As of mid-Nov 2025, the global POE (Polyolefin Elastomer) marked a modest increase primarily due to increased access to feedstocks, well-coordinated supply strategies, and improving demand across the automotive, construction, and packaging sectors. Stable domestic manufacturing in the United States and robust industrial trends in Asia reinforced this trend.
In the US market, the price of the POE showcased a modest increase in mid-Nov 2025 to 0.4% FOB-New Orleans. Manufacturers have continued to control their production and run rates based on the abundance of available ethylene & the flexibility of their production schedules, and they have successfully matched their domestic and export shipment commitments without building excess POE inventories. The Oct 2025 new car sales figure (1,273,378) provided an additional strong consumption base for sealing materials, hose, gaskets, and vibration dampening components made from POE. From the Packaging sector, Dow Chemicals has reported USD 4.9 billion in net sales for Q3, a decline of 11% from Q2 due largely to a decrease of approximately 10% in local pricing, flexible packaging applications have provided a foundation of stability through continued use of polymers, including the use of blended performance-based products containing POE for enhanced durability and transparency. Although tariffs continued to limit export competitiveness, strategic stock building and higher input costs kept POE consumption steady.
From the asian market, Mitsui Chemicals reported firm elastomer sales despite weaker trade conditions. Its Mobility Solutions segment revenue decreased from 276.8 billion yen to 258.2 billion yen, while the Basic & Green Materials segment, which includes polyolefins, saw sales drop from 351.0 to 295.6 billion yen due to lower downstream activity and reduced naphtha cracker operating rates caused by softer demand and planned maintenance. According to Statistics Korea, total exports of ethylene-based olefin copolymers reached 88,132 MT in September 2025, a 27.16% increase from the previous month.
The modest increase in global sentiment was aided by signals from Overseas Automotive and Construction in Asia. In China, Vehicle Sales are currently at 3,322,000 units (±2.98% Month/Month, ±8.81% Year/Year) Which continues to create demand for elastomeric materials in the region. In India, 557,000 passenger-vehicles were sold (increase of 11% Year/Year) along with a 52% increase in Two-Wheelers, further creating demand for Flexible Polymer Systems. In Japan, although 395,189 Vehicles were sold (down 7.71% MAD) the Construction Order was at 9,415,200,000,000 Yen maintaining the demand for Petrochemicals associated with Polyolefins.
According to ChemAnalyst expectations POE pricing will remain relatively stable throughout the next few periods. The expected stability of POE price fluctuations is largely attributed to the expectation of no major aggressive purchasing activity from marketing companies towards increasing inventory levels. With plenty of raw material available and no significant increases in purchase order levels from downstream users, the stability of the POE price will continue over the next few months. In addition, demand levels from the Asian marketplace are expected to remain firm and manufacturers expect to see good volume growth over the next several months which will also provide additional support for the POE market.
