Resin Market Moves - 10/7/25 - Q4 Resin Market Update: Flat, Weak & Oversupplied
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Show Notes
As we head into Q4, the resin markets across North America tell one story: flat pricing, weak demand and oversupply.
In this short video, Michael breaks down what’s happening across key resin families — and what buyers need to know heading into year-end negotiations:
🔹 Polyethylene (PE): Flat in September, inventories up +243 million lbs. Producers pushing +3–5¢ for October, but demand won’t support it.
🔹 Polypropylene (PP): Rolled flat. Propylene feedstock below 30¢/lb — lowest since 2022.
🔹 Polystyrene (PS): Down ~2¢/lb as benzene and butadiene soften.
🔹 ABS & Polycarbonate (PC): Stable to slightly soft — auto improving, but not enough to lift demand.
🔹 PVC: Down another 2¢/lb, with housing starts and construction demand lagging.
🔹 PET: Flat for September — producers testing +6–9¢ increases on tariff and logistics pressure.
The big picture:
Feedstocks are weaker, inventories are high, and producers’ increase letters lack market justification.
What this means for buyers:
Stay disciplined. Benchmark your resin costs. Push back where pricing doesn’t align with the data.
That’s exactly what ResinSmart was built for — to give resin buyers clarity, confidence, and control.
Learn more at https://www.ResinSmart.ai and subscribe for weekly Resin Market Moves updates.