US Polyetheramine prices ended in December 2025 pretty stable as the hike in production costs was balanced by the softening downstream demand. However, imported material inched upward by about 0.5% because of higher prices from China and South Korea and unfavorable currency movements against the US dollar. Lower freight rates somewhat cushioned the rise. Demand indications were mixed, as better auto sales did not trickle up to upstream inventory replenishment, and construction activities remained slow.
The prices of polyetheramine in the United States were stable in December 2025, with rising production costs offset by weak demand. In terms of delivery (DEL), the month-over-month change in polyetheramine prices was flat, as producers decided not to reflect the rising costs on the consumers. On the other hand, the imported prices increased by 0.5% due to high costs globally and currency trends.
On the cost side, prices related to feed stocks experienced moderate inflation. Ethylene oxide prices grew by about 1.1% in December, while propylene oxide prices grew by about 0.4%. However, prices of ammonia remained strong in the month. Thus, due to these factors, the cost of production for polyetheramine continued to rise. However, it was observed that suppliers’ willingness to pass down the cost impact was subdued. Weak demand sentiment, especially in terms of building applications, motivated suppliers to focus more on maintaining stability in volumes sold to retain clients. As a result, prices remained unchanged.
From the perspective of imports, higher-priced material from China and South Korea drove up the slight uptick in imported polyetheramine prices. The strengthening of the Chinese yuan and the Korean won against the U.S. dollar further inflated the landed costs of Polyetheramine for U.S. buyers. The pace of import price increases, nonetheless, was partly offset by an improvement in logistics conditions. Freight rates on the Shanghai-New York route in December were about 1% softer compared to November, softening some of the pressures for Polyetheramine from higher upstream and currency-related costs.
Demand conditions were still mixed. The United States automotive sector saw a strong month-over-month rebound, in which 1,462,226 units were sold in December, up 14.7% on November. Upstream restocking of materials such as polyetheramine was decent, since the downstream manufacturers still followed their usual cautious, lean-inventory strategy in the last month of the year. This dampened the positive spillover from stronger vehicle sales into raw material demand.
Meanwhile, the pace of U.S. construction continued to be held back. Although new-home market confidence rose slightly, it continued to sit in the pessimistic range. The market continued its shift toward cutting prices, with the share of builders reducing prices increasing to 40% from previous months, and the share offering incentives soaring to 67%.
A glance at the projections for January 2026 reveals that the Polyetheramine market conditions are Bearish. This is expected, given the high level of polyetheramine stockage in the U.S. ports, which is projected to put pressure on the prices in January, reversing the slight strength in imports in December.
