Epoxy resin prices remained stable across major global markets in February 2025, driven by demand patterns and fluctuating feedstock prices. Despite various regional challenges, including supply chain disruptions and economic uncertainties, epoxy resin markets exhibited resilience, supported by ample inventory levels and steady production costs.

In the United States, epoxy resin prices remained unchanged, reflecting stable production costs and sufficient inventory levels. Severe winter weather, including snowstorms and freezing temperatures, disrupted petrochemical operations, particularly in the U.S. Gulf Coast. However, stable feedstock prices, especially for Bisphenol A and Epichlorohydrin, helped mitigate cost fluctuations.

Demand for epoxy resin remained moderate, primarily influenced by the sluggish construction sector, which faced rising borrowing costs and persistent inflationary pressures. The Consumer Price Index increased year-over-year in January, creating uncertainty regarding the Federal Reserve’s monetary policy. Despite economic constraints, the U.S. labor market showed resilience, adding 143,000 jobs in January, keeping unemployment steady at 4.0%, offering some resilience.

In Europe, epoxy resin prices followed a stable trend in February 2025, supported by steady production costs and ample inventories. However, logistical bottlenecks and rising input costs presented challenges for the market. Extended delivery lead times and increasing inflationary pressures contributed to higher energy and raw material expenses. Despite these headwinds, stable feedstock prices helped prevent major price fluctuations.

On the demand front, epoxy resin consumption remained weak as the European construction sector continued its downturn. Although the Eurozone construction indexes showed slight improvement in January, new orders declined sharply, leading to job losses and reduced purchasing activity. High material costs, soaring inflation, and elevated interest rates further weighed on market sentiment, pushing several major construction firms into insolvency.

In China, epoxy resin prices remained stable in the first half of February, supported by high inventory levels and subdued demand. The weak performance of China’s construction sector led to lower epoxy resin orders, while additional pressure came from U.S. tariffs on Chinese goods, causing overseas buyers to seek alternative sources. Despite these challenges, epoxy resin supply remained ample, preventing major price fluctuations.

However, severe congestion at major Chinese ports, including the Yangtze River and Pearl River Delta, created supply chain disruptions. Shanghai Port, in particular, recorded vessel delays of up to two days, affecting the movement of raw materials and finished goods. Although stable feedstock prices, especially for Bisphenol A and Epichlorohydrin, helped minimize cost pressures, prolonged logistical inefficiencies could pose risks to future epoxy resin supply chains.

On the demand side, epoxy resin consumption in China remained sluggish, mainly due to a prolonged downturn in the real estate sector. In January, China’s housing market continued to decline, exacerbating the slowdown in construction activities. The weak real estate market negatively impacted epoxy resin demand, forcing suppliers to maintain stable pricing strategies amid reduced downstream consumption. With no immediate recovery in sight for the construction sector and ongoing trade uncertainties, epoxy resin demand in China is expected to remain under pressure, keeping prices largely stable in the near term.