For the Quarter Ending June 2026
Fluoropolymers (PTFE) Prices in North America
- In the USA, the Fluoropolymers (PTFE) Price Index rose by 32.77% quarter-over-quarter, driven by export offers.
- The average PTFE price for the quarter was approximately USD 17255.33/MT reported during Q2 2026 overall.
- PTFE Spot Price strengthened on higher Asian offers and constrained cargoes, contributing Price Index momentum.
- PTFE Price Forecast indicates firmness as freight and insurance increases keep landed import values elevated.
- PTFE Production Cost Trend remains elevated from higher chloroform and energy prices, squeezing downstream margins.
- PTFE Demand Outlook remains supportive driven by semiconductor, aerospace, and industrial procurement sustaining steady call-offs.
- PTFE Price Index showed drawdowns and buyer urgency amid tighter export allocations across Asian markets.
- Domestic production remained stable while imported availability tightened seasonally, keeping distributors cautious on inventory management.
- Major producers operated routinely, inspections and maintenance lowered spot allocations, sustaining firm Price Index levels.
Why did the price of PTFE change in June 2026 in North America?
- Elevated Asian export offers and tighter allocations reduced import availability, pressuring CFR landed prices upward.
- Higher chloroform and energy costs increased production expenses, prompting suppliers to pass costs to buyers.
- Rising freight and insurance premiums lengthened lead times, elevated costs, incentivizing buyers to secure volumes.
Fluoropolymers (PTFE) Prices in APAC
- In South Korea, the Fluoropolymers (PTFE) Price Index rose by 27.54% quarter-over-quarter, reflecting firm import offers.
- The average PTFE price for the quarter was approximately USD 8547.67/MT during the Q2 assessment window.
- PTFE Spot Price strengthened amid constrained prompt availability and China-origin export offers and firm bidding.
- PTFE Price Forecast indicates continued firmness driven by tight inventories, high freight, and insurance premiums.
- PTFE Production Cost Trend remained elevated as chloroform and energy prices increased, pressuring producer margins.
- PTFE Demand Outlook stays supportive from semiconductor and electronics sectors absorbing volumes and preventing builds.
- PTFE Price Index momentum supported by steady procurement, limited domestic supply, and proactive buyer restocking.
- Port operations at Busan remained fluid, but rising freight and weaker KRW amplified import-replacement costs.
Why did the price of PTFE change in June 2026 in APAC?
- Firm Chinese export offers reduced prompt availability, tightening regional supply and elevating landed import prices.
- Rising chloroform, energy, and freight costs increased production and logistics expenses, sustaining upward price pressures.
- Healthy semiconductor demand and proactive procurement absorbed inbound cargoes, preventing inventory builds and supporting price strength.
Taiwan
- In Taiwan, the PTFE Price Index rose 26.96% quarter-over-quarter, reflecting tight imports and export offers.
- PTFE Spot Price remained firm amid limited prompt availability and supportive semiconductor procurement across region.
Vietnam
- In Vietnam, the PTFE Price Index rose by 26.93% quarter-over-quarter, driven by firm import offers and tight availability.
- PTFE Spot Price premium persisted as suppliers resisted lower bids amidst constrained spot availability and firm export offers.
Fluoropolymers (PTFE) Prices in Europe
- In Germany, the Fluoropolymers (PTFE) Price Index rose by 32.8% quarter-over-quarter, driven by tight imports, feedstock inflation.
- The average PTFE price for the quarter was approximately USD 17235.67/MT, reflecting stronger replacement cost dynamics.
- PTFE Spot Price strengthened as Chinese export offers firmed and limited prompt volumes tightened availability.
- PTFE Price Forecast remains cautiously bullish amid geopolitical risks, elevated costs, and steady semiconductor demand.
- PTFE Production Cost Trend shows upward pressure from chloroform and energy inflation affecting producer economics.
- PTFE Demand Outlook stays supportive driven by semiconductor, automotive electrification, and industrial applications in Germany.
- PTFE Price Index momentum was reinforced by reduced inventories and higher freight and insurance premiums.
- PTFE Price Index volatility may persist as geopolitical uncertainty and seasonal inventory drawdowns influence offers.
Why did the price of PTFE change in June 2026 in Europe?
- Tighter Asian export availability and reduced spot allocations narrowed import volumes, lifting landed replacement costs.
- Higher chloroform and energy costs pushed PTFE production cost trends upward, squeezing supplier margins and offers.
- Geopolitical shipping disruptions increased freight and insurance premiums, delaying cargoes and tightening effective local inventories.
For the Quarter Ending March 2026
Fluoropolymers (PTFE) Prices in North America
- In the USA, the Fluoropolymers (PTFE) Price Index fell by 2.63% quarter-over-quarter, driven by inventory overhang.
- The average PTFE price for the quarter was approximately USD 12996.67/MT and steady distributor inventories.
- PTFE Spot Price firmed mid-March as tightening import availability reduced spot offers and trader willingness.
- PTFE Production Cost Trend strengthened due to higher chloroform and methanol-linked feedstock and freight inflation.
- PTFE Demand Outlook remains supportive from semiconductor and aerospace sectors, offsetting weakness in construction-related consumption.
- PTFE Price Forecast shifted bullish in March driven by geopolitical disruptions and constrained methanol supplies.
- PTFE Price Index strength in March reflected tight social stocks and disciplined seller pricing strategies.
- Operating rates moderated at some producers while inventories normalized, keeping upward pressure moderated amid demand.
Why did the price of PTFE change in March 2026 in North America?
- Disrupted methanol supplies from Middle East increased chloroform feedstock costs, tightening supply for PTFE producers.
- Higher freight and war-risk insurance premiums elevated landed import costs, reducing spot availability into USA.
- Healthy semiconductor demand and disciplined seller offers absorbed volumes, allowing sellers to push higher prices.
Fluoropolymers (PTFE) Prices in APAC
- In South Korea, PTFE Price Index rose 11.36% quarter-over-quarter, driven by higher feedstock and import costs.
- The average PTFE price for the quarter was approximately USD 6702/MT, reflecting sustained import parity.
- PTFE Spot Price firmed in March as thin liquidity and higher chloroform costs tightened import availability.
- PTFE Price Forecast shows near-term upside risk given geopolitical supply constraints and sustained downstream semiconductor demand.
- PTFE Production Cost Trend rose as methanol-linked chloroform inflation and higher freight insurance raising conversion expenses.
- PTFE Demand Outlook remains supportive from semiconductor and electronics sectors sustaining offtake despite elevated landed costs.
- PTFE Price Index volatility increased as exporters raised offers amid constrained spot availability and shipping uncertainties.
- Distributors held comfortable inventories but tightened late March, supporting firmer bids and stronger Price Index readings.
Why did the price of PTFE change in March 2026 in APAC?
- Rising chloroform and methanol-linked feedstock costs elevated import parity, increasing landed production expenses, seller offers.
- Tight spot availability and low inventories enabled exporters to push premiums amid cautious holiday restocking.
- Logistical uncertainty with higher freight and insurance costs increased landed charges, discouraging aggressive selling activity.
Fluoropolymers (PTFE) Prices in Europe
- In Germany, the PTFE Price Index fell by 2.2961% quarter-over-quarter, reflecting rising feedstock, freight costs.
- The average PTFE price for the quarter was USD 12978.33/MT, reported for CFR Hamburg deliveries.
- PTFE Spot Price strengthened mid-March as Price Index momentum shifted higher amid tightening import-availability.
- PTFE Production Cost Trend showed upward pressure from chloroform-and-methanol feedstock and higher freight.
- PTFE Demand Outlook remained steady, driven by semiconductor and industrial applications, though construction demand subdued.
- PTFE Price Forecast indicates short-term firmness with potential upside as geopolitical risk elevates supply-chain costs.
- PTFE Price Index gains reflected inventory drawdowns, supply-restraint and resilient export demand from Asia.
- Major producer run-rate adjustments occurred selectively, while Chinese capacity additions continued to influence European import offers.
Why did the price of PTFE change in March 2026 in Europe?
- Elevated feedstock costs and freight increases tightened margins, pushing import offers higher and reducing elasticity.
- Geopolitical disruptions near Strait of Hormuz raised insurance, shipping costs, delaying shipments, constraining spot availability.
- Healthy semiconductor demand supported pricing, while high inventories moderated buying and limited aggressive forward-purchases.
For the Quarter Ending December 2025
Fluoropolymers (PTFE) Prices in North America
- In USA, the Fluoropolymers Price Index fell by 1.45% quarter-over-quarter, citing mild oversupply pressure regionally.
- The average Fluoropolymers price for the quarter was approximately USD 13348.33/MT per CFR port delivered.
- Fluoropolymers Spot Price remained range-bound, with balanced inventories keeping the regional Price Index stable levels.
- Short-term Fluoropolymers Price Forecast shows modest upside as semiconductor demand supports selective replenishment activity soon.
- Fluoropolymers Production Cost Trend remained muted due to lower chloroform feedstock prices and improvements recently.
- Fluoropolymers Demand Outlook stays constructive from semiconductor and high-tech, offsetting weakness in construction-oriented applications demand.
- Exporters offered competitive terms, pressuring the Fluoropolymers Price Index despite steady domestic inventory levels persistently.
- Planned restocking and seasonal Asian shutdowns may tighten availability, shaping the Fluoropolymers Price Forecast outlook.
Why did the price of Fluoropolymers change in December 2025 in North America?
- Asian export destocking and oversupply pressured import offers, reducing landed costs and depressing regional prices.
- Sustained semiconductor demand partially supported offtake, preventing deeper declines despite weak construction sector consumption near-term.
- Lower chloroform feedstock prices and eased freight rates improved margins, moderating producer pricing power overall.
Fluoropolymers (PTFE) Prices in APAC
- In South Korea, the PTFE Price Index fell by 0.47% quarter-over-quarter, reflecting subdued automotive demand.
- The average PTFE price for the quarter was approximately USD 6018.33/MT and reflected import parity.
- Declining chloroform inputs improved margins, moderating the PTFE Production Cost Trend in exporting nations recently.
- Semiconductor strength supports the PTFE Demand Outlook, offsetting weak automotive and construction consumption in Korea.
- Short-term restocking and electronics orders tightened availability, lifting the PTFE Spot Price regionally in December.
- Forward curves show modest gains; the PTFE Price Forecast anticipates limited upside amid balanced supply.
- Terminal inventory drawdowns and replenishment influenced the PTFE Price Index, creating firmer offers late December.
- Steady fine-cut run-rates and uninterrupted Chinese exports kept offers competitive, limiting volatility in PTFE market
Why did the price of PTFE change in December 2025 in APAC?
- Lunar New Year restocking and stronger semiconductor orders tightened supply, increasing near-term PTFE buying interest.
- Chinese exporters' year-end destocking pressured offers earlier, lowering import parity despite limited downstream demand recovery.
- Freight premium increases and port congestion raised landed costs, while chloroform declines eased production pressures.
Fluoropolymers (PTFE) Prices in Europe
- In Germany, the PTFE Price Index fell by 1.46% quarter-over-quarter, driven by weak demand, destocking.
- The average PTFE price for the quarter was approximately USD 13283.33/MT, reflecting Asian export offers.
- PTFE Spot Price remained subdued amid oversupply; PTFE Price Index showed volatility despite port congestion.
- PTFE Price Forecast indicates recovery into early 2026 as semiconductor orders and restocking lift demand.
- PTFE Production Cost Trend remained soft with lower chloroform prices and reduced Asia-to-Europe freight rates.
- PTFE Demand Outlook shows bifurcated consumption, semiconductor strength offset by weakness in construction-related coating applications.
- Inventory levels remained elevated, pressuring offers, while distributors prepare replenishment affecting PTFE Price Index dynamics.
- Chinese exporters offered low CFR volumes; producer operating rates stable, sustaining balanced supply into Germany.
Why did the price of PTFE change in December 2025 in Europe?
- Oversupply from Chinese exporters and year-end destocking pressured import offers and domestic price sentiment significantly.
- Declining chloroform feedstock and lower Asia-to-Europe freight rates reduced landed production costs for imported PTFE.
- Steady semiconductor demand contrasted with weak construction-related consumption, causing mixed demand signals and price stability.
For the Quarter Ending September 2025
North America
- In the USA, the Fluoropolymers Price Index rose by 1.082% quarter-over-quarter, reflecting restocking and stable imports.
- The average Fluoropolymers price for the quarter was approximately USD 13545.00/MT, supported by domestic inventories.
- Fluoropolymers Spot Price remained range-bound amid balanced import flows and modest semiconductor sector purchasing activity.
- Fluoropolymers Production Cost Trend stayed stable with moderate chloroform feedstock pricing and manufacturing operating rates.
- Fluoropolymers Demand Outlook remains cautious as construction weakness offsets strengthening semiconductor and automotive component offtake.
- Fluoropolymers Price Index readings rose modestly on inventory draws and distributor restocking ahead of Q4.
- Elevated inventories and Asia-US freight declines pressured offers, while typhoon-related port disruptions tightened spot availability.
Why did the price of Fluoropolymers change in September 2025 in North America?
- Balanced imports and ample domestic inventories limited upward pressure despite modest restocking from distributors recently.
- Stable chloroform feedstock costs kept production expenses contained, reducing incentives for significant producer-led price hikes.
- Port congestion and occasional typhoon disruptions delayed shipments, but high inventories mitigated immediate supply shortages.
APAC
- In South Korea, the PTFE Price Index fell by 0.4% quarter-over-quarter, reflecting balanced supply pressures.
- The average PTFE price for the quarter was approximately USD 6047/MT, supported by balanced inventories.
- PTFE Spot Price remained range-bound as buyers used contracts, limiting spot volumes and short-term volatility.
- PTFE Price Forecast indicates mild upside potential later in autumn if semiconductor order books strengthen.
- PTFE Production Cost Trend shows limited inflation as chloroform feedstock costs stayed stable across exporters.
- PTFE Demand Outlook appears supportive from semiconductor and electronics sectors, but construction demand remains weak.
- PTFE Price Index stability reflected ample imports, disciplined distributor stocks, and limited speculative spot purchasing.
- Port congestion and occasional freight increases tightened prompt availability, exerting modest upward pressure on offers.
Why did the price of PTFE change in September 2025 in APAC?
- Balanced import flows from China maintained inventories, limiting upward price movement despite occasional port delays.
- Selective semiconductor demand supported contractual offtake, but overall downstream procurement stayed conservative, capping price gains.
- Stable chloroform feedstock costs and lower intra-Asia freight contained production cost pressures and import costs.
- Europe
- In Germany, the PTFE Price Index rose by 1.09% quarter-over-quarter, driven by restocking, logistics delays.
- The average PTFE price for the quarter was approximately USD 13480/MT, reflecting stable supply conditions.
- PTFE Spot Price remained range-bound as ample domestic inventories absorbed delayed imports, limiting pricing power.
- PTFE Price Forecast anticipates mild upside if semiconductor demand strengthens and inventories gradually normalize later.
- PTFE Production Cost Trend stayed moderate as stable chloroform feedstock costs constrained upward import adjustments.
- PTFE Demand Outlook remains mixed with electronics supporting offtake while construction and textiles stay weak.
- PTFE Price Index volatility remained low, although typhoon season and port congestion create supply risks.
- PTFE Spot Price may react to selective inventory rebuilds, export demand, and seasonal restocking ahead.
Why did the price of PTFE change in September 2025 in Europe?
- Ample domestic inventories absorbed delayed imports, preventing shortages while keeping immediate upward price pressure subdued.
- Stable chloroform feedstock costs and softer freight rates supported competitive imports, constraining seller pricing flexibility.
- Measured procurement and cautious restocking amid sectoral weakness kept spot buying muted despite semiconductor demand.
