As of Nov 2025, Prices for Fluorosilicone Rubber (FSR) were consistent as a result of balanced supply as well as demand from downstream markets. Seasonality in the production of industrial silicon in Southwest China offset decreased deliveries from northern markets. However, there has been consistent demand from the automotive sector, aerospace as well as industrial procurement continues to be steady. Declining levels of Construction Activity within the United States along with declining levels within China continued to exhibit incremental demand, which has resulted in little price fluctuation.
In November the FSR market remain stable with regional variation in feedstock but not affecting overall supply. The industrial silicon produced in Southern China fell off sharply in November as a result of the end of the harvest season, high electrical costs and weeks of low rainfall causing the output to drop nearly 40% weekly compared to the end of October. Northern producers continued to operate normally and were able to supply their customers with sufficient amounts for their products. National production rates were less than 60%, but stable inventory levels help relieve some supply pressure from manufacturers which provided support to the FSR production.
Demand for automobiles continued to provide a critical level of support for FSR demand. In China, the wholesale sales of new energy vehicles (NEVs) have reached an all-time high, continuing to support the consumption of FSR components used in electric and hybrid vehicle applications. Trade-in subsidies were moderating some consumer purchase activity.
Demand for FSR was restricted because of weak performance in the construction industry. Infrastructure investment in China has decreased, along with a sharp drop in spending within the services sector. As a result, these developments have impacted demand for elastomers including FSR in many applications, not just automotive and aerospace, but all sectors.
Overall, vehicle sales in the U.S. increased slightly from both month-to-month and decreased year-to-year. Support to the aerospace industry globally provided an additional layer of marketplace stability to the FSR consumption. The need for dependable aerospace FSR supply was generated by the aircraft's maintenance cycles and the ongoing production of aircraft components.
According to ChemAnalyst anticipation, FSR price is expected to showcase moderate bullishness in the upcoming sessions. This fluctuations in the FSR price are primarily linked with an increased demand due to seasonal tightening of feedstocks in South China & simultaneous adjustments to capacity at organosilicon manufacturer plants has created a possible impact on the market. Increased interest in EVs & positive aerospace demand along with the expected seasonal uptick in demand are likely to add more stability to the FSR market moving forward.
