For the Quarter Ending December 2025
North America
• In USA, the Isobutyraldehyde Price Index fell by 9.66% quarter-over-quarter, reflecting weak demand and ample imports.
• The average Isobutyraldehyde price for the quarter was approximately USD 1443.00/MT, influenced by import flows and soft downstream offtake.
• Isobutyraldehyde Spot Price softened in December as competitive European and Asian cargoes increased Gulf Coast volumes.
• Isobutyraldehyde Price Forecast shows modest volatility driven by seasonal maintenance and shifting export allocations among suppliers.
• Isobutyraldehyde Production Cost Trend eased with softer propylene feedstock, slightly easing landed cost pressures for importers.
• Isobutyraldehyde Demand Outlook remains subdued as NPG and isobutanol buyers curtail spot purchases amid weak markets.
• Isobutyraldehyde Price Index showed downside Q4 momentum as inventories rose and traders conceded margins increasingly so.
• Port operations remained smooth, while scheduled maintenance may tighten exports, supporting Isobutyraldehyde Price Forecast near-term modestly.
Why did the price of Isobutyraldehyde change in December 2025 in North America?
• Ample European and Asian cargoes increased Gulf Coast inventories, outweighing muted demand and pressuring prices.
• Softer propylene feedstock reduced landed cost pressures, allowing exporters to concede margins and lower offers.
• Smooth port handling and eased freight restored supply flows, enabling competitive offers, sustaining bearish tone.
APAC
• In Indonesia, the Isobutyraldehyde Price Index fell by 9.32% quarter-over-quarter, reflecting ample seaborne domestic availability.
• The average Isobutyraldehyde price for the quarter was approximately USD 1364.67/MT, reflecting reported CFR levels.
• Isobutyraldehyde Spot Price eased as regional sellers offered surplus cargoes, pressuring the Price Index downward.
• Isobutyraldehyde Production Cost Trend showed relief as lower propylene values reduced exporters' cash costs modestly.
• Isobutyraldehyde Demand Outlook remains muted near-term as coatings and solvent procurement slowed for year-end period.
• Isobutyraldehyde Price Forecast indicates limited near-term downside before modest recovery as restocking resumes and logistics.
• Inventory accumulation at Tanjung Priok and softer export inquiries weighed on the Isobutyraldehyde Price Index.
• Stable operations at regional oxo plants and eased freight costs constrained upside pressure on prices.
Why did the price of Isobutyraldehyde change in December 2025 in APAC?
• Comfortable seaborne supplies from China and Korea increased available volumes, exerting downward pricing pressure decisively.
• Reduced domestic demand during year-end holidays and coatings maintenance weakened procurement and spot inquiries considerably.
• Freight and logistics easing lowered landed costs while inventories remained adequate, preventing price recovery momentum.
Europe
• In Germany, the Isobutyraldehyde Price Index fell by 5.4% quarter-over-quarter reflecting subdued downstream demand conditions persistently.
• The average Isobutyraldehyde price for the quarter was approximately USD 1373.33/MT, reflecting muted industrial orders.
• Isobutyraldehyde Spot Price tightened in December as low Hamburg stocks and export inquiries increased competition.
• Isobutyraldehyde Price Forecast suggests modest monthly volatility driven by seasonal restocking and variable export demand.
• Isobutyraldehyde Production Cost Trend eased with lower propylene feedstock but remained pressured by electricity tariffs.
• Isobutyraldehyde Demand Outlook remains cautious as automotive and construction slowdowns offset coatings and specialty gains.
• Isobutyraldehyde Price Index movements reflected Hamburg logistical constraints, disciplined run rates, and euro competitiveness impacts.
• Domestic producers prioritised margin defence, using inventory management and export competition to moderate spot availability.
Why did the price of Isobutyraldehyde change in December 2025 in Europe?
• Restraint in supply with disciplined run rates reduced spot availability despite lower propylene feedstock prices.
• Firm pre-holiday export inquiries from France, Belgium, and Italy increased short-term demand supporting higher settlements.
• High electricity tariffs and regulatory compliance costs prevented full pass-through of feedstock savings, preserving margins.
For the Quarter Ending September 2025
North America
• In USA, the Isobutyraldehyde Price Index rose by 0.314% quarter-over-quarter, reflecting marginal tightening and restocking.
• The average Isobutyraldehyde price for the quarter was approximately USD 1597.33/MT across Gulf Coast hubs.
• Isobutyraldehyde Spot Price firmed slightly as regional Price Index reflected balanced supply and modest restocking.
• Analysts revised the Isobutyraldehyde Price Forecast marginally higher amid tighter feedstock availability and steady demand.
• Isobutyraldehyde Production Cost Trend remained stable as naphtha and butane feedstock prices experienced minimal volatility.
• Isobutyraldehyde Demand Outlook pointed to steady derivative consumption supporting prices despite muted export inquiries regionally.
• Domestic inventories tightened marginally, lifting the Isobutyraldehyde Price Index amid resilient downstream conversion rates recently.
• Gulf Coast plants operated at steady rates, sustaining supply flows and limiting logistic disruptions nationally.
Why did the price of Isobutyraldehyde change in September 2025 in North America?
• Marginal production cutbacks reduced regional supply availability, slightly supporting prices despite weak external demand conditions.
• Stable feedstock costs limited production cost pressures, preventing significant upward movement in producer margins recently.
• Logistics remained efficient, inventories balanced, and downstream restocking was modest, constraining substantial price volatility regionally.
APAC
• In Indonesia, the Isobutyraldehyde Price Index rose by 0.31% quarter-over-quarter, reflecting tighter regional logistics constraints.
• The average Isobutyraldehyde price for the quarter was approximately USD 1505.00/MT delivered Tanjung Priok trade.
• Isobutyraldehyde Spot Price remained broadly stable amid balanced port throughput and modest domestic synthetic demand recently.
• Isobutyraldehyde Price Forecast suggests sideways to mildly firmer trajectory as regional export enquiries regain momentum.
• Isobutyraldehyde Production Cost Trend reflects stable feedstock naphtha pricing but rising energy costs pressured margins.
• Isobutyraldehyde Demand Outlook improves modestly as downstream alkylation units ramp and formaldehyde derivative orders increase.
• Isobutyraldehyde Price Index showed minimal volatility while inventories at major terminals remained within seasonal ranges recently.
• Export demand from Southeast Asia supported spot shipments while most producers maintained regular operating rates.
Why did the price of Isobutyraldehyde change in September 2025 in APAC?
• Slight increase in regional exports tightened available volumes, marginally lifting local pricing and freight spreads.
• Higher energy costs increased production expenses, nudging producers to pass through cost increases to buyers.
• Stable port operations and modest downstream restocking improved market sentiment, slightly firming spot premiums locally.
Europe
• In Germany, the Isobutyraldehyde Price Index rose by 1.07% quarter-over-quarter, reflecting firmer regional demand and tightening inventories.
• The average Isobutyraldehyde price for the quarter was approximately USD 1451.67/MT as reported by regional market assessments.
• Regional Isobutyraldehyde Spot Price showed limited upside as feedstock ethylene availability constrained prompt buying interest and volumes.
• Consensus Isobutyraldehyde Price Forecast signals mild upside next quarter assuming steady demand and stable feedstock costs ahead.
• Rising natural gas and energy expenses influenced the Isobutyraldehyde Production Cost Trend across European manufacturing sites recently.
• Domestic chemical intermediate demand supported the Isobutyraldehyde Demand Outlook despite softer export enquiries and downstream destocking activities.
• Producer maintenance and modest export interest kept the Isobutyraldehyde Price Index fluctuating around recent ranges with uncertainty.
• Inventory digestion at German terminals and steady plant operability cushioned regional markets, moderating Isobutyraldehyde Price Index volatility.
Why did the price of Isobutyraldehyde change in September 2025 in Europe?
• Tightened regional supply from maintenance reduced immediate availability, supporting modest price increases in Q3 period.
• Higher energy and feedstock costs elevated production expenses, while logistics congestion added freight-related pricing pressure.
• Soft export enquiries and downstream destocking constrained demand, offsetting supply tightness and limiting price gains.
