Longmarch tire expansion bypasses cost spikes
Longmarch's $190M Egypt plant bypasses rising rubber costs. I analyze how this $1.5B regional shift redefines tire supply chains.
Dmitry Volkov
9 min readMillion
Dmitry Volkov
9 min read
Tyre capacity jumps as JK Tyre targets 26M units
JK Tyre's ₹4,980 crore expansion targets 26 million units by 2030. I analyze why running plants at 90% utilization forces this specific capital move.
Dmitry Volkov
9 min read
Yokohama's OTR Plant News Is a Lead-Time Story, Not Capacity
Yokohama's $245M India and Mexico OTR plants don't ship until Q3 2028. Why the lead-time gap, not the capacity number, drives your sourcing.
Ray Donnelly
9 min read
Aging vehicle fleets drive 5.4% aftermarket growth
With the fleet averaging 12.8 years, repair demand is outpacing new sales. I break down why stocking for older units is your safest bet.
Ray Donnelly
13 min read
Toyo Tires Q1 2026: Read the Price Letter, Not the Profit Line
Toyo Tires Q1 2026 profit rose on a forex swing, not tire margin — here's what the 5% truck-tire hike means for your buy.
Ray Donnelly
10 min read
Lidar market shift: Why 3.1M units favor long-range
Hesai holds 43% of long-range ADAS lidar as 3.1M units ship. I analyze why scaling production beats speculative tech promises today.
Anna Petrova
12 min read
CarParts.com's $8M JC Whitney Pivot Explained
Mark Phillips analyzes how an $8M private placement funds 30,000 mechanical SKUs, shifting JC Whitney from aesthetics to core engine components.
Mark Phillips
6 min read