Thailand Tire Exports to US Plunge, Europe Emerges as New Focus
Latest industry data reveals a significant decline in Thailand’s passenger and commercial tire exports to the United States, hit by high tariffs and shifting global manufacturing strategies. In the first quarter of 2026, Thailand’s tire export volume to the US dropped by 17% year-on-year, with its market share falling from 26% in 2025 to 23%. Although Thailand remains the largest supplier of tires to the US, its leading position is being gradually eroded by competitors.
High anti-dumping duties have become a major burden. Thai tires exported to the US, especially large-sized tires, face duties as high as 30.36%, significantly weakening their price competitiveness. Since 2021, many tire manufacturers have slowed down capacity expansion in Thailand and shifted investment to countries such as Cambodia as alternative bases for US-bound exports, further reducing Thailand’s share in the US import market.
In addition, the EU’s upcoming Deforestation-Free Products Regulation requires strict traceability of rubber supply chains, an area where Thailand’s well-established management systems provide a clear compliance advantage and potential for higher product value. Growing European demand for EV tires and all-season tires also aligns well with Thailand’s existing production capacity.
Uncertainties remain in the market outlook. The results of the US Section 301 investigations into Thailand and Vietnam are expected to be released in mid-2026, which will reshape regional competitive dynamics. Stricter enforcement of the USMCA agreement may indirectly support Thai tire exports by pushing up prices in North America.
