Grupa Azoty reduces production in March and April after difficult first quarter in 2023 - Issue 391 || PKN Orlen-petrochemical production Jan-Apr 2023 - Issue 391 || Central European styrene trade Jan-Apr 2023 - Issue 391 || Polish polyethylene production & trade Jan-Apr 2023 - Issue 391 || Polish polypropylene production & trade Jan-Apr 2023 - Issue 391 || Polish synthetic rubber trade, Jan-Apr 2023 - Issue 391 || Central European MDI trade Jan-Apr 2023 - Issue 391 || Central European methanol trade Jan-Apr 2023 - Issue 391 || Russian chemical industry-new terminals required to serve Chinese market - Issue 391 || Russian butadiene production Jan-Apr 2023 - Issue 391 || Russian plastics and polyethylene production Jan-Apr 2023 - Issue 391 || Russian polyethylene trade Jan-Apr 2023 - Issue 391 || PTA deliveries from China to Kaliningrad - Issue 391 || Russian methanol production Jan-Apr 2023 - Issue 391 || Russian methanol exports, Jan-Apr 2023 - Issue 391 || Methanol plant at Volgograd signs agreement with Chinese company - Issue 391 || Russian polyurethane raw materials 2023 - Issue 391 || Uzbek methanol island-Air Products - Issue 391 || Russian Methanol Production, exports and domestic sales 2023 - Issue 392 || Polish petrochemical production Jan-May 2023 - Issue 392 || Olefin 111 project outline - Issue 392 || Polimex Mostostal and Naftoremont-Naftobudowa-Olefin 111 project - Issue 392 || Hungarian propylene exports Jan-Apr 2023 - Issue 392 || Central European styrene trade Jan-May 2023 - Issue 392 || Czech petrochemical trade, Jan-May 2023 - Issue 392 || Polish rubber trade Jan-May 2023 - Issue 392 || Hungarian TDI-MDI exports Jan-Feb 2023 - Issue 392 || Russian propylene exports & sales Jan-May 2023 - Issue 392 || KPI polypropylene outage & exports - Issue 392 || Russian methanol producer operational balances 2023 - Issue 396 || Russian Methanol Exports October 2023 - Issue 396 || Polish Polyol Exports 2022-2023 - Issue 396 || Polish Polyol Imports 2022-2023 - Issue 396 || Central European isocyanate trade Jan-Sep 2023 - Issue 396 || Czech polyol imports Jan-Sep 2023 - Issue 396 || Polish polyol trade Jan-Sep 2023 - Issue 396 || Isocyanate/polyol imports from China into Russia - Issue 396 || Russian Methanol Market Analysis January to June 2024, including production and trade balances - Issue 405 || Polish synthetic rubber production and domestic market Jan-Jun 2024 - Issue 405 || Polish Methanol Trade Statistics - Issue 405 || Russian regional chemical production data - Issue 412 || Russian petrochemical production Jan-Jul 2025 - Issue 418 || Monitesing extra ethylene from Nizhnekamskneftekhim - Issue 418 ||
 


423

Czech crude imports Jan-Dec 2025

Imports of crude to the Czech Republic totalled 6.851 million tons in 2025 against 6.807 million tons in 2024.  Imports from Russia dropped from 2.716 million tons in 2024 to 526,900 tons in January to December 2025, with the last deliveries of Russian crude made in April last year.

Czech Crude Imports (million tons)

Country

Jan-Dec 25

Jan-Dec 24

Azerbaijan

2959.4

2610.0

Kazakhstan

1241.7

1015.3

Russia

526.9

2715.9

Norway

1383.7

0.0

Saudi Arabia

739.6

161.8

Others

0.0

304.1

Total

6851.4

6807.0

Av € per ton

460.8

579.0

The smaller refinery in Kralupy nad Vltavou continues to process lighter crude from the Caspian region, with imports from Azerbaijan amounting to 2.959 million tons in 2025.  The larger Litvinov refinery has switched to a combination of Norwegian and Saudi Arabian oil, amounting to 1.384 million tons and 739,600 tons respectively for January to December 2025.  

Polish crude imports Jan-Dec 2025

From the total of 25.431 million tons of crude imported into Poland in 2025, supplies from Saudi Arabia totalled 12.038 million tons followed by Norway which provided 8.240 million tons.  

Polish Crude Imports (unit kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Saudi Arabia

12038.1

11,294.2

Guyana

2034.5

1,149.8

Nigeria

904.3

1,118.1

Norway

8239.6

8,752.5

US

749.2

1,412.0

UK

1026.5

893.1

Others

439.3

351.8

Total

25,431

25,004

Av € per ton

436.5

585.1

Guyana was the third largest supplier of crude to Poland in 2025, delivering 2.034 million tons in January to December versus 1.150 million tons in 2024.  Average prices for Polish crude purchases dropped from $585.1 per ton 2024 to $436.5 per ton in 2025.  Due to lower prices refining margins for the Orlen Group recovered steadily throughout 2025 but then started to fall in December.

Hungarian crude imports Jan-Dec 2025

Hungary imported a total of 4.641 million tons in the period January to December 2025, against 4.725 million tons in 2024.  Supplies from Russia amounted to 4.281 million tons against 4.534 million tons.  Average prices for Russian crude dropped last year to €444.7 per ton from €492.8 per ton in 2024. 

Hungarian Crude Imports (kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Croatia

285.4

0.0

Iraq

0.0

231.8

Russa

4,281.0

4,534.4

Others

74.1

433.2

Total

4,640.5

4,725.4

Av € per ton

444.7

492.8

Hungarian oil supplies from Russia were affected in late January by Russian attacks on the Druzhba pipeline rather than Ukrainian.  A Russian attack on the Lviv region on 27 January damaged the energy infrastructure connected to the Druzhba pipeline, which is also used to supply Russian oil to Hungary and Slovakia.  Although Russia regularly targets attacks on Ukraine's energy infrastructure, this is the first time that an oil pipeline through which the Russians supply their own oil to Europe has been damaged.

Croatia has agreed to help Hungary and Slovakia with oil supplies through the JANAF pipeline but will only allow non-Russian sources to be delivered.  In purely economic terms Croatia has pointed out that Hungary and Slovakia can finally abandon Russian raw materials and switch to alternative sources.  Hungary and Slovakia are however in conflict with the EU and Ukraine regarding deliveries of Russian crude and appear to want to help the Russian regime.

Polish petrochemical production Jan-Dec 2025

Ethylene production in Poland dropped in 2025 to 301,700 tons against 342,300 tons in January to December 2024, whilst propylene dropped from 386,600 tons to 352,600 tons.  The drop in propylene production is largely due to the stoppage of the PDH plant of Polimery Police which has not worked since July 2025.  

Polish Petrochemical Production

(unit-kilo tons)

 Product

Jan-Dec 25

Jan-Dec 24

Ethylene

301.700

342.300

Propylene

352.600

386.600

Butadiene

54.888

52.717

Toluene

8.538

0.047

Phenol

35.778

41.606

Polyethylene

291.000

312.700

PVC

316.600

308.400

Polypropylene

255.300

264.400

The reasons for the stoppage at the PDH plant is down to scheduled maintenance being brought forward from three years to two years.  This change in the maintenance cycle to two years threw out Grupa Azoty’s calculations, as they do not have the funds to operate the restart of the plant.  As a result, renewed discussions are being undertaken with Orlen.

Butadiene production at Plock rose slightly to 54,888 tons in 2025 from 43,514 tons in 2024.  Nearly all of the butadiene produced at Plock is consumed by Synthos.  In the aromatics sector toluene production at Plock has been stopped again.

In the plastics sector polyethylene production in Poland amounted to 291,000 tons in January to December 2025 versus 312,700 tons in 2024.  Polypropylene production in Poland dropped at the two plants at Plock and Police from 264,400 tons to 255,300 tons.  PVC production at Wloclawek increased from 308,400 tons to 316,600 tons.

Orlen Jan-Dec 2025

Orlen’s downstream revenue was affected in 2025 by lower sales volumes of petrochemicals.  Fertiliser sales volumes declined by 13% following the shutdown of the production unit at Spolana and outages at fertiliser units at Wloclawek as a result of a power supply failure in March 2025.  PTA and PVC volumes also fell, by 29% and 24% respectively, due to plant shutdowns in 2025.  Sales of polyolefins were down 18% in 2025, and olefins down by 10%.  These falls were attributable to adverse market conditions against increased competitive pressure from Asian producers.

Orlen Product Revenues (€ million)

Product Group

Jan-Dec 25

Jan-Dec 24

Monomers

636.9

749.3

Polymers

619.1

803.2

Aromatics

216.0

337.3

Fertilisers

300.7

312.5

Plastics

174.0

221.5

PTA

257.1

421.3

Operating costs decreased by zl 17,516 million in 2025 to zl 119,966 million, due mainly to a $12 per barrel decline in crude oil prices. 

Petrochemical margins for Orlen and the European market were generally lower in 2025 than in 2024.   Only in April last year did margins exceed €200 per ton against exceeding €200 seven times in 2024.

Nowa Chemia

Orlen was required to make an impairment loss in the amount of zl 2.5 billion to offset the losses from Olefiny III.  Originally, Olefiny III was supposed to cost zl 8.3 billion, Nowa Chemia is expected to absorb a total of approximately zl 34 billion.  Nowa Chemia will allow Orlen to increase the production of ethylene by around 15%, reduce emissions and increase production efficiency by about 30%.  The alternative was to completely liquidate what had been created under Olefiny III, the costs alone which could consume another zl 10 billion.

In the new form of the project, the structure of the feedstocks is adjusted to maximize the internal synergies between the petrochemical and the refinery. At the same time, Orlen is focusing on increasing the share of recycled feedstocks, which will move the group strongly towards the creation of the so-called green petrochemicals.  In the case of Olefiny III, it was assumed that significant quantities of feedstocks were based crude oil processing.

Polish monomer imports, Jan-Dec 2025

Butadiene import prices for Poland averaged to €893.1 in 2025 against €877.6 per ton for the whole of 2024.   Shipments totalled 97,664 tons against 106,085 tons in January to December 2024.  Germany increased exports in 2025 to 37,833 tons versus 28,315 tons in 2024, and Austria reduced shipments to 34,258 tons against 36,270 tons. 

Polish Butadiene Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Austria

34.258

36.270

Germany

37.833

28.315

Hungary

23.173

35.841

Others

2.398

4.128

Total

97.664

106.085

Av € per ton

893.1

877.6

Poland imported 86,200 tons of propylene in January to December 2025 against 79,459 tons in the same period in 2024.  Imports have declined in the past two years due to domestic production at the Police plant.  Average import prices for propylene imports into Poland declined from €847.2 per ton in 2024 to €825.9 in 2025. 

Polish Propylene Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Bulgaria

0.000

3.029

Croatia

2.066

0.000

Czech Republic

2.070

9.268

Germany

97.003

83.213

Hungary

3.103

0.000

Others

1.017

4.058

Total

105.260

100.291

Av price

805.3

838.6

Hungarian monomer trade, Jan-Dec 2025

Exports of propylene from Hungary amounted to 65,870 tons in January to December 2025 against 71,979 tons in January to December 2024.  Shipments to Slovnaft in Slovakia were reduced from 61,722 tons to 50,973 tons, whilst smaller deliveries were made to Poland (5,157 tons) and Germany (4,661 tons).   Prices averaged €940.3 per ton in 2025 against €871.4 per ton in January to December 2024. 

Hungarian Propylene Exports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Germany

4.661

0.000

Poland

5.157

9.221

Slovakia

50.973

61.722

Others

4.879

1.036

Total

65.670

71.979

Av € per ton

940.3

871.4

Hungarian butadiene exports dropped to 37,423 tons in 2025 against 52,128 tons in 2024.  Exports to Poland dropped from 33,767 tons in 2024 to 22,420 tons in 2025, whilst exports to the Czech republic increased from 11,189 tons to 15,003 tons.  Butadiene is exported from MOL’s Tiszaujvaros complex, with Poland as the largest destination.   Prices dropped from €859.5 per ton in 2024 to €749.7 in 2025.

Hungarian Butadiene Exports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Czech Republic

15.003

11.189

Germany

0.000

8.211

Poland

22.420

33.767

Others

0.000

0.001

Total

37.423

52.128

Av € per ton

749.7

859.5

Hungarian styrene imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Italy

48.287

53.142

Netherlands

6.425

5.357

Others

0.004

0.042

Total

54.716

58.603

Av € per ton

1018.7

1403.1

Styrene imports into Hungary declined from 54,716 tons in 2025 against 58,603 tons in 2024.  Average prices fell to €1018.7 per ton against €1403.1 per ton in 2024.  Imports are dominated by shipments from Italy where volumes amounted to 48,287 tons in 2025. 

Styrene imports into Poland rose from 96,039 tons in 2024 against 101,741 tons in 2025.  Average prices fell to €1255.5 per ton against €1069.6 per ton in 2024.

Polish Styrene Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Belgium

38.831

23.236

Czech Republic

1.638

10.259

US

9.625

0.309

Netherlands

19.899

27.749

Germany

10.840

14.986

Saudi Arabia

18.690

8.976

Others

2.218

10.523

Total

101.741

96.039

Av price

1069.6

1255.5

Imports are dominated by shipments from Belgium where volumes amounted to 38,831 tons in 2025 followed by the Netherlands with 19,899 tons. 

Czech olefin monomer trade, Jan-Dec 2025

Czech ethylene imports amounted to 2,303 tons in 2025, against 5,921 tons in January to December 2024.  Czech propylene imports totalled 54,205 tons against 44,885 tons in 2024.

Czech Olefin Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Ethylene

2.350

5.921

Propylene

54.205

44.885

Butadiene

71.148

45.498

Ethylene exports from the Czech Republic amounted to 12,506 tons in 2025 against 14,115 tons in 2024, whilst propylene exports dropped from 10,384 tons to 2,087 tons.  Most of the ethylene is delivered by pipeline to Bohlen in Germany whilst several thousand tons was exported to Slovnaft in Slovakia last year. 

Czech Olefin Exports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Ethylene

12.506

14.115

Propylene

2.087

10.384

Germany supplied 30,742 tons of propylene to the Czech market in 2025 against 32,057 tons in 2024, whilst imports from Poland rose from 12,312 tons to 14,486 tons.  Butadiene imports into the Czech Republic increased from 45,498 tons in 2024 to 71,148 tons in 2025.  Germany supplied 50,166 tons in 2025 and Hungary 15,002 tons. 

Czech Imports of Propylene (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Germany

30.742

32.057

Bulgaria

1.985

0.000

Poland

14.486

12.312

Others

6.255

0.515

Total

54.244

44.884

 Av € per ton

833.4

854.7

Styrene imports into the Czech Republic amounted to 34,533 tons in 2025 against 19,971 tons in 2024.  The Netherlands increased shipments from 10,646 tons to 16,540 tons whilst supplies from Germany increased to 15,328 tons against 5,039 tons.  Average prices for styrene imports into the Czech Republic dropped from €1152.0 per ton in in 2024 to €1097.4 per ton in 2025.

Czech Styrene Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Germany

15.328

5.039

Netherlands

16.540

10.646

Poland

0.000

2.155

Others

2.084

2.021

Total

34.533

19.971

 Av € per ton

1097.4

1152.0

HIP-Petrohemija 2025

The performance of the NIS Group in 2025 was affected by the results of HIP-Petrohemija, which recorded a loss of 2.8 billion dinars in the final three months of 2025, and incurred a total loss of 10.3 billion dinars for the entire 2025.  HIP-Petrohemija has been part of NIS Group since 2023.  Currently negotiations are underway over the transfer of ownership from Gazprom Neft to MOL and ADNOK. 

HIP Petrohemija Petrochemicals (unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Production

257.9

298.1

Sales

248.4

288.0

Naphtha

326.2

399.5

After a two-month break due to the introduction of US sanctions on Serbia, Petrohemija restarted on 2 February.  The company took advantage of the interruption in production to carry out small-scale maintenance.   Production however fell in 2025 to 257,900 tons against 298,100 tons in 2024. 

Naphtha processing declined in 2024 from 399,500 tons to 326,200 tons in 2025.  Production of petrochemical products amounted to 46,000 tons in the fourth quarter, using 57,000 tons of naphtha which is 52% less compared to the same period in 2024.  The sales of petrochemical products in the fourth quarter of 2025 recorded the decline of 36% compared to the same period of last year and amounted to 53,000 tons.  HIP-Petrohemija’s EBITDA indicator was negative in the fourth quarter and amounted to -2.6 billion RSD, against RSD -2.3 billion in the fourth quarter in 2024.  The net result for the fourth quarter of 2025 was RSD -2.8 billion, which is a decrease compared to the same period of the previous year.

Czech polyethylene trade Jan-Dec 2025

For imports of all forms of polyethylene, Czech inward shipments amounted to 311,894 tons in January to December 2025 against 291,729 tons in the same period in 2024.  Average prices of imports declined from €1579.5 per ton to €1431.3 per ton.  Germany was the largest source of polyethylene imports, followed by the Netherlands and Belgium.

Czech Polyethylene Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

LDPE

107.968

99.552

LLDPE

22.858

22.996

HDPE

130.363

117.885

EVA

11.904

10.187

Other

38.800

41.109

Total

311.894

291.729

Av € per ton

1431.3

1579.5

Czech Polyethylene Exports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

LDPE

34.161

28.276

LLDPE

4.280

3.595

HDPE

300.939

354.103

EVA

4.007

3.187

Other

13.580

20.966

Total

356.967

410.125

Av € per ton

1363.4

1292.8

Polyethylene exports from the Czech Republic amounted to 356,967 tons in 2025 against 410,125 tons in the same period in 2024.  Average prices increased from €1363.4 per ton to €1292.8 per ton. 

HDPE export shipments comprised 300,939 tons in 2025 against 354,103 tons in the same period in 2024.  Germany was the largest destination for Czech HDPE supplied from Litvinov.  Other important markets for Czech polyethylene exports include Poland, Italy and Belgium. 

Polish polyethylene trade Jan-Dec 2025

Consumption of polyethylene in Poland increased in 2025 to 1.437 million tons against 1.304 million tons in 2024.  Production of polyethylene at Plock was lower whilst imports increased.  Polyethylene production dropped from 312,700 tons to 291,000 tons.

Polish PE Supply/Demand Balance

(unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Production

291.0

312.7

Exports

322.1

282.5

Imports

1468.5

1273.9

Market Balance

1437.3

1304.0

Polish imports of polyethylene totalled 1.468 million tons in 2025 against 1.274 million tons in the same period in 2024, with average prices falling from €1390.1 per ton to €1209.8 per ton.  HDPE is the largest category of imported polyethylene into Poland, amounting to 469,651 tons in January to December 2025 versus 409,649 tons in 2024.  Germany is the largest supplier of HDPE to the Polish market.  

Polish PE imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

LDPE

364.875

328.373

LLDPE

248.493

202.411

HDPE

469.651

409.649

EVA

21.408

17.965

EAO

314.720

268.427

Others

49.345

47.036

Total

1468.492

1273.861

Av € per ton

1209.8

1390.1

Polish PE Exports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

LDPE

61.172

56.102

LLDPE

22.525

15.993

HDPE

202.294

188.700

EVA

2.579

10.750

EAO

24.261

6.002

Other

9.319

4.972

Total

322.149

282.519

Av € per ton

1131.6

1080.0

LLDPE imports rose from 202,411 tons in January to December 2024 to 248,493 tons in the corresponding period in 2025.  Most of the LLDPE imports were sourced from West Europe, including France, the Netherlands and Germany.  LDPE imports rose to 364,875 tons in January to December 2025 from 328,373 tons in the corresponding period in 2024.    Imports from ethylene alpha olefins increased from 268,427 tons to 314,720 tons.

Polish polyethylene exports amounted to 322,149 tons in 2025 against 282,519 tons in 2024.  Average prices for polyethylene exports increased from €1080.0 per ton to €1131.6 per ton. 

Exports of HDPE from Poland amounted to 202,294 tons in January to December 2025 versus 188,700 tons in the same period in 2024 whilst LDPE exports rose from 56,102 tons to 61,172 tons.  Exports of ethylene alpha olefins from Poland amounted to 24,261 tons in 2025.  In addition to the production of ethylene polymers at Plock, exports are assisted by reexported imports.

Hungarian polyethylene trade Jan-Dec 2025

Imports of all grades of polyethylene into Hungary amounted to 180,393 tons in January to December 2025 against 219,118 tons in January to December 2024.  Hungarian import prices for polyethylene rose on average from €1040.4 per ton to €1496.8 in January to December 2025.  The largest category of polyethylene imports comprised HDPE, which dropped from 96,122 tons to 84,353 tons.

Hungarian Polyethylene Imports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

LLDPE

19.487

24.818

LDPE

40.399

47.937

HDPE

84.353

96.122

EAO

12.981

17.985

EVA

7.670

5.736

Other

15.503

28.474

Total

180.393

219.118

Av € per ton

1496.8

1040.4

Hungarian Polyethylene Exports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

LLDPE

37.028

5.385

LDPE

40.304

75.423

HDPE

215.770

204.168

Total

298.606

294.694

Av € per ton

1145.9

1339.4

Exports of LDPE from Hungary decreased from 75,423 tons in 2024 to 40,304 tons in January-December 2025.  HDPE exports increased from 204,168 tons to 215,770 tons in January-December 2025.  EAO and EVA exports were both negligible.

Hungarian polyethylene exports amounted to 298,606 tons in January to December 2025 against 294,694 tons in January to December 2024.  Average prices of polyethylene exports dropped from €1339.4 per ton to €1145.4 per ton.  Revenues for polyethylene exports in January to December 2025 totalled $342.176 million.

Polish PP Trade Jan-Dec 2025

In 2025 polypropylene production in Poland amounted to 316,600 tons against 308,400 tons in the same period in 2024.  Polish polypropylene imports, including homo grade and copolymers, rose to 984,671 tons against 938,234 tons in 2024.   Average prices for all types of polypropylene imports decreased from €1441.8 per ton to €1374.4 per ton.  Homo grade polypropylene imports rose from 592,937 tons in January to December 2024 to 647,888 tons in the same period in 2025, whilst copolymer imports dropped to 308,081 tons against 317,912 tons.    

Polish PP Supply/Demand Balance

(unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Production

316.6

308.4

Exports

287.8

299.3

Imports

910.3

865.6

Market Balance

939.1

874.7

Polish Polypropylene Exports (unit-kilo tons)

Category

Jan-Dec 25

Jan-Dec 24

PP homo

197.423

222.615

Polyisobutylene

0.456

0.907

Propylene copolymers

82.033

69.539

Other

7.876

6.251

Total

287.788

299.312

Av € per ton

1430.2

1441.3

Polish Polypropylene Imports (unit-kilo tons)

Category

Jan-Dec 25

Jan-Dec 24

PP homo

647.888

592.937

Polyisobutylene

2.445

2.705

Propylene copolymers

308.081

317.912

Other

26.258

24.680

Total

984.671

938.234

Av € per ton

1374.4

1441.8

Export shipments from Poland dropped to 287,788 tons in 2025 against 299,312 tons in January to December 2024.  Homo polymer grades comprised the main category of Polish polypropylene exports, where Germany was the largest destination.  Average export prices dropped from €1441.3 per ton in 2024 to €1430.2. 

Grupa Azoty Polyolefins-Orlen offer

Grupa Azoty intends to reach an agreement with Orlen on the sale of Grupa Azoty Polyolefins in March and hopes to finalise the transaction by the end of the first half of 2026.  Grupa Azoty cannot currently afford to finance investments into Polimery Police, for which Azoty Polyolefins is responsible.

Orlen Group Polyolefin Margins (€ ton)

Product

Jan-Dec 25

Jan-Dec 24

Polyethylene

 465

 463

Polypropylene

 346

 417

Grupa Azoty Polyolefins is a special purpose vehicle established to implement the Polimery Police project. Its main shareholders are Zaklady Chemiczne Police (34.4%) and Grupa Azoty (30.5%). Grupa Azoty Polyolefins has submitted a restructuring plan concerning the so-called partial arrangement, which includes receivables with a major impact on the company's operations.

The source of financial problems is the Polimery Police project where its original estimated cost was placed at about zl 1.7 billion, but during the whole construction process the expenditure increased to about zl 7.2 billion.  Grupa Azoty Polyolefins terminated the agreement in 2025 with the general contractor Hyundai Engineering.  The fate of Polimery Police depends primarily on the course of talks with creditors. Without an agreement on the billion-dollar debt, the future of one of the country's largest industrial investments is still in question.  The key problem is the serious technical difficulties of the installation, which, given the changed market conditions, currently make it impossible to resume operations without costly renovations. 

Hungarian Polypropylene Exports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

PP homo

115.673

118.027

Propylene copolymers

98.661

8.399

Others

9.032

70.937

Total

223.365

197.363

Av € per ton

1255.0

1374.7

Hungarian polypropylene trade Jan-Dec 2025

Exports of all forms of polypropylene from Hungary amounted to 198,861 tons in January to December 2025 versus 193,101 tons in the corresponding period in 2024. 

Hungarian Polypropylene Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

PP homo

122.344

133.541

Propylene copolymers

49.702

54.505

Others

15.078

1.963

Total

187.123

190.182

Av € per ton

1347.5

1363.5

Average prices of exports declined from €1374.7 per ton to €1255.0.  Homo-grade PP provides the main category of Hungarian polypropylene exports, amounting to 137,656 tons this year versus 157,465 tons in January to December 2024.  Exports from propylene copolymers increased from 101,853 tons to 131,671 tons.

For imports of all forms of polypropylene, Hungarian inward shipments declined to 187,123 tons in January to December 2025 from 190,182 tons in 2024, with average prices declining from €1363.5 per ton to €1347.5 per ton.  Imports of propylene copolymers into Hungary reduced from 54,505 tons to 49,072 tons whilst homo grade polypropylene imports dropped from 133,541 tons to 122,344 tons.  

Czech polypropylene trade Jan-Dec 2025

Production issues faced by Orlen Unipetrol in 2025 meant that Czech polypropylene export trade fell by around 10% in against 2024, imports rose only fractionally higher.

Exports of all forms of polypropylene from the Czech Republic amounted to 267,203 tons in January to December 2025 versus 299,002 tons in the same period in 2024.  Average export prices declined from €1368.3 per ton in 2024 to €1286.5 per ton in 2025.   Homo-grade PP provides the main category of Czech polypropylene exports, amounting to 215,224 tons in 2025 versus 184,366 tons in the same period in 2024.

Czech Polypropylene Exports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

PP Homo

215.224

224.071

Propylene Copolymers

46.746

46.604

Other

5.233

28.327

Total

267.203

299.002

Av € per ton

1286.5

1368.3

Czech Polypropylene Imports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

PP Homo

290.868

295.929

Propylene Copolymers

219.882

214.690

Other

17.485

14.824

Total

528.235

525.443

Av € per ton

1530.9

1584.8

For imports of all forms of polypropylene, Czech inward shipments amounted to 528,235 tons in January to December 2025 against 525,433 tons in the same period in 2024, with average prices dropping from €1584.8 per ton to €1530.9 per ton.  Imports of propylene copolymers increased from 219,882 tons to 214,690 tons whilst homo grade polypropylene imports declined from 295,929 tons to 290,868 tons. 

The largest supplier of propylene polymers to the Czech Republic in 2025 was Germany, shipping 72,706 tons followed by the Netherlands with 47,000 tons.  Other important suppliers included MOL from its two plants in Slovakia and Hungary, Austria, Belgium and Saudi Arabia.  

Hungarian synthetic rubber trade Jan-Dec 2025

Hungarian imports of synthetic rubber amounted to 158,1360 tons in January to December 2025 against 128,586 tons in January to December 2024.  Average prices dropped from €2443.1 per ton to €2305.7 in 2025. 

Hungarian synthetic rubber Imports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Butadiene Rubber

37.128

32.541

HBR

2.398

2.836

SBR

54.335

58.558

Other

12.554

15.974

Total

106.416

109.909

Revenues €mil

245.360

267.423

Av € per ton

2305.7

2433.1

Butadiene rubber imports into Hungary increased from 32,541 tons in 2024 to 24,562 tons, with the largest source coming from Indonesia.  SBR imports dropped from 47,040 tons to 44,024 tons. 

 

Synthetic rubber exports from Hungary amounted to 57,624 tons in 2025 against 68,327 tons in 2024.  Prices for exports increased from €2332.9 per ton to €2844.3 per ton in 2025.  SBR exports amounted to 50,993 tons in 2025.

 

Czech rubber trade Jan-Dec 2025

Exports of synthetic rubber from the Czech Republic amounted to 129,096 tons in January to December 2025 versus 133,072 tons in the same period in 2024.  At the same time imports declined from 138,342 tons to 132,412 tons in 2024.  Natural rubber imports declined from 103,375 tons to 102,244 tons.

Czech Rubber Trade (unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Exports Synthetic

129.096

133.072

Imports Synthetic

132.412

138.342

Natural

102.244

103.375

Czech Rubber Prices (€ per ton)

 

Jan-Dec 25

Jan-Dec 24

Exports Synthetic

1996.5

1861.6

Imports Synthetic

2161.5

2090.8

Natural

1775.9

1802.1

Rubber prices increased in 2025 for both synthetic and natural rubber.  Czech synthetic rubber export prices jumped from €1861.6 per ton in 2024 to €2006.2 per ton in 2025 whilst import prices jumped from €2085.1 per ton to €2139.5. Natural rubber prices increased last year to €1767.4 per ton from €1732.8 per ton in January to December 2024.

Czech butadiene rubber trade Jan-Dec 2025

The Czech Republic exported 106,719 tons of butadiene rubber in 2025 against 109,652 tons in the same period in 2024.  Average prices rose from €1783.9 per ton to €1921.9 per ton.

Czech Butadiene Rubber Exports

(unit-kilo tons) 

Country

Jan-Dec 25

Jan-Dec 24

France

0.872

3.052

Germany

5.193

6.122

Hungary

9.047

7.706

India

12.908

17.200

Italy

4.960

4.194

Poland

13.886

11.629

Romania

11.426

7.752

Serbia

8.172

8.116

Slovakia

4.890

5.977

South Korea

8.059

8.844

Spain

4.809

5.660

Turkey

9.219

9.018

US

1.445

0.195

Others

11.832

14.189

Total

106.719

109.652

Revenues

199.351

195.607

Av € per ton

1921.9

1783.9

Czech exports of butadiene rubber to India amounted to 12,908 tons in January to December 2025 against 14,776 tons in the same period in 2024.  Other important markets included Poland where exports amounted to 13,886 against 11,629 tons.   

Besides exports the Czech Republic imported 24,150 tons of butadiene rubber in 2025 against 30,342 tons in the same period in 2024.  Imports were sourced largely from Germany, the US and Poland.

Polish rubber trade Jan-Dec 2025

The trade dynamics for synthetic rubber in Poland took in 2025 showed a fall in both exports and imports.  For all types of synthetic rubber imports into Poland average prices increased from €1919.5 per ton in January to December 2024 to €2245.2 in 2025.  Due largely to demand side factors Poland reduced imports to 228,219 tons against 322,490 tons in the same period in 2024. 

Polish Synthetic Rubber Supply/Demand Balance

(unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Production

255.4

264.4

Exports

254.5

333.6

Imports

228.8

322.5

Market Balance

229.7

253.3

Polish Synthetic Rubber Imports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

ESBR

8.044

27.513

Block SBR

31.550

41.098

S-SBR

29.887

30.339

Butadiene Rubber

50.534

73.694

Butyl Rubber

2.897

3.705

HBR

13.157

10.382

NBR

8.370

9.673

Isoprene Rubber

3.380

35.735

EPDM

34.849

41.946

Others

46.152

48.405

Total

228.819

322.490

Av € per ton

2245.2

1919.5

By category, butadiene rubber was the largest product, accounting for 50,434 tons against 73,694 tons in 2024, whilst EPDM imports dropped from 41,946 tons to 34,849 tons.  Imports of emulsion SBR dropped from 27,513 tons to 8,044 tons.

Germany supplied 34,425 tons of synthetic rubber to the Polish market in 2025, with South Korea supplying 36,087 tons and Saudi Arabia 12,889 tons.  Volumes from the Far East and Middle East are expected to increase in the short to medium term.

Over the twelve months of 2025 the manufacture of rubber products in Poland amounted to 900,336 tons which was down from 908,066 tons in the same period in 2024.  Only in March, May and August in 2025 did the monthly volumes exceed volumes in 2024.  As with other European tyre manufacturers Polish companies are facing the difficulties of competing on price with Indian products in their own markets despite the lack of quality.  At the same time European manufacturers due to restrictions are not able to compete in the Indian market.   

Polish Imports of Synthetic Rubber (unit-kilo tons)

Major Suppliers

Country

Jan-Dec 25

Jan-Dec 24

Saudi Arabia

12.889

16.154

South Korea

36.087

34.758

Germany

34.423

36.288

Czech R

12.895

12.756

US

26.091

24.597

Synthetic rubber exports from Poland amounted to 254,336 tons in January to December 2025 against 333,584 tons in the same period in 2024.   Exports of butadiene rubber from Poland amounted to 48,434 tons in January to December 2025 versus 68,842 tons in the same period in 2024.   The largest category of rubber exports is concentrated on SBR grades. 

Polish Exports of Synthetic Rubber

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

SBR

186.816

214.366

Butadiene Rubber

48.434

68.842

Isoprene Rubber

1.299

31.150

Others

17.987

19.226

Total

254.536

333.584

Av € per ton

1830.1

1682.6

The largest European market for Polish synthetic rubber exports was the Czech Republic which took 20,054 tons in 2025, an increase over 2024 to compensate for the closure of the ESBR plant at Kralupy.  This was followed by Germany which took 18,775 tons.  The largest non-European destination for Polish synthetic rubber exports in 2025 was Brazil which took 13,385 tons.

Prices of synthetic rubber exports from Poland increased from €1571.5 per ton in 2024 to €1641.5 per ton in 2025.  Although both import and export volumes for synthetic rubber have been very similar, the prices for imported grades mostly exceed export prices. 

The trend for all forms of trade have been downward since the start of 2023.  India took 30,000 tons of Polish synthetic rubber in the period January to December 2025 against 42,405 tons in 2024.  Exports to Thailand totalled 11.456 tons January to December 2025 and to Brazil 15,058 tons. 

Polish synthetic rubber production Jan-Dec 2025

Synthetic rubber production at Oswiecim for Synthos amounted to 255,400 tons in 2025 against 264,400 tons in 2024.  Synthos has managed to diversify its export markets, which has allowed the company to increase production over 2023.  Although synthetic rubber production increased in 2024 the extra output was channelled into export activity rather than domestic consumption.  In other areas of production Synthos increased the production of EPS from 82,500 tons to 95,400 tons whilst the production of general-purpose polystyrene increased from 67,100 tons to 68,100 tons.

Synthos Production (unit-kilo tons)

 Product

Jan-Dec 25

Jan-Dec 24

 Polystyrene

68.100

67.100

 EPS

95.400

82.500

 Synthetic Rubber

255.4

264.4

Polish benzene exports Jan-Dec 2025

Polish exports of benzene totalled 158,790 tons in January to December 2025 against 156,975 tons in the same period in 2024.  Exports to Germany dropped from 133,870 tons to 125,870 tons in 2025, with average prices dropping from €774.2 per ton to €717.5 per ton.  The average contract price of benzene on the European market declined steadily during 2025.     

Polish Benzene Exports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Czech Republic

13.319

17.003

Germany

125.870

133.870

Others

19.601

6.101

Total

158.790

156.975

Av Price € per ton

717.5

774.2

Polish PTA exports Jan-Dec 2025

PTA exports amounted to 297,299 tons in 2025 against 381,744 tons in the same period in 2024.  Exports to Germany declined from 311,367 tons to 268,220 tons.  Average prices for PTA exports from Poland changed from €762.6 per ton to €685.1 per ton in January to December last year.

Polish Exports of PTA (unit-kilo tons)

Producer

Jan-Dec 25

Jan-Dec 24

Belgium

1.447

3.101

France

0.000

2.508

Germany

268.220

311.367

Lithuania

4.433

15.473

Switzerland

1.326

0.000

Turkey

4.599

16.579

Others

17.006

32.716

Total

297.299

381.744

Av Price € per ton

685.1

762.6

Polish PTA Production and Trade

 

Jan-Dec 25

Jan-Dec 24

Production (kilo tons)

415.0

581.0

Total Sales (kilo tons)

408.0

575.0

Exports (Kilo tons)

297.3

381.7

Total Revenues (€ million)

257.1

421.3

Export Revenues (€ million)

201.9

286.9

Regarding PTA feedstocks, Orlen largely coped with paraxylene supply for PTA production at Wloclawek in 2025 and thus imports of paraxylene dropped to 2,966 tons in 2025 against 42,563 tons in the same period in 2024.   However, due to lower PTA production at Wloclawek imports of PTA amounted to 34,761 tons in 2025. 

Polish aromatic imports Jan-Dec 2025

Phenol imports into Poland amounted to 107,687 tons in January to December 2025 which was down from 100,913 tons in the same period in 2024.  Germany was the dominant supplier of phenol to Poland, shipping 80,128 tons against 82,095 tons in the same period in 2024.    Spain and Finland accounted for smaller shipments.  Average prices for phenol imported into Poland dropped to €874.4 per ton against €1217.8 per ton in 2024.  

Polish Phenol Imports (unit-kilo tons)

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Finland

2.709

5.569

Germany

80.128

82.095

Spain

16.106

12.683

Others

8.745

9.567

Total

107.687

109.913

Av Price € per ton

874.4

1217.8

In other product areas, styrene imports into Poland amounted to 88,096 tons in the period January to December 2025 against 73,692 tons in the same period in 2024.  Aside the Netherlands and Belgium, other supplies came from the US and Saudi Arabia.  Both US and Saudi shipments represent relatively new sources of product for the Polish market.  Average prices for styrene imports into Poland dropped from €1353.5 per ton in the first ten months last year to €1165.8 per ton.

Polish Aromatic Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Adipic Acid

11.976

12.036

Bisphenol A

10.584

7.504

Caprolactam

6.234

11.927

Ethylbenzene

89.328

95.704

Paraxylene

2.966

42.563

Phenol

107.687

109.913

Phthalic Anhydride

33.593

35.524

PTA

34.761

12.189

Styrene

136.683

78.681

TDI

70.092

79.941

Toluene

23.690

22.627

Ethylbenzene imports amounted to 72,436 tons against 64,844 tons in the same period last year.  All the ethylbenzene was shipped from Kralupy to Oswiecim, all within the structures of the Synthos Group.

Czech aromatic exports Jan-Dec 2025

Czech aniline exports amounted to 57,562 tons in 2025 against 70,417 tons in the same period in 2024.  Shipments to Hungary amounted to 46,828 tons in

Czech Aromatic Exports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Aniline

57.562

70.417

Benzene

39.408

24.597

Toluene

11.820

8.916

Ethylbenzene

92.260

89.588

Styrene

3.557

10.790

Czech Aromatic Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Benzene

20.436

40.008

Toluene

4.657

5.662

Styrene

34.982

16.171

Bisphenol A

31.819

33.108

January to December 2025 against 60,696 tons.  BorsodChem MCHZ is undergoing a major reconstruction after deciding the existing infrastructure was no longer reliable and did not meet current standards. In cooperation with ABB, a complete network renewal is underway with production in full operation.

In other areas of Czech aromatic exports benzene increased to 39,408 tons in January to December 2025 against 24,597 tons in 2024, whilst toluene exports rose from 8,916 tons to 11,820 tons.  Ethylbenzene exports amounted to 92,260 tons against 89,588 tons.

Czech aromatic imports Jan-Dec 2025

Styrene imports into the Czech Republic amounted to 34,533 tons in 2025 against 19,971 tons in 2024.  The Netherlands increased shipments from 10,646 tons to 16,540 tons whilst supplies from Germany increased to 15,328 tons against 5,039 tons.  Average prices for styrene imports into the Czech Republic dropped from €1152.0 per ton in in 2024 to €1097.4 per ton in 2025. 

Benzene imports into the Czech Republic in 2025 amounted to 20,436 tons against 40,008 tons in 2024.  Benzene imports are sourced from Poland, Hungary and Serbia.  Toluene imports dropped from 5,662 tons to 4,657 tons.

Czech Bisphenol A imports & epoxy resin exports  

Bisphenol A imports into the Czech Republic totalled 31,819 tons in January to December 2025 against 33,108 tons in the same period in 2024.  South Korea increased shipments from 27,410 tons to 28,696 tons.  The largest user of bisphenol A in the Czech Republic is Spolchemie at Ust nad Labem, where epoxy resins are produced.  

Czech Epoxy Resins (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Austria

4.029

3.742

Germany

20.075

18.094

Spain

4.691

3.912

France

4.927

4.018

Italy

4.799

5.354

Poland

2.985

1.790

Others

8.853

12.155

Total

50.359

49.063

Av Price per ton

2443.5

2570.0

Czech Bisphenol A Imports

Product

Jan-Dec 25

Jan-Dec 24

Total Ktons

31.819

33.108

Av Price € per ton

1241.2

1374.0

Czech Epoxy Resin Exports

Product

Jan-Dec 25

Jan-Dec 24

Total Ktons

50.359

49.063

Av Price € per ton

2443.5

2570.0

Czech exports of epoxy resins amounted to 50,359 tons in 2025 against 49,063 tons in 2024.  Prices rose from €2570.0 per ton to €2443.5 per ton in 2025.  Germany remains the largest market for Czech epoxy resins, accounting for 20,075 tons in 2025 which was up from 18,094 tons in same period in 2024.

Hungarian aromatics Jan-Dec 2025

Imports of benzene increased from 26,890 tons in 2024 to 44,287 tons in January to December 2025.  Imports from Poland increased from 14,240 tons to 22,931 tons whilst shipments arrived from Serbia and amounted to 9,977 tons in 2025.  Exports of benzene from Hungary amounted to 36,322 tons in 2025 against 34,714 tons in the same period in 2024.  Shipments to Germany increased from 7,912 tons to 11,495 tons and to France from 7,237 tons to 14,031 tons in the same period in 2024. Average prices for Hungarian benzene exports dropped from €695.5 per ton to €626.7 per ton.

Hungarian Benzene Imports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Czech Republic

2.224

4.976

Germany

0.632

2.998

Poland

22.931

14.240

Serbia

9.977

0.000

Others

8.522

4.676

Total

44.287

26.890

Av € per ton

574.5

882.4

Toluene imports into Hungary amounted to 32,495 tons in 2025 against 44,774 tons in the same period in 2024.  Average prices dropped from €1012.5 per ton to €858.9 per ton.  Styrene imports into Hungary declined from 54,716 tons in 2025 against 58,603 tons in 2024.  Average prices fell to €1018.7 per ton against €1403.1 per ton in 2024. 

Hungarian TDI-MDI exports Jan-Dec 2025

Hungarian TDI exports January to December 2025 amounted to 196,965 tons against 210,804 tons in January to December 2024.  Average prices dropped from €1969.8 per ton to €2144.2 per ton. 

Hungarian TDI Exports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Austria

2.734

3.214

Belgium

24.175

37.650

Germany

12.743

12.082

Italy

28.755

29.545

Poland

36.393

30.885

Portugal

10.108

7.310

Romania

11.141

14.476

Spain

9.791

11.305

Turkey

25.961

38.213

Others

66.298

71.533

Total

228.100

256.212

Av € per ton

1977.0

1985.1

Exports of TDI from Hungary to Belgium amounted to 22,311 in 2025 against 29,883 tons in January to December last year, whilst volumes to Italy rose from 25,282 tons to 27,120 tons. 

Shipments to Poland increased from 25,114 tons to 31,233 tons and dropped to Turkey from 31,472 tons to 21,850 tons.  Shipments to Romania dropped from 11,879 tons to 9,279 tons. 

MDI exports from Hungary amounted in January to December to 230,769 tons against 213,078 tons in January to December 2024.  MDI export prices dropped to €1715.7 per ton against €1939.9 per ton in 2024.     Poland was the largest destination for Hungarian MDI exports, taking 48,766 tons in 2025 versus 34,342 tons in January to December 2025.  Exports to Italy increased from 4,747 tons to 16,650 tons.

Hungarian MDI Exports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Austria

3.899

3.206

Switzerland

3.099

4.747

Czech Republic

8.356

11.969

Germany

20.867

19.062

Algeria

6.250

18.253

Italy

16.650

4.747

France

4.566

6.374

Spain

5.967

4.485

Netherlands

1.558

11.779

Poland

48.766

34.342

Romania

23.041

13.233

Slovakia

3.740

0.762

Serbia

5.990

5.705

Turkey

11.936

4.455

Ukraine

5.126

22.324

Others

60.957

47.635

Total

230.769

213.078

  Av € per ton

1715.7

1939.9

Central European isocyanate trade Jan-Dec 2025

TDI prices are currently influenced by a mix of demand fluctuations, supply chain challenges, and trade-related uncertainties, with varying impacts across different regions. While some reports indicate price decreases due to weaker demand in Europe, others point to rising prices driven by supply chain issues and increased demand in other areas. Additionally, concerns about dumping and anti-dumping investigations are impacting imports from certain countries.

Polish TDI Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Belgium

2.130

5.003

Germany

16.401

18.521

Hungary

36.110

30.800

Netherlands

2.130

7.711

Saudi Arabia

2.115

0.460

South Korea

4.401

8.076

Others

5.204

3.564

Total

74.831

74.135

Av € per ton

1780.1

1999.0

TDI imports into Poland amounted to a total of 74,831 tons in January to December 2025 against 74,135 tons in January to December 2024.   Prices of TDI imported into Poland dropped from €1999.0 per ton in 2024 to €1780.1 per ton.  Hungary was the largest supplier in 2025, shipping 36,110 tons to Poland versus 30,800 tons in January to December 2024.   

Poland remains a major European hub for the polyurethane (PU) market, with a strong, active industry requiring significant quantities of isocyanates for manufacturing foam, coatings, and binders.

MDI imports into the Czech Republic totalled 40,430 tons in January to December 2025 against 40,823 tons in 2024.  Average prices declined from €2059.7 per ton last year to €1858.5 per ton.    The leading supplier was Belgium which shipped 10,119 tons against 9,362 tons in January to December 2024. 

MDI imports into Poland totalled 170,08 tons in January to December 2025, up against 169,354 tons in January to December 2024.  Average prices were down slightly in 2025 to €1791.4 per ton against €1920.4 per ton.  Germany increased MDI shipments to Poland to 54,553 tons in 2025 against 49,422 tons in January to December 2024, whilst imports from Hungary increased to 47,404 tons against 40,493 tons. 

Polish MDI Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Germany

54.553

49.422

Netherlands

15.258

26.597

Hungary

47.404

40.493

Belgium

32.247

34.672

South Korea

14.229

8.547

Others

6.396

9.624

Total

170.087

169.354

Av € per ton

1791.7

1920.4

Belgium shipped 32,247 tons of MDI to Poland in 2025, down from 34,672 tons whilst South Korea increased shipments from 8,547 tons to 14,229 tons.

Czech polyol imports Jan-Dec 2025

Czech polyol imports amounted to 46,897 tons in 2025 against 43,046 tons in the same period in 2024.  Belgium supplied 11,802 tons against 12,774 tons in 2024. Average prices dropped to €2095.8 per ton against €2343.2. 

Czech Polyol Imports (unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Total

 46.897

43.268

Av € per ton

2095.8

2343.2

Other suppliers included Germany which shipped 7,118 tons against 7,311 tons in 2024 and the Netherlands increased shipments from 5,273 tons to 8,183 tons.

Hungarian polyol imports Jan-Dec 2025

Imports of polyols into Hungary rose in 2025 to 39,953 against 30,714 tons in the same period in 2024.  Imports from China amounted to 13,598 tons in the period January to December 2025 against 10,664 tons in January to December 2024. 

Hungarian Polyol Imports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Belgium

1.767

2.110

China

13.598

10.664

Germany

4.606

3.351

Netherlands7

9.354

5.495

Poland

2.099

0.675

Romania

2.419

1.522

Others

5.533

6.016

Total

39.953

30.714

Av Price

1620.8

1915.3

Polish polyol trade Jan-Dec 2025

Polish polyol imports amounted to 147,825 tons in January to December against 141,516 tons in the same period in 2024.  Germany was the largest supplier, increasing shipments to 34,137 tons whilst the Netherlands reduced deliveries from 33,807 tons to 29,550 tons.  

Polish Polyol Imports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Belgium

24.729

22.808

China

12.677

9.251

France

8.027

4.882

Germany

34.137

31.779

Netherlands

29.550

33.807

Romania

11.272

14.189

Saudi Arabia

1.670

1.953

South Korea

11.465

9.347

Others

14.297

13.501

Total

147.825

141.516

Av € per ton

1659.3

1793.2

Polyol import prices into Poland dropped from €1793.2 per ton to €1659.3 per ton.  Despite the overall decline in average prices in 2025 for both exports and imports of polyols, prices in Europe did show a slight improvement in the latter part of the year even if there is no indication of a sustained rise.  The European polyether market was fairly balanced in terms of supply and demand in 2025, but at the same production and consumption have both been lower than in 2024. 

Polish polyol exports amounted to 52,084 tons in 2025 against 53,190 tons in the same period in 2024.  Italy was the largest destination for Polish polyol exports, mainly produced by PCC Rokita, taking 7,503 tons in the first ten months followed by Germany with shipments of 5,792 tons.  Average prices dropped from €2098.5 per ton to €1929.0 in 2025. 

Polish Polyol Exports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Total

52.084

53.190

Av price

1929.0

2098.5

Around two thirds of polyol production for PCC Rokita are exported from the Brzeg Dolny site and mostly to European destinations.  The company focuses essentially on two polyol groups, polyester and polyether.  Sales of polyester polyols in the Polish market were higher for PCC Rokita in 2025, whilst demand for polyether polyols was more restricted.  PCC Rokita has been close to using its full production capacity for polyester polyols which go mostly into polyurethane insulation panels.  For polyether polyols, the key market is flexible foams which are used mainly in the furniture industry.  In the first three quarters in 2025, the polyurethanes segment for PCC Rokita recorded weaker results compared to 2024.  The segment's EBITDA fell 49.8% to zl 18.2 million (€4.27 million), whilst sales volumes rose slightly from 66,500 tons to 67,100 tons.  

Hungarian maleic anhydride exports Jan-Dec 2025

Hungary exported 15,280 tons of maleic anhydride in January to December against 22,802 tons in January to December 2024.  Average prices rose from €1209.0 per ton to €1257.8 per ton.  Exports of maleic anhydride to Poland from Hungary dropped from 6,167 tons in 2024 to 2,106 tons in the same period in 2025.   

Hungarian maleic anhydride exports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Austria

1.983

0.550

Germany

2.247

2.987

Italy

2.116

3.583

Poland

2.106

6.167

Slovenia

0.795

1.821

Others

6.034

7.695

Total

15.280

22.802

Av € per ton

1257.8

1209.0

Hungarian organic chemical exports Jan-Dec 2025

Exports of organic chemicals from Hungary totalled 469,045 tons in 2025, down from 579,296 tons in 2024.  The largest commodity in the organic chemical sector is TDI, accounting for 41% of Hungarian organic chemical exports in January to December by volume and 33% by value.  Overall, the value of organic chemical exports from Hungary amounted to €1.346 billion in 2025 which was down from €1.249 billion in January to December 2024.  Imports of organic chemicals dropped from 692,690 tons in 2024 to 653,540 tons in 2025, with values dropping from €1.524 million to €1.451 million

Hungarian aniline & acrylonitrile imports Jan-Dec 2025

Aniline imports into Hungary dropped from 82,715 tons in January to December 2024 to 55,870 tons January to December 2025.  Inward shipments from BorsodChem-MCHZ in the Czech Republic amounted to 55,870 tons against 71,351 tons in January to December 2024.  Cost prices of aniline imports rose from €1382.0 per ton to €1387.2 per ton.

Hungarian Aniline Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Belgium

0.000

11.246

Czech Republic

55.870

71.351

Others

0.000

0.118

Total

55.870

82.715

Av € per ton

1387.2

1382.0

Hungarian Acrylonitrile Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Germany

4.294

3.650

Netherlands

13.406

11.932

Total

18.277

15.792

Av € per ton

1538.5

1643.4

Acrylonitrile imports into Hungary rose in 2025 to 18,277 tons from 15,792 tons in the same period in 2024.  Imports from the Netherlands increased from 11,932 tons to 13,406 tons.  Average prices for acrylonitrile imports amounted to €1538.5 per ton in 2025 versus €1643.4 in 2024.

Polish organic chemical imports Jan-Dec 2025

Exports of organic chemicals from Poland dropped by volume to 1.434 million tons in January to December 2025 from 1.546 million tons in the same period in 2024, whilst imports rose from 3.917 million tons to 4.007 million tons.  Export values dropped from €1.477 million to €1.247 billion, whilst import values dropped from €3.912 billion to €2.732 billion.   A problem for some organic chemical exports, particularly oxo alcohols, consumers have sought to minimise their purchases, anticipating further price declines.  Prices for many products have dropped this year due to lower raw material costs and weak demand. 

Polish Organic Chemical Trade

Exports

Jan-Dec 25

Jan-Dec 24

Vol (kilo tons)

1,434.0

1,545.5

Value (€ million)

1,247.2

1,477.2

Av € per ton

869.7

955.8

Imports

Jan-Dec 25

Jan-Dec 24

Vol (kilo tons)

4,006.9

3,917.2

Value (€ million)

2,731.8

3,911.6

Av € per ton

681.8

998.6

Methanol is the largest organic chemical imported into Poland, with volumes totalling 661,182 tons in January to December 2025 against 627,119 tons in the same period in 2024.   For other organic chemical imports Poland imported 41.595 tons of acetic acid in January to December against 40,132 tons in January to December 2024.  The US provided 28,772 tons in 2025 against 16,744 tons in the same twelve month period in 2024. 

Ethyl acetate imports into Poland amounted to 11,311 tons in January to December 2025 against 14,276 tons in January to December 2024.  Belgium provided the largest share of imports.  VAM imports into Poland increased to 29,170 tons versus 17,828 tons.   

Polish Organic Chemical Imports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Acetic Acid

41.595

40.132

Acetone

7.459

5.741

Butadiene

99.747

105.312

DINP/DOP

25.970

24.031

Ethyl Acetate

13.689

16.403

Isopropanol

15.465

12.674

Maleic Anhydride

10.065

11.300

Methanol

661.182

627.119

Propylene

62.123

57.753

VAM

29.170

17.828

Maleic anhydride imports into Poland amounted to 10,065 tons in January-December 2025, versus 9,649 tons in the previous year.  Imports are currently sourced from Germany, Hungary and South Korea. 

Isopropanol imports into Poland amounted to 15,465 tons in January-December 2025, up from 12,674 tons in the previous year.  Aside Germany, imports come from the Netherlands and South Africa.

Polish glycol/oxide imports Jan-Dec 2025

Ethylene glycol imports into Poland dropped in 2025 to 34,810 tons versus 54,753 tons in January to December 2024.  Belgium is the main supplier of glycols to the Polish market.  DEG imports increased to 28,797 tons against 28,133 tons.  Ethylene glycol production at Plock increased in 2025.  PCC Exol is the main consumer of ethylene oxide in Poland. 

Polish EO/PO Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

DEG

28.797

28.133

Ethylene Glycol

34.810

54.753

Ethylene Oxide

20.908

18.845

Propylene Glycol

29.711

20.727

Propylene Oxide

11.109

6.300

Polish organic chemical exports Jan-Dec 2025

Regarding export activity in organic chemicals, Polish shipments of monochloroacetic acid (MCAA) amounted to 32,304 tons in 2025.   MCAA production is undertaken by the PCC Group at Brzeg Dolny. 

Polish Organic Chemical Exports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Acetic Acid

1.329

1.670

Acetone

10.895

12.141

2-EH

3.883

0.544

Ethylene Glycol

30.724

20.603

Glycerol

37.398

32.934

Methanol

213.988

204.539

Monochloroacetic Acid

32.304

35.682

N-Butyl Acetate

4.609

7.047

Propylene

15.672

13.299

Propylene Glycol

6.732

16.438

Other organic chemical exports from Poland include glycerol where shipments amounted to 37,398 tons in January-December 2025 versus 32,934 tons in January to December 2024.   The main markets for Polish acetone exports included Italy, Germany, Romania and Lithuania. 

Methanol exports amounted to 213,988 tons in 2025 against 204,539 tons in January to December 2024.  Butyl acetate exports from Poland dropped from 7,047 tons in January to December 2024 to 4,609 tons in the same period in 2025. Solvent Wistol is the sole producer of n-butyl acetate in Poland. The Polish market for butyl acetate is relatively stable, with production expected to remain around 18,000 tons.  

Czech organic chemical trade Jan-Dec 2025

Czech organic chemical exports amounted in value to €1.023 billion million in 2025 against €1.244 billion in 2024, with volumes dropping from 544,700 tons to 516,500 tons. 

Czech Organic Chemical Imports

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Acetone

5.127

4.868

DEG

1.258

3.727

DINP

11.002

11.389

2-EH

19.804

18.386

Ethyl Acetate

3.944

7.970

Ethylene Glycol

11.910

14.030

Methanol

60.788

64.383

N-Butanol

9.288

7.126

Propylene Glycol

3.800

3.139

Imports of organic chemicals into the Czech Republic declined from €1.286 billion to €1.266 billion, whilst import volumes dropped from 684,700 tons to 655,700 tons.   Czech imports of organic chemicals are led by methanol where volumes amounted to 60,788 tons in 2025 against 64,383 tons in 2024.  2-EH imports amounted to 19,804 tons against 18,386 tons whilst imports of DINP plasticizers amounted to 11,002 tons. 

Other products imported include oxo alcohols, including 2-EH whereby inward shipments dropped to 14,015 tons in January to December this year versus 15,153 tons last year.  Most of the 2-EH imports come from the Azoty plant at Kedzierzyn-Kozle.  Plasticizer imports increased in the first ten months to 7,973 tons against 5,320 tons in the same period last year.

Czech methanol imports Jan-Dec 2025

Czech imports of methanol amounted to 48,421 tons in 2025 against 49,905 tons in the same period in 2024.  Prices per ton for methanol imports increased from €396.6 to €431.0 per ton.  

Czech Methanol Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Germany

4.987

6.139

Estonia

6.241

5.991

Poland

18.525

43.615

US

19.925

0.000

Venezuela

3.465

4.393

Others

4.953

4.149

Total

60.788

64.383

Av Price €

420.1

406.8

Poland supplied 18,525 tons to the Czech Republic in 2025 against 43,615 tons in 2024.  The US supplied 19,925 tons in January to December 2025, whilst the other sources of supply come from Estonia and Germany.  Venezuela supplied 3,465 tons to the Czech market in 2025, against 4,149 tons in 2024.

Hungarian methanol imports Jan-Dec 2025

Methanol imports into Hungary in January to December increased to 101,381 tons against 97,548 tons in January to December 2024.  Imports from Germany decreased from 59,276 tons to 48,352 tons, replacing sources from Poland and Slovakia. 

Hungarian methanol imports

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Germany

48.352

59.276

Netherlands

26.677

18.645

Poland

0.380

1.326

Estonia

6.310

0.000

Slovenia

17.282

15.956

Others

1.627

2.073

Total

101.381

97.548

Av € per ton

456.5

425.2

Imports from Slovenia into Hungary amounted to 17,282 tons in 2025 against 15,956 tons in the same period in 2024.  Average prices of methanol imports into Hungary amounted to €456.5 per ton against €425.2 per ton in 2024.

Polish methanol trade Jan-Dec 2025

Polish imports of methanol amounted to 661,182 tons in 2025 against 431,381 tons in January to December 2024.    Average prices in amounted to €364.1 per ton against €327.9 per ton in 2024.

Polish Methanol Imports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Belgium

68.546

162.674

Estonia

11.496

6.410

Germany

70.450

81.254

Netherlands

22.352

70.082

Norway

87.117

45.438

US

161.082

0.000

Trinidad

108.394

33.289

Venezuela

109.092

110.496

Others

22.653

116.987

Total

661.182

627.119

€ price per ton

364.1

327.9

The US supplied 161,082 tons of methanol to Poland in 2025 against zero tons in 2024.  Venezuela was the next largest supplier, shipping 109,092 tons followed by Trinidad with 108,394 tons. 

Imports from Belgium declined from 162,674 tons to 68,546 tons.  Tanker deliveries from Venezuela managed to get through the US blockade in December, so deliveries were not expected to be affected before the end of the year.  

Poland Methanol Exports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Austria

0.263

1.977

Czech

34.907

32.865

Germany

106.603

104.380

Romania

0.186

0.000

Slovakia

39.799

33.310

Ukraine

25.014

28.995

Hungary

0.283

0.764

Others

6.933

2.248

Total

213.988

204.539

€ per ton

396.9

396.6

Exports of methanol from Poland amounted to 213,988 tons in January to December 2025, rising from 204,539 tons in the same period in January to December 2024.  Polish methanol export prices rose fractionally in 2025 to €396.9 per ton measured against €396.6 in 2024.  At the start of 2025 there was a considerable price gap between export and import prices for methanol into and out of Poland, but from the third quarter onwards prices narrowed sharply to some degree of parity.

The largest destination for Polish exports was Germany which took 106,603 tons in 2025 against 104,380 tons in the same period in 2024.  Ukraine imported 25,014 tons in against 28,995 tons last year. 

Russian Chemical Production

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Ethylene

4481.064

4593.639

Propylene

2595.349

2520.909

Benzene

1276.932

1364.658

Toluene

343.738

387.913

Xylenes

425.706

447.367

Orthoxylene

148.507

123.866

Paraxylene

206.007

199.623

Styrene

686.839

730.416

EB

775.961

848.668

Methanol

3955.207

3818.630

Isopropanol

58.675

77.051

Ethylene Glycol

385.078

467.968

N-butanol

148.903

140.271

Phenol

258.406

245.493

Acetic Acid

183.394

255.446

Phthalic Anhydride

75.508

96.323

Maleic Anhydride

43.247

53.419

Russian chemical production Jan-Dec 2025

Russian ethylene production amounted to 4.481 million tons in 2025 against 4.594 million tons in January to December 2024, whilst propylene production increased from 2.521 million tons to 2.595 million tons.  Benzene production fell from 1.365 million tons to 1.277 million tons with the drop starting to affect styrene producers.  In other area of aromatic production toluene dropped from 387,913 tons to 343,738 tons, whilst orthoxylene rose from 123,866 tons to 148,507 tons and paraxylene rose from 199,623 tons to 206,007 tons.

Ethylene glycol production dropped from 467,968 tons to 385,078 tons, mainly due to the reduction of ethylene deliveries from Kstovo to Dzerzhinsk in early 2025 due to drone damage.  Other products affected by drones include acetic acid where volumes dropped from 255,446 tons in the period January to December 2024 to 183,394 tons in 2024.  Production at the Nevinnomyssk plant was affected partially in July and August after Ukrainian drones struck the Azot on two occasions.   Methanol production at Nevinnomyssk was also affected in August after it was attacked in late July.  Overall, though total methanol production in Russia increased from 3.819 million tons in 2024 to 3.955 million tons in 2025.

Russian Polymer Production

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

Ethylene polymers

3794.652

3661.867

PE

3657.262

3463.718

Styrene Polymers

449.331

555.446

PVC

690.572

950.204

Propylene Polymers

2166.537

2080.036

Polyamide

91.238

137.119

PET

631.108

630.956

Synthetic Rubber

1432.074

1436.557

Mass mobilisation is the one development that could affect everything.   SIBUR's petrochemical plants produced 14% more in 2025 than in 2024.  The rise was due largely to the launch of the EP-600 ethylene complex at Nizhnekamsk, and the modernisation of facilities at Kazan and an increase in production efficiency.   Nizhnekamskneftekhim increased production by 15% to 3 million tons, whilst Kazanorgsintez increased production by 10% to 1.1 million tons.  To ensure a sustainable supply of raw materials, SIBUR is building the Nizhnekamsk-Kazan ethylene pipeline, which will increase the transportation of ethylene to 500,000 tpa.

Russia’s petrochemical industry is relatively protected by costs, but the search for new markets in the face of sanctions and stagnation of demand in the world market still complicates initiatives to increase production.  The most important difficulty from sanctions is the ban on the supply of technology and equipment due to Western sanctions.  

Russian polymer production Jan-Dec 2025

Polyethylene production in Russia rose from 3.464 million tons in 2024 to 3.657 million tons, boosted at the end of the year by the start-up of the Irkutsk Polymer Plant.  The production of propylene polymers increased from 2.080 million tons to 2.167 tons in 2025.  Products that saw a decline in 2025 included styrene polymers, PVC and polyamide.  The production of synthetic rubbers in primary forms dropped slightly from 1.437 million tons to 1.432 million tons.   

Despite stability in production numbers the Russian polymer market is starting to feel the effects of a stagnating economy.  The year 2025 was marked by a decrease in demand from polymer and synthetic rubber processors, which created unfavourable conditions for polymer and synthetic rubber producers.  Polymer consumption in main application areas such as car production and construction suffered significantly in 2025.   Russia's largest petrochemical companies, including industry leader SIBUR Holding and its key assets Kazanorgsintez and Nizhnekamskneftekhim, are showing a sharp deterioration in financial results against an environment in falling prices and falling demand for polymers.

Russian ethylene production Jan-Dec 2025

Russian ethylene production totalled 4.481 million tons in 2025 against 4.594 million tons in January to December 2024. 

ZapSibNeftekhim at Tobolsk produced 1.547 million tons in January to December 2025, down from 1.551 million tons from January to December 2024.  Stavrolen at Budyennovsk reduced production from 340,105 tons to 285,059 tons in 2025.  Production in the Volga region increased from 2.213 million tons in 2024 to 2.179 million tons in 2025.   

Russian Ethylene Production (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

North Caucasus Federal District

285.059

340.105

Volga Federal District

2178.825

2212.974

Ural Federal district

1547.264

1550.838

Siberian Federal District

469.916

489.722

Total

4481.064

4593.639

Russian propylene production Jan-Dec 2025

Russian propylene production totalled 2.592 million tons in 2025 against 2.521 million tons in the same period in 2024.  ZapSibNeftekhim at Tobolsk reduced production from 958,355 tons in January to December 2024 to 981,662 tons in 2025, whilst the plants in the Volga region increased production from 633,824 tons to 650,124 tons.  Production at the Budyennovsk plant in the North Caucasus dropped from 141,228 tons to 120,911 tons whilst in Siberia the combined production of the Tomsk and Angarsk plant resulted in 483,076 tons versus 502,475 tons in 2024. 

Russian Propylene Production (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

North Caucasus Federal District

120.911

141.228

Volga Federal District

981.662

958.355

Ural Federal district

1006.150

918.819

Siberian Federal District

483.076

502.475

Total

2591.799

2520.876

Russian butadiene production Jan-Dec 2025

Russian butadiene production increased in 2025 to 595,355 tons versus 666,618 tons in 2024.  Production at the three sites in the Volga region dropped from 355,071 tons to 336,457 tons.   

Russian Butadiene Production (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Volga Federal District

336.457

355.071

Urals

225.457

275.055

Siberian Federal District

33.442

36.491

Total

595.355

666.618

Russian benzene-toluene production Jan-Dec 2025

Benzene production amounted to 1.273 million tons in 2025 against 1.365 million tons in the same period in 2024.  The Volga region for benzene production is the largest in Russia, reducing production from 804,409 tons in 2024 to 798,958 tons in 2025.  In recent months a benzene shortage was formed against the background of the growing involvement of aromatic hydrocarbons in the production of gasoline.  Russian toluene production dropped from 389,991 tons in 2024 to 352,384 tons in 2025. 

Russian Benzene Production by Region (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

109.128

124.077

Northwestern Federal District

79.194

75.097

North Caucasus Federal District

47.431

68.100

Volga Federal District

798.958

804.409

Ural federal district

37.675

48.010

Siberian Federal District

200.433

244.966

Total

1272.818

1364.658

Russian Toluene Production by Region

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

66.297

91.421

Northwestern Federal District

45.388

53.219

Volga Federal District

132.232

167.803

Siberian Federal District

108.467

77.548

Total

352.384

389.991

 

Russian Styrene Production (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

53.709

52.350

Volga Federal District

615.420

654.051

Siberian Federal District

29.423

24.015

Total

698.552

730.415

Styrene production amounted to 698,552 tons in 2025 against 730,415 tons in the same period in 2024.  Production in the Volga region takes place at Nizhnekamskneftekhim and Gazprom neftekhim Salavat, and the region accounted for 615,420 tons in the period January to December 2025, down from 654,051 tons in 2024.  Styrene production elsewhere in Russia takes place in Siberia, at Angarsk Polymer Plant where production totalled 29,423 tons in 2025.  

Russian plastics production Jan-Dec 2025

Russian bulk plastics production amounted to 10.774 million tons in January to December 2025 against 9.980 million tons in the same period in 2024. 

Production of five key polymers in Russia increased by 2.4% in 2025 and amounted to 7.47 million tons.  Consumption of five large-tonnage polymers (polyethylene, polypropylene, PET, polystyrene and PVC) in Russia in 2025, according to preliminary data, decreased by 2.3% compared to 2024. In absolute terms, it amounted to 6.69 million tons.  The only polymer where consumption increased was PET, which was 7.1% up over 2024.  Exports, on the other hand, represent the essential outlet for Russian polymer producers and particularly to the Chinese market.  Exports at the same time continue to face financial and logistical barriers. 

Regarding applications, pipe production from polymers declined from 1.167 million tons in 2024 to 982,899 tons in 2025.   The production of plastic pipes, hoses and fittings amounted to 975,000 tons  in 2025 (12.6% lower than in 2024). Production of polymer plates, sheets, films and strips dropped 9.8% to 1.577 million tons, whilst porous were down by 535,000 tons and non-porous were down by 5.4% to 461,000 tons. 

Russian polymer production Jan-Dec 2025

Production of ethylene polymers in Russia amounted to 3.803 million tons in January to December 2025, up from 3.592 million tons in the same period in 2024.  Production was boosted towards the end of 2025 by the start-up of HDPE production at the new unit at Irkutsk Polymer Plant.

Russian Ethylene Polymer Production by Region

(unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

121.826

132.104

Northwestern Federal District

42.910

38.216

Southern Federal District

45.717

40.163

North Caucasus Federal District

274.155

313.579

Volga Federal District

1294.830

1143.732

Ural Federal District

1565.791

1570.616

Siberian Federal District

457.914

354.492

Far East

0.166

0.040

Total

3803.310

3592.942

The largest plant for the production of ethylene polymers is ZapSibNeftekhim at Tobolsk, located in the Ural Federal District.  ZapSibNeftekhim produced 1.566 million tons in 2025 against 1.571 million tons in January to December 2024, nearly all of which comprised main polyethylene grades HDPE and LLDPE.

The second largest region in Russia is the Volga Federal District where production increased from 1.144 million tons in January to December 2024 to 1.295 million tons in January to December 2025.  The Volga district includes producers from Bashkortostan including Gazprom neftekhim Salavat and Ufaorgsintez, and from Tatarstan Nizhnekamskneftekhim and Kazanorgsintez.   

Chinese Polyethylene Imports from Russia

 

Jan-Dec 25

Jan-Dec 24

Ktons

460.276

357.790

$ million

384.148

309.263

$ per ton

834.6

864.4

Russian polyethylene trade Jan-Dec 2025

Russian polyethylene exports to China increased from 357,790 tons in January to December 2024 to 460,276 tons in the same period in 2025, with both HDPE and LDPE showing rises.  

HDPE from the new plant at Irkutsk has been targeted on the Chinese market.  Average prices for Russian polyethylene exports to China dropped from $864.4 per ton to $834.6 per ton in 2025.  Inward shipments of polyethylene from China into Russia dropped in 2025 to 75,548 tons against 101,763 tons in January to December 2024.  Average prices increased from $1434.8 per ton to $1623.2 per ton in 2025. 

Chinese Polyethylene Exports to Russia

(unit-kilo tons)

Product Category

Jan-Dec 25

Jan-Dec 24

Jan-Dec 23

LDPE

14.103

18.312

5.978

HDPE

4.718

5.978

11.900

LLDPE

20.300

28.142

13.038

EVA

11.350

13.264

6.779

Ethylene-hexene copolymers

20.955

27.407

8.464

LMDPE

4.109

3.015

2.843

Others

0.013

5.645

0.090

Total

75.548

101.763

49.091

Av $ per ton

1623.2

1434.8

1925.4

The largest volume of imports consisted of ethylene-hexene copolymers where shipments into Russia amounted to 20,955 tons against 27,407 tons in the same period in 2024. 

South Korean Polyethylene Exports to Russia

 

Jan-Dec 25

Jan-Dec 24

Ktons

65.931

107.509

$ mil

80.409

143.107

$ per ton

1219.6

1331.1

The production of ethylene-hexene polymers in Russia will soon be available in large volumes from the new hexene plant at Nizhnekamsk.  For other product areas, Chinese shipments of HDPE to the Russian market dropped from 9,860 tons in the ten months in 2024 to 4.303 tons in the same period this year whilst LLDPE volumes dropped from 28,142 tons to 20,300 tons. 

Russian Propylene Polymers Production by Region

(unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

143.780

148.159

Northwestern Federal District

0.786

0.401

Southern Federal District

11.085

12.974

North Caucasus Federal District

127.235

128.534

Volga Federal District

443.523

442.004

Ural Federal district

1089.514

999.569

Siberian Federal District

338.229

349.109

Total

2154.151

2080.751

Imports of polyethylene shipments into Russia from South Korea dropped to 65,931 tons from 107,509 tons in 2024.  Average prices dropped from $1331.1 per ton to $1219.6 per ton.

Russian polypropylene production Jan-Dec 2025

Chinese Imports of PP Homo from Russia

 

Jan-Dec 25

Jan-Dec 24

Ktons

169.443

79.281

$ million

133.254

66.733

Av $ per ton

786.4

841.7

Russian production of propylene polymers totalled 2.154 million tons in 2025 against 2.081 million tons in 2024.  ZapSibNeftekhim increased production from 999,569 tons to 1.090 million tons in January to December 2025, whilst Stavrolen at Budyennovsk reduced production slightly from 128,534 tons to 127,235 tons.   The Siberian Federal District includes polypropylene plants at Omsk and Tomsk, where production fell from 349,109 tons to 338,229 tons.

Russian polypropylene trade Jan-Dec 2025

Chinese Exports of PP from Russia

 

Jan-Dec 25

Jan-Dec 24

Jan-Dec 23

Ktons

33.158

45.185

40.807

$ million

63.591

84.864

113.953

Av $ per ton

1917.8

1878.1

2792.5

Revenues from Russian exports of polypropylene homo grade to China increased from $66.733 million in 2024 to $133.254million in the same period in 2025.  Russian polypropylene exports increased from 68,251 tons to 130,048 tons.  

Chinese exports of propylene polymers dropped to 33,158 tons in 2025 against 45,185 tons in 2024.    Prices amounted to $1917.8 per ton in 2025, up from $1878.1 in 2024.  Chinese exports usually consist of higher-grade copolymers.  Imports of polypropylene shipments into Russia from South Korea dropped to 21,342 tons from 37,005 tons in 2024.  Average prices dropped from $1467.1 per ton to $1239.4 per ton.

Russian PVC production and trade Jan-Dec 2025

Russian PVC suspension grade production totalled 774,063 tons in January to December 2025 against 745,421 tons in the same period in 2024.  The Volga region, which includes plants at Kstovo and Sterlitamak, accounted for 476,204 tons in January to December against 450,375 tons in the same period in 2024.   Sayanskkhimplast is the only PVC producer in Siberia, producing 220,163 tons in the against 225,826 tons in January to December 2024.  The plant is supplied with ethylene from the Angarsk Polymer Plant by pipeline.

Russian PX-PTA-PET

Russian Paraxylene Production

(unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Kirishinefteorgsintez

44.757

53.504

Ufaneftekhim

110.630

142.302

Gazprom Neft

50.619

77.442

Total

206.007

273.247

Russian PX-PTA production Jan-Dec 2025

Russian paraxylene production amounted to 206,007 tons in 2025 against 273,247 tons in the same period in 2024.  Gazprom Neft at Omsk reduced production from 77,442 tons to 50,619 tons whilst Ufaneftekhim reduced production from 142,302 tons to 110,630 tons.  Polief gets around 75% of paraxylene from Bashneft and the remainder from Gazprom Neft. 

Russian PTA Production (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Volga Federal District

326.289

354.610

Total

326.289

354.610

PTA production at Polief amounted to 326,289 tons in 2025 against 354,610 tons in 2024.  Regarding Polief, SIBUR does not plan to expand its capacity and considers its PX-PTA chain to be balanced.  Polief provides PTA for further after processing into PET in the Tver region as in Bashkortostan.

Russian PET Production by Region

(unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

210.438

189.232

Northwestern Federal District

230.899

223.122

Volga Federal District

189.770

218.386

Total

631.108

630.740

At the same time the Russian Ministry of Finance has proposed a tax deduction for paraxylene consumers which could help Polief and to encourage investment into new PTA facilities.    There is only one PTA project of 1 million tpa in the Russian investment pipeline which is planned by Tatneft at the Taneko refinery. 

Russian PET production Jan-Dec 2025

Russian PTA Imports from China

 

Jan-Dec 25

Jan-Dec 24

Jan-Dec 23

Ktons

328.863

298.234

248.098

$ mil

203.128

217.453

193.327

Av $ per ton

617.7

729.1

779.2

Ekopet produced 230,899 tons of PET in 2025 against 223,122 tons in 2024, whilst the combined plants of Senezh and SIBUR-PETF produced 210,438 tons against 189,232 tons.  Polief reduced PET production in 2025 to 189,770 tons versus 218,386 tons last year.  PET production in Russia amounted to a total of 631,108 tons in 2025 against 630,740 tons in 2024. 

Russian PTA-PET-MEG imports Jan-Dec 2025

Russian PET Imports from China

(unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Jan-Dec 23

Ktons

255.854

327.487

237.470

€ mil

220.518

287.876

161.898

Av $ per ton

861.9

879.0

681.8

Russian PTA imports from China amounted to 328,863 tons in 2025 versus 298,234 tons in the same period in 2024 and versus 248,098 tons in 2023.  The PTA imports from China are shipped to Ekopet at Kaliningrad by a combination of rail direct and by sea and rail.  PTA import prices averaged $617.7 in 2025 which was down from $729.1 in 2024.  Values of PTA imports amounted to $220.518 million against $180.052 million in 2024.

Russian MEG Imports from China

(unit-kilo tons)

 

Jan-Nov 25

Jan-Nov 24

Ktons

75.159

73.104

€mil

42.782

41.731

Av $ per ton

569.2

570.9

Chinese shipments of PET to Russia amounted to 255,854 tons in 2025 against 327,487 tons in the same period in 2024.  Costs of Chinese PET import shipments into Russia dropped from $287.876 million to $220.518 million, which meant that average prices fell from $879.0 per ton to $861.9 per ton.  Besides some small volumes from Belarus, China is almost the only source of PET imports into Russia. 

Russia imported 75,159 tons of MEG from China in 2025 against 73,104 tons in 2024.  Ethylene glycol production in Russia fell in the first ten months of 2025 to 229,843 tons against 317,118 tons in the same period in 2024.  Production is divided mainly between SIBUR-Neftekhim at Dzerzhinsk and Nizhnekamskneftekhim.  Polief buys MEG from both plants.

Russian Synthetic Rubber Production by Region

(unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

244.591

300.232

Northwestern Federal District

1.617

1.623

Volga Federal District

1072.311

1026.127

Siberian Federal District

112.809

105.574

Total

1431.328

1433.556

Exports to China

51%

39%

Russian synthetic rubber production Jan-Dec 2025

Synthetic rubber production in Russia amounted to 1.431 million tons in January to December 2025 against 1.434 million tons in the corresponding period in 2024.   Exports of synthetic rubber to China accounted for 51% of total production in January to December 2025 against 39% in 2024. 

The Siberian region increased production from 105,574 tons in January to December 2024 to 112,809 tons in the same period in 2025.      Voronezhsintezkaucuk is the main producer of synthetic rubber in the Central Federal District of Russia, where volumes decreased from 300,232 tons to 244,591 tons in January to December 2025.  Production was reduced at Voronezhsintezkaucuk in the early part of 2025 due to the side-effects of drone attacks In late 2024.   The Volga region accounted for 885,724 tons of Russian synthetic rubber production in the first ten months of 2025 against 827,514 tons in the same period in 2024.  This region provides the main basis for synthetic rubber production in Russia.   

Although Russian synthetic rubber production was virtually unchanged domestic consumption dropped sharply in 2025.  Tyre producers reduced rubber consumption from roughly 391,600 tons in January to December 2024 to 309,900 tons in 2025.  This compares against 443,500 tons in 2023.    

Russian Synthetic Rubber Production by Category

Product

Jan-Dec 25

Jan-Dec 24

Butadiene Rubber

279.914

270.446

Isoprene Rubber

284.667

282.356

SBR SKS-SKMS

235.079

223.848

NPR

52.193

44.141

EPDM

1.642

3.436

Butyl Rubber

129.592

117.006

HBR

99.562

104.287

SBR

123.805

163.662

Other

224.874

224.373

Synthetic rubber production by category Jan-Dec 2025

Isoprene rubber was the largest category of synthetic rubber production in Russia in 2025, amounting to 284,667 tons against 282,356 tons in the same period last year.  Isoprene rubber was followed by butadiene rubber where production amounted to 279,914 tons against 270,446 tons in January to December 2024.  

The production of butadiene methylstyrene rubber rose in 2025 to 235,079 tons against 223,848 tons whilst butyl rubber production increased from 117,006 tons to 129,592 tons.    The highest value rubber sold by Russia is halogenated butyl rubber where production dropped from 104,287 tons in 2025 to 99,562 tons.

Chinese Imports of Synthetic Rubber from Russia

(unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

SBRs

131.244

93.168

Butadiene Rubber

179.594

119.996

Butyl Rubber

109.135

96.785

HBR

76.819

80.750

NBR

31.164

31.012

Isoprene Rubber

136.160

93.168

Others

63.414

45.021

Total

727.530

559.899

Av $ per ton

1658.135

1650.2

Russian Chinese rubber trade Jan-Dec 2025

Russian export revenues from synthetic rubber shipments to China totalled $1.038 billion in January to December 2025 against $940.1 million in the same period in 2024. 

By volume Russian shipments of synthetic rubber to China amounted to 727,530 tons in 2025, which was up from 226,899 tons in 2024.  Butadiene rubber exports represented the largest category, rising from 119,996 tons in 2024 to 179,594 tons.  Exports of thermoplastic elastomers increased sharply from 93,168 tons to 131,244 tons.  Isoprene rubber exports rose from 93,168 tons to 136,160 tons.  

Russian methanol production Jan-Dec 2025

Russia produced 3.955 million tons of methanol in 2025 against 3.819 million tons in the same period in 2024.  The Volga region, including Metafrax Chemicals, Tomet and Ammoni, increased total production from 1.607 million tons to 1.696 million tons in 2025.

Russian Methanol Production

(unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

1193.398

1223.336

Northwestern Federal District

104.610

108.418

North Caucasus Federal District

113.208

124.234

Volga Federal District

1696.011

1606.895

Ural Federal District

118.003

67.105

Siberian Federal District

729.976

688.640

Total

3955.207

3818.630

The Siberian Federal District (including Gazprom Methanol and Angarsk Petrochemical) increased production from 688,640 tons to 729,976 tons.   The Central region, which includes Shchekinoazot and Azot at Novomoskovsk, reduced production from 1.223 million tons to 1.193 million tons.  The Novomoskovsk plant has been idle since 2024 and according to reports has been mothballed.

Ukrainian drones struck several chemical-fertiliser complexes in December where methanol is also produced.  These included Akron, Shchekinoazot and Azot at Nevinnomyssk.  Methanol plants are not the primary target of the drones but are living under constant threat of further attacks in retaliation for the attacks on Ukraine.  Any non-targeted damage to industrial plants in Russia is seen from a Ukrainian perspective as a benefit.   

Azot provides essential raw materials such as used in the manufacture of explosives and a wide range of ammunition compositions.  Its role in sustaining Russia's frontline firepower makes it a high-value target within the broader campaign to degrade military logistics.  Azot also provides acetic acid to the Sverdlov explosive plant at Dzerzhinsk in the Nizhniy Novgorod region.

SBU hit Metafrax Chemicals on 16-17 February

SBU drones from Ukraine carried out a deep strike on the Metafrax Chemicals plant in the Perm Krai in the north east Urals, hitting the methanol plant.  Metafrax Chemicals plant produces chemical components for explosives and is under sanctions from the EU, Ukraine and the UK.   Local Telegram channels reported at least six explosions on the territory of the enterprise and the evacuation of plant employees.

Metafrax Chemicals increased its revenue by 13% from 33.2 billion roubles in 2024 to 37.5 billion roubles in 2025 whilst the net profit rose by 22 times from 272 million roubles to 6.1 billion roubles.  The share of exports in the volume of sales of finished products amounted to 41.47% in 2025. Export revenue exceeded 14.9 billion roubles, which is 19% more compared to 2024 although the cost of sales for 2025 increased by 116% to 25.4 billion roubles. 

Nakhodka Mineral Fertiliser Plant-can it achieve full utilisation in 2027

The Nakhodka Mineral Fertiliser Plant (NFP) aims to achieve high, if not full, utilisation of its 1.8 million tpa methanol plant in 2027.  The completion of the construction of the plant is scheduled for the end of 2026, after which commissioning work will begin.  The impact on the Russian market could be highly significant in terms of exports to China from the existing plants.  The decision to build the NFP complex in Primorsky Krai was initially made in 2016 although work began only in 2021. 

Nakhodka Mineral Fertiliser Plant-marine terminal completed

The Nakhodka Mineral Fertiliser Plant has already completed the concreting of the approach overpass and the platform of the marine terminal, which will allow the export of methanol.  To ensure safe loading, the terminal will be equipped with a modern telescopic ladder and a laser mooring system.   The terminal is to allow the usage of ships up to 195 metres long and with a capacity of up to 53,000 tons, with a draft of up to 13 metres.  Currently NFP has begun the installation of loading arms and installed a methanol vapour absorber.  The company plans to fully complete construction work at the terminal in the second half of this year. 

Russian Methanol Exports by Producer

(unit-kilo tons)

Producer

Jan-Dec 25

Jan-Dec 24

Azot Nevinnomyssk

5.696

16.894

Azot Novomoskovsk

0.000

48.035

Metafrax Chemicals

348.207

245.589

Gazprom Methanol

366.481

287.440

Tomet

142.974

144.768

Shchekinoazot

584.411

510.468

Total

1447.769

1253.195

Methanol will be transported through a fully sealed closed system; the product will be transported directly from the storage tank to the tankers through the pipeline. The planned cargo turnover of the terminal will be 1.8 million tpa.   The commissioning of the NFP marine terminal will ensure reliable and uninterrupted supplies of methanol for export and will also be a significant event for the development of the port potential of Nakhodka.  

Russian methanol exports Jan-Dec 2025

Russian methanol exports amounted to 1.448 million tons in January to December 2025 versus 1.253 million tons in 2024.  Shchekinoazot increased exports from 510,468 tons to 584,411 tons, whilst Metafrax Chemicals increased shipments from 245,589 tons to 348,207 tons.   Tomet at Togliatti reduced exports slightly from 144,768 tons to 142,974 tons in January to December 2025.  Gazprom Methanol increased exports to 366,461 tons from 287,440 tons in 2024.  Azot at Novomoskovsk stopped exporting after August last year due to vulnerability of the Kavkaz port to drone attacks. 

Russian Methanol Exports to China (unit-kilo tons)

Producer

Jan-Dec 25

Jan-Dec 24

Metafrax Chemicals

208.294

166.372

Gazprom Methanol

151.345

287.249

Tomet

36.182

70.574

Shchekinoazot

406.954

273.245

Total

802.775

797.44

Summary of Russian Methanol Export Destinations (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Azerbaijan

0.597

0.000

Belarus

87.895

119.084

Brazil.

172.813

0.000

China

802.745

794.335

Egypt

10.248

0.000

Kazakhstan

55.911

60.410

Kyrgyzstan

2.187

0.000

UAE

29.428

21.017

Turkey

285.945

242.611

Total

1447.769

1253.195

Russian exports to China amounted to 802,745 tons in 2025 against 794,355 tons in the same period in 2024.  Export prices to China rose from $255.8 per ton in 2024 to $271.3 in 2025.  Export volumes to Turkey increased from 242,611 tons in 2024 to 285,945 tons in 2025.  Margins are higher for shipments to the Turkish market rather than for China.  A new destination in 2025 consisted of Brazil where shipments amounted to 172,813 tons in the whole year but started to slow down in the second half of the year.  Other destinations include Belarus where shipments amounted to 87,895 tons in 2025 against 119,084 tons in 2024. 

Russian methanol domestic sales Jan-Dec 2025

Russian Methanol Domestic Sales (unit-kilo tons)

Producer

Jan-Dec 25

Jan-Dec 24

Azot Nevinnomyssk

22.202

7.118

Azot Novomoskovsk

0.000

22.219

Metafrax

490.161

494.966

Gazprom Methanol

304.870

322.043

Tomet

277.960

271.851

Shchekinoazot

375.470

411.513

Ammoni (Mendeleevsk)

13.372

31.773

Total

1484.035

1561.483

Domestic merchant sales of methanol dropped from 1.561 million tons in January to December 2024 to 1.484 million tons in January to December 2025.  Metafrax Chemicals reduced domestic merchant sales to 490,161 tons in January to December 2025 against 494,966 tons in January to December 2024, whilst Gazprom Methanol reduced domestic merchant sales to 304,870 tons which was down from 322,043 tons.  Shchekinoazot shipped 375,470 tons in January to December 2025 against 411,513 tons in 2024.  

Formaldehyde production has been dropping slightly since the start of the second quarter as demand for urea-formaldehyde resins and phenol-formaldehyde resins has been weakening. 

In order to minimise losses from the closure of the European market, domestic producers that can produce both methanol and ammonia have reduced methanol loading and increasing the production of ammonia and its derivatives.  Around 44% of methanol consumed was processed into formaldehyde-containing products in 2025, including resins and isoprene.  This compares against 54% in 2020. 

Metadynea has launched the production of phenolic impregnating resins at Orekhovo-Zuyevo (Moscow region). The annual capacity is 13,200 tpa.  The company estimates investments in the project at 28.5 million roubles.  Phenol-formaldehyde resins are used in the production of phenolic films for lamination mainly of plywood, wood-based panels and for use in the inner layers of decorative plastics.

Other formaldehyde derivatives include urotropin which is used in the composite materials industry.  The only producer of urotropin in Russia is Metafrax Chemicals. The range of its consumption is quite wide. In recent years, the importance of urotropin in the production of composite materials has increased.  The capacity of the production of urotropin launched in 2011 at Metafrax initially amounted to 20,000 tpa and was gradually increased to 35,000 tpa.  In addition to dry technical urotropin with concentrations of 96.5-99.5% of the main substance, Metafrax produces an aqueous solution with a content of 30-45% of urotropin, which is used in the production of urea-formaldehyde resins and oilfield chemical reagents.

Russian butanol production Jan-Dec 2025

Russian normal butanol production rose slightly from 140,273 tons in January to December 2024 to 143,505 tons in the same period in 2025.  The Volga region, which includes SIBUR-Khimprom, increased production from 99,433 tons to 109,637 tons. 

Russian N-Butanol Production (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

North Caucasus Federal District

13.540

16.466

Volga Federal District

109.637

99.433

Siberian Federal District

20.329

24.374

Total

143.505

140.273

Russian solvent production Jan-Dec 2025

Russian acetic acid production amounted to 195,562 tons in January to December 2025 against 255,446 tons in the same period in 2024. 

Russian Acetic Acid Production (unit-kilo tons)

Producer

Jan-Dec 25

Jan-Dec 24

Azot Nevinnomyssk

141.812

192.324

Volga region

49.924

51.093

Others

3.827

12.010

Total

195.562

255.446

The largest and most important producer in Russia, Azot at Nevinnomyssk, reduced production from 192,324 tons to 141,812 tons. The Azot complex was struck by drones firstly in June and July, and then December.    

Russian Isopropanol Production (unit-kilo tons)

Producer

Jan-Dec 25

Jan-Dec 24

Plant of Synthetic Alcohol

32.212

31.207

Omsk Kaucuk

24.156

46.398

Total

56.367

77.605

Isopropanol production in Russia amounted to 56,367 tons in January to December 2025 against 77,605 tons in the same period in 2024.  Omsk Kaucuk reduced production from 46,398 tons to 19,364 tons whilst the Plant at Synthetic Alcohol at Orsk increased production from 24,127 tons to 25,265 tons.   Omsk Kaucuk only started isopropanol production in 2020 and only achieved high utilisation rates in 2023. 

Some solvent producers are facing financial pressures due to the weakening economy.  Recently the bankruptcy proceedings were initiate against the Volkovsky Plant of Ethyl Acetate and Butyl Acetate LLC in the Tambov region due to outstanding debts.  The enterprise, specializing in the production of organic chemicals, began its activities in early 2020 in the Morshansk district.

Phthalic anhydride production in Russia totalled 75,508 tons in 2025 against 96,323 tons in 2024.  Kamteks-Khimprom at Perm is the largest producer followed by Gazprom neftekhim Salavat, and together these two plants produced 75,446 tons in 2024.  Kamteks-Khimprom produces phthalic anhydride and dioctyl phthalate, as well as fumaric and benzoic acids.  Maleic anhydride production dropped from 53,419 tons to 43,247 tons in 2025.

Russian polyacrylate production Jan-Dec 2025

In other product areas, Russian polyacrylate production totalled 127,350 tons in 2025, up from 125,636 tons in 2024.  The largest region in Russia for the production of polyacrylates is the Central Federal District where SIBUR-Neftekhim produces at Dzerzhinsk.  Currently SIBUR is the only producer of these light esters in Russia, as well as the heavy ester of 2-ethylhexyl acrylate. 

Russian Polyacrylate Production (unit-kilo tons)

Region

Jan-Dec 25

Jan-Dec 24

Central Federal District

96.217

91.489

Volga Federal District

51.383

48.750

Total

150.146

146.442

TDI imports into Russia Jan-Dec 2025

TDI imports into Russia from South Korea amounted to 24,383 tons in 2025 against 30,395 tons in 2024.  Prices dropped from $1886.8 per ton in January to December 2024 to $1754.3 per ton in 2025. 

South Korean Exports of TDI to Russia

 

Jan-Dec 25

Jan-Dec 24

Ktons

24.383

30.395

$ million

42.775

57.350

Av Price $/ton

1754.3

1886.8

Chinese Exports of TDI to Russia

 

Jan-Dec 25

Jan-Dec 24

Ktons

19.834

26.949

$ million

37.486

54.952

Av Price $/ton

1890.0

2039.1

TDI imports from China into Russia dropped in 2025 to 19,834 tons versus 26,949 tons in 2024, with average prices dropping to $1890.0 per ton from $2039.1 per ton.   

Chinese MDI shipments to Russia Jan-Dec 2025

 Imports of MDI from China amounted to 67,180 tons in 2025 against 111,599 tons in the same period in 2024.  Costs of imports fell from $246.796 million to $137.435 million.   Average prices increased from $2211.5 per ton to $2045.8 per ton.  In addition to MDI imports into Russia from China, Russia imported 19,158 tons from South Korea in 2025. 

South Korean Exports of MDI to Russia

 

Jan-Dec 25

Jan-Dec 24

Ktons

19.158

5.001

$ million

34.885

9.404

Av Price $/ton

1820.9

1880.3

Chinese Exports of MDI to Russia

 

Jan-Dec 25

Jan-Dec 24

Ktons

67.180

111.599

$ million

137.435

246.796

Av Price $/ton

2045.8

2211.5

 

More than 65% of all polyurethanes in Russia are consumed by three industries: mechanical engineering (23%), furniture manufacturing (24%) and the construction industry (19%).   Russia consumes a lot of polyurethane foam, but the production of the raw material base is still a weak link.  

Chinese Exports of Polyols to Russia

 

Jan-Dec 25

Jan-Dec 24

Jan-Dec 23

Ktons

109.081

128.954

114.298

$ million

140.954

183.375

173.167

Av Price $/ton

1292.2

1422.0

1515.1

Polyol exports from China to Russia dropped in 2025 to 109,081 tons against 128,954 tons in 2024 and by value to $140.954 million versus $183.375 million.   Total consumption of polyols in Russia ranges from 210-220,000 tpa at present.

Aniline project-Bashkortostan

Doga Financial Group plans to invest 15 billion roubles in the construction of the Anilinprom plant in Bashkortostan.  The design capacity of the plant will be 60,000 tpa of aniline.  Raw materials for the enterprise are planned to be obtained from Gazprom neftekhim Salavat which has recently being sold to Roskhim.    The company is already working on the preparation of all the necessary documentation.

Russian aniline market

Currently, there is no aniline production in Russia. This is a serious gap in the aniline chain, which leads to polyurethanes.  The availability of aniline is necessary for the development of MDI production in Russia although foreign licensors have not provided licenses to Russian petrochemical companies.   Thus, Russia produces the base feedstocks for isocyanate production but due to technological deficiencies the country is dependent on imports. 

In August 2024, representatives of the Russian industry appealed to the Ministry of Industry and Trade with a request to work out ways to overcome the shortage of MDI which began to take shape after the introduction of the fourteenth sanctions package at the end of June 2024.  The industry then asked the Russian government to ensure an increase in the priority of launching an investment project for the production of MDI in Russia, which, accordingly, raised the question of organizing production and its predecessor - aniline. 

Moreover, aniline is involved not only in the production of polyurethane. In addition to MDI, aniline is used to produce such products as monomethylaniline (MMA, anti-knock additives to gasoline), dyes and pigments, additives to rubber products (vulcanization accelerators, modifiers, stabilizers, antioxidants), aramid fibres that are used in the defence industry.

Kazakh polypropylene production suspension

The production of polypropylene at the KPI plant, was completely suspended in late January.  According to preliminary estimates, the company's lost profit for KPI in January may amount to about $15 million due to the stoppage.  The reason for the halt in polypropylene production was due to suspected activity at the Tengiz field, from where propane for the plant are supplied.  An emergency situation at Tengizchevroil LLP is the cause of the suspended deliveries of propane.  It is not clear when supplies will be resumed.

Kazakh Exports of PP to China

 

Jan-Dec 25

Jan-Dec 24

Kilo tons

345.789

271.668

$ million

256.153

225.797

$ per ton

740.1

831.1

Kazakh Polypropylene Exports (unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Russia

127.186

93.605

China

82.932

120.904

Turkey

89.781

34.053

Others

45.890

23.106

Total

345.789

271.668

Exports of polypropylene in 2025 totalled $256.153 million, nearly all shipments consisted of homo grade.  Exports of polypropylene to China from Kazakhstan amounted to 60,121 tons in 2025 against 64,127 tons in 2024.  Other destinations for Kazakh polypropylene focus largely on Russia and Turkey.  In 2025 exports to Russia totalled 54,319 tons for total values of $59.236 million whilst exports to Turkey amounted to 61,219 tons for $50.187 million. 

The PP plant at Atyrau, which cost $2.6 billion to build, was commissioned at the end of 2022 and has helped transform the dynamics of the domestic processing market.  The company plans this year to produce 487,500 tons of polypropylene, with around 20% being sold in the domestic market.

Kazakh Polyethylene Imports (unit-kilo tons)

Product

Jan-Dec 25

Jan-Dec 24

LLDPE

16.5

9.6

LDPE

25.3

21.6

HDPE

168.0

252.2

EVA

1.9

1.2

EAO

0.6

8.9

Ethylene-hexene copolymers

8.2

8.2

Others

4.2

5.1

Total

224.8

306.7

Kazakh polyethylene imports Jan-Dec 2025

Chinese Exports of PVC to Central Asia

Jan-Dec 2025

Country

Kilo tons

$ million

Kazakhstan

72.053

42.725

Kyrgyzstan

3.856

2.375

Tajikistan

12.690

8.852

Turkmenistan

3.420

2.054

Uzbekistan

98.998

59.168

Total

191.018

115.173

Polyethylene imports into Kazakhstan totalled 224,800 tons versus 306,700 tons in 2024.  HDPE comprised the main share of polyethylene imports, amounting to 168,000 tons, dropping from 252,200 tons in 2024.  .

KazMunayGaz hopes that the construction of the polyethylene plant near Atyrau and subsequent availability through the Silleno jv will have the same effect on the domestic market as has been seen from locally produced polypropylene.  For the Silleno project, Kazakhstan has reached an agreement with the China Development Bank to finance the construction of main pipelines for the transportation of ethane and propane to the Atyrau region.  The Silleno polyethylene plant project is being built on the territory of the special economic zone "National Industrial Petrochemical Technopark" in the Atyrau region.  The planned annual capacity of the enterprise will be 1.25 million tpa, producing more than 20 grades of polyethylene for key industries using licensed technologies from Chevron Phillips and Univation.

Central Asian polymer imports from China Jan-Dec 2025

In 2025 China exported 191,016 tons of PVC to Central Asia, including 98,998 tons to Uzbekistan and 72,053 tons to Kazakhstan.  Currently the only PVC producer in Central Asia is Navoiazot in Uzbekistan. The production of suspension PVC with a capacity of 100,000 tpa was launched at the end of 2019 as part of the caustic soda and methanol production complex.

Chinese Exports of PET to Uzbekistan and Kazakhstan

(unit-kilo tons)

Country

Jan-Dec 25

Jan-Dec 24

Kazakhstan

88.484

61.155

Uzbekistan

177.310

121.734

PET shipments from China to Kazakhstan increased from 61,155 tons in 2024 to 88,484 tons in 2025 whilst shipments to Uzbekistan increased from 121,734 tons to 177,310 tons.

Fergana Chemical Plant-EU sanctions

Fergana Chemical Plant and Raw Materials Cellulose LLC in Uzbekistan supplies cotton pulp to Russian gunpowder plants in Kazan, Perm, and Tambov.  The EU draft states both companies support Russia's military and industrial complex by being involved in the supply of military technology and equipment, which is why they're included on the EU's upcoming blacklist.  it is from this cotton that the production chain of explosives used in Russian munitions begins. After chemical processing, it is converted into special-grade cellulose used to produce nitrocellulose.  Without it, artillery shells, mortar rounds, and missile launches are impossible.  The EU's 20th sanctions package is expected to be formally adopted by the end of February.

Tatneft withdraws from butadiene project in Kazakhstan

Tatneft has withdrawn from participation in the butadiene production project in Kazakhstan.  It was planned to determine the EPC contractor, which was supposed to be the transition of the project to the active phase of construction.  The exit of Tatneft may affect the further timing and format of the project.

The Butadiene jv was established in November 2021 by Kazakhstan's KazMunayGaz and Tatneft.  By 2025, the joint venture was 75% owned by a Russian company and 25% by the Kazakh side. The project was postponed twice.   It was assumed that investments in the enterprise would amount to about $ 1 billion, the capacity was estimated at 186,000 tpa.

The main reason for the withdrawal was the sanctions imposed by the UK against Tatneft.  Because of this, the company lost the opportunity to take loans from Western banks and, more importantly, to buy the necessary technologies from foreign licensors such as Lummus Technology.  The second serious factor was the sharp increase in the cost of the project.  The actual construction costs turned out to be much higher than planned, the start date of construction was postponed, although the investment decision was made in the middle of last year.

SOCAR methanol and ethylene Jan-Dec 2025

Azerbaijan produced 371,800 tons of methanol in January-October 2025, against 373,200 tons in the corresponding period in 2024.  Azerbaijan exported 366,800 tons of methanol in the first ten months which was down against 367,100 tons in the same period last year.  

Azerbaijan Methanol Market (unit-kilo tons)

 

Jan-Dec 25

Jan-Dec 24

Production

371.8

373.2

Exports

366.8

367.1

Total Revenues ($ Mil)

82.8

83.8



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