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In August 2025, a competent market equilibrium of the prices of Epichlorohydrin (ECH) rubber in Japan emerged, with opposing forces generating an impasse. Demand from the Asian downstream automotive sector is weak, especially from China, which exacerbated a situation already worsened by dealers working off high inventory levels and a seasonal work slowdown due to monsoon events.
Key Takeaways:
In August xxxx, ECH Rubber prices in Japan remained stable due to low demand and constrained supply. The ECH rubber supply in Japan faced constraints due to rising production costs and logistical challenges. A xx-day maintenance shutdown at Kashima Chemical’s Ibaraki plant (x,xxx TPM capacity, operating at x,xxx TPM) tightened feedstock epichlorohydrin supply, limiting ECH rubber production.
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