In early October 2025, the price of Low-Density Polyethylene (LDPE) Film Grade FOB Texas in the USA fell by 1% from the previous week, despite a rise of 4.6% in the price of Ethylene as feedstock. Domestic supply was stable, and exports to Canada and Mexico were regular. Consumers facing ongoing inflation switched to secondhand for certain items, helping to lighten demand for new and category specific packaging.
Demand for LDPE in the USA started to taper in early October 2025, tempered by consumers' inflation-driven move into the secondary market, which contributed to reduced purchases of new FMCG packaging. However, PepsiCo's strong third quarter showed some resilience in experience-oriented applications for snack and beverage flexible films. Supply fundamentals for LDPE remained functional, with domestic production hovering at approximately 5.5 million metric tons per annum from Gulf Coast-based plants using advantageous shale gas. LDPE inventory management and margin-driven pricing strategies continued to navigate the takeoff of feedstock at a time when demand for sustainable solutions, like recycled bags and other flexible packaging, to demand functionality as the economic crisis and sustainability continued to disrupt virgin resin to respond to practicality.
LDPE Film Grade FOB Texas prices were largely unchanged for the period ending October 3, 2025, but started a modest decline of 1% by the period ending October 10, despite a 4.6% increase in Ethylene as feedstock which producers used for margin protection from softened demand in the previous week. LDPE prices been continuously bearish over the past 12 weeks, but the sustained supply and demand dynamics led to cute logistics and upstream costs that derived from no interruptions
LDPE Producers focused on margins by holding prices steady versus rising Ethylene costs while working through softening consumer demand through inventory management and export stability to Canada and Mexico. Emerging and ongoing infrastructure projects extended the need for durable LDPE films and sheets. Sales in PepsiCo's Q3 were pleasing, sustaining flexible packaging demand despite continued weakness in snack/beverage sales in North America.
果酱视频, anticipates softness in US LDPE markets in Q4, as consumer behavior trends will likely dampen FMCG packaging demand, while infrastructure projects and export stability will be a buffer to demand. Margin pressure from Ethylene cost volatility will also be a continued concern, requiring vigilant inventory management. However, regional trade with Canada and Mexico, along with infrastructure market investments puts the wider LDPE market in a position of relative resilience, and some potential stabilization in activity may appear.
