For the Quarter Ending September 2025
North America
• In the United States, the Mesitylene Price Index rose quarter-over-quarter in Q3 2025, driven by increasing production costs.
• Mesitylene production costs increased due to a 3.0% year-over-year CPI rise in September 2025, impacting raw materials and labor.
• Producer input costs for Mesitylene manufacturing rose, evidenced by a 2.6% year-over-year PPI increase in August 2025.
• Mesitylene demand outlook remained weak in Q3 2025, with new chemical orders declining and industrial production growing only 0.1%.
• Energy costs for chemical manufacturing, including U.S. natural gas prices, increased throughout Q3 2025, elevating Mesitylene production expenses.
• Consumer confidence declined to 94.2 in September 2025, suggesting reduced spending and impacting Mesitylene derivative demand.
• Despite robust retail sales increasing 5.42% year-over-year in September 2025, overall chemical demand remained subdued.
• Chemical inventories shrank in Q3 2025 as destocking accelerated, influencing Mesitylene supply and future price trends.
Why did the price of Mesitylene change in September 2025 in North America?
• Production costs rose from 3.0% CPI in September 2025 and increased energy expenses.
• Weak demand persisted in Q3 2025, with declining new orders and minimal industrial growth.
• Shrinking inventories and destocking efforts impacted Mesitylene supply dynamics.
Europe
• In Germany, Mesitylene Price Index remained stable quarter-over-quarter, influenced by rising CPI (2.4% YoY) and weak industrial demand.
• Mesitylene production costs faced upward pressure from naphtha feedstock in September 2025, despite a 1.7% YoY decline in producer prices.
• Demand for Mesitylene was subdued in Q3 2025 due to a contracting Manufacturing Index and a 1.0% YoY industrial production decline.
• The Mesitylene demand outlook remains cautious, with declining German chemical export interest and subdued domestic orders.
• Pharmaceutical industry demand for Mesitylene strengthened in Q3 2025, partially offsetting weakness from other industrial sectors.
• Overall chemical industry capacity utilization remained low in Q3 2025, suggesting ample Mesitylene inventory levels.
• German chemical export demand declined in Q3 2025, further impacted by decreasing exports to the US due to tariffs.
• Retail sales increased by 0.2% YoY in September 2025, offering mild support for Mesitylene derivatives in consumer-driven applications.
Why did the price of Mesitylene change in September 2025 in Europe?
• Lower producer prices, down 1.7% YoY in September 2025, reduced Mesitylene production costs, improving margins.
• A contracting Manufacturing Index and 1.0% YoY industrial production decline in September 2025 weakened Mesitylene demand.
• Naphtha feedstock costs inched up in September 2025, partially offsetting overall lower producer price trends.
APAC
• In China, the Mesitylene Price Index fell quarter-over-quarter in Q3 2025, influenced by weak industrial demand.
• Mesitylene production costs faced upward pressure as manufacturing input costs rose and remained elevated through September 2025.
• The Manufacturing Index was contracting in September 2025, indicating reduced new orders and dampening Mesitylene demand.
• Industrial production increased by 6.5% in September 2025, providing some support for Mesitylene demand.
• Retail sales grew by 3.0% in September 2025, positively influencing Mesitylene demand in consumer goods.
• Consumer confidence at 89.6 and unemployment at 5.2% in September 2025 reflected pessimism, limiting spending.
• Mesitylene demand outlook was bolstered by surging New Energy Vehicle sales and increased vehicle exports in Q3 2025.
• Raw material inventories stabilized by September 2025, following initial declines in the manufacturing sector.
• The Mesitylene price forecast suggests continued pressure from persistent overcapacity in the broader chemicals industry.
Why did the price of Mesitylene change in September 2025 in APAC?
• Weak industrial demand, evidenced by a -2.3% PPI in September 2025, pressured Mesitylene prices.
• Manufacturing input costs rose through September 2025, squeezing margins despite steady petrochemical feedstocks.
• Overcapacity in the global chemicals industry in Q3 2025 contributed to a bearish Mesitylene price trend.
