For the Quarter Ending December 2025
North America
• In the USA, the EPDM Rubber Price Index fell by 3.84% quarter-over-quarter, reflecting ample inventories.
• The average EPDM Rubber price for the quarter was USD 1843.67/MT, based on aggregated totals.
• EPDM Rubber Spot Price remained subdued as distributors replenished cautiously and producers maintained disciplined allocations.
• The EPDM Rubber Production Cost Trend eased due to lower ethylene and propylene feedstock costs.
• EPDM Rubber Demand Outlook stays balanced as automotive weather-seal demand offsets weaker construction exports regionally.
• EPDM Rubber Price Forecast anticipates limited upside given steady inventories and conservative distributor purchasing behaviour.
• Participants noted EPDM Rubber Price Index stability as prompt offers were rotated to preserve margins.
• Major Gulf Coast producers ran nameplate rates while selective allocations prevented rapid oversupply-driven price declines.
Why did the price of EPDM Rubber change in December 2025 in North America?
• Abundant feedstock supply and steady cracker uptime lowered production costs, reducing EPDM Rubber pricing pressure.
• Comfortable inventories and selective distributor replenishment decreased urgency, weakening spot activity and limiting price discovery.
• Stable logistics and absence of major turnarounds kept flows steady, muting volatility despite modest demand.
APAC
• In Japan, the EPDM Rubber Price Index fell by 0.98% quarter-over-quarter, due to ample supply.
• The average EPDM Rubber price for the quarter was approximately USD 2257.33/MT, per FOB Tokyo values.
• EPDM Rubber Spot Price softened as abundant inventories and smooth logistics increased prompt availability without premiums.
• EPDM Rubber Price Forecast indicates mild recovery as selective restocking and automotive demand support modest gains.
• EPDM Rubber Demand Outlook stays mixed with automotive improvements offset by weaker exports and subdued construction.
• EPDM Rubber Price Index showed neutral movement as suppliers managed shipments and limited spot allocations strategically.
• Surplus inventories pressured bids, while scheduled cracker maintenance and disciplined offers provided intermittent support in Japan.
Why did the price of EPDM Rubber change in December 2025 in APAC?
• Elevated LNG-linked power tariffs increased production expenses, limiting suppliers' pricing flexibility despite adequate monomer availability.
• Ample inventories and continuous cracker operations raised spot availability, exerting bearish pressure on FOB Tokyo offers.
• Subdued domestic and export demand constrained offtake, prompting suppliers to adjust allocations and stimulate contractual volumes.
Europe
• In France, the EPDM Rubber Price Index rose by 0.17% quarter-over-quarter, supported by balanced supply.
• The average EPDM Rubber price for the quarter was approximately USD 2745.00/MT, per reported totals.
• EPDM Rubber Spot Price remained range-bound as suppliers optimized inventories while plant run-rates stayed normal.
• EPDM Rubber Price Forecast indicates modest upside entering 2026 as automotive restocking supports demand somewhat.
• EPDM Rubber Production Cost Trend improved as ethylene and propylene softened, easing replacement cost pressures.
• EPDM Rubber Demand Outlook remains cautious; automotive pockets support volumes while construction weakness limits uptake.
• EPDM Rubber Price Index stability owes to distributor inventories, selective prompt allocations, and export schedules.
• Selective prompt cargo allocations and plant runs underpinned exports, limiting spot volatility across Northwest Europe.
Why did the price of EPDM Rubber change in December 2025 in Europe?
• Adequate supply and strategic inventory drawdowns prevented shortages despite port congestion and logistical pressures persisting.
• Softening ethylene and propylene costs reduced production expenses, allowing producers to maintain prices and margins.
• Muted domestic construction demand offset automotive support, leaving net offtake subdued and price movements limited.
For the Quarter Ending September 2025
North America
• In the USA, the EPDM Rubber Price Index fell by 4.61% quarter-over-quarter in Q3 2025, driven by softer construction demand.
• The average EPDM Rubber price for the quarter was approximately USD 1917.33/MT FOB-Texas, reflecting weighted trade and contract settlements.
• EPDM Rubber Spot Price remained pressured by ample domestic capacity while the Price Index reflected sideways movement.
• EPDM Rubber Production Cost Trend showed upward pressure from logistics and energy, keeping margins under modest strain.
• EPDM Rubber Demand Outlook is muted as automotive gains partially offset construction weakness, per the Price Index signals.
• EPDM Rubber Price Forecast anticipates range-bound movement near the Price Index absent major supply disruptions.
• Steady plant utilization supported EPDM Rubber Spot Price stability, while processing labour shortages influenced producer scheduling decisions.
• Balanced inventories and modest export demand constrained upside, consistent with the EPDM Rubber Price Index and trade flows.
Why did the price of EPDM Rubber change in September 2025 in North America?
• Stable ethylene supply and minimal outages allowed continuous output, reducing immediate upward price pressure in September.
• Automotive demand firming partially offset weak construction, while improved freight eased costs and limited price increases.
• Balanced inventories and modest export volumes constrained spot tightness, leading to range-bound Price Index performance.
APAC
• In Japan, the EPDM Rubber Price Index fell by 1.84% quarter-over-quarter, reflecting bearish seasonal pressure.
• The average EPDM Rubber price for the quarter was approximately USD 2279.67/MT fob-Tokyo, reflecting balanced supply-demand.
• EPDM Rubber Spot Price remained anchored at contracted levels as balanced inventories reduced spot urgency.
• EPDM Rubber Price Forecast indicates modest oscillation as suppliers maintain disciplined offers amid stable operations.
• EPDM Rubber Production Cost Trend reflected moderate upward pressure from feedstock costs and weaker yen.
• EPDM Rubber Demand Outlook remains mixed as automotive demand offsets construction weakness and export softness.
• EPDM Rubber Price Index stability reflected disciplined seller behavior, balanced inventories, and unremarkable logistical disruptions.
Why did the price of EPDM Rubber change in September 2025 in APAC?
• Balanced domestic production and steady exports resulted in neither supply shortages nor demand-driven price spikes.
• Weaker yen and higher feedstock costs exerted margin pressure, prompting sellers to maintain stable offers.
• Port congestion in quarter and cautious buyer restocking restrained spot buying and limited upward momentum.
Europe
• In France, the EPDM Rubber Price Index fell by 6.07% quarter-over-quarter, reflecting cautious supplier pricing.
• The average EPDM Rubber price for the quarter was approximately USD 2740.33/MT Ex-works Leers, reflecting stable supplier inventories.
• EPDM Rubber Spot Price remained range-bound amid steady feedstock inflows and port operations supporting distribution.
• EPDM Rubber Price Forecast shows modest downside risk near-term given soft construction demand and restocking.
• EPDM Rubber Production Cost Trend begins as eased naphtha reduced upstream conversion pressure, limiting pass-through.
• EPDM Rubber Demand Outlook remains mixed with automotive support while ongoing construction weakness restrains consumption.
• EPDM Rubber Price Index stability reflected targeted inventory redistribution, muted export inquiries, and buyer contract strategies.
Why did the price of EPDM Rubber change in September 2025 in Europe?
• Balanced feedstock availability and steady domestic production prevented sharp price movements despite muted downstream demand.
• Targeted inventory redistribution and improved Le Havre throughput eased logistical bottlenecks, limiting spot volatility effects.
• Soft construction offtake and restocking by buyers constrained upside, while cautious supplier pricing-maintained stability.
For the Quarter Ending June 2025
North America
• The EPDM Rubber Spot Price in North America edged down by 1.36% quarter-over-quarter in Q1 2025, as reflected in the softening Price Index.
• Supply remained ample, supported by smooth plant operations and healthy stock levels across major producers.
• However, demand from key sectors—particularly automotive and construction—remained subdued, weighing on overall market sentiment.
• Persistent inflationary pressure on raw material inputs (Ethylene and Propylene) and labor costs was noted, though largely absorbed by producers amid stable operating rates.
• Freight market volatility and weather-related rail congestion in select regions temporarily affected deliveries but did not cause long-term supply disruptions.
Why did the price of EPDM Rubber change in July 2025 in the US?
• EPDM Rubber prices in the USA softened slightly in July 2025.
• Construction activity slowed amid extreme heatwaves across key states, impacting polymer offtake.
• Automotive output remained steady but showed no significant growth, limiting procurement appetite.
• Domestic producers maintained adequate supply levels, and competitive imports from Asia further weighed on pricing sentiment.
Europe
• EPDM Rubber prices in Europe declined by 3.2% quarter-over-quarter in Q1 2025, with sellers adjusting offers downward to reflect weak construction activity.
• Ample inventories and steady production rates from key suppliers, including ARLANXEO and Versalis, ensured supply sufficiency across Central and Western Europe.
• Offtake from the automotive sector remained underwhelming, especially amid persistent inflation, interest rate pressure, and stagnant new registrations.
• Despite moderate increases in Ethylene and Propylene prices, producers faced difficulty passing through cost upticks due to soft downstream orders.
• Freight bottlenecks along the Rhine in late February and early March briefly delayed deliveries but normalized by month-end.
Why did the price of EPDM Rubber change in July 2025 in the Europe?
• EPDM Rubber prices in Europe remained largely stable in July 2025.
• Demand from the construction sector remained subdued amid summer slowdown and elevated interest rates, limiting new project starts.
• Automotive sector activity showed no major uptick, and manufacturers held back on aggressive restocking.
• Suppliers like ARLANXEO and SABIC maintained conservative pricing strategies to prevent inventory accumulation.
Asia-Pacific (APAC)
• In the APAC region, EPDM Rubber prices slipped 1.0% quarter-over-quarter during Q1 2025, with most markets leaning toward buyer-driven negotiations.
• Regional supply remained healthy, supported by high operating rates in South Korea and Japan, while China’s domestic demand lagged due to slow automotive output.
• In India and Southeast Asia, procurement remained cautious amid economic uncertainty and fluctuating raw material input costs.
• With a supportive feedstock price, the EPDM Rubber Production Cost Trend had limited pricing influence as downstream orders remained soft.
• Several producers opted for inventory rationalization instead of aggressive pricing, helping to limit steeper declines.
Why did the price of EPDM Rubber change in July 2025 in the APAC?
• EPDM Rubber prices in APAC witnessed a marginal decline during July 2025.
• In China, weak downstream demand and excess availability led suppliers to offer discounts to encourage offtake.
• South Korean and Japanese producers operated steadily, but export interest was soft, keeping pricing under pressure.
• Feedstock Propylene and Ethylene prices stayed firm, but EPDM producers absorbed costs to remain competitive in a quiet market.
For the Quarter Ending March 2025
North America
• EPDM Rubber Price Index in North America declined by 1.66% quarter-on-quarter, indicating a marginal softening in pricing.
Why did the price of EPDM Rubber change in April 2025 in the US?
• Prices decreased in April due to lower EPDM Rubber Production Cost Trends, primarily driven by declining feedstock prices: Ethylene dropped by 13.8% and Propylene by 6.2%.
• Logistical constraints such as port congestion and shipping delays observed in January and February eased by March, improving supply flows and stabilizing inventory.
• The EPDM Rubber Demand Outlook was mixed:
o Automotive demand dropped early in Q1 but rebounded sharply in March.
o Residential construction activity remained a steady source of demand.
o Broader concerns like inflation and tariffs capped aggressive purchasing.
• Despite strong manufacturing indicators, uncertainties in trade policy and rising logistics costs limited growth potential.
• The EPDM Rubber Spot Price reflected stable month-on-month levels but showed a soft quarter-end.
• Suppliers maintained a cautious approach, optimizing output in response to moderate demand and improved production costs.
• Looking ahead, the EPDM Rubber Price Forecast suggests continued stability with minimal fluctuations barring any external economic shocks.
Asia-Pacific (APAC)
• The EPDM Rubber Price Index in Japan declined modestly by 0.93% from the previous quarter.
Why did the price change in April 2025 in Asia?
• Prices decreased in April due to a combination of weak global demand, steady supply, and limited cost inflation, all contributing to a soft EPDM Rubber Production Cost Trend.
• Feedstock availability, especially Ethylene and Propylene, remained balanced. However, reduced Ethylene production rates and minor logistical adjustments played a role in the slight price dip.
• Manufacturers like Mitsui Chemicals attempted to adjust prices for elastomer products, but this had limited impact on EPDM prices overall.
• The EPDM Rubber Demand Outlook was pressured by:
o Weak export demand from major economies like the US, Europe, and China.
o Rising labor costs and a drop in construction project completions.
• Domestic signals showed mild optimism:
o Automotive sales rose slightly.
o The housing sector started a modest recovery.
• Despite these improvements, business sentiment stayed cautious, curbing any substantial growth in demand.
• The EPDM Rubber Spot Price remained relatively stable, with no significant volatility.
• Projections in the EPDM Rubber Price Forecast point toward marginal recovery, assuming a pick-up in downstream demand and export activity.
Europe
• The EPDM Rubber Price Index in Europe showed a 0.88% quarter-on-quarter decline, reflecting market stability with minor weakness.
• Why did the price change in April 2025 in Europe?
• April prices fell slightly due to persistent weakness in the automotive and construction sectors, despite a stable EPDM Rubber Production Cost Trend and steady raw material availability.
• Supply-side conditions were robust with consistent domestic output and reliable import flows.
• Logistics faced hurdles, especially at ports like Hamburg and Rotterdam, but these were offset by high inventory and falling freight costs.
• EPDM Rubber Demand Outlook remained sluggish:
o Automotive registrations declined year-on-year in January and February.
o Construction activity weakened across residential and commercial segments, though civil engineering projects hinted at future growth due to government investments.
• The EPDM Rubber Spot Price reflected stability but lacked upward momentum due to demand constraints.
• Economic sentiment was supported by the European Central Bank’s interest rate cuts, though geopolitical uncertainty and inflation restrained bullish market behavior.
• Participants expect a moderate recovery in the EPDM Rubber Price Forecast in the second half of 2025, especially if construction and automotive sectors begin to rebound.
