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Polyester Filament Yarn (PFY) prices declined in China, the U.S., and Germany during the first three weeks of September 2025 due to high inventories, cautious downstream demand, falling freight rates, and weak global retail sentiment, with limited recovery expected in October.
PFY prices in China exhibited a stable-to-soft trajectory during the first three weeks of September 2025 as local supply was generally strong, supported by consistent production and absence of any major plant outages. Feedstock dynamics offered little relief as PTA prices dropped due to weak polyester chain demand, while MEG prices were flat, eroding any cost side support to PFY prices.
In addition, high levels of domestic stock and weak export orders, especially to Europe and North America, contributed additional pressure on the PFY market.
Demand on the other hand remained subdued, with textile and apparel factories limiting purchases to meet short-term needs. Oversupply in the filament sector, coupled with ongoing capacity expansions, intensified competition and discouraged bulk procurement.
PFY prices in the US exhibited a pattern similar to China as prices remained flat at first before eventually coming under pressure with softer import quotes. Supply was steady, aided by ongoing inflows from Asian market, with producers maintaining normal operating levels. Additionally reduced Asia–U.S. freight rates lessened landed costs, which helped soften PFY prices.
Apparel manufacturers cut ordering in response to a 4% decline in the Consumer Sentiment Index, engaged in hand-to-mouth ordering. Industrial textile users-maintained baseline consumption but avoided inventory build-up, reflecting broader economic uncertainty.
In Germany, PFY prices followed the same trajectory—stable in early September, then gradually declining. Imports from China surged as suppliers redirected volumes amid U.S. tariff pressures, while Indian shipments continued at a steady pace. Freight rates from Asia to Europe dropped sharply, reducing landed costs and intensifying price competition. While port and rail and other modes of transport continued to experience congestion, some small improvements in dwell time helped to maintain continuity in supply.
Demand on the other hand remained cautious, shaped by inflationary pressure, and mixed retail performance. Apparel brands limited replenishment, while industrial users sustained baseline consumption. Overall, Germany’s PFY market reflected a balanced but softening structure, aligned with global trends.
As per ChemAnalyst, PFY prices are expected to remain under pressure throughout China, the U.S., and Germany until the end of September, due to excess inventories, restrained purchases and poor retail sentiment.
China is expected to see some minor recovery in October due to seasonal demand for textiles, while U.S. and German improvement will rely heavily on consumer confidence, the macro-economy, and freight rates. Buyers of apparel and industrial product will likely continue short-term sourcing strategies for the near-term, which will limit any dramatic PFY price movement.
