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The key risk is that announced electronic-grade projects may not all reach G5 purity in time. Buyers should qualify multiple suppliers early, as fab audits take 12-18 months. Also watch India's anti-dumping duties, which cut China's IPA exports by 19% year-on-year in the first nine months, pushing more volume into the domestic market.
Don't confuse short-term price spikes with a demand recovery. The real growth story is electronic-grade IPA, where margins are far higher. For buyers, locking in quarterly contracts now may be prudent if acetone stays strong, but avoid panic buying — capacity is ample and the oversupply in industrial grade will cap upside once feedstock costs ease.
Beyond purity, safety matters. IPA can form explosive peroxides, especially in clear glass bottles exposed to light — one case produced TATP after 12 years of storage. Fabs should store IPA in opaque containers, monitor peroxide levels, and avoid distillation of aged material. This is a hidden cost buyers often overlook when switching grades.