For the Quarter Ending December 2025
Isophorone Diamine (IPDA) Prices in North America
- In United States, the Isophorone Diamine (IPDA) Price Index remained stable in Q4 2025, amidst subdued demand for key precursors.
- IPDA production costs increased in Q4 2025, driven by 2.7% CPI in December and 3.0% PPI in November 2025.
- IPDA demand faced headwinds in Q4 2025, despite a 2.0% industrial production increase in December 2025.
- North American demand for phenol and acetone, key IPDA precursors, remained subdued throughout 2025.
- Global phenol and acetone markets experienced oversupply in 2025, weakening downstream demand for Isophorone Diamine (IPDA).
- Retail sales rose 3.3% in November 2025, and consumer confidence was 89.1 in December, indirectly supporting some IPDA end-markets.
- Construction and infrastructure activity in North America showed little improvement in 2025, limiting IPDA end-use applications.
- A 4.4% unemployment rate in December 2025 supported consumer purchasing power, indirectly boosting IPDA demand.
Why did the price of Isophorone Diamine (IPDA) change in December 2025 in North America?
- IPDA production costs increased, driven by 2.7% CPI in December and 3.0% PPI in November 2025.
- Subdued North American demand for phenol and acetone throughout 2025 limited upward price movement for Isophorone Diamine (IPDA).
- Despite a 2.0% industrial production increase in December 2025, overall market demand for IPDA remained uninspiring.
Isophorone Diamine (IPDA) Prices in APAC
- In China, the Isophorone Diamine (IPDA) Price Index fell quarter-over-quarter in Q4 2025, driven by weak producer prices. The prices for IPDA was 2740 USD/MT FOB China, in December 2025.
- The IPDA Production Cost Trend declined as acetone feedstock prices (benzene) fell in October 2025.
- IPDA Demand Outlook was supported by expanding manufacturing activity in December 2025, as the Manufacturing Index grew.
- Industrial production increased by 5.2% year-on-year in December 2025, boosting demand for industrial chemicals.
- Consumer Price Index (CPI) rose by 0.8% year-on-year in December 2025, indicating weak consumer demand.
- Producer Price Index (PPI) declined by 1.9% year-on-year in December 2025, reflecting deflationary pressures.
- Acetone supply experienced a glut in October 2025, and port inventory climbed, impacting IPDA supply dynamics.
- Automotive manufacturing output recorded growth in December 2025, positively influencing IPDA demand in that sector.
- Retail sales increased by 0.9% year-on-year in December 2025, suggesting cautious consumer spending.
- Manufacturing raw materials inventory continued to decline in November 2025, with the decline narrowing in December 2025.
Why did the price of Isophorone Diamine (IPDA) change in December 2025 in APAC?
- Producer Price Index declined by 1.9% year-on-year in December 2025, indicating weak industrial demand.
- Acetone feedstock prices (benzene) fell in October 2025, reducing overall production costs for IPDA.
- A glut in acetone supply in October 2025 contributed to increased inventory, exerting downward price pressure.
Isophorone Diamine (IPDA) Prices in Europe
- In Germany, the Isophorone Diamine (IPDA) Price Index fell quarter-over-quarter in Q4 2025, influenced by contracting manufacturing activity.
- IPDA production costs rose from increased natural gas neutrality charges and CO2 levies in Q4 2025.
- European acetone feedstock oversupply in 2025 contributed to downward pressure on IPDA production costs.
- Contracting Manufacturing Index in December 2025 and declining consumer confidence (-17.5) tempered IPDA demand outlook.
- German industrial production grew modestly by 0.8% in October 2025, supporting IPDA demand in industrial applications.
- Private consumption rebounded in November 2025, with retail sales growing by 1.1% YoY, supporting consumer sectors.
- New passenger car registrations in Germany increased in December 2025, positively influencing IPDA demand in automotive.
- The European acetone and phenol chain underwent destocking efforts during Q4 2025.
- Rising import pressures and global oversupply from Asia challenged the German chemical industry in 2025.
Why did the price of Isophorone Diamine (IPDA) change in December 2025 in Europe?
- Falling industrial product prices, indicated by a -2.5% PPI YoY in December 2025, pressured IPDA pricing.
- Contracting manufacturing activity in December 2025, shown by the Manufacturing Index, reduced overall IPDA demand.
- Oversupply in European acetone feedstock markets in 2025 contributed to lower production costs for IPDA.
For the Quarter Ending September 2025
Isophorone Diamine (IPDA) Prices in North America
- In United States, the Isophorone Diamine (IPDA) Price Index rose quarter-over-quarter in Q3 2025, driven by increasing production costs with increase in the ammonia price which offsetted the continuous decrement in the acetone price.
- IPDA production input costs increased, with CPI 3.0% in September 2025 and PPI 2.6% in August 2025.
- Industrial production grew only 0.1% year-over-year in September 2025, indicating weak industrial chemical demand.
- Strong retail sales, up 5.42% in September 2025, indirectly supported IPDA demand in durable goods.
- Declining consumer confidence to 94.2 in September 2025 suggested reduced spending, impacting IPDA demand.
- US auto sales strengthened in Q3 2025, with automotive production shifting toward US assembly.
- Overall construction spending increased slightly in August 2025, despite declining housing starts.
- US tariffs in Q3 2025 exacerbated the petrochemical sector, influencing trade flows and market dynamics.
Why did the price of Isophorone Diamine (IPDA) change in September 2025 in North America?
- Rising input costs, with PPI up 2.6% in August 2025, pressured IPDA prices upward.
- Weak industrial production, growing only 0.1% in September 2025, tempered overall IPDA demand.
- US tariffs in Q3 2025 contributed to a strained petrochemical sector, influencing IPDA pricing.
Isophorone Diamine (IPDA) Prices in APAC
- In China, the Isophorone Diamine (IPDA) Price Index fell in Q3 2025, influenced by weakening producer prices.
- Acetone feedstock costs weakened towards Q3 2025 end, impacting IPDA production expenses.
- Automotive demand strengthened in Q3 2025, driven by robust vehicle sales and surging new energy vehicle adoption.
- Industrial production expanded 6.5% year-on-year in September 2025, supporting increased consumption of industrial chemicals.
- Retail sales increased 3.0% year-on-year in September 2025, indirectly boosting demand for IPDA in consumer goods.
- The Manufacturing Index was contracting in September 2025, suggesting continued downward pressure on industrial chemical prices.
- Consumer confidence remained pessimistic at 89.6 in September 2025, indicating weak future spending intentions.
- Producer Price Index (PPI) fell 2.3% year-on-year in September 2025, signaling weak industrial demand.
- Consumer Price Index (CPI) decreased 0.3% year-on-year in September 2025, reflecting deflationary pressures.
Why did the price of Isophorone Diamine (IPDA) change in September 2025 in APAC?
- Acetone feedstock costs weakened towards Q3 2025 end, reducing overall production expenses for IPDA.
- The Producer Price Index fell 2.3% in September 2025, signaling weak industrial demand and pricing power.
- Manufacturing activity was contracting in September 2025, leading to reduced demand for raw materials.
Isophorone Diamine (IPDA) Prices in Europe
- In Germany, the Isophorone Diamine (IPDA) Price Index fell in Q3 2025, due to contracting industrial activity.
- IPDA production costs faced mixed pressures from falling acetone feedstock and elevated energy prices in Q3 2025.
- Isophorone Diamine (IPDA) demand remained bearish due to weakened German construction and automotive sectors.
- Industrial production declined 1.0% year-over-year in September 2025, significantly dampening IPDA consumption.
- A contracting Manufacturing Index in Q3 2025 indicated reduced new orders for industrial chemicals like IPDA.
- Elevated acetone inventories and global oversupply conditions pressured Isophorone Diamine (IPDA) prices in Q3 2025.
- German chemical industry export business weakened in Q3 2025, impacting overall trade flows for Isophorone Diamine (IPDA).
- The Isophorone Diamine (IPDA) Price Index is forecast to remain stable with potential for further declines.
- CPI up 2.4%, PPI down 1.7%, retail sales up 0.2%, unemployment 6.3% in September 2025.
Why did the price of Isophorone Diamine (IPDA) change in September 2025 in Europe?
- Weakened demand from construction and automotive sectors in Germany during Q3 2025.
- Industrial production declined 1.0% year-over-year in September 2025, reducing IPDA consumption.
- Falling acetone feedstock costs and a -1.7% PPI YoY impacted production costs.
