For the Quarter Ending December 2025
North America
• In the USA, the Silane Price Index rose by 5.21% quarter-over-quarter due to supply constraints.
• The average Silane price for the quarter was approximately USD 2819.67/MT, per regional assessment data.
• Silane Spot Price remained firm amid low inventories and transport frictions, supporting distributor margin resilience.
• Silane Production Cost Trend mixed: lower feedstock savings offset by rising purification and logistics costs.
• Silane Demand Outlook remains constructive driven by semiconductor, automotive coating, and energy storage pilot procurement.
• Silane Price Forecast suggests modest volatility with seasonal dips and selective rebounds during restocking cycles.
• Silane Price Index movements reflected export diversion, tariff impacts, constrained imports from Europe and Asia.
• Inventories stayed near multi-month lows while several suppliers prioritized allocations ahead of planned Q1 maintenance.
Why did the price of Silane change in December 2025 in North America?
• Supply constraints from limited imports and supplier allocations tightened availability, enabling distributors to lift prices.
• Logistics frictions, inland freight surcharges and port bottlenecks raised costs despite softer upstream silicon prices.
• Robust semiconductor restocking and automotive coatings demand sustained consumption, offsetting manufacturing weakness and supporting price resilience.
APAC
• In China, the Silane Price Index rose by 4.36% quarter-over-quarter, driven by tightened export availability and logistical constraints.
• The average Silane price for the quarter was approximately USD 3113.33/MT, reflecting balanced domestic demand and constrained spot supply.
• Silane Spot Price firmed as coastal inventories fell and safety audits restricted merchant cargoes, tightening immediate availability.
• Silane Price Forecast indicates short-term volatility with mixed monthly adjustments driven by holiday procurement and logistics recovery.
• Silane Production Cost Trend remained muted as feedstock softened, providing limited upward pressure on producer margins.
• Silane Demand Outlook stays constructive for automotive and electronics, while construction sector weakness tempers broader consumption growth.
• Silane Price Index movement reflected disciplined export allocations, inland rail bottlenecks, and improved CFR replacement values supporting sellers.
• Independent producers prioritized captive consumption, reducing merchant volumes and lowering coastal inventories to roughly four-week lows.
Why did the price of Silane change in December 2025 in APAC?
• Structural tightness from captive polysilicon demand and safety inspections reduced merchant availability, supporting December price increases.
• Easing feedstock costs limited cost-push effects, but logistics bottlenecks and port congestion elevated replacement values.
• Firm export enquiries across Southeast and Northeast Asia, combined with year-end procurement, tightened spot supply further.
Europe
• In Germany, the Silane Price Index rose by 8.92% quarter-over-quarter, reflecting constrained supply and demand.
• The average Silane price for the quarter was approximately USD 2890.00/MT, reflecting balanced inventories nationwide.
• Tight merchant availability elevated the Silane Spot Price, supporting the broader Silane Price Index momentum.
• Silane Demand Outlook stays constructive from PV, semiconductor, and automotive coatings, offsetting weaker construction consumption.
• Export commitments tightened domestic availability, keeping Silane Price Index supported despite softer upstream feedstock prices.
• Domestic plants maintained throughputs with no major outages, supporting disciplined pricing and tight spot liquidity.
• Silane Price Forecast indicates modest gains ahead of seasonal correction, driven by restocking and exports.
Why did the price of Silane change in December 2025 in Europe?
• Constrained merchant availability and prioritized export allocations reduced local supply, tightening the market into December.
• Persistently high electricity tariffs and elevated freight costs prevented pass-through of feedstock savings to prices.
• Resilient PV, semiconductor, and automotive procurement sustained demand, offsetting manufacturing contraction and supporting higher prices.
For the Quarter Ending September 2025
North America
• In the USA, the Silane Price Index rose quarter-over-quarter.
• The average Silane price for the quarter was approximately USD 3516.67/MT on DDP Texas assessments.
• Silane Price Forecast suggests modest recovery as scheduled maintenance reduces supply and Price Index normalizes.
• Silane Production Cost Trend shows upward pressure from higher energy costs, tightening producer margins moderately.
• Silane Demand Outlook remains subdued due to prolonged construction weakness, reducing downstream coatings, sealants procurement.
• Port dwell variability and rail transit inefficiencies created distribution delays while overall logistics remained stable.
• However, Silane Spot Price remained pressured by abundant inventories and discounted Chinese-origin cargoes, suppressing transaction levels.
Why did the price of Silane change in September 2025 in North America?
• High production costs supported the prices to increase.
• Due to the Port dwell and rising logistics delays.
APAC
• In China, the Silane Price Index rose quarter-over-quarter.
• The average Silane price for the quarter was approximately USD 2983.33/MT, reflecting mixed supplier offers.
• Silane Production Cost Trend stayed stable with steady feedstock pricing, though rising energy could pressure margins.
• Silane Demand Outlook remains weak because construction and coatings procurement stayed subdued, limiting sustained momentum.
• Inventory build at Shanghai and other ports weighed on the Silane Price Index, dampening export competitiveness.
• Domestic plants operated reliably with minimal outages, while typhoon related port delays intermittently affected spot shipment timings.
• Silane Price Forecast points to modest gains into Q4, supported by seasonal restocking and export demand.
Why did the price of Silane change in September 2025 in APAC?
• Limited inventory tightened supply and prompted producers to lift FOB offers in September.
• Typhoon related port congestion plus yuan appreciation reduced export competitiveness, constraining spot flows and sentiment.
Europe
• In Germany, the Silane Price Index rose quarter-over-quarter, reflecting stronger contract settlements and inventory repositioning.
• The average Silane price for the quarter was approximately USD 3250/MT, based on FD Hamburg transactions.
• Silane Production Cost Trend showed pressure from feedstock stability, but higher energy and freight influenced margins.
• Silane Demand Outlook is subdued as construction and coatings sectors show weak offtake, damping Price Index.
• Inventory build-up at Hamburg and inland waterways constrained export flows, pressuring Silane Spot Price and liquidity.
• Export competitiveness deteriorated due to euro strength and higher freight rates, influencing Silane Price Index activity.
• However, during the late period Silane Spot Price remained under pressure as Asian-origin cargoes and logistics constraints weighed on Price Index.
• Silane Price Forecast for coming months is bullish due to scheduled maintenance and reduced operating rates.
Why did the price of Silane change in September 2025 in Europe?
• Persistent oversupply from Asian-origin imports increased inventories, despite some freight disruptions and constrained export demand.
• Weak downstream demand in construction and coatings reduced offtake volumes, exerting downward pressure on the Price Index.
• Logistical bottlenecks including rail closures and river low water, restricted supply and influenced the prices.
For the Quarter Ending June 2025
North America
• The Silane (Coating Grade) Price Index in North America witnessed a sharp 11.9% quarter-on-quarter decline due to persistently bearish demand fundamentals and oversupplied market conditions.
• Despite some initial supply tightness from Europe and Asia, domestic suppliers aggressively liquidated backlogged inventories—especially Chinese-origin cargoes—at discounted rates, driving down the regional Price Index throughout the quarter.
• Demand from the coatings and construction sectors remained structurally weak across Q2 2025, with key indicators such as housing starts and construction spending declining sharply, thereby exerting downward pressure on the Price Index.
• The normalization of Texas port operations in May, along with improved customs clearance and a temporary rollback on tariffs, led to increased Silane availability, further intensifying price competition and weighing on the Price Index.
• Although freight costs from Asia rebounded in late May, their impact was muted due to weak offtakes and cautious procurement strategies, as buyers anticipated potential disruptions during the North Atlantic hurricane season and remained conservative on restocking.
Why did the price of Silane change in July 2025 in the US?
• In July 2025, the Price Index of Silane was reported to decreased as suppliers continued to move existing inventories at lower prices
• Muted demand from the coatings and adhesives industries amid slow construction recovery
• Oversupply from Asian exporters, particularly China and South Korea, leading to competitive undercutting
• Elevated inventories at key ports and warehouses pressuring sellers to offload stock
• Cautious procurement behavior by buyers due to economic uncertainty and FX volatility
Europe
• The Silane (Coating Grade) Price Index in Europe fell by approximately 9.2% quarter-on-quarter, by the end of Q2 2025, driven by continued oversupply and weak downstream demand across coatings and electronics sectors.
• Increased inflow of Chinese-origin cargoes, redirected from the U.S. due to trade restrictions, intensified competition in the European market, pressuring the Price Index further downward despite ongoing domestic production constraints.
• Persistent logistical challenges, including low water levels along the Rhine and severe congestion at major ports like Hamburg and Antwerp, slowed both inbound and outbound flows but failed to meaningfully tighten market supply, maintaining pressure on the Price Index.
• Domestic production remained restrained, but the return of competitively priced Asian inventories and stable inland distribution kept spot availability high, preventing any sustainable support for the Price Index during the quarter.
• Although construction activity showed tentative signs of stabilization, overall end-user demand remained soft due to economic headwinds and negative consumer sentiment across the Eurozone, limiting any upward movement in the Price Index.
Why did the price of Silane change in July 2025 in the Europe?
• In July 2025, the Price Index of Silane was reported to decreased as suppliers continued to move existing inventories at lower prices
• Muted demand from the coatings and adhesives industries amid slow construction recovery
• Oversupply from Asian exporters, particularly China and South Korea, leading to competitive undercutting
• Elevated inventories at key ports and warehouses pressuring sellers to offload stock
• Cautious procurement behavior by buyers due to economic uncertainty and FX volatility
APAC
• The Silane (Coating Grade) Price Index across the APAC region declined by 1.9% quarter-on-quarter as weak regional demand and oversupply conditions weighed on overall market sentiment.
• Chinese suppliers continued to offload inventory aggressively through Q2, especially in April and May, pushing lower-priced cargoes into neighboring Southeast Asian markets, thereby suppressing the regional Price Index.
• Export activity remained subdued across APAC due to demand slowdowns in key markets like India, South Korea, and Southeast Asia—further pressured by Eid holidays, port congestion, and longer lead times that softened buying interest.
• Supply remained ample throughout the quarter as Chinese producers operated at reduced but steady rates; the easing of trade tariffs briefly supported export sentiment, but failed to materially lift the Price Index due to tepid international response.
• Although June saw a modest Yuan-driven price revision in China, buyer resistance and persistent demand weakness in the coatings and construction sectors limited any sustainable recovery in the APAC Price Index, resulting in a marginal net decline by quarter’s end.
Why did the price of Silane change in July 2025 in the APAC?
• In July 2025, the Price Index of Silane was reported to decreased as suppliers continued to move existing inventories at lower prices
• Muted demand from the coatings and adhesives industries amid slow construction recovery
• Oversupply from Asian exporters, particularly China and South Korea, leading to competitive undercutting
• Elevated inventories at key ports and warehouses pressuring sellers to offload stock
For the Quarter Ending March 2025
North America
During Q1 2025, Silane (Coating Grade) prices in the North American market declined by approximately 5.70%, driven largely by weak downstream demand trends in China’s construction and electronics coating industries. The prolonged slump in China’s real estate sector resulted in reduced global demand for construction-related materials, including imported Silane, limiting export opportunities for North American producers.
Similarly, the electronics coating industry in China continued to show sluggish performance amid ongoing inventory correction cycles and subdued consumer electronics output. These factors led to lower offtake from Asia, increasing the volume of Silane retained within North America. Domestic supply remained ample, as regional producers operated at steady rates, contributing to a well-stocked market. While inland logistics remained stable, higher-than-usual inventories and the absence of significant buying momentum placed consistent downward pressure on prices throughout the quarter.
With external demand remaining muted and competition between regional suppliers intensifying, Silane prices trended downward across Q1. The North American market thus closed the quarter soft, with the global slowdown in China’s key downstream industries shaping market sentiment and price direction.
APAC
During the first quarter of 2025, the Silane (Coating Grade) market in the APAC region recorded a significant 13.33% price decline, driven primarily by weak international demand, ample supply, and ongoing trade disruptions. Export volumes from China fell sharply due to subdued interest from key global markets, notably Europe and North America, amid tariff barriers and sluggish industrial activity.
Domestically, the Chinese construction and electronics coating sectors—key downstream consumers—remained underwhelming despite stimulus measures. Consumer spending stayed low, and recovery in construction was slower than anticipated. Buyers across the region adopted a need-based procurement strategy, delaying large purchases in hopes of further price corrections.
Additionally, supply outpaced demand, as Chinese manufacturers resumed production post-Lunar New Year, leading to inventory accumulation, and shortened lead times. The lack of logistical disruptions meant material moved freely, further contributing to excess availability. With export activity to Southeast Asia and Europe curbed by fiscal closures and freight issues, the market stayed under downward price pressure throughout Q1.
EUROPE
The European Silane market witnessed a sharp downturn in Q1 2025, with prices declining approximately 12.09% due to several interlinked supply and demand factors. A key driver was the arrival of lower-priced cargoes from China, which, despite being delayed due to Red Sea disruptions, increased material availability across Germany and intensified competition with domestic suppliers. The resumed domestic production in February further added to market supply, while a concurrent drop in freight charges from Asia exacerbated the downward pricing pressure.
Efforts by European producers to implement price hikes were largely unsuccessful, facing resistance amid ample availability. Demand remained sluggish, particularly from the coatings and electronics sectors, with persistent weakness in the construction industry weighing heavily on market sentiment. Continued congestion at key ports like Hamburg and closed arbitrage windows further restricted exports, compounding supply-side pressure. Overall, the European Silane market closed the quarter under bearish conditions, driven by oversupply and muted downstream demand.
