For the Quarter Ending December 2025
North America
• In USA, the Fluoropolymers Price Index fell by 1.45% quarter-over-quarter, citing mild oversupply pressure regionally.
• The average Fluoropolymers price for the quarter was approximately USD 13348.33/MT per CFR port delivered.
• Fluoropolymers Spot Price remained range-bound, with balanced inventories keeping the regional Price Index stable levels.
• Short-term Fluoropolymers Price Forecast shows modest upside as semiconductor demand supports selective replenishment activity soon.
• Fluoropolymers Production Cost Trend remained muted due to lower chloroform feedstock prices and improvements recently.
• Fluoropolymers Demand Outlook stays constructive from semiconductor and high-tech, offsetting weakness in construction-oriented applications demand.
• Exporters offered competitive terms, pressuring the Fluoropolymers Price Index despite steady domestic inventory levels persistently.
• Planned restocking and seasonal Asian shutdowns may tighten availability, shaping the Fluoropolymers Price Forecast outlook.
Why did the price of Fluoropolymers change in December 2025 in North America?
• Asian export destocking and oversupply pressured import offers, reducing landed costs and depressing regional prices.
• Sustained semiconductor demand partially supported offtake, preventing deeper declines despite weak construction sector consumption near-term.
• Lower chloroform feedstock prices and eased freight rates improved margins, moderating producer pricing power overall.
APAC
• In South Korea, the PTFE Price Index fell by 0.47% quarter-over-quarter, reflecting subdued automotive demand.
• The average PTFE price for the quarter was approximately USD 6018.33/MT and reflected import parity.
• Declining chloroform inputs improved margins, moderating the PTFE Production Cost Trend in exporting nations recently.
• Semiconductor strength supports the PTFE Demand Outlook, offsetting weak automotive and construction consumption in Korea.
• Short-term restocking and electronics orders tightened availability, lifting the PTFE Spot Price regionally in December.
• Forward curves show modest gains; the PTFE Price Forecast anticipates limited upside amid balanced supply.
• Terminal inventory drawdowns and replenishment influenced the PTFE Price Index, creating firmer offers late December.
• Steady fine-cut run-rates and uninterrupted Chinese exports kept offers competitive, limiting volatility in PTFE market
Why did the price of PTFE change in December 2025 in APAC?
• Lunar New Year restocking and stronger semiconductor orders tightened supply, increasing near-term PTFE buying interest.
• Chinese exporters' year-end destocking pressured offers earlier, lowering import parity despite limited downstream demand recovery.
• Freight premium increases and port congestion raised landed costs, while chloroform declines eased production pressures.
Europe
• In Germany, the PTFE Price Index fell by 1.46% quarter-over-quarter, driven by weak demand, destocking.
• The average PTFE price for the quarter was approximately USD 13283.33/MT, reflecting Asian export offers.
• PTFE Spot Price remained subdued amid oversupply; PTFE Price Index showed volatility despite port congestion.
• PTFE Price Forecast indicates recovery into early 2026 as semiconductor orders and restocking lift demand.
• PTFE Production Cost Trend remained soft with lower chloroform prices and reduced Asia-to-Europe freight rates.
• PTFE Demand Outlook shows bifurcated consumption, semiconductor strength offset by weakness in construction-related coating applications.
• Inventory levels remained elevated, pressuring offers, while distributors prepare replenishment affecting PTFE Price Index dynamics.
• Chinese exporters offered low CFR volumes; producer operating rates stable, sustaining balanced supply into Germany.
Why did the price of PTFE change in December 2025 in Europe?
• Oversupply from Chinese exporters and year-end destocking pressured import offers and domestic price sentiment significantly.
• Declining chloroform feedstock and lower Asia-to-Europe freight rates reduced landed production costs for imported PTFE.
• Steady semiconductor demand contrasted with weak construction-related consumption, causing mixed demand signals and price stability.
For the Quarter Ending September 2025
North America
• In the USA, the Fluoropolymers Price Index rose by 1.082% quarter-over-quarter, reflecting restocking and stable imports.
• The average Fluoropolymers price for the quarter was approximately USD 13545.00/MT, supported by domestic inventories.
• Fluoropolymers Spot Price remained range-bound amid balanced import flows and modest semiconductor sector purchasing activity.
• Fluoropolymers Production Cost Trend stayed stable with moderate chloroform feedstock pricing and manufacturing operating rates.
• Fluoropolymers Demand Outlook remains cautious as construction weakness offsets strengthening semiconductor and automotive component offtake.
• Fluoropolymers Price Index readings rose modestly on inventory draws and distributor restocking ahead of Q4.
• Elevated inventories and Asia-US freight declines pressured offers, while typhoon-related port disruptions tightened spot availability.
Why did the price of Fluoropolymers change in September 2025 in North America?
• Balanced imports and ample domestic inventories limited upward pressure despite modest restocking from distributors recently.
• Stable chloroform feedstock costs kept production expenses contained, reducing incentives for significant producer-led price hikes.
• Port congestion and occasional typhoon disruptions delayed shipments, but high inventories mitigated immediate supply shortages.
APAC
• In South Korea, the PTFE Price Index fell by 0.4% quarter-over-quarter, reflecting balanced supply pressures.
• The average PTFE price for the quarter was approximately USD 6047/MT, supported by balanced inventories.
• PTFE Spot Price remained range-bound as buyers used contracts, limiting spot volumes and short-term volatility.
• PTFE Price Forecast indicates mild upside potential later in autumn if semiconductor order books strengthen.
• PTFE Production Cost Trend shows limited inflation as chloroform feedstock costs stayed stable across exporters.
• PTFE Demand Outlook appears supportive from semiconductor and electronics sectors, but construction demand remains weak.
• PTFE Price Index stability reflected ample imports, disciplined distributor stocks, and limited speculative spot purchasing.
• Port congestion and occasional freight increases tightened prompt availability, exerting modest upward pressure on offers.
Why did the price of PTFE change in September 2025 in APAC?
• Balanced import flows from China maintained inventories, limiting upward price movement despite occasional port delays.
• Selective semiconductor demand supported contractual offtake, but overall downstream procurement stayed conservative, capping price gains.
• Stable chloroform feedstock costs and lower intra-Asia freight contained production cost pressures and import costs.
Europe
• In Germany, the PTFE Price Index rose by 1.09% quarter-over-quarter, driven by restocking, logistics delays.
• The average PTFE price for the quarter was approximately USD 13480/MT, reflecting stable supply conditions.
• PTFE Spot Price remained range-bound as ample domestic inventories absorbed delayed imports, limiting pricing power.
• PTFE Price Forecast anticipates mild upside if semiconductor demand strengthens and inventories gradually normalize later.
• PTFE Production Cost Trend stayed moderate as stable chloroform feedstock costs constrained upward import adjustments.
• PTFE Demand Outlook remains mixed with electronics supporting offtake while construction and textiles stay weak.
• PTFE Price Index volatility remained low, although typhoon season and port congestion create supply risks.
• PTFE Spot Price may react to selective inventory rebuilds, export demand, and seasonal restocking ahead.
Why did the price of PTFE change in September 2025 in Europe?
• Ample domestic inventories absorbed delayed imports, preventing shortages while keeping immediate upward price pressure subdued.
• Stable chloroform feedstock costs and softer freight rates supported competitive imports, constraining seller pricing flexibility.
• Measured procurement and cautious restocking amid sectoral weakness kept spot buying muted despite semiconductor demand.
For the Quarter Ending June 2025
North America
• The Polytetrafluoroethylene (PTFE) market in the U.S. trended steady-to-firm through Q2 2025, supported by consistent offtake from pharmaceuticals and semiconductors. Stable domestic production met most demand needs, though tightening margins and firm raw material costs started to tilt sentiment toward mild upward pressure.
• In April, pricing showed early signs of strength as steady consumption for high-purity pharma and semiconductor applications tightened inventories despite smooth logistics and raw material availability. A steady rise in operational costs and expanding global demand for advanced materials began nudging market sentiment upward, setting the stage for firmer offers.
• May held broadly stable as pharma demand remained firm while semiconductors posted modest growth despite tariff-driven disruptions in global chip flows. While freight costs surged and forward bookings softened, steady downstream pull kept balance intact, with most buyers relying on short-term procurement amid economic caution.
• By June, market sentiment stayed neutral, as ample inventories and steady electronics and healthcare demand offset softer industrial activity. Rising global freight costs dampened restocking appetite, with most participants opting for lean inventory strategies and cautious purchasing, reinforcing stable pricing across the U.S. PTFE value chain.
Why did the price of PTFE change in July 2025 in North America?
• In July, the PTFE Price Index in North America remained steady as ample inventories and consistent domestic production balanced moderate semiconductor and electrical sector demand, despite shipping delays from Asia.
• The PTFE Production Cost Trend showed little variation, with steady operating rates and sufficient stock levels preventing supply-driven price fluctuations despite congestion at Shanghai affecting trans-Pacific shipments.
• The PTFE Price Forecast for August points to continued stability, as balanced supply and measured demand are expected to offset minor logistical delays, keeping procurement tied to operational requirements without forward stocking.
Asia
• The PTFE market in China stayed broadly stable through Q2 2025, with sufficient inventory and steady output balancing mild demand fluctuations. Semiconductor and pharmaceutical sectors maintained moderate consumption, though neither saw enough momentum to drive a firm pricing trend. Conservative procurement and subdued sentiment kept trading volumes modest.
• In April, balanced production and adequate stock levels kept the market steady despite weak pull from chipmakers and softening prices in the pharmaceutical sector. Fog-related disruptions at Chinese ports and reduced berth access in Qingdao added minor logistical strain but had little effect on pricing, as supply buffers held firm across major hubs.
• May showed stable pricing as sellers prioritized margin preservation amid sluggish consumption in semiconductors and cosmetics. Rising trans-Pacific freight costs curbed overseas buying appetite, while U.S. export curbs on advanced chips accelerated China’s domestic semiconductor investment, offering only limited indirect support for PTFE.
• By June, oversupply in China capped any pricing gains despite steady orders from domestic chip and pharma producers. Manufacturers kept operating rates moderate and deliveries consistent, while buyers focused on liquidating existing stock. Stable input costs and tepid downstream activity left market sentiment flat, with no near-term demand surge anticipated.
Why did the price of PTFE change in July 2025 in Asia?
• In July, the PTFE Price Index in Asia edged higher as firm automotive demand and steady semiconductor and electrical consumption supported pricing, despite stable production and inventories.
• The PTFE Production Cost Trend remained balanced, with consistent operating rates and adequate stock levels offsetting port congestion at Shanghai, where fog and heavy traffic delayed export flows.
• The PTFE Price Forecast for August points to steady domestic pricing, though typhoon-related disruptions along China’s east coast may slow exports, while overseas buyers are expected to remain cautious and delay bookings.
Europe
• The PTFE market in Germany remained steady across Q2 2025, with balanced production and consistent procurement from key downstream sectors such as pharmaceuticals and semiconductors anchoring market stability. Inventories were well-managed, and diversified import channels cushioned against global trade disruptions, keeping sentiment broadly neutral.
• In April, steady domestic output and diversified EU-based sourcing supported equilibrium despite moderate demand growth. Pharmaceutical and semiconductor consumption ensured stability, while stable intra-EU trade minimized exposure to external shocks. Inventories remained healthy, allowing manufacturers and buyers to sustain planned procurement cycles without volatility.
• May saw prices stay stable as the pharmaceutical sector posted modest growth despite international competitiveness concerns. Semiconductor sales increased, bolstering PTFE demand in electronics applications. However, broader manufacturing weakness, softer input costs, and fewer export orders kept buying behavior cautious, with spot transactions preferred.
• By June, the market stayed balanced as ample inventories and steady downstream offtake offset weak macroeconomic conditions and rising global freight rates. While consumption in pharmaceuticals and semiconductors held firm, buyers largely relied on short-cycle purchases, awaiting clarity on raw material pricing and regulatory trends before committing to larger volumes.
Why did the price of PTFE change in July 2025 in Europe?
• In July, the PTFE Price Index in Europe held steady as balanced domestic supply and moderate semiconductor and electrical sector demand offset shipping delays from Asia, preventing price fluctuations.
• The PTFE Production Cost Trend remained stable, with unchanged operating rates and sufficient inventories buffering the market from the impact of congestion at Shanghai and other Asian ports.
• The PTFE Price Forecast for August suggests stable pricing, though lingering delays in Asian shipments may slightly tighten availability, while demand is expected to remain tied to operational needs without speculative stocking.
For the Quarter Ending March 2025
North America
In the first quarter, the North American PTFE market experienced a 0.65% price decline, driven by multiple bearish indicators across both supply and demand dynamics. Automotive sector sales saw a sharp 25% month-on-month decline in January, significantly reducing PTFE consumption in vehicle manufacturing. This was further compounded by the delayed implementation of 25% tariffs on vehicles from Canada and Mexico, creating uncertainty in production planning and impacting procurement behaviour. In the aerospace sector, Boeing’s steep drop in aircraft deliveries and production rate decline due to strikes and regulatory scrutiny also weighed on PTFE demand.
On the supply side, although inventory levels remained adequate, port congestion and weather-related disruptions on the US East Coast created logistical hurdles that discouraged large-scale purchasing. With muted trading activity and steady import costs, buyers continued to adopt a cautious, the on-demand procurement approach.
These combined factors—sluggish downstream demand, logistical inefficiencies, and market caution—contributed to the slight but notable price dip, reflecting soft market sentiment across the region.
APAC
During the first quarter, the PTFE market in the Asia-Pacific (APAC) region experienced a 1.14% price decrease, driven primarily by a cautious demand outlook and stable supply levels. While China’s manufacturing sector showed growth in February, the expected post-holiday demand recovery failed to materialize, particularly from the automotive and construction sectors, both of which displayed subdued performance. This limited purchasing activity, as buyers continued relying on existing inventories rather than placing new orders.
Despite the stable supply environment and a 3% reduction in freight costs in the early quarter which supported domestic trading—the lack of robust downstream demand exerted downward pressure on prices. Additionally, the construction sector in China showed mixed recovery signals, with ongoing challenges in lower-tier cities or semi-rural areas, and automobile sales dropped 12% year-on-year in January, highlighting weak sentiment.
Manufacturers maintained steady price quotations, but limited export orders and lowered business optimism contributed to a bearish outlook. These combined factors weighed down the market, leading to the observed price decline across the region.
EUROPE
During the first quarter, the North American PTFE market observed a 0.64% price decrease, primarily influenced by weakening demand from key downstream sectors and stable yet sufficient supply levels. While pharmaceutical consumption remained steady, the decline in global semiconductor sales through January and February exerted downward pressure on overall PTFE demand, curbing momentum from tech-related industries. Despite steady logistics costs and a 3% drop in container freight rates, which eased trading activities, the market faced a slight oversupply due to sufficient inventory levels and limited urgency in procurement. Buyers maintained cautious purchasing behavior, aligning with stable supply and avoiding overstocking.
Furthermore, stable domestic supply chains and unchanged import prices, especially from Europe, minimized cost volatility, yet did little to stimulate stronger price movement in the absence of robust demand. The market's resilience in maintaining equilibrium couldn't offset the limited consumption, particularly amid the slowdown in the semiconductor segment. This mix of stable supply, muted demand, and cautious buyer sentiment contributed directly to the marginal price decline in the PTFE market across Europe.
