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On November 7, 2025, the price of Diisopropyl Ether (DIPE) in USA remained stable, which absorbed the 0.38% increase in the underlying feedstock Isopropyl Alcohol, which was indicative of decreased supplier pressures. Domestic production inventory was supplemented by imports that provided a stable supply foundation with tariff negotiations about tariffs likely reaching 100% on pharmaceuticals and intermediates leading to a short-term unknown. The global production growth was continued at 1.9% for 2025 due to chemical demand being higher on a weak demand in broader downcycle in the U.S in 2025 instead of inability to end-markets. A limited amount of export delays to Mexico, Japan, and Costa Rica were still related to systems problems and congestion in the Houston port, with vessels still waiting an average of 1.83 days with high yard density.
In early November xxxx, the price of DIPE DEL USGC held steady, absorbing the x.xxx rise in Isopropyl Alcohol feedstock pricing with no pass-through with a balanced supply and soft demand. The flat price performance was slow to react to concerns of cost pressures associated with tariffs and port issues. Price performance remained flat with no week variability as domestic production and imports provided supply equilibrium.
Demand for DIPE in the U.S. delivered mixed performance by the pharmaceuticals, agrochemicals, and all chemicals segment tempered by an extended downcycle and muted DIPE demand forecasted. Adapting to uncertainties in their tariff negotiations, the pharmaceuticals sector was strategizing their sourcing and strengthening their domestic DIPE manufacturing, while direct-to-consumer models shaped their product priorities. Agrochemical consumptions were moderating, driven in part by lower utilization of intermediates, and further the industryx;s efforts to drive down costs through...
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