Polyethylene Global Trade Down 4% May 2026 YTD From May 2025 YTD, Lower Exports From the Middle East Partly Offset by Higher Shipments From Asia-Pacific. North American Shipments Were Flat as Regional Flows Shifted.

Polyethylene global trade (all grades combined) is projected at 29.0 million tons through May 2026, a decline of 1.4 million tons from May 2025 YTD.

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Anhydrous Ammonia Global Trade Down 14% May 2026 YTD From May 2025 YTD on Much Lower Middle East Exports. North American and Chinese Shipments Surged.

Anhydrous ammonia global trade is projected at 6.6 million tons through May 2026, down from 7.2 million tons May 2025 YTD.

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Trends in Polyethylene Film/Sheet Global Trade 2015-2025

The volume of PE film/sheet traded globally increased by 2.6 million tons from 2015 to 2025. Imports into every region grew, as did trade within each region. Shipments by suppliers in Asia-Pacific and Eastern European surged. Trade flows in 2026 will be impacted heavily by the ongoing Middle East conflict.

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Trends in Polyethylene Bags/Sacks Global Trade 2015-2025

Global trade generally trended higher over the ten-year period, volume in 2025 at 5 million tons, up from 3.8 million tons in 2015. Key regional changes included much higher imports into Western Europe and North America, expanded exports out of Asia-Pacific and Eastern Europe, and increased intra-regional trade within virtually all regions. As bags and sacks are an important end-use for PE polymer, trade flows are being impacted by the on-going the Middle East conflict, especially in Asia-Pacific.

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Mexico and Canada, Importing Under the USMCA, Accounted for 19% of Total US Exports of Polyethylene in 2025, Down from 28% in 2021

The decline as a percentage of US total exports mainly reflected the rapid expansion of US exports worldwide. The USMCA is currently being reviewed; its renewal is uncertain.

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China’s Imports of Polyethylene and Polypropylene Sank in April 2026; Exports Soared

China’s imports of polyethylene and polypropylene in April 2026 fell to record lows for the January 2022-April 2026 period. China’s exports of polyethylene and polypropylene set new record highs.

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Profound Changes in South Korea’s Polyolefins Trade in April 2026: Record Imports of Polymer & Fabricated Plastic Products; Steep Drop in Exports; Soaring Prices

The Iranian conflict and resulting constraints on feedstocks and raw materials were apparent in Korea’s trade in April.

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