During the first half of August 2025, Polyamide prices in China and Germany remained range-bound amid a balanced supply, subdued downstream demand, and modest shifts in feedstock costs.
Polyamide markets in Germany and China saw muted price action during the first half of August 2025, as a delicate balance among feedstock trends, downstream demand, and logistical factors held values largely in check. Producers in both markets reduced operating rates to align with weak demand, while modest adjustments in caprolactam and adipic acid prices had disproportionate impacts on prices.
Polyamide prices in China began in August on a stable footing, underpinned by balanced market conditions. Major segments—automotive and engineering plastics—remained under seasonal and margin pressures, with July car retail sales falling 12.0% month on month and new-energy models plunging 54.7%, cutting resin offtake for components. Suppliers resisted repricing to the downside, helped by modest feedstock adipic acid cost increases and comfortable inventories, even as spot business slowed.
By mid-month, however, falling feedstock costs and persistent demand weakness took their toll, and negotiations drifted lower. Polymerization operations reported delayed shipments and mounting financial pressure, and the U.S. tariff extension into late November 2025 provided only fleeting support. Overall, Polyamide prices eased a little from early-August levels as cost relief outpaced any firming in buying interest.
Germany's Polyamide market echoed this lacklustre tone but held steady throughout the first half of August. Domestic producers ran plants at normal levels—benefiting from stable adipic acid costs and lower natural gas prices—while adequate inventories and inflows of competitively priced Asian cargoes ensured reliable availability despite port and rail delays.
The downstream industry provided some support as July vehicle registrations rose 3.3% month on month, sustaining Polyamide consumption for auto components. Yet numerous converters relied on existing stocks rather than placing new orders, preventing a stronger rebound in prices. Engineering plastics and technical textiles sectors remained subdued under competitive foreign pressure and seasonal shutdowns, which kept consumption in line with supply and prices flat.
In the near term, the Polyamide market is anticipated to remain under pressure in both markets. In China, tepid downstream demand from core industries and weak feedstock costs are expected to weigh on Polyamide prices, with only limited upside from trade policy extensions.
On the other hand, Polyamide prices in Germany are anticipated to be stable amid balanced market conditions. However, oversupply risks from Asian imports and slow demand recovery in downstream industries could cap any upward movement.
Market observers will be keeping a close eye on caprolactam and adipic acid trends, as well as end-market restocking dynamics, to decide the future course of international Polyamide prices.
