For the Quarter Ending June 2026
Polycarbonate Prices in North America
- In USA, the Polycarbonate Price Index rose by 24.62% quarter-over-quarter, reflecting stronger feedstock and demand.
- The average Polycarbonate price for the quarter was approximately USD 2207.00/MT per metric ton delivered.
- Tight merchant availability lifted Polycarbonate Spot Price and pushed the domestic Price Index modestly higher.
- Near-term Polycarbonate Price Forecast suggests constrained upside as feedstock volatility balances improving import availability margins.
- Rising benzene and BPA costs drove the Polycarbonate Production Cost Trend, supporting supplier offer discipline.
- Polycarbonate Demand Outlook remains steady with automotive and electronics consumption sustaining baseline resin offtake levels.
- Distributor inventories tightened amid proactive restocking, influencing the Polycarbonate Price Index and limiting downward pressure.
- Stable U.S. operating rates and import arrivals tempered volatility despite export interest from neighboring markets.
Why did the price of Polycarbonate change in June 2026 in North America?
- Improved import arrivals and steady domestic production increased supply, weighing on price momentum during June.
- Softening downstream procurement and cautious converter buying reduced offtake despite elevated feedstock costs in quarter.
- Freight normalization and rail terminal capacity eased logistics frictions, limiting upward price pressure in June.
Mexico
- In Mexico, the Polycarbonate Price Index rose by 23.25% quarter-over-quarter, reflecting strong import-driven price recovery.
- Polycarbonate Spot Price movements mirrored rising import offers and tighter distributor stocks, sustaining supplier leverage.
Polycarbonate Prices in APAC
- In Japan, the Polycarbonate Price Index rose by 15.81% quarter-over-quarter, reflecting stronger demand, tighter feedstock.
- The average Polycarbonate price for the quarter was approximately USD 3085.67/MT, per FOB Tokyo assessments.
- Polycarbonate Spot Price remained pressured by competitive Asian offers while the Price Index signalled inventories.
- Polycarbonate Production Cost Trend rose on BPA-linked inflation, constraining margins and informing Polycarbonate Price Forecast.
- Polycarbonate Demand Outlook remained muted, with conservative procurement and export limiting near-term Price Index upside.
- Inventory accumulation at distributors combined with plant output limited volatility, reducing Polycarbonate Spot Price responsiveness.
- Major Japanese producers operated near rates, maintaining availability and preventing sharp Polycarbonate Spot Price gains.
- Export softness and balanced domestic volumes support a bearish Polycarbonate Price Forecast for near-term markets
Why did the price of Polycarbonate change in June 2026 in APAC?
- Ample regional supply and steady plant operating rates reduced restocking urgency, easing upward price pressure
- Easing Bisphenol-A cost support and competitive Asian import offers weakened domestic price momentum during June
- Subdued automotive and electronics procurement alongside comfortable inventories constrained spot demand and prevented price recovery
South Korea
- In South Korea, the Polycarbonate Price Index rose by 25.35% quarter-over-quarter, reflecting stronger export booking volumes.
- Polycarbonate Spot Price remained range-bound in June as comfortable inventories and plant run-rates limited upward pressure.
Thailand
- In Thailand, the Polycarbonate Price Index rose by 20.3% quarter-over-quarter, reflecting stronger feedstock and export demand.
- Polycarbonate Spot Price eased as competitive imports intensified, pressuring domestic offers despite stable operating rates.
Polycarbonate Prices in Europe
- In Germany, the Polycarbonate Price Index rose by 16.79% quarter-over-quarter, driven by upstream cost pressures and constrained supply.
- The average Polycarbonate price for the quarter was approximately USD 2650.00/MT, reflecting elevated energy and feedstock costs.
- Polycarbonate Spot Price strengthened mid-May amid limited spot availability and selective forward buying by automotive and electronics converters.
- Polycarbonate Price Forecast indicates modest gains into early Q3 as maintenance tightness offsets softer end-user buying momentum.
- Polycarbonate Production Cost Trend remained elevated as higher crude-linked energy and BPA costs sustained manufacturer margin pressure.
- Polycarbonate Demand Outlook is stable with automotive and electronics steady, though buyers remain cautious and procurement hand-to-mouth.
- Polycarbonate Price Index volatility increased late-quarter as geopolitical risks, freight cost inflation, and import arbitrage influenced offers.
- Inventories tightened during maintenance windows, while major German producers trimmed runs, supporting near-term offers despite cautious distributor stocks.
Why did the price of Polycarbonate change in June 2026 in Europe?
- Constrained supply from maintenance and cautious operating rates reduced spot volumes, tightening short-term market balances.
- Elevated energy and BPA-linked feedstock costs pushed manufacturers to increase offers and defend margins further.
- Import delays, freight and war-risk premiums constrained inflows, while buyers accelerated destocking amid regulatory uncertainty.
UK (United Kingdom)
- In UK (United Kingdom), the Polycarbonate Price Index rose by 17.0% quarter-over-quarter, driven by import tightness.
- Polycarbonate Spot Price strength pushed the Price Index amid constrained Asian cargoes and freight premiums.
Italy
- In Italy, the Polycarbonate Price Index rose by 17.3036% quarter-over-quarter, reflecting stronger regional supply discipline.
- Tight import flows tightened Polycarbonate Spot Price support as exporters prioritized higher-value contracts over domestic Italian deliveries.
Polycarbonate Prices in MEA
- In Saudi Arabia, the Polycarbonate Price Index rose by 37.63% quarter-over-quarter, reflecting regional feedstock shortages.
- The average Polycarbonate price for the quarter was approximately USD 2306.67/MT based on FOB assessments.
- Polycarbonate Spot Price volatility increased as export netbacks strengthened, tightening availability and prompting seller discipline.
- Polycarbonate Price Forecast indicates near-term upside risk amid constrained exports, gradual stabilization as supplies normalize.
- Polycarbonate Production Cost Trend reflected earlier Bisphenol A inflation, subsequently easing and relieving cost pressure.
- Polycarbonate Demand Outlook remains export-led with Turkey, India and China sustaining firm enquiries this quarter.
- Polycarbonate Price Index momentum moderated late-quarter as balanced inventories and steady operating rates eased upside.
- Domestic Jubail plant operated near nameplate capacity, supporting supply while export allocations constrained available tonnes.
Why did the price of Polycarbonate change in June 2026 in MEA?
- Reduced regional feedstock availability and Jubail allocations tightened exports, elevating FOB offers, limiting spot availability.
- Bisphenol A spikes earlier in quarter increased production cash costs, prompting sellers to raise prices.
- Geopolitical tensions elevated freight and insurance premiums, rerouting shipments and slowing deliveries to key buyers.
Polycarbonate Prices in South America
- In Brazil, the Polycarbonate Price Index rose by 25.05% quarter-over-quarter, driven by tighter import parity.
- The average Polycarbonate price for the quarter was approximately USD 2288/MT, reflecting elevated freight costs.
- Polycarbonate Spot Price oscillated across June as Asian offers and US export flows competed strongly.
- Polycarbonate Price Forecast suggests short-term range-bound trading before potential moderation if freight and feedstock ease.
- Polycarbonate Production Cost Trend remained elevated due to oil-driven benzene and BPA feedstock cost inflation.
- Polycarbonate Demand Outlook is steady with automotive and electronics supporting consumption, tempered by cautious procurement.
- Polycarbonate Price Index volatility reflected upward feedstock pressures and downward import arbitrage from US volumes.
- Inventory levels remained adequate, and steady operating rates limited immediate upside for domestic import-dependent sellers.
Why did the price of Polycarbonate change in June 2026 in South America?
- Ample import arrivals and competitive Asian offers raised availability, reducing seller leverage and pressuring prices.
- Higher freight and bunker fuel, plus oil-driven feedstock inflation, increased landed costs supporting supplier offers.
- Cautious downstream procurement and comfortable inventories limited buying urgency, amplifying price weakness during late June.
For the Quarter Ending March 2026
Polycarbonate Prices in North America
- In the USA, the Polycarbonate Price Index rose by 1.09% quarter-over-quarter, driven by feedstock costs.
- The average Polycarbonate price for the quarter was approximately USD 1854/MT under balanced supply conditions.
- Polycarbonate Spot Price firmed March as import allocations tightened and replacement freight elevated landed costs.
- Polycarbonate Price Forecast remains bullish given constrained imports, elevated feedstock bills, and limited distributor inventories.
- Polycarbonate Production Cost Trend increased as Bisphenol A and phenol costs rose, pressuring producer margins.
- Polycarbonate Demand Outlook stayed stable overall, with automotive and electronics supporting steady offtake into spring.
- Polycarbonate Price Index volatility intensified mid-March after Gulf outages and redirected Asian cargoes to Europe.
- Domestic production adjustments and inventory draws limited upside as exporters reallocated volumes away from US.
Why did the price of Polycarbonate change in March 2026 in North America?
- Tighter imports from Korea and Taiwan reduced spot availability, lifting replacement costs and landed prices.
- Bisphenol A feedstock cost increases and phenol tightness pushed production costs higher for integrated producers.
- Logistics disruptions, rail delays, and elevated freight insurance increased landed costs and incentivized distributor drawdowns.
Polycarbonate Prices in APAC
- In Japan, the Polycarbonate Price Index fell by 1.9% quarter-over-quarter, pressured by ample Asian imports.
- The average Polycarbonate price for the quarter was approximately USD 2664.33/MT based on distributor assessments.
- Polycarbonate Spot Price showed limited moves, while the Price Index eased amid import pressure recently.
- Polycarbonate Price Forecast indicates limited upside near term, with potential Q2 recovery if inventories draw.
- Polycarbonate Production Cost Trend rose as Bisphenol A and naphtha energy costs increased in March.
- Polycarbonate Demand Outlook remains subdued as automotive and electronics restocking delays weigh on resin purchases.
- Imports lifted distributor inventories, limiting sellers' price recovery and keeping the Polycarbonate Price Index restrained.
- Japanese producers ran normally with limited outages, maintaining steady domestic availability despite competitive imported cargoes.
Why did the price of Polycarbonate change in March 2026 in APAC?
- Elevated Chinese and regional imports increased Japanese spot availability, overwhelming domestic demand and pressuring quotations.
- Rising Bisphenol A and naphtha costs lifted production expenses but could not be passed through.
- Strait of Hormuz disruptions tightened ethylene feedstocks in March, triggering supply tightness and speculative buying.
Polycarbonate Prices in Europe
- In Germany, the Polycarbonate Price Index rose by 3.26% quarter-over-quarter, amid tighter supply and energy.
- The average Polycarbonate price for the quarter was approximately USD 2269.00/MT, reflecting stable spot trading.
- Polycarbonate Spot Price strengthened through March due to export enquiries and constrained regional feedstock availability.
- Polycarbonate Price Forecast indicates modest upside as elevated utilities and freight marginally inflate conversion costs.
- Polycarbonate Production Cost Trend showed pressure from high German gas and power tariffs impacting margins.
- Polycarbonate Demand Outlook remains cautious as automotive and lighting sectors delay restocking and limit purchases.
- Polycarbonate Price Index movements moderated by balanced inventories and smooth Rhine logistics despite energy cost pressures.
- Producers maintained operating rates; export enquiries and lower warehouse stocks pushed sellers to raise offers.
Why did the price of Polycarbonate change in March 2026 in Europe?
- Elevated gas and electricity tariffs raised production costs, prompting producers to increase polycarbonate offers modestly.
- Chlor-alkali maintenance reduced chlorine availability, tightening phosgene feedstock and constraining regional polycarbonate supply volumes significantly.
- Increased export enquiries from Italy and Turkey diverted cargoes, reducing domestic availability and supporting higher spot pricing.
Polycarbonate Prices in MEA
- In Saudi Arabia, the Polycarbonate Price Index rose by 11.63% quarter-over-quarter, driven by supply disruptions.
- The average Polycarbonate price for the quarter was approximately USD 1676.00/MT, reflecting stable contract terms.
- Polycarbonate Spot Price strengthened intermittently as the Polycarbonate Production Cost Trend rose due to firmer bisphenol-A.
- Polycarbonate Demand Outlook remained mixed with stronger export restocking but muted domestic converter inquiries, constraining spot momentum.
- Polycarbonate Price Forecast shows near-term upward bias while Price Index volatility persists amid logistics and geopolitical risks.
- Tight export flows and elevated insurance premiums reduced available shipments, pressuring the Polycarbonate Price Index and regional availability.
- High plant utilization cushioned markets earlier, but feedstock cost increases altered the Polycarbonate Production Cost Trend upwards.
- Saudi Jubail plant discipline and export allocation limited spot volumes, influencing Polycarbonate Spot Price and global arbitrage flows.
Why did the price of Polycarbonate change in March 2026 in MEA?
- Strait of Hormuz closure sharply reduced outbound shipments, creating immediate supply tightness and logistics premium increases.
- Bisphenol-A and energy cost upticks raised production costs, narrowing margins and prompting seller price pass-throughs.
- Export restocking by Turkey, India, China increased demand while domestic inventories remained lean, sustaining upward pressure.
Polycarbonate Prices in South America
- In Brazil, the Polycarbonate Price Index rose by 1.22% quarter-over-quarter, reflecting overall balanced import flows.
- The average Polycarbonate price for the quarter was approximately USD 1829.67/MT with inventories modestly stocked.
- Brazilian Polycarbonate Spot Price firmed as global offers tightened, supporting the domestic Price Index momentum.
- Polycarbonate Price Forecast indicates modest gains into April, reflecting constrained shipments and firmer feedstock costs.
- Polycarbonate Production Cost Trend shows upward pressure from elevated freight and rising global energy prices.
- Polycarbonate Demand Outlook remains stable, driven by automotive and electronics restarts, but procurement remains cautious.
- Distributor stocks remained light at terminals, while export demand and logistics risks supported Price Index.
- No domestic resin production pressured reliance on imports, amplifying sensitivity to supply and freight disruptions.
Why did the price of Polycarbonate change in March 2026 in South America?
- Geopolitical tensions reduced Asian Middle Eastern exports, constraining import availability and tightening Brazilian supply chains.
- Higher freight and insurance surcharges raised landed costs, prompting buyers to secure limited import cargoes.
- Steady downstream demand from automotive and electronics supported purchasing, keeping market tight despite distributor inventories.
For the Quarter Ending December 2025
North America
- In USA, Polycarbonate Price Index fell by 4.41% quarter-over-quarter, reflecting balanced supply and muted demand.
- The average Polycarbonate price for the quarter was approximately USD 1834.00/MT, dataset reported delivered-duty-paid assessments.
- Polycarbonate Spot Price remained range-bound with ample Gulf inventories, keeping the Polycarbonate Price Index stable.
- Polycarbonate Production Cost Trend showed limited upward pressure as bisphenol A feedstock remained contained domestically.
- Polycarbonate Demand Outlook anticipates cautious procurement, automotive and electronics pull moderating into year-end across sectors.
- Near-term Polycarbonate Price Forecast suggests modest volatility as seasonal restocking competes with inventory overhang pressure.
- Stable plant run-rates at major U.S. producers sustained supply, while distributors adopted hand-to-mouth purchasing strategies.
- Elevated stocks and muted export demand weighed on the Polycarbonate Price Index, limiting price momentum.
- Favourable port dwell times and steady freight kept costs predictable, supporting Polycarbonate Spot Price stability.
Why did the price of Polycarbonate change in December 2025 in North America?
- Balanced domestic production and steady imports kept availability ample, reducing urgency for spot buying significantly.
- Muted automotive ordering, distributor inventory drawdowns and substitution trends softened downstream demand for polycarbonate resin.
- Contained bisphenol A and freight costs limited cost pressures, logistics remained predictable, capping price upside.
APAC
- In Japan, the Polycarbonate Price Index fell by 4.05% quarter-over-quarter from oversupply and weaker costs.
- The average Polycarbonate price for the quarter was approximately USD 2716.00/MT, reflecting reported contractual averages.
- Polycarbonate Spot Price remained pressured by abundant imports and buying across automotive and electronics segments.
- Polycarbonate Price Forecast shows modest near-term declines, followed by seasonal restocking that supports recovery later.
- Polycarbonate Production Cost Trend showed muted cost-push as bisphenol A and energy costs remained stable.
- Polycarbonate Demand Outlook stays soft with automotive headwinds and electronics procurement, limiting spot market upside.
- Polycarbonate Price Index volatility was contained by balanced inventories and import arrivals despite logistic disruptions.
- Producers maintained steady operating rates; export demand weakness and substitution pressures constrained price recovery prospects.
Why did the price of Polycarbonate change in December 2025 in APAC?
- Regional oversupply and steady domestic production kept merchant inventories elevated, reducing immediate upward price pressure.
- Weaker upstream feedstock costs, including stable bisphenol A and lower crude benchmarks, decreased input cost push.
- Localized logistical disruptions from flooding temporarily delayed deliveries, but punctual imports maintained availability and price stability.
Europe
- In Germany, the Polycarbonate Price Index fell by 1.58% quarter-over-quarter, reflecting balanced supply conditions overall.
- The average Polycarbonate price for the quarter was approximately USD 2197.33/MT, based on averages and monthly distributor settlements.
- Polycarbonate Spot Price remained range-bound amid balanced inventories, steady imports and limited spot market trading.
- Polycarbonate Price Forecast indicates upside potential driven by seasonal automotive restocking and constrained seaborne supply.
- Polycarbonate Production Cost Trend remained elevated due to high energy and benzene prices pressuring margins.
- Polycarbonate Demand Outlook supports near-term stability as automotive and electronics procurement offsets weaker industrial restocking.
- Polycarbonate Price Index showed mild volatility last month, influenced by shipping delays and export demand.
- Domestic inventories remained near average, while scheduled maintenance and exports tightened availability influencing spot negotiations.
Why did the price of Polycarbonate change in December 2025 in Europe?
- Elevated energy and benzene costs increased production expenses, supporting modest upward price pressure during December.
- Balanced imports and adequate inventories limited upside, while automotive restocking provided consistent but restrained demand.
- Minor port congestion and longer Asian transit times tightened spot availability, strengthening domestic market sentiment.
MEA
- In Saudi Arabia, the Polycarbonate Price Index fell by 1.83% quarter-over-quarter, reflecting balanced supply and steady demand.
- The average Polycarbonate price for the quarter was approximately USD 1501.33/MT, reflecting contract and spot settlement influences.
- Polycarbonate Spot Price activity stayed muted with limited enquiries, keeping the regional Price Index restrained.
- Polycarbonate Price Forecast suggests modest upside into early 2026 as seasonal restocking and exports firm.
- Polycarbonate Production Cost Trend recorded upward pressure from firmer bisphenol A and benzene cost increases.
- Polycarbonate Demand Outlook remains steady as construction and automotive procurement maintain volumes and spot buying.
- Inventories stayed moderate across Saudi warehouses while scheduled restarts and exports constrained aggressive price declines.
- Operational discipline at major producers kept run-rates high, limiting spot volatility and supporting FOB stability.
Why did the price of Polycarbonate change in December 2025 in MEA?
- Balanced domestic output and high run-rates met demand, preventing significant inventory drawdowns or upward pressure.
- Stable bisphenol A and feedstock costs limited production cost pass-through, moderating Polycarbonate Price Index movements.
- Smooth logistics and export liftings absorbed surplus volumes, reducing spot trading and sustaining FOB pricing.
South America
- In Brazil, the Polycarbonate Price Index fell by 4.42% quarter-over-quarter, reflecting weak automotive demand conditions.
- The average Polycarbonate price for the quarter was approximately USD 1807.67/MT, reflecting import flows and inventories.
- Polycarbonate Spot Price remained range-bound near import parity, while the Price Index showed muted pressure.
- Polycarbonate Price Forecast shows modest Q1 recovery as seasonal restocking and automotive demand gradually improve.
- Polycarbonate Production Cost Trend stayed stable due to contained bisphenol-A and firm freight rates helping.
- Polycarbonate Demand Outlook remains cautious as automotive uptake steadies but fails to reduce distributor inventory.
- Price Index changes were limited by three-week hub inventories and steady import arrivals preventing tightness.
- Domestic operating constraints minimal; import-reliant supply and normal vessel turnarounds kept the Price Index stable.
Why did the price of Polycarbonate change in December 2025 in South America?
- Smooth import flows from Asia maintained availability despite inland transport delays and port congestion persisting.
- Stable upstream bisphenol-A and freight rates contained production cost pressure, avoiding sharp supplier-driven price increases.
- Weak downstream demand, lower automotive builds and converter switching to alternatives weighed on spot buying.
For the Quarter Ending September 2025
North America
- In the USA, the Polycarbonate Price Index fell by 1.88% quarter-over-quarter, due to import pressures.
- The average Polycarbonate price for the quarter was approximately USD 1918.67/MT, per DDP US Gulf.
- Polycarbonate Spot Price softened as Asian import arrivals increased competition, pressuring domestic spot liquidity levels.
- Polycarbonate Price Forecast indicates limited upside near-term given balanced supply and cautious buyer restocking.
- Polycarbonate Production Cost Trend remained stable as bisphenol A and energy input prices stayed range bound.
- Polycarbonate Demand Outlook varied with automotive strength balanced by substitution trends and cautious industrial procurement.
- Polycarbonate Price Index movements reflected distributor inventory adjustments and exporters' allocations moderating domestic spot availability.
- Limited maintenance impact meant steady output and ample inventories restrained upward pressure on Price Index.
Why did the price of Polycarbonate change in September 2025 in North America?
- Asian import volumes and efficient logistics pressured domestic supply, creating downward influence on Price Index.
- Stable bisphenol A costs kept production expenses steady, limiting cost-push risk during quarter ending September.
- Cautious downstream procurement and substitution toward BPA-free resins reduced spot demand across converters and owners.
APAC
- In Japan, the Polycarbonate Price Index rose by 4.98% quarter-over-quarter, reflecting tighter domestic supply conditions.
- The average Polycarbonate price for the quarter was approximately USD 2830.67/MT based on assessed Ex-Tokyo transactional.
- Polycarbonate Spot Price remained range-bound as elevated inventories and steady exports limited upward pressure overall.
- Polycarbonate Price Forecast shows modest upside risk given seasonal restocking and controlled producer allocation volumes.
- Polycarbonate Production Cost Trend stayed muted as Bisphenol A and crude exhibited only limited pass-through.
- Polycarbonate Demand Outlook indicates recovery driven by automotive and electronics restocking before autumn production ramps.
- Polycarbonate Price Index stability reflected steady operating rates and disciplined inventory releases from major producers.
- Periodic logistics delays and higher freight supported offers, lifting Polycarbonate Spot Price and landed competitiveness.
Why did the price of Polycarbonate change in September 2025 in APAC?
- Resumed exports and completed maintenance increased availability, creating mild downward pressure on Polycarbonate Price Index.
- Stable Bisphenol A and crude fluctuations limited cost pass-through, keeping Polycarbonate Production Cost Trend muted.
- Cautious downstream procurement during seasonal slowdowns softened demand, while logistics improvements restored shipment flows swiftly.
Europe
- In Germany, the Polycarbonate Price Index fell by 0.94% quarter-over-quarter, reflecting weak automotive electronics demand.
- The average Polycarbonate price for the quarter was approximately USD 1993.67/MT, reflecting steady feedstock balances.
- Polycarbonate Spot Price remained range bound as inventories and steady output constrained upward Price Index momentum.
- Polycarbonate Production Cost Trend showed limited volatility as bisphenol A and energy costs held steady.
- Polycarbonate Demand Outlook remains subdued for automotive and electronics, keeping the Price Index under pressure.
- Polycarbonate Price Forecast implies muted near-term upside without inventory drawdown or unexpected production outages regionally.
- Elevated distributor stocks and weak export demand pressured the Polycarbonate Price Index despite producer output.
- Major producer operations were uninterrupted, keeping production and limiting Polycarbonate Spot Price volatility in September.
Why did the price of Polycarbonate change in September 2025 in Europe?
- Demand pulls softened across automotive and electronics, reducing spot offtakes and pressuring domestic Price Index.
- Ample inventories and steady imports-maintained supply abundance, limiting upward movement despite localized logistical constraints.
- Stable feedstock and energy costs limited production cost pressure, so demand weakness drove Price Index.
MEA
- In Saudi Arabia, the Polycarbonate Price Index fell by 4.77% quarter-over-quarter, pressured by oversupply regionally.
- The average Polycarbonate price for the quarter was approximately USD 1529.33/MT, FOB Jeddah, reflecting spot activity.
- Polycarbonate Spot Price movements remained muted as producers maintained competitive offers amid steady operating rates.
- Polycarbonate Price Forecast indicates modest recovery potential driven by seasonal downstream restocking and feedstock upticks.
- Polycarbonate Production Cost Trend remained neutral as bisphenol A and energy prices provided limited cost-push support.
- Polycarbonate Demand Outlook points to improvement from construction and automotive, though seasonal lull constrained offtake.
- Polycarbonate Price Index reflected regional inventory accumulation while NEOM and mega-project draws provided occasional upward pressure.
- Export inquiries remained limited as Red Sea detours and seasonal buying reduced Polycarbonate buyer urgency.
Why did the price of Polycarbonate change in September 2025 in MEA?
- Steady domestic production and uninterrupted feedstock supply limited cost-push, keeping prices stable during September 2025
- Weak regional export demand and soft downstream orders pressured sellers to offer discounts during the month.
- Moderate inventory accumulation and cautious buyer behavior limited spot activity, extending downward Price Index momentum.
South America
- In Brazil, the Polycarbonate Price Index fell by 1.63% quarter-over-quarter, reflecting subdued demand and inventories.
- The average Polycarbonate price for the quarter was approximately USD 1891.33/MT, per CFR Santos assessments.
- Polycarbonate Spot Price remained pressured by abundant imports, stable feedstock costs, and cautious converter purchasing.
- Polycarbonate Price Forecast shows modest upside risk later in Q4 as inventories gradually normalize seasonally.
- Polycarbonate Production Cost Trend remained muted as BPA and phenol prices held steady, limiting cost-push.
- Polycarbonate Demand Outlook stays soft from automotive weakness; electronics and medical applications provide steady offtake.
- Polycarbonate Price Index remained steady as freight and currency pressures were offset by imported offers.
- High inventories and steady import volumes constrained domestic Polycarbonate Spot Price and limited short-term upside.
Why did the price of Polycarbonate change in September 2025 in South America?
- Ample import arrivals and steady domestic output increased supply, pressuring spot availability and sellers' flexibility.
- Subdued automotive demand and cautious procurement reduced offtake, counterbalancing upstream freight and energy cost pressures.
- Logistics remained functional with minor route risks; currency moves, and tariff stability contained landed costs.
