For the Quarter Ending September 2025
North America
• In the USA, the Polyethersulfone (PES) demand witness steady incline QoQ in Q3 2025, driven by robust filtration and healthcare demand amid supply chain resilience.
• Polyethersulfone Spot Price remained firm amid strong membrane applications in water purification and medical devices.
• Polyethersulfone Spot Price strengthened as EPA regulations boosted high-performance material adoption, supporting Price Index gains.
• Forecast for Polyethersulfone Price Forecast remains positive amid innovations in lightweight composites and sustainable filtration.
• Production Cost Trend signals moderate feedstock volatility in the USA, offset by technological advancements and regional expansions.
• Demand Outlook shows robust pace; healthcare, water treatment, and aerospace sustain PES consumption alongside automotive applications.
• Market dynamics include EPA water quality mandates, U.S./Mexico industrial growth, and membrane tech enhancements bolstering Spot Price stability.
• Advancements in wastewater solutions and Q4 aerospace orders may propel Price Index gains.
• Regulatory complexities and competition from alternative high-performance polymers may temper broader Polyethersulfone Price Index upside.
Why did the price of Polyethersulfone change in September 2025 in North America?
• Supply remained stable with consistent domestic production and mitigated global chain disruptions.
• Cost pressures were contained due to balanced raw material inputs, supporting PES pricing firmness in Q3 2025.
• Demand dynamics shifted toward advanced filtration in healthcare and water sectors, elevating overall Polyethersulfone consumption in North America.
APAC
• In China, the Polyethersulfone Price Index rose by 8.64% quarter-over-quarter, driven by Indian import costs.
• The average Polyethersulfone price for the quarter was approximately USD 11263.33/MT in the Chinese market.
• Supply tightness elevated the Polyethersulfone Spot Price, reflecting constrained shipments and thinner inventories in China.
• Outlook scenarios are captured in the Polyethersulfone Price Forecast, indicating modest volatility into year end.
• Rising feedstock and freight pushed the Polyethersulfone Production Cost Trend upward, pressuring margins for converters.
• Moderate consumption constrained by weak retail growth limits the Polyethersulfone Demand Outlook and price rallies.
• Polyethersulfone Price Index movements were amplified by shipping delays and Indian manufacturers prioritizing export shipments.
• Inventories declined as converters deferred purchases, reducing available volumes and supporting Polyethersulfone Price Index resilience.
Why did the price of Polyethersulfone change in September 2025 in APAC?
• Import cost increases from India raised prices while domestic output could not offset shortages.
• Thinner inventories and shipping delays constrained supply availability, tightening immediate market balances for Chinese buyers.
• Moderate downstream demand and retail slowdown limited escalation despite supply-side pressures and logistical costs.
Europe
• In Europe, the Polyethersulfone (PES) demand witness steady incline in Q3 2025, supported by resilient filtration and medical demand despite chemical sector headwinds.
• Polyethersulfone Spot Price remained firm amid strong membrane needs in water treatment and healthcare applications.
• Polyethersulfone Spot Price strengthened as non-discretionary sector resilience offset broader economic softness, lifting Price Index readings.
• Forecast for Polyethersulfone Price Forecast remains cautiously positive amid EU supply chain initiatives and specialty innovation.
• Production Cost Trend signals elevated energy and compliance burdens in Europe, partially absorbed due to competitive pressures.
• Demand Outlook shows robust pace; water purification, medical devices, and automotive lightweighting sustain PES consumption alongside industrial separations.
• Market dynamics include EU Critical Chemicals Alliance focus, high-performance membrane advancements, and raw material chain risks impacting Spot Price.
• Wastewater project expansions and Q4 medical restocking may drive Price Index gains.
• High energy costs and competitive polymer alternatives may cap broader Polyethersulfone Price Index upside.
Why did the price of Polyethersulfone change in September 2025 in Europe?
• Supply remained stable with proactive raw material surveillance and no major disruptions.
• Cost pressures persisted from energy and regulatory expenses but were not fully passed on, contributing to modest price firming in Q3 2025.
• Demand dynamics proved resilient in filtration, healthcare, and automotive sectors, sustaining overall PES consumption in Europe.
