Bisphenol A Prices Trend Analysis – Quarter Ending September 2025

Overview of the Global Bisphenol A Market

The Bisphenol A (BPA) prices landscape during the quarter ending September 2025 reflected a mixed yet predominantly bearish tone across major global regions. Weak downstream demand, elevated inventories, and persistent oversupply conditions shaped market movements in North America and Asia-Pacific, while Europe experienced modest price support due to regional supply constraints. Despite periodic fluctuations, the overall Bisphenol A Price Index remained under pressure, with limited upside potential in the near term.

Bisphenol A, a critical feedstock for polycarbonate (PC) plastics and epoxy resins, continues to face cyclical demand challenges as construction, electronics, and consumer durable sectors operate below historical averages. Combined with easing feedstock costs and competitive import availability, the quarter witnessed subdued pricing dynamics across most regions.

North America Bisphenol A Prices: Q3 2025 Review

Bisphenol A Price Index and Market Movement

In North America, Bisphenol A prices trended decisively lower during the third quarter of 2025. In the United States, the Bisphenol A Price Index declined by 10.1% quarter-over-quarter, reflecting weak domestic demand and sustained inventory overhang. Although prices experienced a brief mid-September uptick, the recovery proved short-lived as renewed Asian oversupply quickly reversed gains.

The average Bisphenol A price during the quarter stood at approximately USD 1221.67 per metric ton (CFR Texas), underscoring the downward pressure faced by producers and traders alike.

Spot Prices and Import Pressure

The Bisphenol A spot price remained under sustained pressure throughout the quarter, primarily due to aggressive low-cost imports from Asia. Reduced freight rates further lowered landed costs, making imported material increasingly competitive against domestically produced BPA. This dynamic weighed heavily on spot negotiations, especially as downstream buyers limited procurement volumes.

Export activity from the U.S. weakened noticeably, as international buyers sourced competitively priced material from Asian suppliers. With major domestic producers operating at normal rates, inventory levels remained ample, further suppressing price recovery efforts.

Demand Outlook and Price Forecast

The Bisphenol A demand outlook in North America stayed subdued. Polycarbonate and epoxy resin manufacturers adopted cautious purchasing strategies, operating largely on hand-to-mouth procurement amid weak end-user demand. Construction, automotive, and consumer electronics segments failed to generate sufficient momentum to absorb excess supply.

Looking ahead, the Bisphenol A price forecast for the region suggests range-bound movement in the near term. Without a meaningful rebound in downstream demand or production rationalisation, price upside remains constrained despite occasional logistical or supply-side disruptions.

Asia-Pacific Bisphenol A Prices: Persistent Oversupply

Japan Bisphenol A Price Trends

In the Asia-Pacific region, Bisphenol A prices remained under downward pressure, led by weak demand fundamentals and rising availability. In Japan, the Bisphenol A Price Index fell by 5.09% quarter-over-quarter, mirroring the broader regional trend of oversupply and cautious buying behaviour.

The average Bisphenol A price in Japan during the quarter was approximately USD 1788.33 per metric ton (FOB Osaka). Despite Japan’s traditionally stable supply chain, ample inventories and muted domestic consumption limited price support.

Spot Market Conditions and Cost Trends

The Bisphenol A spot price in APAC was suppressed by persistent inventory accumulation and restrained procurement from polycarbonate and epoxy resin manufacturers. Buyers delayed restocking, anticipating further price softening amid rising regional output.

The Bisphenol A production cost trend remained favourable for producers, as key feedstocks such as phenol and acetone softened during the quarter. While lower costs helped protect margins to some extent, they also reduced cost-side price support, enabling sellers to offer discounts to clear inventory.

Demand Outlook and Market Sentiment

The Bisphenol A demand outlook across APAC remained muted. Construction activity underperformed seasonal norms, while PC operating rates stayed below capacity. Although intermittent demand emerged from automotive components and wind energy applications, it was insufficient to offset broader market weakness.

Asian plant restarts increased material availability, intensifying competition in export markets. As export inquiries weakened, traders were compelled to offer discounts, reinforcing the bearish sentiment across the region.

The Bisphenol A price forecast for APAC indicates limited upside potential in the near term, with oversupply and weak end-user restocking continuing to cap price recovery.

Europe Bisphenol A Prices: Supply Tightness Offers Support

In contrast to North America and APAC, Bisphenol A prices in Europe displayed relative resilience during Q3 2025. In the Netherlands, the Bisphenol A Price Index rose by 3.3% quarter-over-quarter, supported by modest regional supply tightness.

The average Bisphenol A price in the Netherlands was approximately USD 1728.33 per metric ton, reflecting firmer spot offers compared to other regions.

Supply Dynamics and Spot Pricing

European supply was constrained by producer shutdowns and the phase closure of operations at Pernis, which tightened regional availability. These developments provided temporary price support and helped improve producer margins.

However, the Bisphenol A spot price remained largely range-bound, as import availability and weak downstream inquiries limited significant upward momentum. Buyers remained cautious, resisting aggressive restocking despite reduced local supply.

Demand Outlook and Price Forecast

The Bisphenol A demand outlook in Europe remained subdued, with construction activity and polycarbonate offtake declining during the quarter. End users prioritised inventory optimisation, keeping purchasing volumes restrained.

Looking ahead, the Bisphenol A price forecast for Europe suggests range-bound movements, as logistical improvements and imports offset the impact of exporter oversupply pressures. While regional supply constraints may continue to lend support, weak demand fundamentals are expected to limit sustained price increases.

Conclusion: Bisphenol A Market Outlook Beyond Q3 2025

Overall, the Bisphenol A prices market for the quarter ending September 2025 was characterised by weak demand, ample inventories, and regional divergence in supply conditions. North America and APAC faced persistent bearish pressure due to oversupply and cautious downstream purchasing, while Europe benefited from temporary supply tightness.

As the market moves into the final quarter of 2025, Bisphenol A price forecasts across regions point toward continued consolidation rather than sharp directional movement. A meaningful recovery will depend on improved downstream demand, inventory drawdowns, and potential production adjustments. Until then, Bisphenol A prices are expected to remain largely range-bound, with limited upside in the short term.