validity of Enviro’s termination of their joint venture agreements, which occurred on 20 March 2026 under the Swedish Company Reorganization Act. While no formal damages claim has been filed yet, Infiniteria preliminarily estimates potential claims from the terminations at roughly EUR 84 million. This estimate partially overlaps with an existing arbitration claim against Enviro that was disclosed on 6 February 2026.

Enviro firmly rejects Infiniteria’s stance, asserting that its conclusions rest on incomplete and incorrect information, making them unfounded. Together with its legal advisors and the court-appointed administrator, Enviro is reviewing the matter and will respond to Infiniteria’s claims as directed by the District Court.