Tag Archives: Polyethylene

Faced With Global Oversupply South Korea Will Restructure the Yeosu Complex, Shutting 1.4 Million Tons of Ethylene Capacity.

Korea’s ethylene exports plummeted with the start of the Iranian conflict. The restructuring will result in further declines.

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China Exported Record Volumes of PE Polymer and Also Fabricated PE Film/Sheet and PE Bags/Sacks in the First Half of 2026.

Constrained supplies of polymer and feedstocks from the Middle East provided China with opportunities to sell PE polymer and fabricated PE products globally.

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Brazil’s PE Import Sources Shifted Dramatically June 2026 YTD vs 2025; Much Lower Volumes From North America Largely Offset by Surge in PE from APAC, Middle East, and Others

Anti-dumping duties on North American suppliers and disruption in Middle East supply were major factors.

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PE Global Trade Down 4% May 2026 YTD: Lower Exports From the Middle East Partly Offset by Higher Shipments From APAC; North American Shipments 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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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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Iranian Exports of Anhydrous Ammonia, Ethylene Glycol, Polyethylene, and Methanol Accounted for 16%-61% of Total Middle East Exports in 2025

Export statistics published by the Iranian government show much higher volumes than are visible from trading partner import statistics, largely because a great deal of Iranian material is transshipped through other Middle Eastern countries, noting especially UAE.

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Trends in Polyethylene Global Trade, 2021-2025; Implications for 2026

The ITP Indicator of polyethylene global trade showed a volume of 72.2 million tons in 2025, up 1% from 2024. The upward trend visible since 2023 will likely be disrupted in 2026.

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