The U.S. market for isophthalic acid in September 2025 is indicating oversupply and guarded demand, while the PET and coatings industries are maintaining consistent consumption. Major players in the beverage industry, like Coca Cola, are propelling the market because it is increasing the recycled material of their PET bottles to 28% but still depend on virgin PET resin, almost 2.94 million metric tons in 2024, which is supporting the demand for isophthalic acid. The firm is establishing long term objectives to bump up recycled plastics consumption to 30% by 2035, but these aims are not yet relaxing near term demand, so demand is holding firm. On the supply side, domestic producers are holding back robust operating rates, while Canadian and South Korean imports are maintaining availability at ease levels. Imports are running at USD 183.9 million through July, reaching a high in July before easing in August as tariffs and weaker sentiment are influencing flows. Seasonal picks up in PET bottle manufacturing and housing related fiberglass demand are supporting somewhat, but oversupply continues, and prices continue under pressure into October.
