électrification

Local Upgrading in the Global Tire Value Chain: A Thai Producer Beyond Oligopoly

Baba, T. (2026).  Local Upgrading in the Global Tire Value Chain: A Thai Producer Beyond Oligopoly. Gerpisa colloquium.

Local Upgrading in the Global Tire Value Chain: A Thai Producer Beyond Oligopoly

Toshiyuki Baba, Hosei University Japan
 
1. Purpose

This research investigates how a Thai local tire manufacturer has upgraded within the global value chain (GVC) of automotive tires, a safety‑critical component whose importance does not diminish with electrification or new forms of mobility. Building on a quantitative analysis of tire trade statistics for 2012–2022, the study first shows how the global tire GVC has shifted from a traditional oligopoly dominated by advanced economies toward a more multipolar structure with rapid upgrading in several Global South countries, notably Thailand.

Within this broader structural change, the central question is whether Thailand’s remarkable rise in tire trade rankings primarily reflects international horizontal expansion of incumbent global manufacturers, or whether local firms themselves are emerging as significant global exporters in their own right. The field survey and case study of a Thai local tire producer address this question by examining the firm’s export orientation, technological upgrading, product portfolio, and positioning vis‑à‑vis global brands and low‑cost Chinese suppliers. read more

Renault va mal et compte sur l’Alliance, Nissan va très mal et n’en parle pas

How long have we been married for? (Behrouz MEHRI / AFP)
Avant que ne soient communiqués les résultats financiers de 2019 de Renault vendredi, avait eu lieu à Yokohama la veille la présentation des résultats de Nissan pour l’avant dernier trimestre de l’année fiscale japonaise et donc pour les neuf premiers mois .
Les dirigeants de Nissan en ont profité pour revoir à la baisse leurs prévisions de chiffre d’affaires et de profits pour l’exercice en précisant que lesdites prévisions ne tenaient pas compte des effets probables du coronavirus.
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Renault is doing badly and counts on the Alliance. Nissan is doing very badly and doesn't talk about it.

How long have we been married for? (Behrouz MEHRI / AFP)
Prior to the release of Renault's 2019 financial results on Friday, the presentation of Nissan's results for the third quarter of the Japanese fiscal year, and thus for the first nine months, took place in Yokohama the day before.
 
Nissan executives took the opportunity to revise downwards their revenue and profit forecasts for the year, stating that these forecasts did not take into account the probable effects of the coronavirus.
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ACEA's consistency problem

PSA, FCA... ACEA (photo : groupe PSA)

Mike Manley, head of FCA, spoke to the press on Wednesday to promote a document published by ACEA (European Automobile Manufacturers' Association), which he has chaired since December.
 
Entitled "A ten-point plan to help implement the European Green Deal", the document aims to provide the Commission with an indication of what the policies should be for the 16 manufacturers operating in Europe.
Extending and emphasising the tone of the eight pages that ACEA's services hastened to write in response to Ursula von der Leyen, Mike Manley began by endorsing ACEA's objective of climate neutrality and even stated that ACEA "strongly believes that carbon neutral road transport is possible by 2050".
He hastened to add, however, that this is far from being the sole responsibility of the manufacturers, and expecting too much from them without giving anything in return could have dramatic consequences.  
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