For the Quarter Ending September 2025
North America
• In USA, the Bisphenol A Price Index fell by 10.1% quarter-over-quarter, reflecting weak domestic demand.
• The average Bisphenol A price for the quarter was approximately USD 1221.67/MT per CFR Texas.
• Bisphenol A Spot Price under pressure from low-cost Asian imports and weak downstream purchasing activity.
• Bisphenol A Price Forecast indicates near-term range-bound movement.
• Bisphenol A Demand Outlook subdued as PC, epoxy resin buyers limit procurement, keeping ample inventories.
• Bisphenol A Price Index gained mid-September then plunged amid renewed Asian oversupply and inventory digestion.
• Export volumes weakened, lower freight reduced landed costs; major producers operated normally, keeping inventories ample.
Why did the price of Bisphenol A change in September 2025 in North America?
• Weak downstream procurement and ample Asian imports created oversupply, pressuring domestic CFR pricing and sentiment.
• Lower phenol and acetone costs reduced BPA production costs, enabling exporters to sustain discounted offers.
• Port delays were minor and freight eased; ample inventories therefore prevented significant US supply disruption.
APAC
• In Japan, the Bisphenol A Price Index fell by 5.09% quarter-over-quarter, reflecting weak downstream demand.
• The average Bisphenol A price for the quarter was approximately USD 1788.33/MT on FOB Osaka.
• Bisphenol A Spot Price was suppressed by ample inventories, cautious buying in polycarbonate and epoxy.
• Bisphenol A Price Forecast anticipates limited upside near-term, constrained by oversupply and weak end-user restocking.
• Bisphenol A Production Cost Trend stayed soft; phenol and acetone eased, reducing cost-side price support.
• Bisphenol A Demand Outlook stays muted; construction and PC operate below seasonal norms, restocking curtailed.
• Bisphenol A Price Index showed downward pressure; Asian restarts increased availability and export inquiries weakened.
• Traders offered discounts to clear inventories, increasing selling pressure despite intermittent automotive and wind demand.
Why did the price of Bisphenol A change in September 2025 in APAC?
• Weak downstream demand from PC and epoxy reduced procurement, causing inventories rise and price weakness.
• Feedstock phenol and acetone stayed subdued, lowering production costs and removing pressure on BPA offers.
• Regional restarts and shipments elevated inventories while export inquiries slowed, prompting seller discounting before holidays.
Europe
• In the Netherlands, the Bisphenol A Price Index rose by 3.3% quarter-over-quarter, driven by tight inventories.
• The average Bisphenol A price for the quarter was approximately USD 1728.33/MT.
• Bisphenol A Spot Price remained range-bound amid imports and limited downstream inquiries restricting significant upward momentum.
• Bisphenol A Demand Outlook stayed subdued as construction and polycarbonate offtake declined, limiting restocking activity.
• Bisphenol A Price Forecast suggests near-term range-bound moves as logistical improvements offset exporter oversupply pressure.
• Producer shutdowns and Pernis phase closure tightened regional supply modestly, supporting spot offers and margins.
Why did the price of Bisphenol A change in September 2025 in Europe?
• Falling Asia-Europe freight rates lowered landed costs, enabling competitive offers, easing upward Price Index pressure.
• Low downstream demand from construction and PC constrained purchasing, keeping spot and Price Index subdued.
• Low feedstock phenol and acetone reduced production costs, encouraging exporters to sustain competitive offers regionally.
MEA
• In Saudi Arabia, the Bisphenol A Price Index fell by 12.79% quarter-over-quarter, reflecting oversupply and weak downstream demand.
• The average Bisphenol A price for the quarter was approximately USD 1131.67/MT CFR Jeddah, reflecting subdued trading.
• Bisphenol A Spot Price activity was scarce as the Price Index remained depressed amid elevated regional inventories.
• Bisphenol A Price Forecast indicates mild volatility with limited upside, constrained by persistent import offers and destocking.
• Bisphenol A Production Cost Trend remained subdued as weak phenol and acetone prices lowered regional production economics.
• Bisphenol A Demand Outlook stays soft; construction-related PC and epoxy procurement limited by seasonal heat and high inventories.
• Inventory digestion in September temporarily tightened availability, lifting the Price Index amid improved downstream call-offs.
• Export flows remained uninterrupted while Asian restarts and new capacity maintained pressure on local Price Index levels.
Why did the price of Bisphenol A change in September 2025 in MEA?
• Inventory digestion reduced oversupply mid-September, briefly supporting prices as downstream orders and processing rates increased.
• Weak feedstock phenol and acetone costs pressured import offers, keeping regional production cost base low.
• Minor port congestion offset by steady shipments; overall logistics did not materially restrict supply availability.
For the Quarter Ending June 2025
North America
• The Bisphenol A (BPA) Price Index in the U.S. reflected a softer overall trajectory in Q2 2025, with prices rising in April on tightened Asian supply but declining through May and June as oversupply, high inventories, and muted demand weighed on sentiment.
• April gains were supported by Asian plant maintenance and modest restocking, while the automotive sector provided some support for epoxy resin demand despite cautious polycarbonate and construction-linked consumption.
• Prices softened in May as feedstock phenol and acetone costs declined, supply improved with major Asian restarts, and residential construction weakness curbed downstream resin demand despite steady automotive orders.
• June saw sharper declines as the temporary suspension of U.S.–China tariffs triggered a surge in cargo arrivals, creating oversupply and intensifying price competition, with downstream demand staying weak across coatings, adhesives, and PC applications.
• Buyers largely avoided forward purchases throughout the quarter, relying on spot procurement due to bearish sentiment, uncertain trade policies, and persistent housing sector slowdown, keeping BPA market fundamentals soft.
Why did the price of Bisphenol A (BPA) change in July 2025 in North America?
• In July, the Bisphenol A (BPA) Price Index in the North America eased as ample regional supply and low-cost Asian imports combined with weak domestic consumption from epoxy resin and polycarbonate segments.
• The BPA Production Cost Trend stayed soft, as phenol and acetone in key exporting regions tracked weaker crude oil benchmarks and sluggish downstream activity, keeping offers competitive.
• The BPA Price Forecast points to continued muted momentum, with persistent global oversupply, subdued construction-linked demand, and stable inbound flows from Asia likely to limit any near-term rebound.
APAC
• The Bisphenol A (BPA) Price Index in APAC reflected a mixed trajectory in Q2 2025, with prices rising in April due to plant maintenance and restocking interest but declining through May and June as demand weakened and inventories accumulated.
• April gains were supported by shutdowns at producers like Sinopec Mitsui Chemicals and Huizhou Zhongxin Chemical, along with stronger short-term procurement from Middle Eastern buyers.
• Prices fell in May as phenol and acetone feedstock costs softened, regional holidays curbed activity, and supply improved with Nan Ya Plastics and other units restarting.
• June saw further declines as high inventories, sluggish polycarbonate (PC) and epoxy resin demand, and weak market fundamentals outweighed producer efforts to stabilize prices.
• Export flows remained limited during the quarter due to port congestion at Qingdao and Ningbo, while buyers relied on small, urgent purchases to manage risk.
• Demand stayed muted overall, with weak construction activity, declining real estate sales, and low PC and epoxy resin consumption suppressing BPA offtake.
Why did the price of Bisphenol A (BPA) change in July 2025 in APAC?
• In July, the Bisphenol A (BPA) Price Index in Asia declined as persistent oversupply combined with soft demand from epoxy resin and polycarbonate industries kept sentiment weak.
• The BPA Production Cost Trend eased, with phenol and acetone feedstocks tracking the downturn in upstream crude oil, allowing producers to maintain competitive offers despite rising output.
• The BPA Price Forecast points to continued bearish conditions such as high inventories, seasonal demand weakness, and subdued export activity limit spot market recovery.
Europe
• The Bisphenol A (BPA) Price Index in the Netherlands reflected a mixed trend in Q2 2025, holding stable in April, edging up in May on mild supply pressures, but falling sharply in June as global oversupply and weak demand pressured the market.
• April stability reflected muted feedstock cost support and subdued demand, despite some Asian plant maintenance and declining Asia–Europe freight rates lowering import costs.
• Prices rose modestly in mid-May as operational bottlenecks at the Port of Rotterdam—stemming from labor shortages and stricter compliance checks—created localized supply constraints, prompting suppliers to lift offers slightly.
• The upward trend faded by late May and June, with ample imports from Asia, persistent inventory accumulation, and a steep drop in freight rates, driving prices lower despite stable operating rates across key exporting nations.
• Demand remained muted throughout the quarter, as the coatings and plastics industries tied to epoxy resin and polycarbonate stayed pressured by the persistent slowdown in residential, commercial, and infrastructure construction across Europe.
• Buyers avoided forward purchases, relying on spot transactions due to uncertain trade policies, weak macroeconomic confidence, and oversupply in both regional and global markets.
Why did the price of Bisphenol A (BPA) change in July 2025 in Europe?
• In July, the Bisphenol A (BPA) Price Index in the Europe firmed as surging freight rates from Asia and declining inventories at local distributors supported stronger offers, despite soft demand from epoxy resin and polycarbonate sectors.
• The BPA Production Cost Trend remained subdued, as phenol and acetone tracked weaker global crude benchmarks, keeping manufacturing costs low even as logistics expenses rose.
• The BPA Price Forecast indicates a cautious upside bias, with constrained supply and elevated freight rates underpinning offers, though persistent eurozone construction weakness is expected to cap broader momentum.
MEA
• The Bisphenol A (BPA) Price Index in the Saudi Arabia reflected a mixed trend in Q2 2025, with prices rising in April on tightened Asian supply but falling sharply through May and June as ample availability, weak demand, and seasonal slowdowns weighed on sentiment.
• April gains were supported by reduced Asian exports due to plant maintenance and a rebound in domestic procurement after Ramadan, particularly from polycarbonate (PC) and epoxy resin sectors linked to construction recovery.
• Prices softened in May as feedstock phenol and acetone costs fell, supply improved with major Asian plant restarts, and muted construction activity limited downstream demand despite a resilient project pipeline.
• June brought steeper declines, driven by extreme summer heat, Eid-related industrial shutdowns, and oversupply from China and South Korea, which kept import offers under pressure.
• Port congestion in Asian export hubs eased gradually during the quarter, improving shipment flow into the Middle East but contributing to rising inventories that suppressed spot prices further.
• Demand from PC and epoxy resin sectors stayed cautious, with construction delays, project deferrals, and tariff uncertainty prompting most buyers to stick to short-term, essential purchases only.
Why did the price of Bisphenol A (BPA) change in July 2025 in MEA?
• In July, the Bisphenol A (BPA) Price Index in MEA weakened as persistent oversupply from Asian exporters and high domestic inventories coincided with sluggish demand from epoxy resin and polycarbonate consumers.
• The BPA Production Cost Trend stayed soft, with phenol and acetone tracking weaker crude oil benchmarks and muted downstream activity in exporting regions, keeping import offers low despite shipping delays.
• The BPA Price Forecast suggests continued market softness, as extreme summer conditions suppress construction-linked demand, while ample supply and cautious procurement limit spot activity.
For the Quarter Ending March 2025
North America
Throughout Q1 2025, the Bisphenol A (BPA) market in North America showed a fluctuating but overall weakening trend. January began with a slight price increase, supported by temporary supply constraints from Asian producers and pre-holiday restocking, although downstream demand in polycarbonate and epoxy resin sectors remained sluggish amid winter construction delays.
February saw a downward correction as high inventory levels and reduced construction activity weighed on sentiment, compounded by oversupply from Asian exporters resuming operations after the Lunar New Year. While freight rates from Asia declined, easing import costs, subdued procurement patterns in the downstream housing and industrial sectors prevented any significant recovery. In March, BPA prices fell further as weak feedstock support, high global inventories, and softer construction indicators pressured the market. Although U.S. housing starts rose modestly, declining permits and completions highlighted underlying weakness.
Buyers continued to limit purchases to immediate needs, reflecting cautious sentiment amid ongoing tariff concerns and economic uncertainties. BPA market dynamics in the U.S. closed Q1 2025 under sustained bearish pressure.
APAC
Throughout Q1 2025, the Bisphenol A (BPA) market in APAC exhibited a fluctuating trend. January began with price declines, as weak downstream demand from the polycarbonate (PC) and epoxy resin sectors combined with sluggish construction activity weighed heavily on market sentiment. Stable but low feedstock costs, high inventory levels, and limited procurement ahead of the Lunar New Year further suppressed BPA prices. In February, prices rose modestly following the holiday period, supported by improved restocking activity, a short-lived pickup in agrochemical-related demand, and constrained plant operating rates. Some disruptions in production contributed to tighter spot availability, giving temporary price support despite the broader market’s cautious tone. However, March saw BPA prices return to a downward trajectory, pressured by persistently weak end-user demand, high inventories, and renewed oversupply concerns. Sluggish downstream consumption, particularly from PC and epoxy resin sectors, combined with muted export activity and weaker construction momentum, kept trading volumes low and market sentiment bearish. Overall, BPA prices in APAC ended Q1 2025 under renewed downward pressure.
Europe
Throughout Q1 2025, the Bisphenol A (BPA) market in Europe followed a mixed trajectory, starting with a price increase in January as higher freight rates from Asia, seasonal logistical disruptions, and supply constraints supported stronger landed costs. Despite the rise, downstream demand from sectors like polycarbonate and epoxy resins remained weak, pressured by a contracting Dutch construction industry. February saw a slight upward adjustment as supply tightened after the Lunar New Year, but subdued consumption in housing and infrastructure kept overall demand muted. Although lower freight rates from Asia improved import economics, cautious procurement strategies persisted amid economic uncertainty and high inventories. In March, BPA prices reversed and moved downward as global oversupply from major Asian producers weighed heavily on the market. Soft feedstock costs, weakening polycarbonate demand, and a continued contraction in the eurozone construction sector further pressured sentiment. With sluggish industrial activity, cautious buying behavior, and high stock levels, BPA market dynamics in the Netherlands closed Q1 2025 under notable downward pressure.
MEA
Throughout Q1 2025, the Bisphenol A (BPA) market in MEA displayed a mixed trajectory. January started with a slight price rise, supported by strong downstream demand from the polycarbonate (PC) and epoxy resin sectors linked to ongoing construction projects under Vision 2030. Supply constraints from Asian producers due to plant shutdowns ahead of the Lunar New Year provided further support, although broader global oversupply concerns remained. In February, BPA prices declined as export availability improved post-holiday, with operating rates normalizing at key production facilities across Asia. Despite sustained construction activity domestically, the influx of competitively priced material and high inventory levels weighed on the market. March continued the downward trend, driven by persistently weak demand during Ramadan, shorter trading hours, and mounting regional supply following the restart of LG Chem’s Daesan plant. High inventories and muted downstream activity in the construction and coatings sectors kept market sentiment cautious, preventing any price recovery. Overall, BPA prices in Saudi Arabia closed Q1 2025 under notable downward pressure.
For the Quarter Ending December 2024
North America
Throughout Q4 2024, the Bisphenol A (BPA) market in North America experienced mixed price movements. Prices rose slightly in October, supported by higher feedstock phenol costs and tighter supplies from Asian exporting nations. However, the gains were short-lived, as the last two months of the quarter saw prices return to a declining trajectory.
Persistent oversupply and subdued demand from downstream sectors, including polycarbonate (PC) and epoxy resin, exerted downward pressure. By December, BPA prices in the USA had dropped to USD 1,419/MT CFR Texas, marking a 4.1% decline from earlier levels. Reduced import costs, weak construction activity, and economic uncertainties further weakened market sentiment.
Operating rates at BPA plants remained stable, but downstream sectors struggled with excess inventory and limited profitability. Seasonal factors and structural inefficiencies in end-use industries, such as automotive and construction, compounded the bearish outlook. As the market closed the quarter, ongoing oversupply and restrained purchasing activity suggested little immediate recovery, leaving manufacturers focused on inventory management and targeted discounts to mitigate financial pressures.
APAC
Throughout Q4 2024, the Bisphenol A (BPA) market in the Asia-Pacific (APAC) region witnessed a continuous decline in prices, driven by persistent oversupply and weak demand from downstream sectors such as polycarbonate (PC) and epoxy resin. The lack of seasonal demand recovery and subdued construction activities further exacerbated the downturn. Feedstock prices, including phenol and acetone, offered limited cost support, with mixed trends adding to market uncertainty.
In China, BPA prices dropped steadily as high inventory levels and weak enterprise profitability weighed on the market. Operating rates in the domestic PC sector fluctuated but failed to align with consumption, leading to significant stockpiles. Similarly, the epoxy resin sector saw minimal restocking activity, with demand confined to immediate requirements. Despite sporadic feedstock price fluctuations and occasional production adjustments, oversupply and restrained end-user demand dominated market sentiment.
By the end of the quarter, BPA prices in China had declined to USD 1,190/MT FOB Qingdao, reflecting ongoing bearish sentiment. Recovery signals remained absent as the market entered the new year under persistent downward pressure.
Europe
Throughout Q4 2024, the Bisphenol A (BPA) market in Europe experienced a varied pricing trend, with declines in October and November, followed by a recovery in December. Weak demand from downstream sectors, coupled with competitive import prices and high inventories, pressured the market early in the quarter. However, rising freight rates from Asia to Europe and steady downstream demand improvement supported a price rebound in December.
In October and November, BPA prices declined due to limited purchasing activity in the polycarbonate (PC) and epoxy resin sectors. The Eurozone’s contracting construction output and subdued economic conditions exacerbated market pressures. Additionally, low feedstock costs from phenol and acetone further reduced production incentives, contributing to the bearish sentiment.
December marked a turnaround, with prices rising as freight rates along Asia-Europe routes increased significantly due to pre-Lunar New Year demand and logistical challenges in Asia. By the end of the quarter, BPA prices in the Netherlands stood at USD 1,585/MT FD-Rotterdam, highlighting the bullish sentiment driven by tighter supply, improved downstream activity, and sustained freight cost pressures.
