For the Quarter Ending September 2025
North America
• In the USA, the Fluorosilicone Rubber Price Index rose modestly quarter-over-quarter, reflecting tighter feedstock and premium elastomer demand.
• Spot availability tightened as major suppliers delayed off-line volumes to prioritize contractual deliveries, which supported the price index.
• Forecast indicates moderate gains into Q4 as automotive and aerospace demand offsets weaker general industrial elastomer procurement.
• Production cost trend rose: fluoro-monomer inflation and utility/fuel costs pressured margins and triggered upward adjustments in offers.
• Demand outlook remains positive for high-end applications (EVs, aircraft seals, oil & gas) even while construction/industrial demand remains weak.
• Inventory draw-downs and muted export demand limited spot supply, reinforcing premium pricing for short-lead special grades.
• Major producers scaled back spot volume offers and optimized schedules for contract business, tightening the spot market further.
Why did the price of Fluorosilicone Rubber change in September 2025 in North America?
• Tight supply from feedstock constraints and high-performance grade production prioritization reduced spot availability despite overall demand being mixed.
• Rising fluoro-monomer and utility costs prompted suppliers to raise offers and protect margins, supporting the upward trend in prices.
APAC
• In China, the Fluorosilicone Rubber Price Index rose by 0.0128% quarter-over-quarter, reflecting eased supply constraints.
• The average Fluorosilicone Rubber price for the quarter was approximately USD 26033.33/MT FOB Shanghai basis.
• Fluorosilicone Rubber Spot Price softened as inventories normalized and delivery lead times shortened across ports.
• Fluorosilicone Rubber Production Cost Trend remained stable as silicon metal feedstock costs held firm throughout.
• Fluorosilicone Rubber Price Forecast indicates muted near-term upside absent renewed export demand or logistical disruption.
• Fluorosilicone Rubber Demand Outlook shows plateauing automotive demand and stabilized semiconductor procurement limiting spot buying.
• Inventory normalization and improved exports pressured the Fluorosilicone Rubber Price Index, constraining sellers' pricing power.
• Producers adjusted base quotes on standard grades to remain competitive amid modest manufacturing inflation pressures.
• Logistical bottlenecks eased, shortening lead times while cautious procurement sentiment kept spot market activity subdued.
Why did the price of Fluorosilicone Rubber change in September 2025 in APAC?
• Improved export volumes eased supply tightness, increasing availability and pressuring spot prices modestly in September.
• Shortened delivery lead times reduced safety stock needs, lowering immediate procurement urgency across downstream processors.
• Stable silicon metal costs limited cost inflation, constraining suppliers' ability to raise Fluorosilicone Rubber prices.
Europe
• In Europe, the Fluorosilicone Rubber Price Index rose quarter-over-quarter, driven by constrained supply of high-performance fluoro-elastomers and tighter regulatory material requirements.
• Spot market tightened as port and rail delays raised log-lead times and some large-volume contracts were pushed into Q4.
• Price forecast projects modest softening in the near term followed by stabilization once seasonal restocking kicks-in and new grade material enters supply chain.
• Production cost trend eased somewhat as some fluoro-monomer feedstock availability improved, limiting upward pressure on specialty grades.
• Demand outlook is mixed: aerospace and automotive segments show strong demand for seals and hoses, but conventional construction/industrial elastomer demand remains subdued in Germany.
• Price index responds to inventory back-logs, shifting export demand and schedule adjustments by producers.
• Supply-side disruptions (labour, permit delays) caused some European producers to prioritise volume retention rather than margin, further tightening availability.
Why did the price of Fluorosilicone Rubber change in September 2025 in Europe?
• Logistical constraints raised landed costs and reduced effective availability of fluoro-elastomers.
• Weak end-user demand in certain sectors (construction/industrial) led to inventory build-up.
