Mexico Polyethylene Polymers HS3901 Export Data 2025 Q2 Overview

Mexico Polyethylene Polymers (HS 3901) 2025 Q2 Export: Key Takeaways

Mexico's Polyethylene Polymers (HS Code 3901) Export in 2025 Q2 reveals a strategic split between high-value shipments to the US and EU (notably the Netherlands and Belgium) and bulk commodity exports to Latin America, with the US absorbing 30.09% of export value but just 57.38% of weight—highlighting premium pricing for specialized grades. Switzerland emerges as a bulk transshipment hub, while new Mexican export rules and USMCA tariffs demand compliance focus. This analysis covers 2025 Q2 and is based on cleanly processed Customs data from the yTrade database.

Mexico Polyethylene Polymers (HS 3901) 2025 Q2 Export Background

Mexico Polyethylene Polymers (HS Code 3901: Polymers of ethylene in primary forms) are essential for packaging, construction, and automotive industries, driving steady global demand. In June 2025, Mexico introduced mandatory automatic export notices for select goods, signaling tighter trade oversight [HK Law]. As a top exporter, Mexico’s 2025 Q2 shipments of polyethylene polymers remain critical for North American supply chains, especially with USMCA-compliant products avoiding recent U.S. tariff hikes [KoalaGains].

Mexico Polyethylene Polymers (HS 3901) 2025 Q2 Export: Trend Summary

Key Observations

Mexico's Polyethylene Polymers (HS Code 3901) exports in Q2 2025 saw a notable decline in both volume and value compared to Q1, with unit prices remaining relatively stable but slightly lower on average.

Price and Volume Dynamics

Quarter-over-quarter, export volume for Mexico Polyethylene Polymers dropped by approximately 16% from 1,399 million kg in Q1 to 1,171 million kg in Q2, while value decreased by around 17% from $386 million to $322 million. Unit prices averaged $0.28/kg in Q2, down marginally from $0.30/kg in Q1, with the sharp volume reduction in June likely reflecting industry adjustments to seasonal demand cycles and potential pre-regulatory stock drawdowns.

External Context and Outlook

The implementation of a mandatory automatic export notice announced in June 2025 [HK Law] contributed to the export dip, as exporters adapted to new compliance requirements. Looking ahead, this policy may sustain volatility in Mexico's 2025 trade flows for HS Code 3901 products.

Mexico Polyethylene Polymers (HS 3901) 2025 Q2 Export: HS Code Breakdown

Product Specialization and Concentration

Mexico's Polyethylene Polymers HS Code 3901 Export in 2025 Q2 is dominated by high-density polyethylene, specifically the product "Ethylene polymers; in primary forms, polyethylene having a specific gravity of 0.94 or more" under HS Code 39012001. This product holds a 27.8% value share and a 21.59% weight share, with a unit price of $0.35 per kilogram. The low price per kilogram confirms its role as a bulk commodity. One anomaly exists: HS Code 3901100302 has an extremely low price of $0.06 per kilogram and is excluded from further analysis due to its outlier status.

Value-Chain Structure and Grade Analysis

The remaining non-anomalous products fall into two clear categories. High-density polyethylene grades (specific gravity ≥0.94) form one group, with prices ranging from $0.35 to $0.57 per kilogram. Low-density polyethylene grades (specific gravity <0.94) form another, with prices from $0.17 to $0.82 per kilogram. This structure shows Mexico exports primarily undifferentiated, bulk plastic raw materials. The trade is fungible and likely tied to global resin indices, not specialized manufactured goods.

Strategic Implication and Pricing Power

For Mexico Polyethylene Polymers HS Code 3901 Export 2025 Q2, pricing power is low due to commodity nature and high volume focus. Producers must compete on cost and logistics efficiency. Strategic focus should stay on high-volume primary forms, but note that new US tariffs of 25% on non-USMCA compliant plastics [KoalaGains] increase risk. USMCA compliance is now critical to maintain market access and avoid margin pressure.

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Mexico Polyethylene Polymers (HS 3901) 2025 Q2 Export: Market Concentration

Geographic Concentration and Dominant Role

Mexico's Polyethylene Polymers HS Code 3901 Export in 2025 Q2 shows a strong focus on the United States, which takes 30.09% of the total export value but only 57.38% of the weight. This gap means Mexico sells higher-value, specialized polymer grades to the US at a better price per kilogram, while other markets get more bulk, commodity-type products.

Partner Countries Clusters and Underlying Causes

Two clear groups stand out: high-value partners like the Netherlands and Belgium, which likely buy processed or specialty polymers for European industrial use, and regional buyers in Latin America—such as Peru, El Salvador, and Guatemala—that import larger volumes of standard-grade material for local manufacturing. Switzerland is an outlier, moving huge weight (23.19% share) but modest value, pointing to transshipment or re-export activities for bulk commodities.

Forward Strategy and Supply Chain Implications

Exporters should keep prioritizing high-margin sales to the US and EU, but note that new Mexican rules now require an automatic export notice for certain goods, effective since July 2025 [HK Law]. Also, US tariffs of 25% on non-USMCA plastic goods [KoalaGains] mean supply chains must ensure compliance to avoid extra costs. For Latin American markets, focus on reliable volume contracts to offset lower margins.

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Mexico Polyethylene Polymers (HS 3901) 2025 Q2 Export: Buyer Cluster

Buyer Market Concentration and Dominance

In the 2025 Q2 period, the Mexico Polyethylene Polymers Export market for HS Code 3901 shows extreme concentration, with a small segment of buyers responsible for nearly all trade value. Buyers who place large, frequent orders dominate, making up over 95% of the total export value and 88% of order frequency. This high-value, high-frequency group defines the market as heavily reliant on a few key players, typical for commodity products like polymers.

Strategic Buyer Clusters and Trade Role

The remaining buyers fall into three categories. Those with large but infrequent purchases represent occasional bulk buyers, likely for specific projects or seasonal needs. Buyers with small, frequent orders are regular but minor clients, such as small manufacturers or distributors handling steady, low-volume demand. Lastly, buyers with small, infrequent orders are sporadic participants, possibly testing the market or fulfilling niche requirements, contributing minimally to overall trade.

Sales Strategy and Vulnerability

For exporters in Mexico, the focus should be on maintaining relationships with dominant buyers while exploring opportunities in smaller segments to reduce dependency. The high concentration poses a risk if key buyers reduce orders, but diversifying into other clusters could stabilize revenue. Sales efforts should prioritize direct engagement with large buyers and use distributors for smaller accounts. Additionally, new regulations like the mandatory automatic export notice [HK Law] starting August 2025 may require compliance adjustments, though US tariffs on plastics (HK Law) emphasize the need to ensure USMCA compliance for smoother trade.

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Mexico Polyethylene Polymers (HS 3901) 2025 Q2 Export: Action Plan for Polyethylene Polymers Market Expansion

Strategic Supply Chain Overview

Mexico Polyethylene Polymers Export 2025 Q2 under HS Code 3901 operates as a bulk commodity market. Price is driven by two factors: polymer grade (high-density vs. low-density) and compliance with trade agreements like USMCA. Geopolitical risks, including new US tariffs and Mexican export notices, directly impact costs. The supply chain implication is a focus on supply security and Mexico's role as a processing hub for raw materials. High buyer concentration adds vulnerability, requiring stable logistics for key clients.

Action Plan: Data-Driven Steps for Polyethylene Polymers Market Execution

• Segment buyers by order frequency and value using trade data. This helps prioritize relationship management with high-volume clients and reduces dependency risk.
• Analyze destination-specific price per kilogram for HS Code 3901 exports. Focus sales efforts on high-margin markets like the US and EU to maximize revenue.
• Monitor USMCA compliance for all shipments to the US. Avoid 25% tariffs and maintain cost-competitive access to the largest market.
• Use export data to identify transshipment patterns, like shipments to Switzerland. Adjust logistics to handle bulk commodity flows efficiently and avoid bottlenecks.
• Implement the mandatory Mexican automatic export notice for relevant goods. Ensure smooth customs clearance and avoid regulatory delays starting August 2025.

Take Action Now —— Explore Mexico Polyethylene Polymers Export Data

Frequently Asked Questions

Q1. What is driving the recent changes in Mexico Polyethylene Polymers Export 2025 Q2?

Mexico's polyethylene exports declined by 16% in volume and 17% in value in Q2 2025 due to seasonal demand shifts and regulatory adjustments, including new export notice requirements.

Q2. Who are the main partner countries in this Mexico Polyethylene Polymers Export 2025 Q2?

The US dominates with 30.09% of export value, followed by the Netherlands and Belgium for high-value grades, while Latin American markets like Peru and Guatemala import bulk commodity-grade material.

Q3. Why does the unit price differ across Mexico Polyethylene Polymers Export 2025 Q2 partner countries?

Prices vary because the US and EU buy higher-value, specialized polymer grades (e.g., high-density polyethylene at $0.35–$0.57/kg), while Latin America receives cheaper, low-density grades ($0.17–$0.82/kg).

Q4. What should exporters in Mexico focus on in the current Polyethylene Polymers export market?

Exporters must prioritize high-volume buyers (95% of trade value) and ensure USMCA compliance to avoid 25% US tariffs, while exploring niche markets to reduce dependency on dominant clients.

Q5. What does this Mexico Polyethylene Polymers export pattern mean for buyers in partner countries?

US/EU buyers secure premium grades at stable prices, while Latin American buyers rely on cost-effective bulk shipments, though both face potential disruptions from new Mexican export regulations.

Q6. How is Polyethylene Polymers typically used in this trade flow?

Exported primarily as undifferentiated raw material (e.g., high/low-density polyethylene), it serves bulk manufacturing needs like packaging, pipes, and industrial components globally.

Q7. What is yTrade?

yTrade is a global trade data platform that provides SaaS and API access to provide accurate, structured, and searchable import-export trade data for international business decisions. It enables users to access verified shipment records, analyse buyer and supplier activity, review company trade overviews, assess compliance risks, and monitor real market demand — all from a single, scalable system.

Q8. How can yTrade benefit my business?

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Q9. What features does yTrade offer?

yTrade provides practical, trade-focused tools including:

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Detailed Monthly Report

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