For the Quarter Ending September 2025
North America
• In the United States, the Bisphenol A Diphenyl Phosphate (BDP) Price Index declined by 1.12% quarter-over-quarter, following reduced demand from flame retardant and polycarbonate sectors.
• The average BDP price for the quarter reflected steady supply amid subdued domestic consumption and slower downstream activity.
• BDP Spot Price weakened through August before stabilizing in September as producers moderated output to balance inventories.
• BDP Production Cost Trend softened with lower Bisphenol A and phosphorus derivatives, supporting margin stability for producers.
• BDP Demand Outlook remained stable, supported by electronics and construction sectors, while automotive demand lagged slightly.
• BDP Price Forecast suggests limited near-term recovery, with muted demand and sufficient inventory levels restraining upside potential.
• Export activity to Mexico and Canada provided marginal support, though domestic consumption continued to drive overall sentiment.
• Manufacturers maintained controlled production rates, mitigating oversupply risks and cushioning the Price Index against deeper declines.
Why did the price of Bisphenol A Diphenyl Phosphate change in September 2025 in the USA?
• Weaker domestic demand and lower feedstock costs eased market prices, while controlled output helped maintain balance.
APAC
• In China, the Bisphenol A Diphenyl Phosphate Price Index rose by 0.88% quarter-over-quarter, reflecting modest export enquiry recovery.
• The average Bisphenol A Diphenyl Phosphate price for the quarter was approximately USD 1903.33/MT reported.
• High inventories pressured the Bisphenol A Diphenyl Phosphate Spot Price despite selective downstream restocking and export bids.
• The Bisphenol A Diphenyl Phosphate Price Forecast signals mild volatility as seasonal demand and feedstock trends interact.
• Bisphenol A Diphenyl Phosphate Production Cost Trend remained soft as upstream Bisphenol A weakened, easing cost pressures on producers.
• Bisphenol A Diphenyl Phosphate Demand Outlook showed modest improvement from polycarbonate and ABS, supporting limited firming.
• The Bisphenol A Diphenyl Phosphate Price Index reflected mixed signals between steady domestic output and variable export enquiry.
• Logistics normalization at Qingdao aided shipments but subdued international buying limited significant price momentum overall.
Why did the price of Bisphenol A Diphenyl Phosphate change in September 2025 in APAC?
• Export demand from India and Korea remained soft, constraining upward price pressure for FOB Qingdao.
• Feedstock Bisphenol A costs softened, reducing production cost support and limiting downstream procurement incentives thereby.
• High inventories and normalized port activity increased seller willingness to offer competitive FOB terms, suppressing spot strength.
Europe
• In Germany, the Bisphenol A Diphenyl Phosphate (BDP) Price Index rose by 0.47% quarter-over-quarter, driven by moderate recovery in downstream flame-retardant applications.
• The average BDP price for the quarter reflected stable trading conditions and firm supply chain management amid limited imports.
• BDP Spot Price held steady through September as domestic producers maintained disciplined supply amid recovering European demand.
• BDP Production Cost Trend was broadly unchanged, with stable Bisphenol A and phosphorus input values across the region.
• BDP Demand Outlook improved modestly in electrical and construction sectors, while packaging applications stayed subdued.
• BDP Price Forecast points to mild firming into Q4 2025, supported by steady end-use consumption and limited regional output.
• Import parity adjustments and currency shifts provided minor upward pressure on prices across major EU markets.
• Manufacturers balanced exports and domestic allocations, preventing significant inventory buildup and sustaining steady market tone.
Why did the price of Bisphenol A Diphenyl Phosphate change in September 2025 in Europe?
• Steady demand from electrical and construction sectors and controlled supply supported slight price firming across EU markets.
For the Quarter Ending June 2025
North America
• The Bisphenol-A Bis (Diphenyl Phosphate) price index remained relatively stable in Q2 2025, with minor fluctuations during the quarter. Prices remained consistent around a flat trend, supported by steady supply levels. There was no significant increase or decrease observed in the price index.
• The automotive and construction sectors, though impacted by slowdowns, continued moderate consumption levels. Regulatory pressures for carbon emissions have also affected industrial activities in some states. The price trend showed softening as a result of weak demand across downstream industries, coupled with lower feedstock costs.
• Why did the price of Bisphenol-A Bis (Diphenyl Phosphate) change in July 2025?
The price trend for July 2025 saw a slight decrease, primarily due to low demand from the polycarbonate and ABS sectors. The end-use sectors like construction also remained subdued, adding to the bearish market sentiment.
• Freight rates have shown modest fluctuations, with no major port congestion or disruptions noted, allowing for consistent trade flow within the region.
• Demand is expected to remain stable but subdued, as manufacturing activity is not expected to surge significantly. However, any shift in the construction or automotive sectors could provide slight upward movement.
• Production costs remained under pressure due to ongoing supply chain issues and regulatory compliance. Margins were thin but relatively stable as manufacturers focused on cost optimization.
APAC
• The Bisphenol-A Bis (Diphenyl Phosphate) price index in APAC showed a decline of 1.0% in Q2 2025, with the price of Bisphenol-A Bis (Diphenyl Phosphate) CFR JNPT settling at INR 165,000/MT in June.
• In APAC, price softening was driven primarily by reduced demand from the polycarbonate, ABS, and construction sectors. The weakening of upstream feedstock costs also played a role in pressuring prices lower, with China’s domestic market downturn influencing pricing dynamics.
• Why did the price of Bisphenol-A Bis (Diphenyl Phosphate) change in July 2025?
Prices declined further in July, primarily due to a combination of low demand and increased competition from Chinese exporters. The subdued activity in downstream industries and ongoing oversupply situation contributed to the bearish sentiment.
• The APAC region, particularly China, continues to face an oversupply of Bisphenol-A Bis (Diphenyl Phosphate), which further dampens market sentiment. Chinese exporters are offering competitive prices, contributing to weaker pricing across the region.
• Spot prices in APAC remain under pressure, with little improvement expected. Freight and logistics costs remain stable but continue to exert some pressure on margins.
• Production costs were steady in Q2, with slight reductions in feedstock prices due to softer crude oil and natural gas prices. Manufacturing in China and India remains competitive due to low operational costs.
• The demand outlook in Q3 2025 remains modest, with recovery expected to be gradual in the polycarbonate and ABS sectors. The construction sector may see slight improvements but will be impacted by seasonal factors such as the monsoon.
Europe
• Price Index: The Bisphenol-A Bis (Diphenyl Phosphate) price index for Q2 2025 showed a slight decline of 0.5%, driven primarily by weak demand in the automotive and construction sectors. Prices remained under pressure despite stable production levels.
• A combination of weak industrial output and moderate production from key manufacturers led to reduced demand for BDP. Regulatory issues related to carbon emissions in Europe have also had a role in stifling demand from certain industries.
• Why did the price of Bisphenol-A Bis (Diphenyl Phosphate) change in July 2025?
Prices softened further in July, largely driven by regional economic uncertainties and lacklustre demand from end-user industries. The reduction in industrial activity further pressured prices downwards.
• The Netherlands experienced a notable price decrease due to an excess supply of BDP in the region, compounded by weakened demand from the construction and automotive industries.
• Inventory levels remained high, particularly in the manufacturing and distribution sectors. Despite this, demand sentiment remained weak as most industries operated at reduced capacities.
• No significant plant shutdowns or operational issues were reported, and production remained stable across key European manufacturers.
• The demand for Bisphenol-A Bis (Diphenyl Phosphate) is expected to remain weak with only gradual improvements in demand from automotive and construction sectors. Price trends may remain under downward pressure through Q3.
