For the Quarter Ending June 2026
Low Density Polyethylene (LDPE) Prices in North America
- In USA, Low Density Polyethylene Price Index rose by 53.90% quarter-over-quarter, driven by tight supply.
- The average Low Density Polyethylene price for the quarter was approximately USD 1573.33/MT DEL Louisiana.
- Low Density Polyethylene Spot Price softened amid ample Gulf Coast inventories and weak downstream purchasing.
- Low Density Polyethylene Price Forecast indicates modest near-term easing if export demand fails to recover.
- Low Density Polyethylene Production Cost Trend reflects lower ethylene prices, reducing cash-costs and pressuring margins.
- Low Density Polyethylene Demand Outlook remains subdued as converters limit purchases and prioritize inventory optimization.
- Low Density Polyethylene Price Index increased amid geopolitical freight cost spikes and redirected export flows.
- Major Gulf Coast producers maintained high operating rates while inventories softened, limiting upward price pressure.
Why did the price of Low Density Polyethylene change in June 2026 in North America?
- Abundant domestic production increased inventories, weakening domestic pricing despite earlier export demand supporting spot shipments.
- Falling ethylene feedstock costs reduced production expenses, allowing sellers to offer lower LDPE competitive prices.
- Geopolitical freight insurance fluctuations supported exports, but easing tensions restored normal shipping and pressure resumed.
Low Density Polyethylene (LDPE) Prices in APAC
- In Japan, the Low Density Polyethylene Price Index rose by 29.33% quarter-over-quarter, driven by strong restocking.
- The average Low Density Polyethylene price for the quarter was approximately USD 2792.33/MT, citing FOB Tokyo levels.
- Weak ethylene feedstock reduced margins and pressured the Low Density Polyethylene Spot Price across Japanese FOB markets.
- The Low Density Polyethylene Production Cost Trend eased as Ethylene prices fell, lowering cash-cost breakevens for crackers.
- Low Density Polyethylene Demand Outlook remained subdued domestically, with export inquiries insufficient to absorb rising inventories.
- Low Density Polyethylene Price Forecast points to short-term softness, barring supply disruptions or sudden export demand resurgence.
- Domestic producers maintained run-rates, keeping the Low Density Polyethylene Price Index sensitive to export allocation.
- Rising inventories and eased geopolitical risk reduced urgency, constraining rebound in Low Density Polyethylene spot and export offers.
Why did the price of Low Density Polyethylene change in June 2026 in APAC?
- Declining Ethylene feedstock prices lowered production costs, enabling suppliers to reduce offers across the APAC LDPE export footprint.
- Subdued downstream packaging demand and cautious converter procurement limited uptake, increasing inventories and pressuring price discovery.
- Eased Middle East tensions lowered freight and insurance premiums, removing upside cost pressures that previously supported LDPE pricing.
Indonesia
- In Indonesia, the Low Density Polyethylene Price Index rose by 23.79% quarter-over-quarter, driven by tightness.
- Low Density Polyethylene Spot Price weakened amid abundant cargoes and competitive offers pressuring local bids.
Malaysia
- In Malaysia, the Low Density Polyethylene Price Index rose by 23.72% quarter-over-quarter, driven by exports.
- Lower ethylene costs shifted the Low Density Polyethylene Production Cost Trend and pressured supplier margins.
Low Density Polyethylene (LDPE) Prices in Europe
- In Germany, the Low Density Polyethylene Price Index rose by 68.20% quarter-over-quarter, driven by constrained spot availability.
- The average Low Density Polyethylene price for the quarter was approximately USD 2241/MT, reflecting mixed weekly volatility.
- Tightness in spot parcels supported the Low Density Polyethylene Spot Price, keeping short-term seller bargaining power elevated.
- Regional analysts' Low Density Polyethylene Price Forecast anticipates short-term range-bound movement absent major feedstock or logistics disruptions.
- Falling ethylene reduced the Low Density Polyethylene Production Cost Trend, enabling producers to offer more competitive spot parcels.
- Low Density Polyethylene Demand Outlook remains subdued as converters limit purchases, relying on inventories while monitoring profitability.
- The Low Density Polyethylene Price Index reflects weakening offers amid ample imports, pressuring domestic margins and distributor stocks.
- Inventory draws remained limited; export interest softened, leaving market balance tilted toward sellers easing offers.
Why did the price of Low Density Polyethylene change in June 2026 in Europe?
- Easier ethylene feedstock reduced production costs, enabling sellers to cut offers and pressure spot pricing.
- Ample import arrivals and steady domestic output increased availability, undermining urgency for restocking across converters.
- Weak downstream demand from packaging and industrial film converters constrained buying, extending bearish momentum into June.
UK (United Kingdom)
- In UK (United Kingdom), the Low Density Polyethylene Price Index rose by 66.45% quarter-over-quarter, driven by early-quarter supply disruptions.
- Early surcharges and Sadara outage lifted the Low Density Polyethylene Spot Price above regional contract levels.
Italy
- In Italy, the Low Density Polyethylene Price Index rose by 66.09% quarter-over-quarter, driven by production outages.
- Italy's Low Density Polyethylene Spot Price spiked early April as Versalis outages sharply curtailed regional supply availability.
Low Density Polyethylene (LDPE) Prices in MEA
- In Saudi Arabia, the Low Density Polyethylene Price Index rose by 42.92% quarter-over-quarter after outages.
- The average Low Density Polyethylene price for the quarter was approximately USD 1409.67/MT, industry assessment.
- Low Density Polyethylene Spot Price volatility reflected export demand spikes and sudden container surcharge impacts.
- Low Density Polyethylene Price Forecast suggests near-term softness then recovery if feedstock costs stabilise soon.
- Low Density Polyethylene Production Cost Trend eased as ethylene declined, reducing variable production costs materially.
- Low Density Polyethylene Demand Outlook remains muted with cautious downstream buying and weaker export enquiries.
- Low Density Polyethylene Price Index weakness correlated with high operating rates and comfortable exportable inventories.
- Sadara shutdown risk and earlier geopolitics supported firmer offers before ethylene declines softened Price Index.
Why did the price of Low Density Polyethylene change in June 2026 in MEA?
- Falling ethylene feedstock costs lowered production expenses, enabling producers to reduce export offers.
- High operating rates maintained inventories, softening spot tightness and limiting seller pricing leverage.
- Easing regional tensions reduced freight and insurance premiums, removing risk premia from export pricing.
South America
- In Brazil, the Low Density Polyethylene Price Index rose by 52.11% quarter-over-quarter, reflecting import tightness.
- The average Low Density Polyethylene price for the quarter was approximately USD 1752.33/MT landed domestically.
- Import disruptions elevated the Low Density Polyethylene Spot Price as Middle East shipping tightened imports.
- Low Density Polyethylene Price Forecast expects near-term firmness given constrained cargoes and firm packaging demand.
- Lower ethylene costs shifted the Low Density Polyethylene Production Cost Trend downward, weakening cost support.
- Seasonal packaging demand sustained Low Density Polyethylene Demand Outlook, but converters adopted cautious procurement strategies.
- Rising inventories pressured the Low Density Polyethylene Price Index across Brazilian ports after earlier spikes.
- Supplier rates and elevated war-risk insurance premiums maintained upward pressure on export offers to Brazil.
Why did the price of Low Density Polyethylene change in June 2026 in South America?
- Steady vessel arrivals combined with lower ethylene costs eased landed parity, reducing import-driven price support.
- Cautious converter buying and absence of concentrated restocking constrained demand, pressuring spot quotations across Brazil.
- Eased freight volatility and insurance cost reductions mitigated prior wartime logistical premia, improving supply flexibility.
For the Quarter Ending March 2026
Low Density Polyethylene Prices in North America
- In USA, the Low Density Polyethylene Price Index rose by 11.20% quarter-over-quarter, driven by feedstock.
- The average Low Density Polyethylene price for the quarter was approximately USD 1022.33/MT, reflecting fundamentals.
- Producers cited rising Low Density Polyethylene Production Cost Trend, prompting firmer offers and margin protection.
- Prompt export demand tightened supplies, supporting the Low Density Polyethylene Spot Price against discounting pressure.
- The Low Density Polyethylene Demand Outlook remained constructive as packaging and e-commerce film offtake continued.
- Near-term Low Density Polyethylene Price Forecast reflects firm tone unless significant outages or demand erosion.
- Elevated inventories moderated confidence, but improving export nominations lifted the Low Density Polyethylene Price Index.
- Gulf Coast plants ran high rates, no outages, sustaining supply and supporting the Price Index.
Why did the price of Low Density Polyethylene change in March 2026 in North America?
- Sharp ethylene feedstock cost increases raised production expenses, prompting producers to raise LDPE offers.
- Stronger export inquiries reduced prompt availability domestically, tightening the spot pool and supporting momentum.
- High run-rates and limited outages constrained drawdowns, while logistics remained normal, moderating downside risk.
Low Density Polyethylene Prices in APAC
- In Japan, the Low Density Polyethylene Price Index fell by 1.38% quarter-over-quarter, reflecting steady supply surplus.
- The average Low Density Polyethylene price for the quarter was approximately USD 1141.00/MT, reported locally.
- Low Density Polyethylene Spot Price steadied early quarter as imports and domestic output balanced, limiting volatility.
- Low Density Polyethylene Price Forecast shows limited upside unless prolonged cracker outages and import disruptions further tighten availability.
- Low Density Polyethylene Production Cost Trend increased as March naphtha and ethylene costs rose, compressing producer margins.
- Low Density Polyethylene Demand Outlook remains subdued; packaging restocking and e-commerce films provide only modest support.
- Low Density Polyethylene Price Index showed prompt tightness in March as distributors cut inventories and prioritized shipments.
- Export demand and port logistics influenced offers, with sellers enforcing discipline amid seasonal fiscal pre-buying.
Why did the price of Low Density Polyethylene change in March 2026 in APAC?
- March prices rose as cracker outages and naphtha shipment disruptions raised feedstock costs and tightened supply.
- Weakened downstream procurement and converter just-in-time buying limited upside, tempering price increases despite supply constraints.
- Higher freight and insurance premiums from regional tensions elevated landed costs, squeezing margins, influencing seller offers.
Low Density Polyethylene Prices in Europe
- In Germany, the Low Density Polyethylene Price Index rose by 15.855% quarter-over-quarter, driven by momentum and tighter spot availability.
- The average Low Density Polyethylene price for the quarter was approximately USD 1332.33/MT based on reported assessments.
- Low Density Polyethylene Spot Price firmed as distributors withheld parcels, supporting the Price Index and seller bargaining power.
- Low Density Polyethylene Production Cost Trend strengthened with rising ethylene benchmarks, narrowing margins and prompting disciplined producer allocations.
- Low Density Polyethylene Demand Outlook remains positive for packaging and FMCG, offsetting weaker construction-related converter orders.
- Low Density Polyethylene Price Forecast indicates near-term firmness as balanced inventories and steady export demand sustain offers.
- Low Density Polyethylene Price Index reflects high operating rates at German plants and limited spot tonnes from importers.
- Momentum-driven rallies coupled with maintenance and geopolitical freight risk amplified Price Index volatility despite orderly Rhine logistics.
Why did the price of Low Density Polyethylene change in March 2026 in Europe?
- Reduced cracker operating rates and scheduled Cologne maintenance tightened prompt supply, supporting March price increase.
- Ethylene feedstock costs rose materially, raising production costs and enabling producers to lift LDPE offers.
- Market inertia and distributor withholding, reinforced by geopolitical freight risk, amplified momentum-driven spot market gains.
Low Density Polyethylene Prices in MEA
- In Saudi Arabia, the Low Density Polyethylene Price Index rose by 0.41% quarter-over-quarter, reflecting steady runs.
- The average Low Density Polyethylene price for the quarter was approximately USD 986.33/MT per tonne.
- Domestic Low Density Polyethylene Spot Price tightened as exporters withheld parcels, reducing merchant availability substantially.
- Near-term Low Density Polyethylene Price Forecast indicates firm offers amid tighter export allotments, logistics uncertainties.
- Observed Low Density Polyethylene Production Cost Trend rose as ethylene and shipping surcharges increased costs.
- Regional Low Density Polyethylene Demand Outlook is firm with FMCG, packaging and e-commerce sustaining offtake.
- Market Price Index signalled mixed sentiment as substitution toward LLDPE limited LDPE order replenishment momentum.
- Inventories tightened as producers prioritized export nominations, supporting sellers' ability to defend elevated offers consistently.
Why did the price of Low Density Polyethylene change in March 2026 in MEA?
- Producer allocation trimming and limited inbound parcels tightened prompt availability, triggering spot offer increases.
- Rising ethylene costs and shipping insurance increased production economics, enabling sellers to lift offers.
- Strong export enquiries from Asia and Mediterranean buyers absorbed available parcels, tightening market balances.
Low Density Polyethylene Prices in South America
- In Brazil, the Low Density Polyethylene Price Index rose by 10.52% quarter-over-quarter, driven by restocking.
- The average Low Density Polyethylene price for the quarter was approximately USD 1152/MT, reported here.
- Tight prompt availability pushed Low Density Polyethylene Spot Price higher as importers replenished inventories quickly.
- Consensus Low Density Polyethylene Price Forecast indicates firmness near current CFR levels absent supply relief.
- Higher freight and feedstock supported Low Density Polyethylene Production Cost Trend, lifting landed import parity.
- Strong packaging and agricultural film consumption underpins Low Density Polyethylene Demand Outlook for immediate quarter.
- Inventories, port operations and Manaus restocking affected Low Density Polyethylene Price Index and availability overall.
- Major supplier allocations and steady domestic production constrained additional supply, keeping the Price Index elevated.
Why did the price of Low Density Polyethylene change in March 2026 in South America?
- Aggressive importer restocking absorbed prompt cargoes, markedly tightening offshore availability and quickly lifting CFR-derived assessments.
- Rising freight costs and weaker Brazilian real increased landed costs, amplifying import parity and offers.
- Robust downstream packaging demand and limited local production intensified competition for imported LDPE, pressuring prices.
For the Quarter Ending December 2025
North America
• In USA, the Low Density Polyethylene (LDPE) Price Index fell by 10.28% quarter-over-quarter, reflecting inventory-driven selling.
• The average Low Density Polyethylene price for the quarter was approximately USD 919.33/MT, per reports.
• LDPE Spot Price pressured as Gulf Coast plant runs stayed high and inventories remained elevated.
• LDPE Price Forecast suggests mild recovery as export demand normalises and year-end restocking modestly resumes.
• LDPE Production Cost Trend stayed benign with stable ethane feedstock and Henry Hub cost stability.
• LDPE Demand Outlook shows cautious converter buying, hand-to-mouth purchasing after prior restocking reduced urgent orders.
• LDPE Price Index weakness amplified by aggressive export offers compressing domestic offers and pressuring margins.
• Inventory accumulation and sustained domestic supply limited upside despite pockets of e-commerce-driven packaging demand remaining.
Why did the price of Low Density Polyethylene change in December 2025 in North America?
• High operating rates ample ethane feedstock kept supply abundant, capping upward price momentum December.
• Downstream converters held stocks, deferred bulk purchases, reducing immediate buying pressure across North America.
• Competitive export pressure and improved freight netbacks redirected flows, maintaining domestic availability, price restraint.
APAC
• In Japan, the Low Density Polyethylene Price Index fell by 7.97% quarter-over-quarter, reflecting supply-demand imbalance.
• The average Low Density Polyethylene price for the quarter was approximately USD 2188.67/MT, by traders.
• Low Density Polyethylene Spot Price weakened amid abundant inventories and muted regional offtake by converters.
• Low Density Polyethylene Price Forecast shows limited downside near-term, conditional on Southeast Asian restocking improvements.
• Low Density Polyethylene Production Cost Trend eased as ethylene and naphtha softened, lowering upstream pressure.
• Low Density Polyethylene Demand Outlook remains muted with packaging contraction and cautious converter procurement strategies.
• Rising inventories and weak export interest, alongside reduced Japanese plant rates, kept seller offers pressured.
• Port operations remained efficient, while regulations and yen volatility influenced importer procurement and negotiation terms.
Why did the price of Low Density Polyethylene change in December 2025 in APAC?
• Softer Asian naphtha and ethylene reduced upstream costs, enabling exporters to lower offers and margins.
• Muted domestic packaging demand and converter inventory drawdowns constrained spot purchasing, intensifying downward price momentum.
• Stronger US dollar versus yen elevated import bills, discouraging buying and pressuring local spot quotations.
Europe
• In Germany, the Low Density Polyethylene Price Index rose by 0.67% quarter-over-quarter, reflecting balanced supply.
• The average Low Density Polyethylene price for the quarter was approximately USD 1150.00/MT, per Hamburg reports.
• Low Density Polyethylene Spot Price remained firm; the Price Index showed upward bias from restocking.
• Low Density Polyethylene Price Forecast suggests softness due to balanced inventories and muted downstream demand.
• Low Density Polyethylene Production Cost Trend rose with naphtha spreads and Brent increases pressuring costs.
• Low Density Polyethylene Demand Outlook remains muted; packaging demand supports while industrial orders stay weak.
• Inventory accumulation at Hamburg and Rhine barge constraints supported offers, impacting regional export flows, margins.
• German producers operated at steady rates; selective reduced run-rates by converters moderated immediate upward pressure.
Why did the price of Low Density Polyethylene change in December 2025 in Europe?
• Balanced domestic supply and steady imports limited seller urgency this quarter, constraining downward price movement.
• Naphtha-linked feedstock increases and modest Brent gains raised production costs, prompting cautious pass-through to prices.
• Hamburg terminal congestion and Rhine barging constraints disrupted flows, encouraging localized restocking and price support.
MEA
• In Saudi Arabia, the Low Density Polyethylene Price Index fell by 11.02% quarter-over-quarter, reflecting oversupply.
• The average Low Density Polyethylene price for the quarter was approximately USD 982.33/MT reported centrally.
• Ample output pressured the Low Density Polyethylene Spot Price as inventories expanded and exporters conceded.
• Weak export appetite weighed on the Low Density Polyethylene Demand Outlook and pressured Price Index.
• Stable ethane feedstocks kept the Low Density Polyethylene Production Cost Trend muted, denying cost support.
• The Low Density Polyethylene Price Forecast signals modest upside if inventories draw down this quarter.
• Substitution toward LLDPE and EVA reduced purchases, weakening the Low Density Polyethylene Spot Price regionally.
• Indian buying windows and regulatory changes occasionally supported volumes, stabilizing the Low Density Polyethylene market.
Why did the price of Low-Density Polyethylene change in December 2025 in MEA?
• Full-rate cracker operations maintained high output, expanding inventories and exerting downward pressure on Price Index.
• Weaker export demand and reduced Asian restocking limited offtake, capping upside for regional Price Index.
• Stable low-cost ethane kept production economics favorable, reducing incentives restrict volumes and raise offers.
South America
• In Brazil, the Low Density Polyethylene Price Index fell by 10.99% quarter-over-quarter, reflecting abundant import arrivals.
• The average Low Density Polyethylene price for the quarter was approximately USD 1042.33/MT based on reported import parity.
• Low Density Polyethylene Spot Price weakened amid heavy importer offers, pressuring the Price Index and regional trader margins.
• Low Density Polyethylene Price Forecast anticipates mild softening as import inflows remain robust and end-user restocking stays subdued.
• Low Density Polyethylene Production Cost Trend remained stable with steady freight and energy, offering limited inflationary price support.
• Low Density Polyethylene Demand Outlook shows steady packaging demand but regulatory recycled-content shifts temper virgin resin procurement.
• Low Density Polyethylene Price Index was pressured by ample imports and balanced inventories, limiting immediate upside for sellers.
• Domestic producers operated routinely while import competition and weak export demand capped Price Index recovery potential.
Why did the price of Low Density Polyethylene change in December 2025 in South America?
• Persistent import inflows increased inventory levels, exerting downward pressure on spot availability and Price Index.
• Stable freight and energy costs limited production cost escalation, removing upward support for contract prices.
• Smooth Santos port operations ensured arrivals, reducing logistical costs and keeping buyer bargaining power high.
For the Quarter Ending September 2025
North America
• In the USA, the Low Density Polyethylene Price Index fell by 1.88% quarter-over-quarter, reflecting ample supply.
• The average Low Density Polyethylene price for the quarter was approximately USD 1024.67/MT, according to market sources.
• Low Density Polyethylene Spot Price remained range-bound amid steady plant run rates and subdued export appetite.
• The Low Density Polyethylene Price Forecast shows modest monthly oscillations driven by seasonal packaging demand.
• Low Density Polyethylene Production Cost Trend was neutral as falling ethylene costs offset stable energy expenses.
• Low Density Polyethylene Demand Outlook remains cautious given muted flexible packaging volumes and converters' just-in-time procurement.
• Elevated inventories and smooth Gulf Coast operations pressured the Low Density Polyethylene Price Index, limiting market rallies.
• Major producers operated without outages, supporting balanced supply and informing the Low Density Polyethylene Price Forecast.
Why did the price of Low Density Polyethylene change in September 2025 in North America?
• Unrestricted Gulf Coast production sustained supply, contributing to downward pressure on September prices across North American markets.
• Elevated inventories and weak export demand, particularly to Europe and Latin America, reduced spot buying urgency and volume.
• Milder ethylene feedstock cost decline softened production cost relief, while logistics frictions and tariffs restrained export liftings.
APAC
• In Japan, the Low Density Polyethylene Price Index fell by 11.9% quarter-over-quarter, reflecting supply adjustments.
• The average Low Density Polyethylene price for the quarter was approximately USD 2378.33/MT, reporting level.
• Rising ethylene costs supported the Low Density Polyethylene Price Index, tightening margins amid domestic production.
• Low Density Polyethylene Production Cost Trend increased, elevating the Spot Price and constraining seller discounting.
• Low Density Polyethylene Spot Price remained range-bound as buyers preferred minimal inventories and cautious purchasing.
• Low Density Polyethylene Price Forecast suggests modest volatility, supported by regulatory-driven packaging demand and seasonality.
• Low Density Polyethylene Demand Outlook remains steady, driven by labeling and packaging despite weaker exports.
• Inventory builds, muted export demand weighed on the Price Index, while major producers maintained operations.
• Cracker throttling and capacity pooling supported the Price Index, tightening supply against muted converter demand.
Why did the price of Low Density Polyethylene change in September 2025 in APAC?
• Lower cracker run-rates constrained ethylene feedstock, tightening Low Density Polyethylene supply and supporting price firmness.
• Rising ethylene and naphtha costs elevated production expenses, pressuring margins and influencing seller pricing decisions.
• Regulatory compliance and port disruptions altered timing, while cautious buyers limited restocking and moderated demand.
Europe
• In Germany, the Low Density Polyethylene Price Index fell by 4.43% quarter-over-quarter, amid weak demand.
• The average Low Density Polyethylene price for the quarter was approximately USD 1142.33/MT, film-grade value.
• Low Density Polyethylene Spot Price remained range-bound, with balanced inventories and muted spot purchasing activity.
• Low Density Polyethylene Price Forecast signals upside risk as seasonal packaging restocking meets limited flexibility.
• Low Density Polyethylene Production Cost Trend eased as ethylene and naphtha costs fell, reducing cost-push.
• Low Density Polyethylene Demand Outlook remains weak across construction and exports, offset by packaging demand.
• Low Density Polyethylene Price Index stability reflected port congestion and logistics balancing against intra-EU imports.
• Market participants adopted cautious buying, maintaining inventories and constraining volatility despite occasional feedstock-driven upward bids.
Why did the price of Low Density Polyethylene change in September 2025 in Europe?
• Stable domestic output and robust European imports kept supply ample, thereby preventing sustained price increases.
• Declining ethylene and naphtha costs removed cost-push pressures, limiting producers' ability to justify higher offers.
• Hamburg port congestion and rail delays disrupted flows, though land routes and inventories preserved deliveries.
MEA
• In Saudi Arabia, the Low Density Polyethylene Price Index fell by 3.271% quarter-over-quarter, oversupply persisted.
• The average Low Density Polyethylene price for the quarter was USD 1104.00/MT FOB Al Jubail
• Low Density Polyethylene Spot Price eased as converters destocked, reducing spot uptake amid steady supply
• The Low Density Polyethylene Price Forecast shows limited upside with seasonal recovery and balanced inventories
• Low Density Polyethylene Production Cost Trend contained as ethylene feedstock remained abundant, limiting margin pressure
• Low Density Polyethylene Demand Outlook remains moderate, supported by packaging, construction but weakened by destocking
• Volatile export enquiries and intermittent freight disruptions influenced the Low Density Polyethylene Price Index trajectory
• Steady plant operations, sufficient inventories and efficient port handling limited sustained Low Density Polyethylene rally
Why did the price of Low Density Polyethylene change in September 2025 in MEA?
• Sustained ethylene feedstock availability kept production high, preventing scarcity-driven price increases despite subdued demand influences
• Converter destocking and reduced procurement extended bearish momentum, lowering spot interest and pressuring Price Index
• Regulatory packaging mandates and seasonal slowdowns dampened demand, while logistics issues intermittently raised freight costs
South America
• In Brazil, the Low Density Polyethylene Price Index fell by 3.22% quarter-over-quarter, reflecting import stability.
• The average Low Density Polyethylene price for the quarter was approximately USD 1171.00/MT CFR Santos.
• Low Density Polyethylene Spot Price softened as import cargoes satisfied demand, keeping spot dynamics subdued.
• Low Density Polyethylene Price Forecast shows limited upside from seasonal packaging demand and freight shifts.
• Low Density Polyethylene Production Cost Trend remained muted as naphtha and ethylene prices held stable.
• Low Density Polyethylene Demand Outlook is mixed; packaging growth offset by substitution, converter purchasing restraint.
• Elevated inventories and steady import arrivals pressured the Low Density Polyethylene Price Index through September.
• Domestic plants operated normally while Santos port continuity and imports prevented shortages, maintaining market equilibrium.
Why did the price of Low Density Polyethylene change in September 2025 in South America?
• Persistent import inflows from USA and other suppliers increased availability, slightly constraining local price recovery.
• Muted downstream demand and cautious converter buying reduced offtake, amplifying inventory accumulation across distributors nationwide.
• Stable naphtha and ethylene feedstock costs limited production cost inflation, removing pressure on resin pricing.