For the Quarter Ending December 2025
APAC
• In India, the Polyvinylidene Fluoride Price Index fell by 9.49% quarter-over-quarter, reflecting softer import offers.
• The average Polyvinylidene Fluoride price for the quarter was approximately USD 9323.10/MT, influenced by imports.
• Polyvinylidene Fluoride Spot Price softened as Chinese, Korean offers increased, aided by lower freight rates.
• Polyvinylidene Fluoride Production Cost Trend remained stable with fluorspar and HF feedstock prices largely unchanged.
• Polyvinylidene Fluoride Demand Outlook stays constructive long-term driven by lithium-ion battery growth despite near-term caution.
• The Polyvinylidene Fluoride Price Forecast suggests moderate volatility with gradual recovery potential as inventories digest.
• Polyvinylidene Fluoride Price Index movements were tempered by inventory builds at ports, cautious distributor restocking.
• Inventory accumulation at ports, warehouses pressured spot markets, curbing rebound potential despite steady downstream demand.
Why did the price of Polyvinylidene Fluoride change in December 2025 in APAC?
• Higher imports from China and South Korea increased availability, exerting downward pressure on CFR assessments.
• Rupee depreciation versus the US dollar amplified landed costs, constraining rupee price cuts, limiting downside.
• Stable freight and improved container availability supported imports, enabling inventory rebuilding and pressuring spot quotations.
North America
• In North America, the Polyvinylidene Fluoride Price Index remained under mild pressure during the quarter ending December 2025, influenced by increased import availability and moderate downstream demand.
• Polyvinylidene Fluoride Spot Price softened as shipments from Asian producers arrived, and inventories at major Gulf Coast and East Coast ports expanded.
• The Polyvinylidene Fluoride Price Forecast suggests modest near-term volatility, with gradual recovery potential as distributors work through existing inventory levels.
• The Polyvinylidene Fluoride Production Cost Trend remained stable, supported by steady fluorspar and HF feedstock prices.
• The Polyvinylidene Fluoride Demand Outlook remains constructive long-term, driven by lithium-ion battery production, specialty coatings, and industrial applications, though near-term buying remained cautious.
• Inventory accumulation at warehouses and port facilities moderated immediate spot-market activity, curbing short-term upward Price Index movements.
• Logistics normalization, including stable container availability and inland transportation, supported smooth import flows and limited delivery-related volatility.
Why did the price of Polyvinylidene Fluoride change in December 2025 in North America?
• Higher imports from Asia increased availability, softening spot market pressures.
• Stable feedstock supply and HF contract pricing kept production costs under control, limiting upward pricing pressure.
• Distributor caution and year-end inventory management tempered aggressive purchasing, keeping Price Index movement contained.
Europe
• In Europe, the Polyvinylidene Fluoride Price Index softened slightly during Q4 2025, reflecting higher import availability and cautious downstream procurement.
• Polyvinylidene Fluoride Spot Price eased as Asian imports arrived across major ports, while distributors balanced warehouse stocks against steady industrial demand.
• The Polyvinylidene Fluoride Price Forecast indicates limited near-term volatility, with gradual stabilization expected as inventories are absorbed.
• The Polyvinylidene Fluoride Production Cost Trend remained stable, supported by steady fluorspar and HF feedstock availability across European production hubs.
• The Polyvinylidene Fluoride Demand Outlook remains positive, anchored by growth in lithium-ion battery manufacturing, specialty coatings, and industrial applications, though year-end caution moderated immediate offtake.
• Distributor and port inventories limited short-term Price Index gains, keeping the market largely range-bound.
• Smooth logistics, including pipeline supply and container movements, helped maintain steady FOB availability and minimized volatility.
Why did the price of Polyvinylidene Fluoride change in December 2025 in Europe?
• Increased imports from Asia improved supply availability, putting mild downward pressure on the Price Index.
• Stable feedstock costs and predictable production operations limited upward cost-driven pressure.
• Distributors managed inventories conservatively ahead of the year-end period, reducing urgency for spot purchases.
For the Quarter Ending September 2025
APAC
• In India, the Polyvinylidene Fluoride Price Index fell by 4.4% quarter-over-quarter, reflecting imports and stable feedstock
• The average Polyvinylidene Fluoride price for the quarter was approximately USD 10300.50/MT, reflecting import-weighted landed costs.
• Polyvinylidene Fluoride Spot Price movements remained muted despite tightening Chinese export offers and steady freight conditions.
• Polyvinylidene Fluoride Price Forecast indicates modest gains from September driven by seasonal demand and import re-pricing.
• Polyvinylidene Fluoride Production Cost Trend was anchored by stable VDF and fluorspar inputs, limiting volatility.
• Polyvinylidene Fluoride Demand Outlook remains constructive from EV battery and coatings sectors, offsetting construction softness.
• Polyvinylidene Fluoride Price Index stability reflected comfortable inventories, timely imports and moderate export demand patterns.
• Domestic capacity constraints and selective Chinese allocations supported CFR offers, pressuring landed availability during tight windows.
• Traders adopted cautious procurement, balancing festival season restocking against adequate import inventories and cost uncertainty.
Why did the price of Polyvinylidene Fluoride change in September 2025 in APAC?
• Improved Chinese export offers increased import availability, tempering domestic Price Index despite robust downstream battery demand.
• Stable VDF and fluorspar costs limited upstream cost-push, constraining significant Polyvinylidene Fluoride spot price escalation.
• Timely shipments, steady freight, and adequate port operations eased logistical premiums, supporting moderated CFR India offers.
USA
• In the United States, the Polyvinylidene Fluoride (PVDF) Price Index fell quarter-over-quarter, reflecting subdued industrial activity and stable upstream costs.
• The average PVDF price for the quarter reflected balanced import volumes and consistent downstream procurement in the battery and coatings sectors.
• PVDF Spot Price weakened slightly mid-quarter due to competitive import offers and cautious domestic purchasing sentiment.
• PVDF Production Cost Trend remained stable as fluorspar and VDF feedstock prices held steady, keeping producer margins consistent.
• PVDF Demand Outlook stayed firm from EV batteries and specialty coatings, while construction-related demand moderated.
• PVDF Price Forecast indicates mild stabilization into Q4 2025, driven by restocking from battery manufacturers and controlled supply.
• Producers maintained disciplined operations, adjusting throughput in response to moderate buying activity.
• Import availability and freight normalization helped prevent supply bottlenecks, supporting smooth distribution across regional hubs.
Why did the price of Polyvinylidene Fluoride change in September 2025 in the USA?
• Stable feedstock costs and cautious downstream buying led to mild softening in domestic PVDF pricing.
Europe
• In Germany, the Polyvinylidene Fluoride (PVDF) Price Index declined quarter-over-quarter, reflecting steady imports and soft industrial consumption.
• The average PVDF price for the quarter represented consistent landed costs amid subdued end-use demand in coatings and construction.
• PVDF Spot Price remained under mild pressure as distributors managed high inventories and awaited stronger Q4 restocking signals.
• PVDF Production Cost Trend was largely unchanged, with steady fluorspar and VDF input prices across European producers.
• PVDF Demand Outlook remained positive from EV battery applications but limited by weaker construction and consumer goods output.
• PVDF Price Forecast signals a stable near-term trend, supported by modest restocking and balanced supply conditions.
• Regional manufacturers optimized output, aligning production with steady demand from energy storage and industrial coating sectors.
• Freight normalization and consistent imports limited volatility, maintaining smooth market operations across EU markets.
Why did the price of Polyvinylidene Fluoride change in September 2025 in Europe?
• Softer industrial demand and steady import availability kept European PVDF prices on a slightly weaker trajectory.
For the Quarter Ending June 2025
North America
• The Polyvinylidene Fluoride (PVDF) Price Index in the USA remained mostly stable in Q2 2025 after softening in Q2, as downstream demand showed moderate recovery.
• The price held steady due to a cautious resurgence in EV battery manufacturing and a rebound in specialty chemical sectors, while oversupply concerns receded.
• The Polyvinylidene Fluoride (PVDF) Production Cost Trend showed marginal improvement, supported by easing VDF feedstock prices and normalized energy costs in key production hubs.
• The Polyvinylidene Fluoride (PVDF) Demand Outlook was mixed, with growth in coatings and energy storage partially offset by delayed automotive production schedules.
• The Polyvinylidene Fluoride (PVDF) Price Forecast suggests potential modest price appreciation in Q3 2025 as demand from clean energy and aerospace sectors accelerates.
Europe
• The Polyvinylidene Fluoride (PVDF) Price Index in Europe showed slight upward movement in Q2 2025, following tighter supply conditions and increased regulatory support for energy transition materials.
• The price increased due to limited availability from domestic producers, rising demand from lithium-ion battery production, and reduced imports from Asia.
• The Polyvinylidene Fluoride (PVDF) Production Cost Trend moved upward marginally due to elevated electricity prices and stricter environmental compliance costs.
• The Polyvinylidene Fluoride (PVDF) Demand Outlook improved, with strong offtake from EV and solar panel manufacturers across Germany, France, and Scandinavia.
• The Polyvinylidene Fluoride (PVDF) Price Forecast remains bullish for Q3 2025, driven by demand-side pressure and tightening supply from global producers.
APAC
• The Polyvinylidene Fluoride (PVDF) Price Index in India remained stable in Q2 2025, following a sharp decline earlier in the year.
• The price remained stable due to a balance between strong demand and increased import availability, especially from China following tariff relaxations.
• The Polyvinylidene Fluoride (PVDF) Production Cost Trend stayed neutral, with steady international VDF feedstock prices and efficient freight logistics.
• The Polyvinylidene Fluoride (PVDF) Demand Outlook was robust, supported by expansion in EV battery production, water filtration membranes, and industrial coatings.
• The Polyvinylidene Fluoride (PVDF) Price Forecast suggests steady to firm pricing into Q3 2025, contingent on future changes in Chinese export volumes and domestic production scale-up.
For the Quarter Ending March 2025
North America
In Q1 2025, the PVDF price trend in North America displayed bullish dynamics. At the start of the quarter, prices showed a slight upward movement due to strong demand from key sectors, including automotive and construction.
The demand for PVDF in the automotive sector, particularly for electric vehicles (EVs) and battery components like lithium-ion separators, remained robust. Additionally, the growth in construction activities, driven by government infrastructure projects, supported the need for durable PVDF materials in roofing, facades, and coatings. However, in mid-quarter, PVDF prices showed signs of stabilization, reflecting a balance between supply and demand.
Despite continued high demand, production costs were influenced by fluctuations in raw material prices, especially feedstocks used in PVDF production. By the end of March, prices faced slight downward pressure, primarily due to uncertainties in global trade and a decrease in export activity, exacerbated by inflationary pressures and rising input costs. While demand remained steady, especially in automotive applications, geopolitical concerns and logistical challenges dampened the potential for significant price increases.
APAC
In Q1 2025, the PVDF price trend in the APAC region experienced northward trend, primarily driven by changes in raw material availability and demand dynamics. Early in the quarter, PVDF prices surged by 12.6%, due to increased production costs stemming from tighter Ethylene availability, heightened demand from EVA manufacturers in China ahead of the Spring Festival, and a decline in both imports and exports to India. This price increase was further supported by growing demand from India’s automotive and construction sectors. However, in mid-quarter, prices stabilized with only a slight decrease of 0.4%. Despite a slowdown in exports from China, India maintained strong trade relations with China, particularly in PVDF supply. By March, prices saw a 2.1% drop, influenced by ongoing trade tensions with the U.S. and a slowdown in PVDF demand in some sectors. Nevertheless, the automotive industry, particularly the rise in electric vehicles (EVs), and robust growth in India’s construction sector continued to support PVDF demand, keeping the market relatively stable despite geopolitical challenges.
Europe
In Q1 2025, the PVDF price trend in Europe experienced moderate volatility, with prices initially rising due to increased demand from industries like automotive and construction. The shift towards electric vehicles (EVs) and the corresponding demand for PVDF in battery components drove the initial surge in prices. The construction sector also saw continued growth, bolstered by investments in infrastructure and the need for durable materials, which further fueled demand for PVDF in coatings and insulation applications. However, by mid-quarter, PVDF prices began to stabilize as production costs increased due to rising prices for key raw materials, and there were signs of supply chain bottlenecks in certain regions. Despite this, the European market showed resilience with steady demand for PVDF across multiple sectors. By March 2025, prices experienced a slight decline due to geopolitical uncertainties, particularly in relation to trade tensions and the imposition of tariffs. Nevertheless, the ongoing strength in EV manufacturing and infrastructure projects ensured that PVDF demand remained relatively high, preventing any significant downturn in prices.
