chemical · input
Ethylene propylene diene monomer (EPDM) synthetic rubber; dominant single-ply commercial roofing membrane; Carlisle SynTec, Firestone Building Products (Bridgestone), and Johns Manville produce; ~40% of commercial roofing
4
Source countries
4
Companies
1
Goods affected
0
Claims on record
What depends on it
1 essential American goods rely on epdm rubber membrane somewhere upstream in their supply chain.
Where it comes from
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| USUnited States | 55% |
| DEGermany | 12% |
| CNChina | 10% |
| BRBrazil | 8% |
Who makes it
4 companies produce epdm rubber membrane.
Dominant US EPDM and single-ply commercial roofing membrane producer; division of Carlisle Companies (NYSE: CSL). Estimates place CarlisleSynTec at ~45% of the US EPDM roofing membrane market. Manufactures EPDM, TPO, and PVC membranes; Carlisle, PA plant is the primary fabrication site.
Second-largest US EPDM roofing membrane producer; subsidiary of Bridgestone Americas (and ultimately Bridgestone Corporation, Japan). Markets UltraPly TPO and EPDM membranes; Carmel IN is primary US operations hub. Leverages Bridgestone's rubber polymer expertise from automotive rubber to commercial roofing.
Major fiberglass mat, insulation, and roofing products manufacturer; owned by Berkshire Hathaway; produces fiberglass scrim mat for asphalt shingles; Denver CO headquarters
Arlanxeo (Singapore; 100% owned by Saudi Aramco since 2018; formerly Lanxess/Saudi Aramco 50/50 JV formed 2016) is a major synthetic rubber producer with EPDM, butyl rubber, nitrile rubber (NBR), and solution styrene-butadiene rubber (S-SBR) product lines. Arlanxeo's EPDM is produced at Geleen, Netherlands (Keltan grades retained under the Lanxess brand after the JV split) and at Triunfo, Brazil. As a Saudi Aramco subsidiary, Arlanxeo has direct access to Saudi petrochemical feedstocks — propylene from Sadara Chemical Company JV (Jubail, Saudi Arabia). Arlanxeo operates manufacturing in Netherlands, Germany, Brazil, Canada, and Belgium. The Saudi Aramco parentage introduces geopolitical considerations: an Aramco-owned company controls EPDM capacity in Europe that supplies automotive and construction supply chains globally.
