Too Much Resin, Not Enough Demand | Q4 Resin Market Breakdown (PE, PP, PS, PVC, PET) | 10/13/25

Even multiple production hiccups couldn’t move this resin market.As we enter mid-Q4, the theme is clear across North America: flat pricing, weak demand, and oversupply.In this week’s Resin Market Moves, Michael breaks down what’s really happening across the major resin families — and what it means for buyers trying to hold the line on costs. Resin Market Highlights:Polyethylene (PE): Dow, ExxonMobil, and CP Chem reported short-lived production issues, but inventories remain near record highs. October’s proposed +3–5¢/lb increases? Still unlikely to stick.Polypropylene (PP): Feedstock propylene (PGP) crashed below $0.25/lb, the lowest since 2022. No margin increases announced — weak fundamentals continue.Polystyrene (PS): Feedstocks fell sharply, with benzene down nearly $0.50/gal, pushing PS contracts lower again.ABS & Polycarbonate (PC): Stable to slightly soft. Auto sector improving, but not enough to move pricing. Sabic’s +10¢ ABS increase for November faces buyer resistance.PVC: Still sluggish. Construction remains slow, with high inventories and no October increase nominations.PET: Flat for September and early October, though producers continue testing +6–9¢/lb increases. Market data doesn’t support it.Key Takeaway:Feedstocks are easing. Inventories are heavy. And producer price-increase letters are running on fumes.Now is the time for buyers to stay disciplined, benchmark their pricing, and push back with confidence.That’s what ResinSmart was built for — real-time resin benchmarking, forecasting, and market transparency for processors who are tired of guessing. Learn more or request a benchmark demo: https://www.ResinSmart.ai Follow Michael Workman on LinkedIn for weekly Resin Market Moves updates.