For the Quarter Ending December 2025
North America
• In the USA, the Isoprene Rubber Price Index fell by 0.30% quarter-over-quarter, reflecting balanced supply and muted demand.
• The average Isoprene Rubber price for the quarter was approximately USD 3380.00/MT, based on FOB Texas shipments.
• Isoprene Rubber Spot Price remained range-bound near assessed FOB values as distributor inventories hovered around seasonal norms.
• Isoprene Rubber Price Forecast suggests marginal upside into year-end due to pre-holiday replenishment and tire sector buying.
• Isoprene Rubber Production Cost Trend showed modest pressure from winter energy demand, yet stable naphtha and monomer feedstock availability.
• Isoprene Rubber Demand Outlook remains mixed as automotive softness offsets construction and medical sectors, supporting steady consumption.
• Isoprene Rubber Price Index stability reflected balanced imports from Russia and Japan, with spot market volatility observed.
• Export demand fluctuation and distributor inventories moderated volatility, while Gulf Coast producers maintained normal operating rates.
Why did the price of Isoprene Rubber change in December 2025 in North America?
• Balanced seaborne inflows from Russia and Japan met steady domestic offtake, preventing upward pressure on prices.
• Stable naphtha and C5 feedstock availability contained production cost increases despite moderate winter energy demand rises.
• Logistics remained near seasonal norms with limited port congestion, keeping inventories adequate and limiting price volatility.
APAC
• In Japan, the Isoprene Rubber Price Index rose by 0.13% quarter-over-quarter, reflecting minimal supply-demand variance.
• The average Isoprene Rubber price for the quarter was approximately USD 3408.33/MT, reflecting FOB settlements.
• Stable Isoprene Rubber Spot Price observed amid balanced domestic demand and steady naphtha feedstock costs.
• Isoprene Rubber Price Forecast shows modest volatility with upward pressure from winter energy-driven feedstock costs.
• Observed Isoprene Rubber Production Cost Trend shows dollar-denominated LNG and electricity tariffs elevating cash costs.
• Isoprene Rubber Demand Outlook is mixed as domestic construction supports consumption, while export orders are subdued.
• Inventory and weaker export demand pressured the Isoprene Rubber Price Index despite steady plant rates.
• Operational stability among producers broadly maintained supply, while supplier delays influenced procurement and market sentiment.
Why did the price of Isoprene Rubber change in December 2025 in APAC?
• Year-end automotive and tire plant shutdowns reduced call-offs, prompting spot offers and short-term price pressure.
• Stable upstream naphtha, weaker yen raised dollar feedstock costs, producers limited offer increases protecting contracts.
• Muted export enquiries and warehouse stocks forced more aggressive domestic selling despite specialty demand support.
Europe
• In France, the Isoprene Rubber Price Index rose by 0.34% quarter-over-quarter, reflecting market neutrality overall.
• The average Isoprene Rubber price for the quarter was approximately USD 2251.67/MT, based on reported shipments.
• Isoprene Rubber Spot Price remained range-bound, Price Index stability supported by balanced imports and inventories.
• Isoprene Rubber Price Forecast shows downside risk as year-end procurement completes and inventories suffice.
• Isoprene Rubber Production Cost Trend eased as lower naphtha and stable energy tariffs reduced variable manufacturing costs.
• Isoprene Rubber Demand Outlook remains subdued with weak construction and muted industrial orders constraining incremental spot buying.
• Isoprene Rubber Price Index signals range-bound movement as steady imports, port normalisation, and balanced inventories limit upward pressure.
• Domestic Bassens operations remained reliable, export dependence continued, limiting price gains despite steady domestic procurement.
Why did the price of Isoprene Rubber change in December 2025 in Europe?
• Steady imports and domestic output maintained supply; logistics normalised, keeping December prices broadly neutral overall.
• Lower naphtha feedstock reduced production cost pressures, while easing freight surcharges offset cost materially overall.
• Procurement managers pre-covered early-year requirements, prompting sellers to accept rollovers and keeping December pricing neutral.
South America
• In Argentina, the Isoprene Rubber Price Index fell by 0.26% quarter-over-quarter, reflecting balanced demand conditions.
• The average Isoprene Rubber price for the quarter was approximately USD 1789.33/MT, reflecting import parity.
• Isoprene Rubber Spot Price remained pressured by ample imports, while the Price Index showed a decline.
• Isoprene Rubber Price Forecast indicates narrow trading bands as inventories remain adequate and sellers are cautious.
• Isoprene Rubber Production Cost Trend showed upward pressure from energy and freight, limiting seller reductions.
• Isoprene Rubber Demand Outlook remains balanced as construction supports volumes despite weaker automotive demand locally.
• Isoprene Rubber Price Index stability reflected improved port throughput and inventory coverage at bonded warehouses.
• Anti-dumping measures and import parity kept offers disciplined, preventing falls in Isoprene Rubber Spot Price.
Why did the price of Isoprene Rubber change in December 2025 in South America?
• Sustained import inflows kept local availability ample, exerting downward pressure on spot market activity
• Freight easing and port throughput improvements reduced logistics costs, lowering landed import parity pressures
• Cautious downstream buying, automotive weakness, and anti-dumping constraints combined to mute December price momentum
For the Quarter Ending September 2025
North America
• In the USA, the Isoprene Rubber Price Index fell by 1.07% quarter-over-quarter in Q3 2025, reflecting balanced supply.
• The average Isoprene Rubber price for the quarter was approximately USD 3390.33/MT, reflecting stable FOB Texas trading.
• Isoprene Rubber Spot Price remained range bound amid neutral demand and steady Gulf Coast logistics.
• Isoprene Rubber Production Cost Trend rose modestly on intermittent naphtha and crude movements affecting margins.
• Isoprene Rubber Demand Outlook remained mixed with export support to Latin America offsetting softer Asian offtake.
• Isoprene Rubber Price Forecast suggests modest volatility as feedstock costs and seasonal automotive cycles influence pricing.
• Isoprene Rubber Price Index stability was supported by balanced inventories and consistent plant operating rates, keeping prices muted.
Why did the price of Isoprene Rubber change in September 2025 in North America?
• Balanced domestic supply and comfortable inventories limited upward pressure despite intermittent naphtha cost upticks recently.
• Export demand variability saw stronger Latin American orders offset weaker European and Asian buying, softening net momentum.
• Stable Gulf logistics and muted spot transactions kept market liquidity low, preserving range bound prices in September.
APAC
• In Japan, the Isoprene Rubber Price Index fell by 0.82% quarter-over-quarter, reflecting weaker export demand.
• The average Isoprene Rubber price for the quarter was approximately USD 3404/MT FOB Tokyo July–September.
• Japan Isoprene Rubber Spot Price remained range-bound, supported by balanced inventories and domestic production rates.
• Isoprene Rubber Production Cost Trend was pressured by naphtha and crude, prompting upstream pass-through pricing.
• Isoprene Rubber Demand Outlook shows automotive weakness offset by restocking, keeping offtake muted but stable.
• Isoprene Rubber Price Forecast anticipates modest volatility from seasonal restocking and potential typhoon logistics disruptions.
• Producers maintained high utilisation, keeping the Isoprene Rubber Price Index largely unchanged despite demand softness.
• Inventory accumulation and subdued export enquiries constrained upward momentum in the Isoprene Rubber Spot Price.
Why did the price of Isoprene Rubber change in September 2025 in APAC?
• Balanced domestic supply and ample inventories limited upside, keeping September prices stable despite external uncertainties.
• Mild production cost relief from naphtha declines was offset by crude-driven feedstock volatility and currency effects.
• Weak export demand from Southeast Asia and reduced automotive orders compressed transactional activity and softened buyer interest.
Europe
• In France, the Isoprene Rubber Price Index fell by 0.28% quarter-over-quarter, Q3 2025, amid balanced supply.
• The average Isoprene Rubber price for the quarter was approximately USD 2244.00/MT, reflecting stable supply conditions.
• Isoprene Rubber Spot Price remained range-bound as balanced imports and steady inventories limited volatility across FD Le Havre deliveries.
• Isoprene Rubber Price Forecast anticipates mild seasonal pressure, with logistics normalisation and automotive restocking influencing near-term movements.
• Isoprene Rubber Production Cost Trend showed limited upside as naphtha eased, moderating feedstock-driven cost pressures for producers.
• Isoprene Rubber Demand Outlook remains uneven; weak automotive volumes offset by civil engineering procurement and seasonal tire activity.
• Isoprene Rubber Price Index stability reflected balanced inventories, normal plant run rates and uninterrupted Le Havre import flows.
Why did the price of Isoprene Rubber change in September 2025 in Europe?
• Steady imports and normal plant operations maintained supply, preventing upward price pressure despite weak consumption.
• Moderate naphtha cost fluctuations limited production cost escalation, tempering feedstock-driven Isoprene Rubber upward pressure significantly.
• Logistics remained smooth at Le Havre, sustaining import flows and preventing short-term spot price spikes.
South America
• In Argentina, the Isoprene Rubber Price Index rose by 0.88% quarter-over-quarter, reflecting imports, automotive demand.
• The average Isoprene Rubber price for the quarter was approximately USD 1794.00/MT, reflecting balanced supply-demand.
• Isoprene Rubber Spot Price movements were muted as port delays and inventories limited short-term volatility.
• Isoprene Rubber Price Forecast indicates limited upside near-term due to balanced imports, seasonal demand normalization.
• Isoprene Rubber Production Cost Trend reflected pressure from firmer naphtha and weaker peso raising costs.
• Isoprene Rubber Demand Outlook remains driven by automotive recovery and construction activity boosting tire offtake.
• Isoprene Rubber Price Index remained range-bound reflecting neutral inventories, steady imports, export demand from neighbours.
• Operational status at major producers showed cutbacks, tempering supply growth and supporting Isoprene Rubber equilibrium.
Why did the price of Isoprene Rubber change in September 2025 in South America?
• Steady imports and comfortable inventories limited upward pressure despite landed cost increases from weaker peso.
• Firm automotive production and construction activity sustained offtake, supporting demand and preventing deeper price declines.
• Logistics disruptions, blank sailings and Chinese port congestion created short-term shipping constraints affecting supply flows.
For the Quarter Ending June 2025
North America
• The Isoprene Rubber Price Index in North America declined 2.5% quarter-over-quarter in Q2 2025.
• Domestic production remained largely stable, but inventory accumulation and weak downstream offtake created bearish pressure across the market.
• Demand from the automotive sector remained soft due to sluggish vehicle sales and delayed restocking. The construction and footwear segments also showed restrained buying behavior amid uncertain economic indicators.
• Imports from Asia, particularly from Russia and China, offered competitive alternatives, further weighing on local pricing.
• The overall trend in Q2 2025 reflected a bearish Isoprene Rubber Price Index across the U.S. market.
Why did the Isoprene rubber price change in July 2025 in North America?
• The Isoprene Rubber Price Index declined due to ongoing demand stagnation in key sectors and consistent inflow of low-cost imports, limiting any price rebound momentum.
Europe
• The Isoprene Rubber Price Index in Europe registered a quarter-over-quarter drop of 3.1% in Q2 2025.
• Local production remained moderate, but elevated input costs and weak end-user demand, especially from the tire and adhesives industries, led to reduced operating rates at multiple plants.
• Demand across the eurozone remained weak, with automotive production facing multiple disruptions due to parts shortages and soft consumer sentiment. Export volumes also dropped.
• Market participants in Germany and France reported inventory overhangs and scaled-down procurement in anticipation of seasonal production slowdowns.
• The overall Isoprene Rubber Price Index in Q2 trended downward across Europe, with minimal signs of recovery.
Why did the Isoprene rubber price change in July 2025 in Europe?
In July, the Isoprene Rubber Price Index continued to decline due to persistently weak downstream demand, high stocks, and reduced operating rates, particularly in tire manufacturing.
Asia Pacific (APAC)
• The Isoprene Rubber Price Index in APAC fell by 4.6% quarter-over-quarter in Q2 2025.
• Chinese production remained elevated due to overcapacity, with manufacturers offering competitive exports, while Japan and South Korea operated at reduced capacities due to margin pressures.
• Demand from the automotive and industrial sectors across APAC showed minimal recovery. Southeast Asian markets reported lower tire and footwear consumption due to weak retail and export performance.
• Rising freight availability post-Lunar New Year reduced costs but did little to spark stronger market sentiment.
• The Isoprene Rubber Price Index followed a bearish trend throughout Q2 in the APAC region.
Why did the Isoprene rubber price change in July 2025 in APAC?
• In July, the Isoprene Rubber Price Index declined further due to sluggish demand, oversupply from Chinese exporters, and limited restocking activity from downstream consumers.
South America
• In Argentina, the Isoprene Rubber Price Index rose 1.6% quarter-over-quarter in Q2 2025.
• Early Q2 saw prices hold steady due to balanced supply from Russia and Brazil and moderate local inventories. However, prices briefly increased in early May amid a spike in demand from the domestic automotive sector.
• Despite falling global naphtha prices reducing import costs, local CFR prices remained firm due to resilient demand and currency stabilization, especially in late Q2.
• Automotive production in Argentina rose 9.4% in April, supporting market strength. Construction activity remained moderate, adding to baseline consumption.
• The Isoprene Rubber Price Index in South America displayed a stable to slightly bullish trend through Q2 2025.
Why did the Isoprene rubber price change in July 2025 in South America?
• In July, the Isoprene Rubber Price Index remained stable, supported by consistent supply and healthy automotive sector demand, despite no major changes in upstream or import dynamics.
For the Quarter Ending March 2025
North America
• The Isoprene Rubber Price Index in January 2025 was largely stable, but the sentiment was bearish due to muted demand from key downstream industries like automotive and construction, despite steady Isoprene Rubber production cost trend.
• In February, extreme weather impacted logistics but did not significantly disrupt the Isoprene Rubber Price Index. Adequate inventory and stagnant demand kept the market balanced.
• By March, there was a slight recovery in the Isoprene Rubber Price Index as demand from the automotive sector began improving, leading to a mild bullish shift in sentiment.
Why did the price of Isoprene Rubber change in April 2025 in the US?
• Prices began to show a marginal increase by 0.4% driven by rebounding demand and better alignment between supply and procurement strategies.
• The Isoprene Rubber Demand Outlook improved toward the end of Q1, although concerns over tariffs and policy changes kept the bullish trend in check.
• Isoprene Rubber Spot Price movement reflected cautious optimism as trading activities normalized.
APAC
• In January 2025, the Isoprene Rubber Price Index remained stable with a bearish tone due to weak downstream demand and stagnant import costs from China.
• February saw no significant changes in Isoprene Rubber Spot Price due to post-holiday demand lulls, especially in Indonesia, and steady inventory levels.
• In March, a bullish trend emerged in the Isoprene Rubber Price Index due to increased procurement activity and higher import costs from China and Russia.
Why did the price of Isoprene rubber change in April 2025 in Asia?
• After a bullish March driven by expectations of demand recovery, many downstream buyers in countries like China, India, and Indonesia engaged in aggressive procurement.
• By early April, inventories were saturated, leading to reduced fresh orders and contributing to a 1.9% drop in the Isoprene Rubber Price Index.
• The Isoprene Rubber Production Cost Trend showed slight upward pressure due to rising import prices and logistical inefficiencies.
• Optimism grew in the Isoprene Rubber Demand Outlook as recovery signals became more evident across Southeast Asia.
Europe
• January 2025 started with a bearish Isoprene Rubber Price Index in Europe as automotive and construction sectors remained weak. Inventory sufficiency kept prices flat despite mild port congestion.
• February maintained a neutral trend in the Isoprene Rubber Spot Price, with no major changes in upstream costs or demand patterns. The market awaited potential economic policy reforms.
• March reflected a cautious bullish sentiment as the Isoprene Rubber Demand Outlook showed minor recovery signs in automotive and construction sectors, leading to slightly higher price quotations.
Why did the price of Isoprene Rubber change in April 2025 in Europe?
• Prices rose marginally by 0.7% due to gradual demand recovery, despite continued logistical issues and geopolitical uncertainties.
• The Isoprene Rubber Production Cost Trend remained relatively stable, supporting incremental price adjustments.
