For the Quarter Ending December 2025
North America
• The Polyethersulfone Price Index in North America trended moderately higher in Q4 2025, supported by consistent offtake from high-value downstream sectors such as medical devices, automotive components, and electronics which maintained procurement activity despite broader economic caution. North America holds a significant share of the global market due to strong industrial demand and innovation in high-performance polymers.
• The Polyethersulfone Spot Price remained firm into late 2025, underpinned by sustained requirement for PESU in filtration membranes (medical and water treatment), heat-resistant automotive parts, and high-performance electrical components. Manufacturers adopted disciplined pricing as inventories were managed tightly across distribution channels.
• Key downstream uses of Polyethersulfone in North America included medical devices and diagnostic equipment (notably dialysis membranes, housings, and surgical components), automotive and aerospace structural parts, advanced electronics and electrical connectors, and filtration systems for water and industrial fluid purification — sectors that rely on PESU’s high thermal, chemical, and mechanical performance.
• The Polyethersulfone Production Cost Trend showed upward pressure on cost bases through most of Q4 2025, due to increased energy and compliance costs associated with North American manufacturing, along with feedstock volatility for precursor monomers, which constrained producer flexibility on pricing.
• The Polyethersulfone Demand Outlook for the region remained positive, driven by sustained growth in medical and healthcare applications, rising electronics production linked to EVs and aerospace innovations, and expanding use in filtration and water treatment infrastructure.
• By December, the Polyethersulfone Price Index in North America showed mild firming, as year-end restocking by healthcare and electronics manufacturers combined with limited supply availability prevented significant price declines.
Why did the price of Polyethersulfone change in December 2025 in North America?
• Year-end inventory replenishment by medical device producers and advanced electronics OEMs boosted near-term demand, supporting the Polyethersulfone Price Index and the Spot Price toward year-end.
• Elevated production cost pressures — including higher energy costs and feedstock volatility — limited producers’ incentives to discount heavily, thereby contributing to maintained or slightly higher prices in December.
• Strong baseline demand from high-performance applications in automotive, aerospace, and filtration sectors helped cushion pricing against broader industrial softness, resulting in stable to upward Price Index movement.
APAC
• In China, the Polyethersulfone Price Index fell by 6.07% quarter-over-quarter, reflecting supply-led year-end destocking pressure.
• The average Polyethersulfone price for the quarter was approximately USD 10580.00/MT reported across CFR Shanghai.
• Polyethersulfone Spot Price remained soft in December as import arrivals increased, prompting downward trader offers.
• Polyethersulfone Price Forecast indicates modest recovery post-holidays as converters rebuild stocks and demand normalizes gradually.
• Polyethersulfone Production Cost Trend showed limited upward pressure from marginal Bisphenol A increases this month.
• Polyethersulfone Demand Outlook remains steady, driven by municipal water projects and expanding medical device consumption.
• Polyethersulfone Price Index volatility moderated as freight and currency impacts were offset by bonded-warehouse inventories.
• Export demand remained limited while domestic producers operated steadily, mitigating import dependency and price weakness.
Why did the price of Polyethersulfone change in December 2025 in APAC?
• Increased fourth-quarter import arrivals eased tightness, allowing traders to reduce offers and press prices downward.
• Marginal Bisphenol A cost rises provided insufficient feedstock pressure to offset import-driven surplus this month.
• Year-end buyer destocking and cautious procurement reduced spot uptake, maintaining downward pressure on CFR Shanghai.
Europe
• The Polyethersulfone Price Index in Europe showed a mild upward trend through Q4 2025, supported by firm demand in filtration, medical devices, and advanced engineering applications that helped offset broader industrial softness in some sectors. Robust specialty segment consumption helped maintain pricing resilience.
• The Polyethersulfone Spot Price remained stable to slightly higher, reflecting steady offtake for high-performance membranes used in water treatment and healthcare, as well as sustained procurement by automotive and aerospace parts manufacturers.
• Key downstream uses of Polyethersulfone in Europe included filtration membranes for water and wastewater treatment systems, medical and biopharmaceutical devices (e.g., dialyzers and sterile housings), automotive components requiring thermal/chemical resistance, aerospace structural parts, electronics and electrical connectors, and industrial engineering applications like pumps and valves, underscoring the polymer’s broad high-performance utility.
• The Polyethersulfone Production Cost Trend showed elevated energy and compliance cost pressures, particularly due to higher electricity and industrial processing costs in some EU nations, which limited producers’ willingness to lower prices despite cautious downstream buying.
• The Polyethersulfone Demand Outlook in Europe remained positive overall, driven by solid healthcare infrastructure investment, ongoing water treatment modernization under EU environmental initiatives, and demand for lightweight materials in transportation sectors.
• By December, the Polyethersulfone Price Index strengthened modestly, as buyers engaged in year-end restocking for membrane production and medical device manufacturing, preventing significant price weakening.
Why did the price of Polyethersulfone change in December 2025 in Europe?
• Healthcare and water filtration restocking late in the quarter boosted demand, lifting the Polyethersulfone Price Index as producers and buyers secured material for early-year projects.
• Elevated production cost pressures, notably energy and compliance costs, constrained downward pricing moves and supported Spot Prices as 2025 closed.
• Stable to strong downstream demand in specialty segments such as medical devices, advanced membranes, and high-performance engineering plastics mitigated broader industrial softness and underpinned modest price gains in December.
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.
