How Stagflation Is Reshaping the Tire Industry

Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes · Aug 4, 2026 · 8m · transcript

In episode 145 of Stagflation Conversations, Lucas and Luna look at how high inflation and sluggish growth are hitting the tire industry — from raw material costs to consumer buying habits. They discuss why natural rubber prices are up nearly 30 percent since last year, how synthetic rubber tied to oil prices adds another layer of pressure, and what that means for the price of a new set of tires. The conversation also covers the shift toward longer-lasting tires, the rise of budget brands, and how manufacturers are adapting to a market where drivers are holding onto their cars longer. With…