Tag Archives: US

Liquefied Propane Gas Global Trade Continues Expanding and Adapting to Shifting Market Dynamics

LPG global trade expanded each year over the 2020 to 2024 period and continued through April 2025. Rising US exports, increasing demand globally for LPG as a petrochemical feedstock and a cleaner fuel, and the ban on EU imports from Russia were key market drivers.

Continue reading

The US Exports Substantially More Ethane than Polyethylene to China, But Ethane Shipments May Now be Subject to Licensing Requirements

Ethane is a key feedstock for producing ethylene, which in turn is polymerized to make polyethylene — one of the world’s most widely-traded plastics.

The US exported 1.8 million tons of ethane to China through April 2025, up 23%. As part of the ongoing trade conflict the US Commerce Dept. has indicated that licenses may now be required to continue these exports.

Continue reading

US Ethanol Exports to Benefit from Trade Deal with the UK

On May 8, 2025 the US announced the first country-specific trade deal from among the many that are currently under negotiation. Details have yet to be finalized, but one provision to be included is tariff-free quotas for ethanol imports into the UK from the US.

Continue reading

China Imposes Anti-dumping Duties on Imports of Polyacetals from US, EU, Japan, and Taiwan

On May 18, 2025 China set a rate of 74.9% on imports of polyacetals from the US, 34.5% on imports from EU, and varying rates on imports from Japan and Taiwan. Imports from Japan were set a duty of 35.5%, except for Asahi Kasei, with a company-specific rate of 24.5%; imports from Taiwan were at 32.6%, except for Formosa Plastics, at 4%, and Polyplastics, at 3.8%.

Continue reading

China’s Polymer Trade in April 2025: Record Exports, Low Imports, Huge Challenges Ahead

Following the traditional Chinese New Year slowdown in February, China’s exports of all the commodity polymers – PE, PP, PVC, Styrenics, and PET – rebounded to record levels in March and continued strong in April. Exports of fabricated products also were high. Imports were flat. Major headwinds are expected to impact exports in the coming months.

Continue reading

Brazil’s Commodity Polymer Imports May be Peaking

Brazil’s commodity polymer imports have surged 86% over the past three years—from 648,000 tons in April 2022 YTD to 1.2 million tons through April 2025—with polyethylene and polypropylene accounting for the bulk of the volume. That trend may be reversing.

Continue reading

China Exported Record Volumes of PE, PP, PS, PVC, and PET in March 2025. Shipments of Fabricated Plastic Products Also Surged. Imports Remained Low.

China’s exports of commodity polymers have surged each March in 2021 – 2025 following the Chinese New Year slowdown in February. March of 2025 was the highest volume ever recorded, new capacity and an uncertain trade environment adding to the strong growth trend from 2024.

Continue reading

Imports of Nearly All Widely Traded Polymers and Chemicals are NOT Exempt from the New Tariffs Announced by the US on April 2, 2025

The tariff situation is rapidly evolving. The Executive Order announced by the White House on April 2, 2025 to go into effect April 5 imposed a 10% general tariff on nearly all products imported into the US. This was to be followed by additional tariffs that would vary depending on the country. All of these may change as a result of currently ongoing negotiations.

In Annex II to the Executive Order, the White House exempted certain strategic goods. Most organic chemicals, polymers, and fabricated plastic products are not on this list and are not exempt.

Continue reading

US-China Polyethylene Tariffs: History, Market Effects, and New Developments

In 2018, the US imposed tariffs on Chinese goods and China retaliated with a 25% tariff on PE imports from the US. This caused a drop in China’s imports from US in 2019 but this was followed by a resurgence in mid-2020 through mid-2021, aided in part by Covid-19-related demand. Imports from the US slowed in 2021 as China expanded capacity, but volumes began climbing again and reached a peak in 2023 at 2.8 million tons. This slowed to 2.6 million tons in 2024. From 2022 through 2024 China’s total annual imports were steady, roughly around 17 million tons per year. The increased US share of the total was at the expense of reduced supplies from the Middle East and Asia-Pacific. Further declines in China’s PE imports from the US are likely in 2025 because of new tariffs and expanding capacity in China.

Continue reading