Epichlorohydrin (ECH) rubber (MV-70) in Japan was steady at FOB Tokyo in October 2025, despite a 1.5% increase in cost of the ECH feedstock caused by global tightness and Kashima Chemical ramping up 85% of its capacity, brings up their production cost. Domestic sales of the ECH rubber declined as manufacturers kept the pressure on to stay competitive in exports. China’s and India import volumes of ECH rubber from Japan jumped in September, led by post-Golden Week and Diwali demand as shipping schedules began to normalize. India’s EV/hybrid orders were up 8–10%. Delivery of the supply was interrupted 2–3 days due to a labor shortage, but the mild port congestion (1–2 days) facilitated the flow. US 15% tariffs redirected volume to Asia, sheltered by high stocks. ChemAnalysts predict Q4 stability if export demand continues, although feedstock increases and / or disruptions could cause ECH rubber prices upwards.
