For the Quarter Ending December 2025
APAC
• In Japan, the Epichlorohydrin Rubber Price Index rose by 0.38% quarter-over-quarter, reflecting tight supply markets.
• The average Epichlorohydrin Rubber price for the quarter was approximately USD 5263.33/MT. reported figure. noted.
• Limited spot availability supported the Epichlorohydrin Rubber Spot Price despite modest upstream feedstock volatility pressures.
• Conservative producer offers maintained margins, informing the Epichlorohydrin Rubber Price Forecast for near-term stability expectations.
• Feedstock chlorine and propylene shifts influenced the Epichlorohydrin Rubber Production Cost Trend and elevated operating costs.
• Export demand from China and India underpinned the Epichlorohydrin Rubber Demand Outlook amid subdued automotive.
• Inventory draws and balanced producer stocks stabilized the Epichlorohydrin Rubber Price Index through the quarter.
• Logistics remained smooth, enabling timely shipments and limiting price disruptions for Epichlorohydrin Rubber spot markets.
Why did the price of Epichlorohydrin Rubber change in December 2025 in APAC?
• Tighter export competition from new Chinese units trimmed premiums, softly reducing Japanese price levels marginally.
• Stable Kawasaki operating rates and balanced inventories limited pass-through of modest feedstock cost increases however.
• Weak overseas inquiries and year-end automotive slowdowns reduced demand, causing marginal price retreat seasonally notably.
Europe
• In Europe, the Epichlorohydrin Rubber Price Index edged marginally higher quarter-over-quarter, supported by controlled supply and steady contract negotiations.
• Epichlorohydrin Rubber Spot Price remained firm, as limited merchant availability and cautious producer selling prevented downside movement.
• The Epichlorohydrin Rubber Price Forecast indicates near-term stability, with prices expected to remain supported by disciplined production and balanced inventories.
• The Epichlorohydrin Rubber Production Cost Trend stayed elevated, influenced by fluctuating chlorine costs and steady propylene feedstock pricing across the region.
• Epichlorohydrin Rubber Demand Outlook was mixed, with softer automotive demand offset by stable industrial sealing and specialty elastomer applications.
• The Epichlorohydrin Rubber Price Index was underpinned by low inventory levels, as producers prioritized long-term contracts over spot volumes.
• Normalized logistics and uninterrupted plant operations ensured supply continuity, limiting volatility in the European market.
Why did the price of Epichlorohydrin Rubber change in December 2025 in Europe?
• Tight spot availability limited price erosion despite weak automotive demand.
• Elevated chlorine-related production costs restricted producer discounting.
• Year-end destocking moderated buying activity, capping further upside.
North America
• In the USA, the Epichlorohydrin Rubber Price Index remained broadly stable quarter-over-quarter, reflecting a well-balanced supply-demand environment.
• Epichlorohydrin Rubber Spot Price moved within a narrow band, as domestic supply remained sufficient to meet routine demand.
• The Epichlorohydrin Rubber Price Forecast suggests steady pricing, with limited upside anticipated amid cautious downstream consumption.
• The Epichlorohydrin Rubber Production Cost Trend softened marginally, supported by stable propylene pricing and controlled utility costs.
• Epichlorohydrin Rubber Demand Outlook stayed subdued, as automotive and industrial OEMs maintained conservative procurement through year-end.
• The Epichlorohydrin Rubber Price Index reflected comfortable inventories, reducing urgency for spot replenishment in December.
• Stable plant operating rates and smooth logistics flows ensured uninterrupted availability across the US market.
Why did the price of Epichlorohydrin Rubber change in December 2025 in the USA?
• Adequate inventories reduced the need for aggressive spot buying.
• Soft downstream demand limited upward pricing momentum.
• Stable feedstock costs prevented significant production-side pressure.
For the Quarter Ending September 2025
APAC
• In Japan, the Epichlorohydrin Rubber Price Index fell by 1.3% quarter-over-quarter, reflecting ample supply however.
• The average Epichlorohydrin Rubber price for the quarter was approximately USD 5243.33/MT including FOB Tokyo quotations.
• Epichlorohydrin Rubber Spot Price remained pressured by subdued inquiries and elevated inventories Japanese export markets.
• Epichlorohydrin Rubber Price Forecast shows modest recovery potential into autumn supported by feedstock cost easing.
• Epichlorohydrin Rubber Production Cost Trend softened as epichlorohydrin feedstock prices eased after recent plant restarts.
• Epichlorohydrin Rubber Demand Outlook remains weak due to monsoon season, automotive inventories, and tariff-driven uncertainty.
• Epichlorohydrin Rubber Price Index volatility may increase with holiday logistics disruption and potential front-loading activity.
• Rising inventories and exporter withdrawal pressured offers, prompting discounts and destocking across regional markets incentives.
Why did the price of Epichlorohydrin Rubber change in September 2025 in APAC?
• Supply remained ample after brief feedstock restarts, limiting upside despite isolated plant maintenance disruptions pressure.
• Weak export demand from China and India, combined with monsoon-related procurement slowdowns, reduced spot buying.
• Lower feedstock cost trend offset margins, but logistics delays and tariffs maintained downward price pressure.
North America
• In the United States, the Epichlorohydrin Rubber Price Index rose quarter-over-quarter, supported by restocking and stable automotive demand.
• Epichlorohydrin Rubber Spot Price firmed in September as downstream procurement increased ahead of seasonal production cycles.
• Epichlorohydrin Rubber Price Forecast suggests a stable-to-firm outlook, with potential upside from infrastructure-linked automotive recovery.
• Epichlorohydrin Rubber Production Cost Trend remained steady, with feedstock epichlorohydrin prices stabilizing and energy costs easing slightly.
• Epichlorohydrin Rubber Demand Outlook was positive in automotive and industrial sealing applications, while coatings and adhesives showed mixed signals.
• The Epichlorohydrin Rubber Price Index reflected balanced supply and disciplined production, supporting margin recovery.
• Port logistics and inland freight delays added pressure to delivered pricing, sustaining firm spot offers.
Why did the price of Epichlorohydrin Rubber change in September 2025 in the USA?
• Seasonal restocking and stable automotive demand lifted spot activity, supporting the Price Index.
• Feedstock cost stability and improved logistics sustained production margins, limiting downside pressure.
• Competitive imports and cautious procurement strategies capped aggressive price hikes, keeping offers rangebound.
Europe
• In Europe, the Epichlorohydrin Rubber Price Index rose quarter-over-quarter, driven by pharmaceutical and sealing compound restocking.
• Epichlorohydrin Rubber Spot Price firmed in September due to tighter supply and increased procurement from downstream elastomer producers.
• Epichlorohydrin Rubber Price Forecast indicates moderate upside potential, supported by seasonal demand and limited Asian imports.
• Epichlorohydrin Rubber Production Cost Trend remained elevated due to high energy tariffs and feedstock volatility across Western Europe.
• Epichlorohydrin Rubber Demand Outlook was stable in pharmaceuticals and industrial sealing, while automotive and adhesives sectors showed cautious recovery.
• The Epichlorohydrin Rubber Price Index reflected disciplined production and reduced Asian imports, tightening regional availability.
• Inland transport delays and rising energy costs added pressure to delivered pricing, sustaining firm spot offers.
Why did the price of Epichlorohydrin Rubber change in September 2025 in Europe?
• Restocking by pharmaceutical and sealing compound sectors lifted demand, supporting the Price Index.
• Elevated energy costs and feedstock volatility sustained production pressure, limiting downside flexibility.
• Logistics constraints and reduced import flows tightened inventories, prompting firm spot offers across key European terminals.
For the Quarter Ending June 2025
Asia-Pacific
• The Epichlorohydrin Rubber Price Index in APAC witnessed an overall increase of 3.5% quarter-on-quarter, settling at USD 5,320/MT MV-70 FOB Tokyo in June 2025. Prices surged in April and May, driven by robust export demand and cost inflation linked to feedstock Epichlorohydrin. However, a marginal dip in June reflected demand softening in key importing countries due to seasonal slowdowns, despite steady domestic automotive growth in Japan.
• Why did the price of Epichlorohydrin Rubber change in July 2025 in Japan?
• In early July, Epichlorohydrin Rubber prices remained supported amid a stable-to-bullish outlook. While foreign demand stayed muted due to holidays and monsoons in key importing nations, bullish cost-side pressures—rising Epichlorohydrin prices and limited global supply—prevented any significant decline. Japanese producers avoided aggressive price cuts, reflecting cautious optimism in recovery momentum from late Q2 trends.
• The Epichlorohydrin Rubber Production Cost Trend remained elevated throughout Q2 2025. Prices of feedstock Epichlorohydrin continued to rise, supporting bullish manufacturing costs. Although the Kashima Chemical facility resumed quickly after a short planned maintenance in June, other supply-chain constraints like labor shortages and lengthening lead times contributed to higher production costs across Japan.
• The Epichlorohydrin Rubber Demand Outlook was mixed across Q2 2025. While overseas procurement remained subdued due to holidays, flooding, and inflationary strain in countries like India and China, domestic demand saw a positive trend. Japan's automotive sales improved, offering a bullish undertone to localized Epichlorohydrin Rubber consumption. Exporters, however, reported order deferrals and hesitancy from foreign buyers amid broader market uncertainty.
• The export momentum of Epichlorohydrin Rubber remained firm in April and May, supported by robust trade during Japan’s Golden Week and restocking activities in China. Q2 exports overall reflected steady foreign interest.
• Domestic procurement in Japan remained healthy, with automotive sector growth offsetting weak global trade. Vehicle sales in June rose 5.2% month-on-month, reinforcing bullish market sentiment.
North America
• Epichlorohydrin Rubber Price Index in North America showed an overall decline quarter-on-quarter. Prices dipped in April and May, weighed by softening automotive sector demand and sufficient inventory levels. In June, prices remained subdued as downstream orders slowed further, with the end of the pre-tariff buying rush and a cyber-attack affecting dealership networks, impacting overall vehicle sales.
• Why did the price of Epichlorohydrin Rubber change in July 2025 in the USA?
• In early July, Epichlorohydrin Rubber prices remained under mild pressure. Demand remained weak as vehicle sales slowed and the market digested prior stockpiling activity. The bullish cost environment driven by stable Epichlorohydrin prices offered limited support, but subdued downstream consumption and economic caution kept market sentiment restrained.
• The Epichlorohydrin Rubber Production Cost Trend in the U.S. was relatively steady across Q2 2025. Feedstock Epichlorohydrin prices remained elevated through May, but operational stability at major plants and limited logistics disruptions contained further cost escalation.
• Epichlorohydrin Rubber Demand Outlook stayed subdued throughout Q2. In April, auto sales slowed from March highs. May witnessed a brief demand lift due to rush buying before tariff implementation, but June saw a sharp drop in new vehicle sales—down 5.6% YoY to 1,259,037 units—exacerbated by the end of panic buying and a cyber-attack that paralyzed dealership operations. This directly impacted tire and rubber component demand, softening Epichlorohydrin Rubber uptake.
• Export momentum of Epichlorohydrin Rubber from North America remained limited. Despite some shipments to Latin America and Canada, weak competitiveness compared to Asian suppliers and subdued international demand held back larger volumes.
• Domestic procurement in the USA was cautious throughout Q2 2025. Automotive OEMs and component suppliers scaled back bulk purchases, focusing on short-term fulfillment amid slowing vehicle sales.
Europe
• Epichlorohydrin Rubber Price Index in Europe registered a modest decline quarter-on-quarter. Despite stable input costs, prices fell steadily throughout the quarter due to persistently weak downstream demand, especially from the automotive segment, and tepid industrial consumption across Western Europe.
• Why did the price of Epichlorohydrin Rubber change in July 2025 in Europe?
• In early July, Epichlorohydrin Rubber prices remained under pressure. Ongoing contraction in passenger vehicle sales across key markets like Germany, France, and Italy, coupled with declining EV output and rising competition from Chinese alternatives, contributed to a bearish tone.
• The Epichlorohydrin Rubber Production Cost Trend in Europe remained mostly stable in Q2 2025. Feedstock Epichlorohydrin pricing held firm, though local producers faced elevated operational costs tied to high energy tariffs and stricter environmental compliance.
• Epichlorohydrin Rubber Demand Outlook across Europe was broadly negative through Q2. Automotive sector demand—the core driver—suffered from a 6% YoY decline in June passenger vehicle sales, with Tesla’s deliveries plunging across multiple regions. The Western European PV market underperformed amid low consumer confidence, weak macroeconomic signals, and trade tariff uncertainties.
• Export momentum of Epichlorohydrin Rubber from Europe was muted in Q2 2025. With domestic demand already underwhelming and Asia offering more competitive prices, European exporters found limited success outside the region.
• Domestic procurement in Europe was limited as buyers adopted a wait-and-watch approach. Tire manufacturers, OEM suppliers, and aftermarket players scaled back monthly intakes, prioritizing inventory optimization amid volatile demand.
For the Quarter Ending March 2025
North America
• The Epichlorohydrin Rubber Price Index in North America showed a clear downward trend in Q1 2025, primarily due to low consumer confidence and seasonal slowdown.
• The Epichlorohydrin Rubber Spot Price declined in January 2025 despite higher automotive sales, as orders from the downstream tire industry remained weak.
• February 2025 saw a temporary rise in the Price Index, driven by new orders and stronger automotive sector demand, offering a brief recovery.
• In March 2025, the Price Index resumed its downward path due to weak international and domestic demand, lowering the Epichlorohydrin Rubber Spot Price.
Why did the price of Epichlorohydrin Rubber change in April 2025 in the US?
• In April 2025, the Epichlorohydrin Rubber Price decreased further due to ongoing weak demand and lower business confidence.
• The Epichlorohydrin Rubber Production Cost Trend dropped during Q1 as feedstock Epichlorohydrin prices declined, reducing manufacturing costs.
• The Epichlorohydrin Rubber Demand Outlook for the region remains muted due to soft demand from both the tire and export sectors.
• The Epichlorohydrin Rubber Price Forecast is expected to remain under pressure in the short term due to weak demand from the tire industry and moderate recovery in automotive sales.
Europe
• The Epichlorohydrin Rubber Price Index in Europe followed a downward trend in Q1 2025, largely driven by weak demand and lower feedstock prices.
• In January 2025, despite seasonal restocking and improved automotive sales, the Spot Price remained low due to sluggish demand from the tire industry.
• A slight recovery in the Price Index was seen in February 2025, supported by pre-tariff buying activity and short-term optimism in trading.
• March 2025 witnessed another decline in the Price Index as both domestic and international demand remained soft and tariff uncertainties weakened sentiment.
Why did the price of Epichlorohydrin Rubber change in April 2025 in the Europe?
• In April 2025, the Epichlorohydrin Rubber Price decreased due to continuous weak demand and fading optimism post-tariff buying.
• The Epichlorohydrin Rubber Production Cost Trend declined due to falling feedstock Epichlorohydrin prices, further influencing pricing decisions.
• The Epichlorohydrin Rubber Demand Outlook remains weak amid high volatility and declining business confidence.
• The Epichlorohydrin Rubber forecasted to trend slightly downward or remain flat in early Q2 2025, influenced by ongoing weak demand and cautious restocking behavior.
APAC
• The Epichlorohydrin Rubber Price Index in APAC showed a general downward trajectory throughout Q1 2025, despite temporary improvements.
• In January 2025, the Spot Price declined due to seasonal slowdown and weak demand from Japan’s tire industry, even during the restocking period.
• In February 2025, the Price Index rose briefly as feedstock prices increased and downstream automotive sales picked up, improving new order volumes.
• March 2025 saw a drop in the Price Index again, as pre-tariff purchasing effects wore off and demand softened across regional and global markets.
Why did the price of Epichlorohydrin Rubber change in April 2025 in the Asia?
• In April 2025, the Price Index increased driven by escalating production costs stemming from higher feedstock Epichlorohydrin prices. Robust foreign demand, evidenced by increased March export volumes of ECH Rubber from Japan, further supported this upward trend.
• The Epichlorohydrin Rubber Production Cost Trend was mixed, with a temporary increase in February but lower costs in March tied to weaker feedstock values.
• The Epichlorohydrin Rubber Demand Outlook in APAC remains subdued, especially in Japan, which saw a 3% market decline compared to Q4 2024.
• The Epichlorohydrin Rubber Price is expected to fluctuate mildly, with a gradual recovery possible from mid-Q2 2025 depending on post-holiday demand and feedstock price movement.
• The Epichlorohydrin Rubber Spot Price may improve if China and Japan see stronger automotive activity and inventory restocking resumes.
