- Market Overview
- Strategic Analysis
- Key Features
Market Overview
Duration: Short-term – 2-year price forecast and market outlook
The global Vinyls market, defined by the PVC (Polyvinyl Chloride) and VCM (Vinyl Chloride Monomer) value chains, is undergoing a prolonged, severe downturn characterized by global oversupply, depressed producer margins, and weak demand, creating an urgent need for strategic intervention. This market imbalance is fueled by the continued influx of highly competitive, low-priced imports from cost-advantaged regions, particularly Mainland China and the US, which effectively undercut local production and pressure domestic operating rates in higher-cost regions, such as Europe and parts of Asia. While producers are attempting aggressive capacity rationalization in Western Europe to align with diminished structural demand, profitability remains squeezed by fluctuating feedstock costs (specifically ethylene and EDC) and the absence of a meaningful demand recovery in key downstream sectors, notably building and construction, signaling that a fundamental shift in the global supply equilibrium is required before sustained margin recovery can take hold. Companies must focus on dynamic trade flows analysis and resilient supply chain strategies to navigate market troughs and position for eventual recovery.
Comprehensive monthly market price, supply, demand, and trade data and analysis for:
- Ethylene Dichloride (EDC)
- Vinyl Chloride Monomer (VCM)
- Polyvinyl Chloride (PVC)
Strategic Analysis
Duration: Short-term – 2-year price forecast and market outlook
The Global Vinyls Market Advisory Service provides clients with a comprehensive and focused view of global vinyls market dynamics. The service includes a monthly report that covers the global overview of the EDC, VCM and PVC supply, demand, trade, and price trends. Discussion on costs and margins are also included in the report. Unlike other market reports service providers, Chemical Market Analytics goes beyond price reporting. The unique feature of this service is the deep level of understanding of cost and margin dynamics for all the products within the value chain. This enables our researchers to evaluate the market condition at any point in time and provide our clients with valuable strategic assessment of short- and longer-term market direction.
Subscribers gain access to a comprehensive monthly report that includes in-depth market analysis, pricing information, margin details, market commentary, and forecasts. On a quarterly basis, a PVC price and real-time freight cost analysis table are published that provides subscribers with a snapshot view of netback prices for PVC trade and its associated freight cost for major trade destinations around the world. Additionally, a data-centric mid-month supplement is provided, focusing on supply, demand, trade, and operating schedules. A brief commentary on EDC, VCM and PVC along with the latest discovered spot transactions, is also published during the mid-month update.
Subscribers have the privilege and are encouraged to actively collaborate with the subject matter experts (SMEs) within the Market Advisory Service team. Chemical Market Analytics employs robust and well-established models seamlessly integrated from feedstock to derivatives. Our team of researchers possess the experience and expertise to go beyond mere market reporting, ensuring the delivery of dependable and impartial in-depth analyses.
Key Features
Duration: Short-term – 2-year price forecast and market outlook
PRICES COVERED
Contract and spot price summary with a brief review of current market conditions.
- Ethylene Dichloride (EDC)
- Polyvinyl Chloride (PVC)
- Vinyl Chloride Monomer (VCM)
GLOBAL MONTHLY MARKET REPORT
A high-level summary of global market trends, followed by deep-dive analysis across seven key regions: North America, Latin America, Europe, Russia & the CIS, the Middle East, Mainland China, and other parts of Asia, including India. Each regional section delivers detailed insights into feedstock dynamics, pricing trends for EDC, VCM, and PVC, supply and demand fundamentals, plant operations, and trade flows, providing a comprehensive view of the entire value chain.
DATA SUPPLEMENT
A global mid-month update offers timely insights into market dynamics, complemented by a regional price summary table. This supplemental report features visual charts tracking historical and forecasted trends in feedstocks, PVC cash costs, and profit margins. It also includes a detailed quarterly supply/demand balance for PVC across key regions: the U.S. and Canada, Western Europe, the Middle East, the Indian Subcontinent, Northeast Asia, Japan, and China. Monthly updates highlight operating schedules for selected plants in North America, Western Europe, Asia, and China. In addition, key trade volumes for EDC, VCM, and PVC are captured through regularly published country-level statistics
MARKET FOCUS REPORT
This report offers in-depth analysis of special topics that are critical to the global vinyls market, providing additional research on emerging challenges and key developments shaping the industry.
ACCESS TO SUBJECT MATTER EXPERTS
Clients receive direct, one-on-one access to industry experts through phone consultations, email support, or scheduled meetings to discuss the key insights featured in the monthly market report. This personalized advisory service enables subscribers to deepen their understanding of market fundamentals, price drivers, and supply–demand dynamics, while clarifying complex data points and analysis. It also provides tailored perspectives on region-specific market trends, empowering clients to make more informed, strategic decisions across the global petrochemical value chain
SUPPLY & DEMAND
Short-term production news updates, production statistics, plant-by-plant operating schedules, and long-term structural supply changes. End-use analysis across the diverse range of end-use sectors plus macro industry trend analysis.
TRADE
This service delivers comprehensive global trade intelligence for the plastics & polymers market, offering the latest trade statistics, detailed global trade flow analysis, and freight rate estimates across major shipping routes. It also provides continuous monitoring of tariffs, sanctions, and regulatory developments impacting the movement of aromatics and related petrochemicals. These insights enable stakeholders to evaluate geopolitical and policy risks, strengthen compliance, and optimize their global supply chain and market positioning strategies across the plastics & polymers value chain.
WEBINAR
Client webinars provide in-depth reviews of market developments across North America, Europe/Middle East, and Asia. Each session features expert commentary on timely issues, such as global economic trends, trade dynamics, and other impactful events relevant to the specific period. These webinars also offer clients a valuable opportunity to engage directly with Subject Matter Experts through interactive Q&A sessions.