{"id":4434,"date":"2025-09-29T09:05:35","date_gmt":"2025-09-29T09:05:35","guid":{"rendered":"https:\/\/juyuans.com\/?p=4434"},"modified":"2025-09-29T09:17:34","modified_gmt":"2025-09-29T09:17:34","slug":"october-2025-virgin-plastic-raw-materials-market-insights-juyuan-perspective","status":"publish","type":"post","link":"https:\/\/juyuans.com\/th\/october-2025-virgin-plastic-raw-materials-market-insights-juyuan-perspective\/","title":{"rendered":"October 2025 Virgin Plastic Raw Materials Market Insights | Juyuan Perspective"},"content":{"rendered":"

1. Macro Background: The Market Enters a Phase of \"High Support + Differentiation and Adjustment\"<\/span><\/h1>\n

 <\/p>\n

In the fourth quarter of 2025, the plastic raw materials market exhibited distinct structural characteristics:<\/span><\/p>\n

\u00a0 \u30fbStrong support on the cost side:<\/strong> Crude oil prices remained high, and ethylene and propylene monomer prices remained firm.<\/span><\/p>\n

\u00a0 \u30fbPolarized supply and demand:<\/strong> Demand for engineering plastics remained robust, while demand for general-purpose plastics recovered slowly.<\/span><\/p>\n

\u00a0 \u30fbRising transportation costs:<\/strong> Space on routes from the Middle East to East Asia was tight, and some brands experienced lengthening delivery cycles.<\/span><\/p>\n

As a supplier deeply involved in the virgin resin trade, we believe this period is not a simple \"rise\" or \"fall,\" but rather a period of structural opportunities and risks.<\/span><\/p>\n

Below, we provide detailed market insights for October from three perspectives: news perspective, market analysis, and advice to customers\/purchasers.<\/span><\/p>\n

\"Plastic<\/p>\n

 <\/p>\n

2. Recent Major News and Industry Trends (Impact on Virgin Plastics)<\/span><\/h1>\n

 <\/p>\n

Covestro Raises PC Export Price; SABIC Takes Simultaneous Action<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>This is due to tight upstream bisphenol A supply, rising costs, and increased logistics expenses. This makes PC one of the stronger categories in the virgin plastics market.<\/span><\/p>\n

Kepital POM plants in South Korea are undergoing maintenance and delayed production<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>This has somewhat weakened Southeast Asia\/South Korea's POM supply capacity, signaling a regional shortage.<\/span><\/p>\n

Some PP plants in the Middle East are undergoing maintenance<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Drawing and copolymer PP are particularly affected, leading to an upward trend in overseas market prices and creating arbitrage opportunities for export traders.<\/span><\/p>\n

Energy and raw material prices are generally high<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Brent crude oil is hovering between $90 and $100 per barrel; ethane and propylene monomer costs are rising; and upstream raw materials such as BPA and isobutylene are fluctuating upward. These factors continue to support the cost of plastic raw materials.<\/span><\/p>\n

Downstream demand recovery is uneven<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Demand for automotive, new energy, and electronic components is relatively strong, with a particularly strong demand for engineering plastics.<\/span><\/p>\n

\u00a0 -<\/strong>Demand for general-purpose plastics in home appliances, packaging, and daily necessities is recovering more slowly, still constrained by cost and consumer confidence.<\/span><\/p>\n

Trade barriers and tariff risks cannot be ignored<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Some countries are tightening import regulations and environmental standards for plastic products and raw materials (such as minimum recycled content and negotiations on a plastic pollution treaty), which may create policy obstacles to virgin material exports.<\/span><\/p>\n

 <\/p>\n

3. In-depth Analysis and Recommendations for Major Resin Categories<\/span><\/h1>\n

 <\/p>\n

The following is our forecast and trading recommendations for the October trends of common plastic raw materials (PC\/PBT\/POM\/PP\/PE\/ABS):<\/span><\/p>\n

 <\/p>\n

PC (Polycarbonate)<\/span><\/a><\/p>\n

Price Trend:<\/strong> More resilient than most general-purpose resins, PC may see a slight upward trend or remain consolidated at a high level.<\/span><\/p>\n

Driving Factors:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Tight BPA supply and rising transportation costs<\/span>
\n\u00a0 -<\/strong>Recovering demand for electronic, optical, and automotive structural parts<\/span>
\n\u00a0 -<\/strong>Maintenance\/production cuts at some PC manufacturers<\/span><\/p>\n

Juyuan's assessment:<\/strong> Among engineering plastics, PC is the sector with the most \"trend support.\"<\/span><\/p>\n

Sourcing Strategy Recommendations:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>For high-end\/transparent\/heat-resistant PC<\/a>, we recommend signing 1-3 month contracts in advance and stocking a mix of branded materials.<\/span>
\n\u00a0 -<\/strong>You can seek quota guarantees\/priority shipping rights from us.<\/span>
\n\u00a0 -<\/strong>If the customer is a downstream precision parts manufacturer, we can recommend them to participate in a lock-in program to share some of the cost volatility risk.<\/span><\/p>\n

PBT\/Engineering Plastics<\/a> (PBT, \u0e1b\u0e2d\u0e21<\/a>, \u0e1e\u0e35\u0e40\u0e2d<\/a>, etc.)<\/span><\/p>\n

Price Trend:<\/strong> Overall weakness is unlikely, with a moderate to strong outlook. Local price differentials in East Asia may widen.<\/span><\/p>\n

Driving Factors:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Recovering demand for wiring harness connectors and electrical components for new energy vehicles<\/span>
\n\u00a0 -<\/strong>Pressure from maintenance\/production suspensions at some factories<\/span>
\n\u00a0 -<\/strong>Supply chain logistics bottlenecks<\/span><\/p>\n

Juyuan's judgment:<\/strong> PBT\/POM and other products offer numerous structural opportunities, supported by both engineering demand and supply constraints.<\/span><\/p>\n

Procurement Recommendations:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>For stable models and long-term customers, sign guaranteed supply contracts for 2-4 months.<\/span>
\n\u00a0 -<\/strong>For models with potential, futures\/options hedging may be employed (depending on company capabilities).<\/span>
\n\u00a0 -<\/strong>Once a maintenance announcement is issued, prioritize delivery schedules\/backup plans.<\/span><\/p>\n

 <\/p>\n

PP (Polypropylene)<\/span><\/a><\/p>\n

Price Trend:<\/strong> Primarily volatile, with potential for periodic increases during maintenance periods in the Middle East.<\/span><\/p>\n

Driving Factors:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Fluctuations in propylene monomer costs<\/span>
\n\u00a0 -<\/strong>Export maintenance\/supply tightening<\/span>
\n\u00a0 -<\/strong>Domestic inventory and market absorption capacity<\/span><\/p>\n

Juyuan's Judgment:<\/strong> PP offers the most arbitrage potential among general-purpose materials and is also one of the most volatile price sectors.<\/span><\/p>\n

Procurement Recommendations:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Focus on batch spot orders combined with a small percentage of short-term contracts.<\/span>
\n\u00a0 -<\/strong>Connect with foreign trade clients and explore opportunities for price differentials in the Middle East\/Southeast Asia.<\/span>
\n\u00a0 -<\/strong>\u200b\u200bMaintain a 2-4 week safety inventory to avoid missing out on lower prices due to excessive pre-stocking.<\/span><\/p>\n

 <\/p>\n

PE (Polyethylene)<\/span><\/a><\/p>\n

Price Trend:<\/strong> Range-bound, with a significant trend breakout unlikely.<\/span><\/p>\n

Driving Factors:<\/strong> Ethane\/ethylene cost performance, US export competitiveness, and domestic inventory pressure.<\/span><\/p>\n

Juyuan's Judgment:<\/strong> In the short term, the market will be significantly impacted by both foreign market conditions and costs, making it suitable for flexible operations.<\/span><\/p>\n

Procurement Recommendations:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Restock at low points in the US\/Southeast Asian markets.<\/span>
\n\u00a0 -<\/strong>For models with high customer order certainty, lock in a small amount in advance.<\/span>
\n\u00a0 -<\/strong>Large-scale stockpiling at high prices is not recommended to prevent the risk of stockouts or cost rebounds.<\/span><\/p>\n

 <\/p>\n

ABS (Acrylonitrile-Butadiene-Styrene)<\/span><\/a><\/p>\n

Price Trend:<\/strong> Strong cost support, but weak demand recovery may lead to continued pressure.<\/span><\/p>\n

Driving Factors:<\/strong> Raw material costs of styrene and acrylonitrile; weak shipments of home appliances\/electronics.<\/span><\/p>\n

Juyuan's Assessment:<\/strong> ABS is a high-risk category, characterized by large price fluctuations and sensitive downstream reactions.<\/span><\/p>\n

Purchasing Recommendations:<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>For bulk home appliance customers, we still prefer on-demand procurement.<\/span>
\n\u00a0 -<\/strong>For highly transparent\/engineering-grade ABS, a small amount can be locked in as emergency supplies.<\/span>
\n\u00a0 -<\/strong>When quoting, we recommend providing a more detailed cost breakdown and a reasonable price increase range.<\/span><\/p>\n

 <\/p>\n

4. Operational Strategies and Customer Recommendations<\/span><\/h1>\n

 <\/p>\n

As a raw material supplier\/trader, we use the following strategies as a foundation for our daily operations and recommend them to downstream purchasing customers:<\/span><\/p>\n

Contracts + Flexible Replenishment<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>For engineering materials (PC\/PBT\/POM, etc.), it is advisable to sign flexible contracts with a minimum guarantee and replenishment period of 1\u20133 months. For general-purpose materials, short-term contracts should be primarily monthly or weekly.<\/span><\/p>\n

Quotas\/Priority Resource Allocation<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Establish a quota system with key customers (prioritizing supply during periods of tight supply) to demonstrate our strategic partnership status.<\/span><\/p>\n

Transparent Quotes<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Break out upstream unit costs\/space\/brand premium\/profit in the quote. This will make customers more willing to listen to cost justifications and more receptive to adjustments.<\/span><\/p>\n

Equipment Maintenance\/Abnormality Monitoring Mechanism<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Establish an internal monitoring system to track maintenance plans of manufacturers such as SABIC, Covestro, LG, and Kepital, and respond promptly to any announcements.<\/span><\/p>\n

Tiered Inventory Management<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Stable\/Large Customers: 4\u20138 Weeks of Safety Stock<\/span><\/p>\n

\u00a0 -<\/strong>Regular Customers: 2\u20134 Weeks<\/span><\/p>\n

\u00a0 -<\/strong>Small Customers\/Short-Order Customers: Primarily on-demand shipments<\/span><\/p>\n

Content Output + Industry Insights<\/span><\/strong><\/p>\n

\u00a0 -<\/strong>Provide customers with monthly or quarterly content such as \"Market Updates,\" \"Trend Analysis,\" and \"Cargo Locking Recommendations\" to strengthen our professional image.<\/span><\/p>\n

 <\/p>\n

5. Risks and Key Points<\/span><\/h1>\n

 <\/p>\n\n\n\n\n\n\n\n
Risk \/ Observation Point<\/span><\/strong><\/td>\nPotential Impact<\/span><\/strong><\/td>\nResponse Strategy<\/span><\/strong><\/td>\n<\/tr>\n
Sharp fluctuations in monomer costs<\/span><\/td>\nSimultaneous cost pressure across all resin types<\/span><\/td>\nStrengthen monomer market monitoring and set early warning thresholds<\/span><\/td>\n<\/tr>\n
Slower-than-expected downstream demand recovery<\/span><\/td>\nHigh risk of price decline for commodity resins<\/span><\/td>\nMaintain flexible inventory and avoid excessive stock positions<\/span><\/td>\n<\/tr>\n
Changes in trade policies \/ environmental regulations<\/span><\/td>\nMay affect export or import compliance requirements<\/span><\/td>\nTrack regulatory updates in target markets and ensure compliance readiness<\/span><\/td>\n<\/tr>\n
Unexpected plant shutdowns \/ extended maintenance<\/span><\/td>\nSupply disruption for certain grades<\/span><\/td>\nBuild alternative supplier lists, maintain safety stock, and prepare substitution materials<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

6. Conclusion: The market is still changing, and stable supply comes from reliable partners<\/span><\/h1>\n

 <\/p>\n

The key words for the raw material market in October are \"structural differentiation + cost support.\"<\/span><\/p>\n

Ju Yuan believes that in an uncertain market, stable supply, flexible contracts, and transparent communication are the core of purchasing security.<\/span><\/p>\n

Whether it's engineering plastics or general-purpose materials, we can provide spot and futures services for branded raw materials (SABIC, Covestro, Lotte, LG Chem, etc.), helping customers maintain a stable production rhythm amid fluctuations.<\/span><\/p>","protected":false},"excerpt":{"rendered":"

1. Macro Background: The Market Enters a Phase of \"High Support + Differentiation and Adjustment\"   In the fourth quarter of 2025, the plastic raw materials market exhibited distinct structural characteristics: \u00a0 \u30fbStrong support on the cost side: Crude oil prices remained high, and ethylene and propylene monomer prices remained firm. \u00a0 \u30fbPolarized supply and […]<\/p>\n","protected":false},"author":1,"featured_media":4436,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-4434","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"jetpack_featured_media_url":"https:\/\/juyuans.com\/wp-content\/uploads\/2025\/09\/October-2025-Virgin-Plastic-Raw-Materials-Market-Insights.jpg","_links":{"self":[{"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/posts\/4434","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/comments?post=4434"}],"version-history":[{"count":5,"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/posts\/4434\/revisions"}],"predecessor-version":[{"id":4440,"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/posts\/4434\/revisions\/4440"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/media\/4436"}],"wp:attachment":[{"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/media?parent=4434"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/categories?post=4434"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/juyuans.com\/th\/wp-json\/wp\/v2\/tags?post=4434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}