
Global fiberglass demand rose sharply in H1 2025, fueled by AI hardware and wind energy expansion. Specialty products like low-dielectric (Low-Dk) and low-expansion (Low-CTE) fabrics are in short supply, with next-gen Q fabric under testing.
Wind yarn demand grew strongly, supported by 138 GW new global installations. A major Chinese producer sold 90k tons monthly, with full-year orders booked.
China further expanded capacity, reaching 8.37 million tons, while international players reduced presence. Cost increases in platinum and steel may drive consolidation and tech innovation.