For the Quarter Ending September 2025
APAC
• In China, Chlorinated Polyethylene Price Index fell by 3.18% quarter-over-quarter, reflecting weak demand and inventories.
• The average Chlorinated Polyethylene price for the quarter was approximately USD 832.67/MT, amid inventory build.
• Chlorinated Polyethylene Spot Price softened as downstream buyers deferred purchases amid PVC chain weakness overall.
• Chlorinated Polyethylene Price Forecast signals marginal upside later if destocking eases and demand steadily recovers.
• Chlorinated Polyethylene Production Cost Trend mixed as rising chlorine offset softer polyethylene feedstock during quarter.
• Chlorinated Polyethylene Demand Outlook subdued as residential real estate softness offsets automotive and cable demand.
• Chlorinated Polyethylene Price Index pressured as exporters lowered FOB offers to clear inventories into markets.
• High operating rates and destocking kept seller competition intense, limiting producers' pricing power across China.
Why did the price of Chlorinated Polyethylene change in September 2025 in APAC?
• Excess supply and operating rates caused inventory accumulation, forcing suppliers to reduce offers, pressuring margins.
• Muted construction demand and PVC chain weakness curtailed procurement, limiting spot buying and price support.
• Rising chlorine costs offset declines but were insufficient to overcome weak export demand and destocking.
North America
• The Price Index for Chlorinated Polyethylene in North America remained volatile throughout Q3 2025. The Chlorinated Polyethylene Spot Price experienced fluctuations due to variable demand from automotive, cable insulation, and construction sectors.
• Why prices in September 2025 Changed: Prices increased in September 2025 owing to higher demand from the automotive and cable insulation industries and tight supply from key producers undergoing maintenance shutdowns.
• CPE is widely used in automotive parts, cable and wire insulation, construction materials, roofing membranes, and impact modifiers for PVC products. The growth in these sectors contributed to upward price pressure.
• Production Cost Trend: The Chlorinated Polyethylene Production Cost Trend rose moderately due to increases in raw material costs, particularly ethylene and chlorine feedstock.
• Demand Outlook: The Chlorinated Polyethylene Demand Outlook remains positive for Q4 2025, supported by continued demand in automotive and infrastructure projects. The Chlorinated Polyethylene Price Forecast suggests moderate price increases if supply constraints persist.
Europe
• The Price Index for Chlorinated Polyethylene in Europe fluctuated during Q3 2025, with the Chlorinated Polyethylene Spot Price influenced by raw material costs and sector-specific demand.
• Why prices in September 2025 Changed: Prices decreased in September 2025 due to temporary slowdown in construction and PVC product demand, combined with easing ethylene feedstock prices.
• In Europe, CPE is mainly used in construction materials, roofing membranes, automotive parts, and wire & cable insulation, with growth in sustainable construction materials driving demand.
• Production Cost Trend: The Chlorinated Polyethylene Production Cost Trend eased slightly as ethylene and chlorine prices stabilized in Europe.
• Demand Outlook: The Chlorinated Polyethylene Demand Outlook for Q4 2025 is stable, with potential moderate growth in construction and automotive sectors. The Chlorinated Polyethylene Price Forecast indicates potential recovery if supply tightens or industrial activity rises.
For the Quarter Ending June 2025
APAC
• April saw a ~5% rise in the Chlorinated Polyethylene Price Index USD 880/MT for June (after USD 850/MT in April). May remained elevated, followed by a ~3.4% drop in June back to USD 850/MT.
• Why did the price change in July 2025?
For China, the Price Index in July is expected to decrease, as oversupply conditions emerge and demand softens further due to persistent weakness in the real estate / construction sector.
• FOB Qingdao ranged from USD 850 (April) → 880 (May) → 850 (June), reflecting volatility in export offers.
• Rising cost pressures in April–May from higher polyethylene and chlorine prices (impacted by energy-intensive chlor alkali processes) were partially offset by stable or declining raw material costs by June, limiting further upstream cost escalation.
• Demand remained robust in April–May from infrastructure, cable & construction sectors. However, June’s rise in inventory amid slower real estate-linked downstream activity weighed on consumption—suggesting weaker demand ahead.
• Given the deteriorating demand outlook and elevated inventories, the Price Index in July is forecast to soften further, unless external export demand resurges.
Europe
• Prices fluctuated through April–June due to varying demand from construction and automotive industries, tight supply in some markets, and fluctuating chlorine costs.
• The real estate sector’s mixed recovery impacted the Price Index, especially in downstream PVC-modified product demand.
• Chlorinated Polyethylene Spot Price & Supply Dynamics: European markets faced supply inconsistencies due to import dependency and freight delays. Manufacturers in the region were unable to fully absorb feedstock cost fluctuations, impacting Chlorinated Polyethylene Spot Price.
• Chlorinated Polyethylene Demand Outlook: Demand from wire & cable insulation, impact-modified PVC products, and automotive applications showed modest growth but was offset by sluggish housing and infrastructure activity.
• Chlorinated Polyethylene Production Cost Trend: Energy cost fluctuations, coupled with chlorine and HDPE volatility, affected production margins.
• The Price Index in July 2025 is expected to decrease marginally, as weak construction demand and high stock levels could pressure prices despite higher feedstock costs.
North America
• Prices fluctuated, driven by uneven demand from infrastructure and automotive sectors, along with variable chlorine feedstock costs.
• The Price Index was also impacted by reduced imports from Asia during periods of tight shipping availability.
• Chlorinated Polyethylene Spot Price & Supply Dynamics: The Spot Price was influenced by shipping disruptions, which tightened supply. Domestic production remained steady, but limited capacity expansions constrained flexibility.
• Chlorinated Polyethylene Demand Outlook: Stable demand from construction, automotive, and industrial applications supported market activity; however, regional construction slowdowns limited aggressive price gains.
• Production costs trend remained elevated due to higher energy costs and chlorine price fluctuations.
• The Price Index in July 2025 is expected to increase slightly as automotive and infrastructure restocking activities begin, but gains may be muted by existing inventory levels.
