Low-density polyethylene (LDPE) export prices in the United States fell again this week, weighed down by persistent oversupply and subdued demand. Market players highlighted that production capacity continues to outpace consumption, fueling a supply-demand imbalance that is increasingly reshaping global trade flows.
An industry source told a Polymerduniya team member that abundant availability from the US, combined with aggressive offers, has kept downward pressure on prices. Buyers in key importing regions have limited purchases to essential volumes, further stalling momentum. The resulting shifts in trade routes have intensified competition among suppliers, with some redirecting cargoes to alternative destinations in search of stronger netbacks.
LDPE export prices at FAS Houston were assessed at USD 970–990/mt, down by USD 25/mt from the previous week.
Upstream ethylene markets mirrored the weakness, with spot prices assessed at 22.00–22.50 cents/lb FOB US Gulf on Thursday, a decline of 1 cent/lb week on week. However, the US ethylene contract price for July 2025 moved higher, settling at 32.25 cents/lb, up by 1.50 cents/lb from June 2025 levels.
