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Columbia Threadneedle Investments

2025 Top 500 ranking: 44

A wheel opportunity: Premium tyre makers use EVs to inflate margins

A wheel opportunity- Premium tyre makers use EVs to inflate margins

The electric vehicle (EV) transition presents a significant opportunity for premium tyre manufacturers. EVs create unique demands on tyres that favour established industry leaders with advanced technological capabilities. At the same time, growing regulation and litigation on tyre particulate emissions, deforestation-risk rubber, and toxic tyre chemical compounds could reverse the ...

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