For the Quarter Ending June 2026
Bisphenol S Prices in North America
- In the United States, the Bisphenol S Price Index rose quarter-over-quarter in Q2 2026, driven by significant production cost increases.
- Bisphenol S production costs increased in Q2 2026, influenced by a 5.5% rise in the Producer Price Index in June 2026.
- Phenol feedstock costs faced upward pressure into Q2 2026, while sulfur costs rose through May and June 2026.
- Overall chemical supply faced constraints in early 2026, impacting Bisphenol S availability in the market.
- Bisphenol S demand outlook was supported by robust retail sales, which rose 6.9% in May 2026.
- Industrial production expanded modestly by 0.7% in June 2026, indicating slight growth in industrial demand for Bisphenol S.
- Consumer confidence registered 91.2 in June 2026, underpinning stable consumer spending for Bisphenol S end-use products.
- The Bisphenol S Price Forecast suggests continued upward pressure due to persistent feedstock cost inflation in Q2 2026.
Why did the price of Bisphenol S change in June 2026 in North America?
- Producer Price Index rose 5.5% in June 2026, significantly increasing Bisphenol S raw material costs.
- Sulfur supplies tightened considerably in Q2 2026, leading to higher feedstock prices for Bisphenol S.
- Persistent consumer inflation, with CPI at 3.5% in June 2026, impacted purchasing power for end-use products.
Bisphenol S Prices in APAC
- In China, the Bisphenol S Price Index rose in Q2 2026, driven by increasing production costs.
- Bisphenol S production costs increased in Q2 2026, influenced by a 4.1% PPI YoY in June 2026.
- High-tech manufacturing demand for Bisphenol S expanded strongly in Q2 2026, supported by AI demand.
- The Manufacturing Index expanded in June 2026, indicating increased industrial activity and BPS demand.
- Industrial Production rose by 5.3% YoY in June 2026, boosting Bisphenol S consumption across sectors.
- Bisphenol S demand was mixed; thermal paper ascended, but domestic automotive sales declined in Q2 2026.
- Sulfuric acid prices were on an upward trajectory in Q2 2026, impacting Bisphenol S production expenses.
- China's CPI rose by 1.0% YoY in June 2026, reflecting weak consumer demand; retail sales also grew 1.0%.
Why did the price of Bisphenol S change in June 2026 in China?
- Phenol prices significantly increased in June 2026, raising Bisphenol S production costs in China.
- The Producer Price Index rose by 4.1% YoY in June 2026, indicating higher input costs for manufacturers.
- High-tech manufacturing expansion in Q2 2026 supported Bisphenol S demand, despite subdued retail sales.
Bisphenol S Prices in Europe
- In Germany, the Bisphenol S Price Index rose quarter-over-quarter in Q2 2026, driven by increased production costs.
- Bisphenol S production costs increased in Q2 2026, influenced by a 2.2% rise in producer prices in May 2026.
- Phenol feedstock costs, including benzene and propylene, remained a primary pricing variable during Q2 2026.
- Sulfuric acid prices in Germany showed an upward movement in Q2 2026, supported by tightening regional availability.
- Natural gas prices in Europe remained highly volatile throughout Q2 2026, driven by significant supply disruptions.
- Bisphenol S demand faced headwinds from a contracting Manufacturing Index in June 2026, indicating reduced industrial activity.
- Industrial production in Germany was unchanged in May 2026, reflecting stagnant growth in key consuming sectors.
- Consumer confidence declined in June 2026, dampening Bisphenol S demand in consumer-oriented applications.
- Automotive demand strengthened in May and June 2026, offering some support for Bisphenol S consumption.
Why did the price of Bisphenol S change in June 2026 in Europe?
- Producer prices for industrial products rose 2.2% in May 2026, increasing Bisphenol S production costs.
- Natural gas prices remained highly volatile in Q2 2026 due to supply disruptions, impacting energy expenses.
- A contracting Manufacturing Index in June 2026 indicated reduced industrial demand for Bisphenol S.
For the Quarter Ending March 2026
Bisphenol S Prices in North America
- In United States, the Bisphenol S Price Index rose quarter-over-quarter in Q1 2026, driven by elevated costs.
- Producer Price Index rose 4.0% in March 2026, reflecting higher intermediate chemical feedstock and energy expenses.
- Consumer Price Index rose 3.3% in March 2026, as surging crude oil increased transportation expenses.
- Retail sales grew 4.0% in March 2026, supporting steady Bisphenol S demand outlook for thermal paper.
- Industrial production grew 0.7% and the Manufacturing Index expanded in March 2026, boosting industrial material consumption.
- Unemployment remained at 4.3% and consumer confidence reached 91.8 in March 2026, sustaining baseline consumer spending.
- Bisphenol S production cost trend faced upward pressure as sulfuric acid feedstock costs spiked in Q1 2026.
- The Bisphenol S Price Forecast trended upward as construction housing starts strengthened during January 2026.
Why did the price of Bisphenol S change in March 2026 in North America?
- Sulfuric acid reserves depleted and upstream sulfur reserves tightened significantly across the market in March 2026.
- Seaborne sulfur trade flows and Middle East sulfur supply faced severe operational disruptions in March 2026.
- Global sulfuric acid supply security fears intensified during Q1 2026, pushing overall synthesis expenses higher.
Bisphenol S Prices in APAC
- In China, the Bisphenol S Price Index rose quarter-over-quarter in Q1 2026, driven by escalating phenol feedstock expenses.
- The Bisphenol S Production Cost Trend surged in Q1 2026 as Producer Prices increased 0.5% in March 2026.
- The Bisphenol S Demand Outlook strengthened as industrial production grew 5.7% in March 2026, boosting epoxy use.
- The Manufacturing Index expanded in March 2026, which boosted Bisphenol S consumption in engineering plastics production.
- Retail sales grew 1.7% and CPI rose 1.0% in March 2026, which maintained baseline Bisphenol S demand.
- Unemployment reached 5.4% in March 2026 and consumer confidence hit 91.6 in February 2026, dampening consumer demand.
- Benzene and propylene costs for phenol production surged in Q1 2026 amid crude oil market disruptions.
- Sulfuric acid feedstock inventories for Bisphenol S improved in Q1 2026 following a national export cap.
- The Bisphenol S Price Forecast remained elevated in Q1 2026 due to tightened regional phenol feedstock supply.
Why did the price of Bisphenol S change in March 2026 in APAC?
- Phenol feedstock import availability weakened in Q1 2026, tightening regional stockpiles for Bisphenol S producers.
- Global oil supply chains faced severe disruptions in Q1 2026, elevating petrochemical feedstock freight costs.
- Bisphenol S production costs fluctuated in Jan 2026 as sulfuric acid feedstock prices experienced extreme volatility.
Bisphenol S Prices in Europe
- In Germany, the Bisphenol S Price Index fell quarter-over-quarter in Q1 2026, reflecting softened downstream demand.
- Consumer inflation rose 2.7% in March 2026, while crude oil and energy prices surged simultaneously.
- Producer prices declined 0.2% in March 2026, as the Bisphenol S Production Cost Trend fell alongside phenol.
- The Manufacturing Index expanded in March 2026, while sulfuric acid feedstock costs spiked across Europe.
- Industrial production remained stagnant at 0.0% in February 2026, limiting Bisphenol S industrial consumption growth.
- Retail sales grew 0.7% in February 2026, as thermal paper receipt and label demand stabilized.
- Unemployment stayed stable at 4.2% in February 2026, despite severe logistical delays impacting Q1 2026 imports.
- Consumer confidence dropped to -24.7 in March 2026, weakening the Bisphenol S Demand Outlook considerably.
- The Bisphenol S Price Forecast indicated downward pressure throughout Q1 2026 due to weakened purchasing volumes.
Why did the price of Bisphenol S change in March 2026 in Europe?
- Phenol feedstock and upstream benzene costs declined across Europe during March 2026, lowering production expenses.
- European demand for specialty chemicals and phenolic resins softened significantly during the March 2026 period.
- Middle Eastern petrochemical export volumes faced severe disruptions in March 2026 following regional geopolitical conflicts.
For the Quarter Ending December 2025
Bisphenol S Prices in North America
- In the United States, the Bisphenol S Price Index rose quarter-over-quarter in Q4 2025, driven by increasing costs and demand.
- Bisphenol S production costs increased due to a 2.7% year-over-year CPI rise in December 2025, impacting raw materials.
- Producer input costs for Bisphenol S climbed, with PPI increasing 3.0% year-over-year in November 2025, affecting manufacturing.
- Demand for Bisphenol S strengthened as industrial production expanded 2.0% year-over-year in December 2025.
- Retail sales increased 3.3% year-over-year in November 2025, supporting Bisphenol S demand in consumer applications.
- Natural gas prices rose in 2025, contributing to higher energy and feedstock costs for Bisphenol S production.
- US manufacturing inventories experienced pullbacks in December 2025, indicating tighter supply conditions.
- Demand for Bisphenol S was supported by strengthening domestic semiconductor and lithium-ion battery sectors in October 2025.
Why did the price of Bisphenol S change in December 2025 in North America?
- Rising production costs, influenced by a 2.7% CPI increase in December 2025, pressured Bisphenol S prices.
- Increased industrial production by 2.0% in December 2025 boosted demand for Bisphenol S.
- Higher natural gas prices in 2025 directly elevated energy and feedstock expenses for Bisphenol S.
Bisphenol S Prices in APAC
- In China, the Bisphenol S Price Index fell quarter-over-quarter in Q4 2025, influenced by declining producer prices.
- Bisphenol S production costs decreased in Q4 2025, driven by expanding phenol capacity and propylene oversupply.
- Bisphenol S demand outlook was mixed in Q4 2025, with weak consumer spending despite expanding industrial activity.
- China's Manufacturing Index weakened in October 2025, then improved, returning to expansion in December.
- Industrial production in China rose 5.2% year-over-year in December 2025, bolstering industrial chemical demand.
- Consumer Price Index (CPI) increased 0.8% year-over-year in December 2025, indicating subdued consumer demand.
- Producer Price Index (PPI) declined 1.9% year-over-year in December 2025, impacting Bisphenol S pricing power.
- Raw material inventories for manufacturing declined in October 2025, then stabilized in November.
- The automotive market maintained robust growth through Q4 2025, with new energy vehicle exports surging.
Why did the price of Bisphenol S change in December 2025 in APAC?
- Producer Price Index (PPI) declined 1.9% year-over-year in December 2025, pressuring Bisphenol S pricing.
- Expanding phenol capacity in 2025 contributed to increased supply and lower Bisphenol S production costs.
- Weak consumer demand, with CPI at 0.8% and retail sales at 0.9% in December 2025, dampened Bisphenol S demand.
Bisphenol S Prices in Europe
- In Germany, the Bisphenol S Price Index fell in Q4 2025, influenced by subdued overall chemical demand.
- Bisphenol S production costs faced downward pressure from a -2.5% year-on-year Producer Price Index in December 2025.
- The Bisphenol S demand outlook weakened as the Manufacturing Index was contracting in December 2025.
- Suppressed benzene feedstock prices due to persistent oversupply in Q4 2025 impacted Bisphenol S price trends.
- Bisphenol S inventory levels decreased as companies slowed operating rates in Q4 2025.
- Elevated energy costs in Europe during Q4 2025 contributed to higher Bisphenol S manufacturing expenses.
- Consumer confidence at -17.5 in December 2025, coupled with 6.2% unemployment, dampened Bisphenol S demand.
- Industrial production increased 0.8% year-on-year in October 2025, and retail sales grew 1.1% in November 2025.
- Moderate inflation, with CPI at 1.8% year-on-year in December 2025, contributed to stable operational costs.
Why did the price of Bisphenol S change in December 2025 in Europe?
- Producer Price Index declined 2.5% year-on-year in December 2025, reducing Bisphenol S input costs.
- Manufacturing Index contracted in December 2025, signaling reduced industrial demand for Bisphenol S.
- Benzene feedstock prices were suppressed by oversupply in Q4 2025, impacting Bisphenol S production.
For the Quarter Ending September 2025
Bisphenol S Prices in North America
- In USA, the Bisphenol S Price Index fell quarter-over-quarter, reflecting weak domestic demand.
- Bisphenol S Spot Price under pressure from high inventories and weak downstream purchasing activity.
- Bisphenol S Price Forecast indicates near-term range-bound movement.
- Bisphenol S Demand Outlook subdued as PC, epoxy resin buyers limit procurement, keeping ample inventories.
- Export volumes weakened, lower freight reduced landed costs; major producers operated normally, keeping inventories ample.
Why did the price of Bisphenol S change in September 2025 in North America?
- Weak downstream procurement and ample supply created oversupply, pressuring domestic pricing and sentiment.
- Lower phenol and acetone costs reduced BPS production costs.
- Port delays were minor, and freight eased; ample inventories therefore prevented significant US supply disruption.
Bisphenol S Prices in APAC
- In India, the Bisphenol S Price Index rose by 1.24% quarter-over-quarter, reflecting firmer feedstock-related costs.
- The average Bisphenol S price for the quarter was approximately USD 3082.15/MT delivered into major Indian ports.
- Bisphenol S Spot Price remained stable as domestic demand supported quotations, sustaining the Price Index.
- Bisphenol S Demand Outlook improved modestly driven by downstream epoxy and polymer sectors restocking activity.
- Bisphenol S Production Cost Trend was upward due to higher feedstock and energy expenses.
- Bisphenol S Price Forecast indicates modest upside risk constrained by abundant regional inventories and competition.
- Operational uptime of major Bisphenol S producers remained high, supporting export availability and Price Index.
- Inventories tightened marginally, prompting buyers to cover needs for downstream derivatives, lifting the Price Index.
Why did the price of Bisphenol S change in September 2025 in APAC?
- Tightened feedstock availability and steady downstream consumption constrained supply, applying upward pressure on local prices.
- Rising energy and transport costs elevated production expenses, feeding through into Bisphenol S Price Index.
- Improved export enquiries and modest restocking reduced available inventories, supporting modest price recovery in September.
Bisphenol S Prices in Europe
- In the Netherlands, the Bisphenol S Price Index rose by 3.3% quarter-over-quarter, driven by tight inventories.
- Bisphenol S Spot Price remained range-bound amid imports and limited downstream inquiries restricting significant upward momentum.
- Bisphenol S Demand Outlook stayed subdued as construction and polycarbonate offtake declined, limiting restocking activity.
- Bisphenol S 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 S 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 sulphuric acid reduced production costs, encouraging exporters to sustain competitive offers regionally.
