For the Quarter Ending December 2025
North America
• In USA, the Ethyl Vinyl Alcohol Copolymer Price Index fell by 5.9% quarter-over-quarter, lowering offers.
• The average Ethyl Vinyl Alcohol Copolymer price for the quarter was approximately USD 7543.33/MT, reported.
• Lower Ethyl Vinyl Alcohol Copolymer Spot Price reflected falling feedstock values, easing Production Cost Trend.
• Ethyl Vinyl Alcohol Copolymer Price Forecast suggests modest recovery into 2026 as inventories slowly rotate.
• Ethyl Vinyl Alcohol Copolymer Demand Outlook remained weak, pressuring Price Index amid subdued packaging activity.
• Domestic plants ran reliably, keeping supply ample and pressuring Ethyl Vinyl Alcohol Copolymer Price Index.
• High inventories and port delays limited upward momentum, restraining Ethyl Vinyl Alcohol Copolymer Spot Price.
• Traders secured cargoes ahead of restocking; Ethyl Vinyl Alcohol Copolymer Price Forecast prompted selective buying.
Why did the price of Ethyl_Vinyl_Alcohol_Copolymer change in December 2025 in North America?
• Falling VAM and ethylene values reduced variable costs, enabling offers and downward pressure on prices.
• No plant maintenance kept availability ample, preventing shortages and contributing to lower end-quarter spot pricing.
• Seasonally subdued packaging demand, softer export inquiries ahead of turnarounds curtailed buying and depressed prices.
APAC
• In Japan, Ethyl Vinyl Alcohol Copolymer Price Index fell by 3.5% quarter-over-quarter due to exports.
• The average Ethyl Vinyl Alcohol Copolymer price for the quarter was approximately USD 7546.67/MT reported.
• Ethyl Vinyl Alcohol Copolymer Spot Price weakened as year-end destocking reduced converter purchases across Asia.
• Ethyl Vinyl Alcohol Copolymer Price Forecast suggests seasonal recovery in early January as restocking resumes.
• Ethyl Vinyl Alcohol Copolymer Production Cost Trend improved as VAM and ethylene cash costs eased.
• Ethyl Vinyl Alcohol Copolymer Demand Outlook remains muted as packaging and automotive orders stay restrained.
• Price Index pressure continued as elevated inventories and competitive Korean offers limited Japanese selling flexibility.
• Unplanned shutdowns and labor shortages tightened supply temporarily despite high run rates at major producers.
Why did the price of Ethyl Vinyl Alcohol Copolymer change in December 2025 in APAC?
• Higher export allocations and inventory increases reduced domestic selling leverage, pressuring offers lower during December.
• Declining VAM and ethylene costs lowered production expenses, insufficiently offsetting weak demand and competitive supply.
• Year-end converter destocking and muted seasonal offtake, plus aggressive Korean offers, reduced Japanese spot enquiries.
Europe
• In France, the Ethyl Vinyl Alcohol Copolymer Price Index fell by 1.44% quarter-over-quarter, reflecting muted buyer caution.
• The average Ethyl Vinyl Alcohol Copolymer price for the quarter was approximately USD 8646.67/MT industry reported level.
• Ethyl Vinyl Alcohol Copolymer Spot Price weakened under competitive import offers and converter destocking amid year-end softness.
• Ethyl Vinyl Alcohol Copolymer Price Forecast points to modest upside as restocking and seasonal packaging demand resume.
• Ethyl Vinyl Alcohol Copolymer Production Cost Trend eased as EVA and VAM softened, reducing manufacturing economics pressure.
• Ethyl Vinyl Alcohol Copolymer Demand Outlook remained subdued as high PET inventories and holiday shutdowns curtailed purchasing.
• Ethyl Vinyl Alcohol Copolymer Price Index showed limited movement as producers defended prices despite logistical congestion continuing.
• Ethyl Vinyl Alcohol Copolymer suppliers operated near-normal rates, Asian import cargoes pressured offers, and inventories stayed comfortable.
Why did the price of Ethyl Vinyl Alcohol Copolymer change in December 2025 in Europe?
• Holiday shutdowns and film extruder maintenance reduced spot call-offs, causing weaker immediate demand and restrained seller leverage.
• Improved import availability from Japan and Belgium increased competitive offers, prompting European sellers to concede modest discounts.
• Feedstock EVA and VAM softened, limiting cost pressure while port delays further increased logistical burdens for shippers.
For the Quarter Ending September 2025
North America
• In USA, the Ethyl Vinyl Alcohol Copolymer Price Index fell by 7.0% quarter-over-quarter, pressured by weak exports.
• The average Ethyl Vinyl Alcohol Copolymer price for the quarter was approximately USD 8016.67/MT, FOB Texas.
• Ethyl Vinyl Alcohol Copolymer Spot Price remained muted amid high inventories and weak downstream packaging demand.
• Ethyl Vinyl Alcohol Copolymer Production Cost Trend rose as EVA and VAM feedstock costs increased manufacturing expense.
• Ethyl Vinyl Alcohol Copolymer Demand Outlook remains soft due to PET inventory overhang and cautious buyer behavior.
• Ethyl Vinyl Alcohol Copolymer Price Forecast suggests modest seasonal support offset by ample inventories and import competition.
• Ethyl Vinyl Alcohol Copolymer Price Index weakness continued as producers discounted to defend volumes against Asian imports.
• Port congestion and hurricane season risks elevated logistics costs, intermittently disrupting exports despite generally adequate domestic inventories.
Why did the price of Ethyl Vinyl Alcohol Copolymer change in September 2025 in North America?
• Despite weak export demand and elevated inventories reduced buying urgency, forcing domestic sellers to higher offers sharply.
• Higher EVA and VAM feedstock costs squeezed margins even as port congestion and shipping delays raised logistics expenses.
• Competition from low-priced Asian imports and tariff uncertainty depressed international orders and constrained pricing power.
APAC
• In Japan, the Ethyl Vinyl Alcohol Copolymer Price Index fell 7.64% quarter-over-quarter, reflecting weak demand.
• The average Ethyl Vinyl Alcohol Copolymer price for the quarter was approximately USD 7820.00/MT, reported.
• Ample inventories pressured Ethyl Vinyl Alcohol Copolymer Spot Price, leaving the Price Index muted regionally.
• Ethyl Vinyl Alcohol Copolymer Price Forecast anticipates modest Q4 recovery from seasonal restocking and front-loading.
• Declining VAM feedstock improved Ethyl Vinyl Alcohol Copolymer Production Cost Trend, enabling competitive seller offerings.
• Weak downstream packaging and automotive demand shaped Ethyl Vinyl Alcohol Copolymer Demand Outlook, persistently subdued.
• Elevated exports increased domestic inventories, keeping Ethyl Vinyl Alcohol Copolymer Price Index under downward pressure.
• Reliability and VAM maintenance influenced supply tightness, limiting Ethyl Vinyl Alcohol Copolymer Spot Price upside.
Why did the price of Ethyl Vinyl Alcohol Copolymer change in September 2025 in APAC?
• The modest rise was supported by stable upstream Vinyl Acetate Monomer (VAM) feedstock prices and lingering supply chain frictions, including
Longer leads to stock and labor shortages at suppliers, enabling suppliers to increase prices.
• Logistical disruptions and holiday-related procurement lulls further dampened exports and spot transactions during month.
Europe
• In France, the Ethyl Vinyl Alcohol Copolymer Price Index fell by 5.93% quarter-over-quarter, reflecting imports.
• The average Ethyl Vinyl Alcohol Copolymer price for the quarter was approximately USD 8773.33/MT reported.
• Elevated inventories and port congestion pressured the Ethyl Vinyl Alcohol Copolymer Spot Price, limiting discipline.
• Resumed EVA feedstock operations improved the Ethyl Vinyl Alcohol Copolymer Production Cost Trend, reducing margins.
• Soft drink and automotive sectors remained weak, weakening the Ethyl Vinyl Alcohol Copolymer Demand Outlook.
• Market signals suggest the Ethyl Vinyl Alcohol Copolymer Price Forecast indicates modest seasonal recovery ahead.
• High PET inventories and destocking pressured the Ethyl Vinyl Alcohol Copolymer Price Index across buyers.
• Belgian export increases supported availability, keeping Ethyl Vinyl Alcohol Copolymer Spot Price under downward pressure.
• Operational restarts and maintenance influenced the Ethyl Vinyl Alcohol Copolymer Price Index and supply balance.
Why did the price of Ethyl Vinyl Alcohol Copolymer change in September 2025 in Europe?
• The uptick was primarily driven by severe congestion and operational delays at key Northern European ports like Antwerp, Rotterdam, and Hamburg, exacerbated by labor shortages leading to vessel wait times of 3-5 days and extended lead times.
• Weak packaging and automotive consumption reduced purchases, keeping Ethyl Vinyl Alcohol Copolymer Price Index subdued.
• Supply tightness from these logistical hurdles forced European producers to raise inquiries, countering ample imports from Asia.
For the Quarter Ending June 2025
North America
• EVOH Price Index in North America increased by 0.5% quarter-on-quarter, ending at USD 8,450/MT FOB Texas. However, the overall price decline in the second quarter fueled by global oversupply and weak international competitiveness of US-origin EVOH, particularly in Asian markets, amid stagnant downstream demand and muted domestic spot activity.
• Why did the price of EVOH change in July 2025 in the USA?
In early July 2025, EVOH prices stayed suppressed due to high inventories, limited export demand, and buyers’ resistance to long-term commitments ahead of the slow summer season. Despite weather-induced supply challenges, traders adopted a defensive stance, keeping prices in check.
• The EVOH Production Cost Trend rose modestly during the quarter as upstream EVA (Ethylene Vinyl Acetate) prices increased since May. However, extreme weather events including floods and wildfires led to logistical disruptions, supplier delays, and increased insurance costs—offsetting the cost inflation with supply tightness.
• EVOH Demand Outlook remained bearish with downstream packaging and automotive sectors underperforming. The packaging industry was constrained by high soft drink inventories and a hand-to-mouth procurement strategy, while the automotive sector saw a 5.6% year-on-year decline in new vehicle sales during June, with import brands hit hardest.
• Export momentum of EVOH from the USA remained subdued. Although May saw a 3.4% uptick in EVOH shipments to South Korea, overall international demand remained weak as buyers shifted preference to Middle Eastern and Chinese suppliers. Tariff-related uncertainty and oversupply in global markets kept US-origin EVOH under competitive pressure.
• Domestic procurement was limited as manufacturers reduced output to avoid inventory buildup. Persistent anti-dumping concerns, container shortages at Port Houston, and adverse weather-related disruptions added to the subdued trading environment. Despite improving business and consumer confidence in June, market activity failed to rebound, signaling no imminent demand recovery.
Asia-Pacific (APAC)
• EVOH Price Index in APAC increased by 0.4% quarter-on-quarter, ending at USD 8,350/MT FOB Osaka. However, the overall price downtrend in the second quarter was driven by persistently weak demand from the packaging and automotive sectors across Asia, despite easing trade tensions and stable upstream costs.
• Why did the price of EVOH change in July 2025 in Japan?
In early July 2025, EVOH prices remained under pressure due to seasonal slowdowns in procurement following the Eid al-Adha and Dragon Boat Festival holidays, alongside an oversupplied market and subdued packaging demand.
• The EVOH Production Cost Trend declined moderately as upstream Vinyl Acetate Monomer (VAM) prices softened. Despite maintenance at VAM units, high operating rates (~80%) ensured sufficient feedstock availability, lowering overall conversion costs.
• EVOH Demand Outlook remained weak, with the packaging sector facing excess finished goods inventory and buyers operating on a hand-to-mouth strategy. Export demand was subdued due to soft international sentiment and muted inquiries from Asia, Europe, and the US.
• Export momentum of EVOH from Japan weakened during the quarter, with a 13.7% decline in June exports compared to May, as per Japan Trade Statistics. Eid holidays and cautious buying behavior in key importing countries led to shrinking order volumes and slower trade flows.
• Domestic procurement in Japan saw reduced volumes amid rising inventory levels and a lack of significant spot trading. Although the domestic automotive sector showed improved sales in June, this failed to translate into increased EVOH orders, highlighting a disconnect between downstream recovery and polymer demand.
Europe
• EVOH Price Index in Europe increased by 0.8% quarter-on-quarter, ending at USD 8,510/MT FOB Antwerp. However, the overall price decline in the second quarter, reflected persistent demand weakness, seasonal slowdown, and a gradual easing in feedstock-related supply tightness across the continent.
• Why did the price of EVOH change in July 2025 in Europe?
In early July 2025, EVOH prices remained under downward pressure due to the ongoing summer lull in market activity, persistent oversupply, and weak demand from the packaging and automotive sectors. With finished goods inventories high, procurement remained limited despite minor supply relief.
• The EVOH Production Cost Trend softened as upstream EVA prices declined in June. The restart of EVA production at TotalEnergies’ Gonfreville and Versalis’ Dunkirk facilities improved feedstock availability. However, persistent port congestion in Antwerp and Rotterdam extended transit times and disrupted deliveries.
• EVOH Demand Outlook remained fragile. The packaging sector faced sluggish purchasing behavior amid high soft drink inventories, while automotive demand was weighed down by falling vehicle sales and weak economic sentiment. Consumer and business confidence further declined in June, signaling continued market caution.
• Export momentum of EVOH from Belgium showed minor recovery, with an 8% increase in May shipments. However, this uptick did little to alter the broader sentiment, as buyers maintained a defensive stance, deterred by global oversupply and competitive offers from Asia.
• Domestic procurement across Europe stayed subdued due to high inventory levels and seasonal purchasing pauses. Despite easing production constraints, high freight rates, anti-dumping investigations, and a lack of new packaging or automotive orders kept spot market activity low, with sellers focused on contract-based transactions.
For the Quarter Ending March 2025
North America
The first quarter of 2025 for the Ethyl Vinyl Alcohol Copolymer (EVOH) market in North America is characterized by increasing prices. Despite a decline in the downstream packaging demand, EVOH prices in the USA increased in January 2025 due to several shutdowns and production disruptions. Mitsubishi Chemical America in La Porte, Texas exerted a force majeure due to cold weather conditions which affected the supply dynamics. Moreover, a significant increase in the feedstock EVA has surged the manufacturing costs during this timeframe.
While the demand for EVOH from the downstream packaging sector was low due to off-seasonality, export reductions and supplier delays, driven by tariff concerns, hindered trade which led manufacturers to stabilize the EVOH prices in February 2025.
Moreover, Hurricane-force winds in Texas during early March 2025 triggered a force majeure at several major VAM production facilities, including Celanese Corporation (Units 1 & 2) and Millenium Petrochemicals further contributed to an increase in EVOH prices during March 2025. As per ChemAnalyst data, the EVOH prices in the USA have risen by 11.4% quarterly.
APAC
The first quarter of 2025 for the Ethyl Vinyl Alcohol Copolymer (EVOH) market in the APAC region witnessed a significant price surge due to the tight flow of goods. EVOH supply from Japan to Indonesia remained tight during January 2025 due to production disruptions. Moreover, a significant increase in the feedstock EVA prices has surged the manufacturing costs. At the same time, suppliers' delivery times lengthened due to a small tsunami followed by an earthquake seismic event over the eastern coast of Miyazaki, Japan which affected intra-Asian logistics. While the demand from the downstream packaging sector was low, a slowdown in export volume from Japan amid low production rates led to stable EVOH prices in Indonesia during February 2025. Furthermore, the EVOH prices in Indonesia again rebounded in March 2025 despite a decrease in freight charges. An announcement by Kuraray, a major EVOH manufacturer in Japan, to increase its prices influenced the EVOH trend in importing nations as well to settle at USD 8640/MT, EVOH, CFR Tanjung.
Europe
The first quarter of 2025 for the Ethyl Vinyl Alcohol Copolymer (EVOH) market in Europe witnessed a significant increase. Despite a low demand from the downstream packaging sector, the price trend has showcased a remarkable upward trajectory in January 2025. This upward trend was not attributed to the demand, but the rising feedstock EVA (ethylene vinyl acetate) prices. While the EVOH prices were stable in Belgium during February 2025, the overall market supply was tight due to reduced availability of the feedstock EVA. TotalEnergies declared force majeure on its EVA supply from its Gonfreville site on February 11th, citing unforeseen plant breakdowns. This outage severely limited the availability of EVA grades, making it difficult for the company to meet contractual obligations within Europe. Moreover, Celanese, a major producer, announced a price increase for vinyl acetate monomer (VAM) and its derivative in March 2025 within the Western Hemisphere which surged the production costs of EVOH along with the improvement in demand during this timeframe. As per ChemAnalyst data, the EVOH prices in Belgium have risen by 11.9% quarterly.
