Yokohama will be increasing prices up to 8% on all consumer tires sold in the US on March 1. Yokohama cites the rising prices of transportation and logistics as the reason for the price hike, but I suspect that rubber prices are still having an effect.
In the meantime, the natural rubber situation has become increasingly confusing.
On the one hand, rubber consumption, which has fallen radically in the last couple of years, is now rising again and projections are for higher consumption than production overall. On the other hand, there appears to be a great deal of production increase in local areas, especially Thailand, which has spent years expanding rubber production to become the world's largest exporter. Thailand's expansion has now created a glut in their local markets, with prices to the farmers falling hard. This led to protests by the farmers, until the Thai government recently agreed to prop up prices by buying 200,000 tons of rubber and storing it.
I tend to think that this is a good sign for the mid-term future, as the rubber supply is now growing and looks good to catch up to and keep pace with demand. Meanwhile, however, it looks like prices will remain high, even if artificially so.