The acetone market is showing signs of weakness and consolidation. Market supply and demand imbalances and cost fluctuations are driving downward prices. Domestic acetone production capacity continues to expand, reducing import dependence, but temporary oversupply is prominent. Port inventories fluctuate but remain generally high, suppressing price upside.
Demand for major downstream products such as bisphenol A, MMA, and isopropyl alcohol is growing slowly, with some sectors even experiencing contraction. Auction prices have fallen compared to the previous week, weakening support for acetone demand. Despite increased export growth across the supply chain, direct acetone exports are limited, making it difficult to absorb excess domestic production capacity. Falling prices and high costs are squeezing profit margins, leaving some companies facing losses and potentially reducing inventory pressures.
