For the Quarter Ending September 2025
North America
• In United States, the Isoamylene Price Index remained stable quarter-over-quarter in Q3 2025, influenced by elevated inventories.
• Isoamylene production costs faced upward pressure in Q3 2025, driven by a 2.6% year-over-year PPI increase in August.
• Naphtha feedstock costs steadied in September 2025, while rising global oil inventories pressured prices.
• Isoamylene demand outlook was mixed, with industrial production up only 0.1% year-over-year in September.
• Automotive sector demand strengthened year-over-year in Q3 2025, despite new-vehicle sales inching down QoQ.
• Elevated chemical inventories entering Q3 2025, from earlier import spikes, impacted market balance.
• Consumer confidence declined to 94.2 in September 2025, alongside a 4.3% unemployment rate, dampening demand.
• Inflationary pressures, with CPI up 3.0% year-over-year in September 2025, contributed to higher operational costs.
Why did the price of Isoamylene change in September 2025 in North America?
• Rising general chemical production costs in Q3 2025, indicated by a 2.6% PPI increase in August.
• Elevated chemical inventories entering Q3 2025, from import spikes, pressured prices.
• Weak industrial production, up only 0.1% year-over-year in September 2025, limited Isoamylene demand.
Europe
• In Germany, the Isoamylene Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting industrial activity.
• Isoamylene production costs were impacted by a -1.7% PPI decrease in September 2025, driven by lower energy prices.
• Demand for Isoamylene faced headwinds as Germany's Manufacturing Index was contracting throughout Q3 2025.
• Overall chemical demand in Germany weakened during Q3 2025, impacting Isoamylene consumption across sectors.
• Naphtha feedstock costs experienced a gradual rebound in September 2025, adding some upward pressure on expenses.
• Industrial production declined by 1.0% in September 2025, signaling reduced demand for Isoamylene intermediates.
• Automotive sector demand for Isoamylene strengthened in July and September 2025, offering localized support.
• The Isoamylene Price Forecast suggests continued pressure from weak industrial demand and trade disruptions.
Why did the price of Isoamylene change in September 2025 in Europe?
• Industrial production declined by 1.0% in September 2025, reducing overall demand for Isoamylene intermediates.
• Producer prices decreased by 1.7% in September 2025, primarily due to lower energy costs, impacting production expenses.
• Overall chemical demand in Germany weakened in Q3 2025, contributing to downward pressure on Isoamylene prices.
APAC
• In China, the Isoamylene Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting industrial activity.
• Isoamylene production costs were impacted by slightly increasing Brent crude oil prices in Q3 2025.
• Demand for Isoamylene was supported by a 6.5% year-on-year increase in industrial production in September 2025.
• Automotive sector sales and production strengthened in Q3 2025, bolstering Isoamylene demand outlook.
• Weak consumer confidence, at 89.6 in September 2025, pressured Isoamylene demand in consumer-related applications.
• China's Manufacturing Index contracted in September 2025, signaling reduced industrial activity and new orders.
• The Isoamylene Price Forecast suggests pressure from a -2.3% Producer Price Index in September 2025.
• Retail sales growth of 3.0% year-on-year in September 2025 provided some support for Isoamylene derivatives.
• Regional Isoamylene supply experienced tightening in July-August 2025 due to scheduled plant maintenance.
Why did the price of Isoamylene change in September 2025 in APAC?
• The Manufacturing Index contracted in September 2025, indicating reduced industrial activity and new orders.
• Producer Price Index fell by 2.3% year-on-year in September 2025, reflecting a weak industrial pricing environment.
• Consumer Price Index declined by 0.3% in September 2025, signaling weak consumer demand.
