For the Quarter Ending December 2025
North America
• In the United States, the Allyl Chloride Price Index recorded a moderate quarter-over-quarter increase during Q4 2025, supported by firm feedstock costs and steady contractual demand.
• Allyl Chloride Spot Price showed limited softening in December as year-end destocking offset earlier supply tightness seen in October and November.
• Allyl Chloride Price Forecast suggests near-term stability, with pricing expected to track propylene movements and logistics costs into early 2026.
• Allyl Chloride Production Cost Trend remained elevated, driven by firm US propylene values and stable energy costs.
• Allyl Chloride Demand Outlook stayed steady, supported by downstream epichlorohydrin and resin applications, while agrochemical demand slowed seasonally.
• Contract-driven sales dominated the quarter, reducing spot market volatility and keeping the Allyl Chloride Price Index relatively stable.
• Adequate producer inventories and reliable domestic logistics limited sharp price swings toward the end of the quarter.
Why did the price of Allyl Chloride change in December 2025 in North America?
• Slight easing in propylene spot prices reduced marginal production costs, preventing further price increases.
• Year-end inventory adjustments by buyers led to softer spot demand in December.
• Stable downstream offtake and sufficient supply availability helped maintain price stability rather than a sharp correction.
APAC
• In India, the Allyl Chloride Price Index rose by 21.468% quarter-over-quarter, reflecting tightening supply conditions.
• The average Allyl Chloride price for the quarter was approximately USD 1543.20/MT reported by survey participants.
• Allyl Chloride Spot Price eased modestly in December as Asian propylene softening reduced import cost pressures.
• Allyl Chloride Price Forecast indicates short-term sideways movement, contingent on propylene and freight cost developments.
• Allyl Chloride Production Cost Trend softened as Asian propylene eased, offset by hazardous freight surcharges.
• Allyl Chloride Demand Outlook remains mixed; pharmaceuticals and resins support volumes, while agrochemical purchases subdued.
• Export enquiries influenced the Allyl Chloride Price Index as Southeast Asian buyers rebuilt depleted inventories.
• Domestic terminals reported adequate stocks, limiting seller leverage and keeping Allyl Chloride Price Index restrained.
Why did the price of Allyl Chloride change in December 2025 in APAC?
• Propylene spot easing reduced feedstock costs, offset by high hazardous freight charges increasing import expenses.
• Normalized port operations restored import flows, improving availability and reducing upward pressure on domestic prices.
• Balanced downstream demand from epichlorohydrin and pharmaceuticals kept off-take steady, preventing steeper Allyl Chloride declines.
Europe
• In Europe, the Allyl Chloride Price Index increased marginally quarter-over-quarter in Q4 2025, reflecting persistent cost-side pressure despite weak macroeconomic conditions.
• Allyl Chloride Spot Price remained largely stable in December, as reduced industrial activity offset high production costs.
• Allyl Chloride Price Forecast points to a cautious outlook, with prices expected to remain rangebound amid uncertain demand recovery.
• Allyl Chloride Production Cost Trend stayed firm due to elevated energy prices, environmental compliance costs, and limited regional feedstock flexibility.
• Allyl Chloride Demand Outlook remained subdued, with modest demand from resins and pharmaceuticals failing to offset weaker agrochemical and industrial consumption.
• Import availability from Asia improved toward the end of the quarter, preventing aggressive price increases by regional producers.
• Sellers maintained disciplined supply management, keeping the Allyl Chloride Price Index supported despite soft demand.
Why did the price of Allyl Chloride change in December 2025 in Europe?
• High energy and operating costs continued to underpin prices, limiting downside movement.
• Weak downstream industrial demand capped sellers’ ability to push through further increases.
• Improved import flows and cautious buying behavior kept the market balanced during December.
Quarter Ending September 2025
North America
• The Price Index for Allyl Chloride in North America remained broadly stable throughout Q3 2025.
• Prices were supported by balanced supply-demand fundamentals and consistent operating rates among Gulf Coast producers.
• The Production Cost Trend remained stable during Q3, with feedstock propylene prices showing only moderate increases.
• Most producers managed to absorb cost escalations without significant impact on final pricing.
• The Demand Outlook for Q4 2025 is cautiously optimistic. While demand from epoxy resin and adhesive manufacturers is expected to remain steady, growth in pharmaceutical intermediates and coatings may offer mild support to consumption levels
Why did the price of Allyl Chloride change in September 2025 in North America?
• In September 2025, Allyl Chloride prices decreased slightly, driven by softened demand outlook from epoxy resin and pharmaceutical sectors.
• Despite steady production, cautious procurement and high inventory levels led to minor downward pressure on Spot Prices.
APAC
• In India, the Allyl Chloride Price Index rose by 9.95% quarter-over-quarter, due to logistics tightness.
• The average Allyl Chloride price for the quarter was approximately USD 1270.46/MT amid sustained restocking.
• Allyl Chloride Spot Price strengthened as import curbs and precautionary buying reduced coastal inventories sharply.
• Allyl Chloride Production Cost Trend increased following propylene inflation and higher energy costs, reducing margins.
• Allyl Chloride Demand Outlook remains positive with strong offtake from resins, pharmaceuticals, and agrochemical sectors.
• Allyl Chloride Price Forecast indicates moderate volatility with upticks driven by exports and maintenance disruptions.
• Allyl Chloride Price Index reflected tightening as producer output and export commitments limited spot supply.
• Inventory and export demand constrained domestic availability, amplifying spot premiums and prompting forward purchasing strategies.
Why did the price of Allyl Chloride change in September 2025 in APAC?
• Japanese maintenance and precautionary restocking cut imports, creating short-term supply shortfalls and logistical tightness nationwide.
• Robust downstream offtake from resins, pharmaceuticals, and agrochemicals accelerated consumption, depleting inventories across terminals rapidly.
• Feedstock propylene inflation, higher energy and freight costs raised production costs, underpinning domestic price increases.
Europe
• The Price Index for Allyl Chloride in Europe rose by approximately 1.2% during Q3 2025. This uptick reversed prior-quarter declines and was supported by supply rationalization and improved downstream activity, particularly in resins and specialty chemicals.
• Prices reflected improved market sentiment and balanced supply-demand dynamics.
• The Production Cost Trend remained stable throughout Q3, supported by consistent feedstock availability, particularly propylene and manageable energy costs.
• European producers-maintained output levels, but supply adjustments helped support pricing.
• The Demand Outlook for Q4 2025 is cautiously optimistic. Growth in epoxy resin, pharmaceuticals, and adhesives is expected to sustain consumption, while seasonal restocking and infrastructure activity may further support demand.
• The Price Forecast for Q4 suggests a flat-to-slightly-increasing trend, contingent on feedstock pricing, inventory levels, and demand from construction and industrial sectors.
• Market participants anticipate stable pricing unless disrupted by logistics or regulatory shifts.
Why did the price of Allyl Chloride change in September 2025 in Europe?
• In September 2025, Allyl Chloride prices increased modestly due to tightening inventories, stable production cost trend, and renewed demand outlook from epoxy resin producers.
• European buyers responded to reduced spot availability and firmed up procurement, pushing Spot Prices slightly higher.
For the Quarter Ending June 2025
North America
• The Price Index for Allyl Chloride remained broadly stable through Q2 2025, driven by steady domestic production and cautious but persistent demand across downstream resin and pharmaceutical applications.
• Feedstock propylene costs increased moderately in June, adding mild upward pressure to the Allyl Chloride Production Cost Trend, although most producers managed to pass on limited cost escalations.
• Supply-side conditions remained balanced, with U.S. Gulf Coast producers maintaining normal operating rates; no major plant outages were reported across the region.
• On the demand front, consumption in epoxy resin and polymer intermediates stayed firm, particularly within the packaging and coatings segments.
• The Allyl Chloride Demand Outlook for Q3 appears cautiously optimistic, with expectations of seasonal restocking and mild consumption growth in adhesives and sealants markets.
Why did the Allyl Chloride price change in July 2025 in North America?
The Price Index for Allyl Chloride in July 2025 increased, primarily due to persistent feedstock inflation and tight container availability in the Gulf region, which elevated freight-related input costs and supported marginal spot price gains.
Asia
• The Price Index for Allyl Chloride in Asia saw a moderate increase in Q2 2025, especially in India and China, as downstream demand improved and logistical constraints tightened regional availability.
• In India, June prices rose by 1.5% on a CFR JNPT basis, supported by precautionary restocking and strong procurement from intermediate goods manufacturers.
• Feedstock propylene prices surged 11%, significantly impacting the Allyl Chloride Production Cost Trend and prompting several producers to revise offers upward.
• In China, operational issues at inland production sites, combined with high freight costs and warm weather-related shipping delays, added to pricing firmness.
• The Allyl Chloride Demand Outlook across Asia remained firm, underpinned by rising output in resins, epoxy chains, and pharmaceutical intermediates.
Why did the Allyl Chloride price change in July 2025 in Asia?
The Price Index increased by 2.0% in July 2025 across major Asian markets, driven by continued upstream cost inflation, restricted container availability, and elevated restocking needs ahead of anticipated port strikes and monsoon disruptions.
Europe
• The Price Index for Allyl Chloride in Europe showed mild recovery in Q2 2025, reversing prior-quarter declines amid supply rationalization and increased demand from coatings and adhesives segments.
• Western European producers strategically limited output due to energy input concerns and volatile feedstock economics, tightening available spot supply and influencing the Allyl Chloride Production Cost Trend.
• Import volumes from Asia declined slightly due to high freight costs and shipping delays, supporting localized pricing resilience.
• The Allyl Chloride Demand Outlook across Europe showed improvement, led by expanding downstream manufacturing in Germany, the Netherlands, and Italy.
• Regulatory adjustments related to VOC (Volatile Organic Compounds) thresholds also contributed to formulation shifts that favored Allyl Chloride-based compounds.
Why did the Allyl Chloride price change in July 2025 in Europe?
The Price Index rose by 0.8% in July 2025, largely because of lower import inflows, seasonal restocking pressure, and stronger demand from adhesives and sealants manufacturers during peak construction activity.
For the Quarter Ending March 2025
North America
In Q1 2025, Allyl Chloride prices in North America displayed a moderately firm trend, influenced by balanced market fundamentals and steady downstream demand. Prices held within a narrow range over the quarter, underpinned by stable production rates and consistent offtake from key sectors including resins, plastics, and agrochemicals.
During January and February, market participants observed slight upward pricing pressure due to increased consumption in epoxy resin production, particularly in response to improving construction activity and infrastructure investments in the U.S. However, logistical challenges, such as weather-related delays in Gulf Coast regions, occasionally disrupted supply flows, contributing to modest price fluctuations.
By March, prices steadied as supply normalized, and downstream demand remained relatively stable. Inventories across major terminals stayed sufficient, and no major turnarounds were reported at regional production facilities. Demand from pharmaceuticals and agrochemical manufacturers offered a supportive base, though no significant spikes in consumption were recorded. Overall, Allyl Chloride prices in North America closed Q1 2025 on a stable note, supported by steady end-use sector activity and efficient supply chain operations.
Asia
Allyl Chloride prices in the Asian region exhibited a marginal quarterly increase in Q1 2025, reflecting an overall stable market environment shaped by mixed monthly dynamics. January and February experienced upward momentum, supported by consistent supply, stable imports, and firm demand from the epoxy resin sector amid ongoing infrastructure activity in India. Notably, positive sentiment in construction and increased manufacturing output helped lift Allyl Chloride consumption, leading to cumulative price gains of 1.5% in February and modest strength in January. However, March saw a reversal in trend, with prices declining by 2.5% due to weak downstream demand from the resin, agrochemical, and pharmaceutical industries. High inventory levels and ample import availability especially from China and South Korea pressured the market further. Buyers adopted a cautious approach, holding back on spot purchases in anticipation of additional price corrections. Despite the March downturn, the overall quarterly trajectory remained stable. Market fundamentals suggest that unless downstream demand revives significantly, pricing may stay subdued moving into Q2 2025.
Europe
Allyl Chloride prices in Europe remained broadly stable with a slight upward bias throughout Q1 2025, reflecting a balanced interplay of supply-side resilience and steady end-user demand. Market sentiment was largely shaped by the region’s consistent industrial activity, particularly in the production of resins and agrochemical intermediates. In January and February, pricing was supported by moderate demand from downstream resin and pharmaceutical industries. Production units across Western Europe operated without major disruptions, while upstream feedstock availability, particularly propylene and chlorine remained sufficient despite minor logistical bottlenecks due to winter weather. By March, prices showed slight firming amid tightening spot availability as some suppliers adjusted operating rates in response to maintenance schedules and elevated utility costs. However, the market was cushioned by healthy inventories built earlier in the quarter. Demand dynamics remained relatively firm, led by specialty chemical applications and the coatings sector. Overall, Allyl Chloride prices in Europe registered a modest upward trend in Q1 2025, driven by stable production, strategic stockpiling, and consistent demand from key downstream sectors, particularly in Germany, and France region.
