Quarter Ending September 2025
North America
• In the USA, the Isobutylene Price Index fell by 1% quarter-over-quarter, driven by high inventories.
• The average Isobutylene price for the quarter was approximately USD 1210/MT, reflecting average market conditions.
• Weak spot liquidity kept Isobutylene Spot Price depressed despite intermittent export interest and constrained producer flexibility.
• Near-term Isobutylene Price Forecast indicates marginal volatility with modest recovery opportunities ahead of year-end restocking.
• A reduced Isobutylene Production Cost Trend eased marginally as crude and feedstock pressures temporarily abated mid-quarter.
• High inventories and limited spot demand pressured the Isobutylene Price Index, prompting suppliers to trim ex-quotations.
• Operational variability at key U.S. producers and strengthened export inquiries intermittently supported price resilience modestly.
Why did the price of Isobutylene change in September 2025 in North America?
• Elevated domestic inventories reduced buying urgency, limiting upward price momentum across the supply chain effectively.
• Moderating crude and feedstock costs softened production expenses, exerting downward pressure on market prices concurrently.
• Renewed export interest and improved economic sentiment provided intermittent support, offsetting some bearish domestic dynamics.
APAC
• In China, the Isobutylene Price Index fell by 3.7% quarter-over-quarter, reflecting supply abundance and caution.
• The average Isobutylene price for the quarter was approximately USD 1085/MT, influenced by weak demand.
• Isobutylene Spot Price under pressure from ample inventories and export weakness, keeping Price Index subdued.
• Isobutylene Production Cost Trend softened as crude feedstock eased, yet downstream weakness prevented price recovery.
• Isobutylene Price Forecast projects limited near-term upside given tariff uncertainty and seasonally weak trading activity.
• Supplier quotes were reduced to stimulate orders; plant rates moderated, affecting the Isobutylene Price Index.
• Buyers favored inventories, limiting spot activity; logistics delays and cautious procurement restrained Isobutylene Spot Price.
Why did the price of Isobutylene change in September 2025 in APAC?
• Ample domestic supply and subdued export inquiries pressured September prices, outweighing modest production cost declines.
• Buyer risk aversion amid tariff uncertainty reduced procurement, causing lower spot liquidity and muted Price Index movement.
• Seasonal downstream weakness, logistical delays, and modest cost pressures combined to limit restocking and price recovery.
Europe
• In Germany, the Isobutylene Price Index fell moderately by 1% quarter-over-quarter, driven by easing production costs.
• The average Isobutylene price for the quarter was approximately USD 1160/MT, FD-Hamburg, reflecting muted spot activity.
• Isobutylene Spot Price remained pressured by high inventories and subdued domestic and international inquiry volumes.
• Isobutylene Price Forecast signals modest volatility ahead, with seasonal destocking and possible logistics-driven tightness affecting September.
• Isobutylene Production Cost Trend eased as crude oil softened, reducing manufacturing pressure and lowering cost support.
• Isobutylene Price Index movements reflected exporters' cautious quotations, constrained logistics, and buying from downstream processors.
• High terminal stocks and port congestion limited flows, weakening spot liquidity and pressuring short-term export demand.
For the Quarter Ending June 2025
North America
• The Isobutylene Spot Price in North America decreased by 1.63% quarter-over-quarter in Q2 2025, reflected in a bearish Price Index.
• The U.S. isobutylene market displayed a predominantly bearish trajectory through most of Q2 2025, driven by muted demand, ample inventories, and easing production costs.
• In April and May, the Price Index showed downward movement, as crude oil costs declined and buyers remained cautious due to tariff uncertainty and weak economic signals.
• Demand from downstream sectors such as synthetic rubber and fuel additives remained limited, with buyers delaying purchases and adopting short-term procurement strategies.
• Market sentiment was further dampened by trade-related challenges and concerns over potential tax hikes, leading to limited fresh transactions and reduced export activity.
• By June, the Price Index rebounded modestly, supported by tightening supply, improving economic confidence, and rising procurement amid eased tariff concerns.
• Although synthetic rubber demand remained mixed, increased export orders and revived trading activity helped lift the overall market outlook, marking a shift toward bullish sentiment at quarter’s end.
Why did the price of Isobutylene change in July 2025 in the US?
• The Isobutylene Spot Price in the U.S. is showcasing softening in the price trend in early July 2025 due to muted downstream demand, leading to limited trading activity.
• The Isobutylene Demand Outlook remained weak, as buyers opted for cautious, need-based procurement amid low end-user consumption.
• The Isobutylene Production Cost Trend showed a fluctuating movement, driven by unstable upstream crude oil prices.
• Adding another layer of uncertainty, the White House issued an executive order extending the pause on “reciprocal” tariffs until 1 August, while letters were sent to multiple trading partners outlining final rates that could take effect if deals are not reached. Meanwhile, many market players are concerned about demand in the US.
APAC
• The Isobutylene Price Index in China showed a consistent downward trend throughout Q2 2025, driven by weak demand fundamentals and sufficient supply availability across the region.
• Despite intermittent fluctuations in upstream costs, the overall market remained subdued as inventory levels remained high, allowing buyers to rely on existing stocks.
• Global trade uncertainties, including tariff-related concerns, continued to impact both domestic sentiment and overseas interest, leading to cautious procurement behavior.
• Festive holidays and macroeconomic concerns further restricted market momentum, while short-lived supply adjustments were insufficient to shift the Price Index trend upward.
• Suppliers maintained competitive pricing strategies amid shrinking profit margins and sluggish transaction volumes, reinforcing the soft market tone across the quarter.
Why did the price of Isobutylene change in July 2025 in Asia?
• The Isobutylene Price Index in Asia experienced a slight rebound due to slight improvements in downstream demand, particularly from the synthetic rubber and fuel additive sectors, which supported market sentiment.
• The Isobutylene Demand Outlook improved as buyers resumed limited restocking, encouraged by a seasonal uptick and stable economic cues in parts of Asia.
• Despite this, the Isobutylene Price Forecast remains cautiously optimistic due to ongoing trade uncertainties and cost fluctuations in upstream feedstocks.
Europe
• The Isobutylene Spot Price in Europe decreased by 1.70% quarter-over-quarter in Q2 2025, reflected in a bearish Price Index.
• The Isobutylene Price Index in Europe declined during April and May 2025, reflecting weak demand, ample inventories, and declining production costs due to lower upstream crude oil prices.
• Despite selective improvement in downstream sectors like synthetic rubber (butyl rubber), demand was not strong enough to lift overall sentiment during the early months of the quarter.
• In June 2025, the Price Index reversed course and rose due to tightening supply conditions caused by severe port congestion and rail disruptions across Germany, affecting overall European logistics.
• Rising crude oil values increased input costs, while logistical bottlenecks limited product availability.
• The shift from oversupply to tight market conditions in June marked a rebound in the regional Isobutylene Price Index, despite continued moderate downstream demand.
Why did the price of Isobutylene change in July 2025 in Europe?
• The Isobutylene Spot Price softened amid sufficient inventory levels and minimal buying interest from end-users, contributing to downward market pressure.
• The Isobutylene Production Cost Trend stabilized as crude oil prices corrected slightly, easing input costs and giving producers room to adjust prices downward.
• The Isobutylene Price Forecast pointed to a muted market as supply chain disruptions eased slightly, while buyers maintained a cautious stance due to lingering economic uncertainty.
For the Quarter Ending March 2025
North America
During Q1 2025, the North American Isobutylene market experienced mixed sentiments, reflecting a volatile interplay between fluctuating production costs, shifting demand from downstream sectors, and external economic influences. The year began on a bullish note as rising crude oil prices and increased demand from the fuel additives sector spurred price gains, further compounded by polar vortex-induced supply chain disruptions. This confluence of high production costs, logistic constraints, and strong consumption painted an optimistic picture for January.
However, the momentum softened in February as a dip in energy prices eased production costs. Although downstream industries like butyl rubber and lubricants showed some growth, moderate demand for the commodity coupled with sufficient inventory levels tempered any potential upward price movement. Meanwhile, growing uncertainty from new trade tariffs introduced a layer of market unease.
By March, bearish sentiment took hold as declining crude prices and weak downstream demand converged with stable operations and ample inventories, keeping purchasing activity limited. Despite a stable supply chain, cautious buying behavior and ongoing macroeconomic concerns contributed to a continued downward pricing trajectory. Overall, the quarter was marked by initial strength and resilience, gradually giving way to caution and conservative trading influenced by macroeconomic headwinds and easing cost pressures.
APAC
The Isobutylene market in the APAC region exhibited mixed sentiments throughout Q1 2025, reflecting a dynamic interplay of economic, industrial, and geopolitical factors. January opened on a bullish note, with strong market activity driven by rising production costs and proactive inventory stocking ahead of the Lunar New Year. Increased trading momentum, supported by favorable economic measures such as elevated loan issuance, contributed to heightened market optimism despite varied performance in downstream sectors. However, February marked a turning point as market sentiment shifted to bearishness. This change was largely due to a decline in production costs and weaker-than-expected post-holiday demand, especially from the fuel additive and lubricant sectors. Ongoing trade tensions and cautious economic sentiments further weighed on buying confidence, with traders adopting a wait-and-see approach. By March, the bearish trend persisted, fueled by continued reductions in input costs and muted demand from downstream industries. Adequate inventory levels and smooth supply chain operations prevented urgency in procurement, leading suppliers to lower their quotations to match the prevailing soft market tone. Collectively, the quarter encapsulated a market transitioning from early optimism to growing caution, shaped by a combination of cost-side dynamics, demand fluctuations, and external economic uncertainties.
Europe
The Isobutylene market in Europe demonstrated a shifting sentiment throughout Q1 2025, shaped by evolving supply chain dynamics, cost pressures, and demand trends. January began with a bullish outlook, spurred by rising production costs linked to crude oil price hikes and exacerbated by supply chain disruptions, particularly port congestion in Hamburg. Despite only moderate demand from downstream sectors, these logistical hurdles and tight inventories created a sense of urgency, fueling an upward price trajectory. However, the bullish tone faded in February as the market stabilized with lower input costs and improved inventory levels. Although downstream demand, especially in the butyl rubber segment, showed marginal improvement, it wasn’t sufficient to offset the impact of increased supply and reduced procurement pressure, resulting in a softening of prices. By March, bearish sentiment prevailed as cost pressures further eased, inventory levels remained high, and downstream demand weakened. Even with lingering logistical constraints, including low water levels in the Rhine and port congestion across Europe, the market remained subdued, supported by adequate supply and limited buying interest. Overall, the quarter captured a transition from supply-driven bullishness to cost- and demand-driven caution, highlighting the complexity of the Isobutylene market in a fluctuating economic landscape.
For the Quarter Ending December 2024
North America
In Q4 2024, the North American Isobutylene market displayed fluctuating trends influenced by production costs, demand patterns, and broader economic factors. In the US, October and November witnessed bearish sentiments driven by weak demand from downstream sectors such as Butyl Rubber, Fuel Additives, and Lubricants, and ample inventory levels.
Market caution intensified due to uncertainties surrounding the presidential election, with reduced new orders and production rates reflecting weaker business confidence and a cautious economic outlook. Policy shifts following Donald Trump’s election victory, including deregulation and a focus on domestic production, added to the bearish pressure.
In December, the market experienced a reversal as demand strengthened, particularly from the Fuel Additive sector and international markets. Increased new orders drove a bullish sentiment, prompting market players to adjust strategies and raise ex-quotations. Despite mixed downstream sector performance, rising domestic and international demand improved market confidence, leading to increased production and trading activities. This period highlights the interplay between economic policy, sectoral performance, and market dynamics, with cautious sentiments giving way to a more optimistic outlook by year-end, driven by renewed demand and adjusted supply strategies.
APAC
In Q4 2024, the Isobutylene market in the APAC region experienced fluctuating trends shaped by demand patterns, inventory levels, and production dynamics. October and November reflected bearish market sentiments due to subdued demand from downstream sectors like Butyl Rubber and Fuel Additives, and sufficient inventory levels. These conditions, coupled with easing port congestion at Qingdao and Ningbo, led to reduced new orders and destocking activities in the Isobutylene market. Producers responded by scaling back production rates to prevent oversupply, further reinforcing the cautious market environment. However, December marked a shift to bullish sentiment as demand for Isobutylene increased from domestic and international downstream sectors. The Fuel Additive segment showed improved performance, while production rates and trading activities surged to address supply gaps. Stable crude oil prices upstream and logistical challenges supported this positive trend, prompting market players to adjust prices upward. These developments underscored the complex interplay of production costs, sectoral performance, and demand dynamics in shaping China’s Isobutylene market outlook.
Europe
In Q4 2024, the Isobutylene market in the European nation experienced fluctuating trends shaped by production dynamics, downstream sector performance, and supply chain disruptions. October and November reflected bearish sentiment, driven by weak demand from downstream sectors such as Fuel Additives and Lubricants, and sufficient inventory levels. Although the downstream Butyl Rubber sector benefited from an uptick in automotive performance, it was insufficient to offset the declining demand in other applications. Destocking activities and cautious market behavior further pressured the market, limiting new orders and leading producers to reduce output to prevent oversupply. Logistical challenges, including delays at Hamburg’s Container Terminal Altenwerder and rail freight disruptions in northern Germany, added complexity but had limited market impact due to high inventory levels. December marked a shift to bullish sentiment, supported by rising demand from overseas markets and ongoing supply chain disruptions, including labor shortages and strikes at Hamburg Port. Insufficient inventories to meet growing demand prompted increased production and trading activities. This interplay of demand growth, supply chain challenges, and market adjustments created a more optimistic outlook for the Isobutylene market in Germany.
