- EPDM rubber prices showed a mixed global trend in early 2026, with gains in Asia supported by tighter supply, while Western markets remained under pressure from oversupply.
- Feedstock cost support remained uneven as supply disruptions linked to the Iran war and Strait of Hormuz tightened production economics globally.
- Downstream demand from automotive seals, roofing membranes, and construction applications remained stable in Asia but weak across Europe and North America.
Asia
EPDM rubber prices showed an increase on the Asian market, backed up by strong ethylene prices, combined with a shortage of supply in the region. Limited supply due to lower utilization rates at steam crackers and a decrease in capacities by 20-28% in Japan and South Korea created additional pressure on buyers, who switched to imports, pushing buyers toward imports and increasing competition for cargoes. For India, increased reliance on shipments and a shortage in supply continued to push prices higher due to energy flow problems worldwide.
Europe
EPDM rubber pricing in Europe stayed low owing to excess supply and poor demand. The poor performance of ethylene and its low cracking margin of about 75% limited cost support for the commodity. Additionally, the continued availability of imports for olefins and derivatives weighed down the local producers, and demand from the automotive and building industries was weak due to inflation and sluggish economic growth.
North America
In North America, EPDM rubber prices remained largely stable with slight pressure, as oversupply and weak downstream demand persisted. Ethylene-linked cost support from higher natural gas and ethane prices prevented sharp declines, but compressed margins limited upward movement. Demand from automotive components and industrial applications remained cautious, keeping market activity restrained despite elevated production costs.