For the Quarter Ending September 2025
North America
• In the United States, the Aciclovir Price Index rose quarter-over-quarter in Q3 2025, influenced by rising producer costs.
• Aciclovir production costs faced upward pressure from a 2.6% PPI increase in August 2025 and 3.0% CPI in September 2025.
• Demand for Aciclovir was supported by a 5.42% retail sales increase and low 4.3% unemployment in September 2025.
• The Aciclovir Price Forecast suggests continued upward pressure due to persistent inflation and robust consumer spending.
• Overall pharmaceutical market demand is anticipated to rise in 2025, driving the Aciclovir Demand Outlook.
• Wholesale inventories declined slightly in August 2025, while industrial production increased 0.1% in September 2025.
• US natural gas prices stabilized and moderated during Q3 2025, easing some Aciclovir production cost pressures.
• Consumer confidence declined to 94.2 in September 2025, potentially tempering demand for OTC Aciclovir products.
Why did the price of Aciclovir change in September 2025 in North America?
• Rising PPI (2.6% in August 2025) increased Aciclovir manufacturing costs.
• Strong retail sales, up 5.42% in September 2025, supported Aciclovir demand and pricing power.
• Consumer confidence declined to 94.2 in September 2025, potentially limiting demand for discretionary Aciclovir purchases.
APAC
• In China, the Aciclovir Price Index fell quarter-over-quarter in Q3 2025, influenced by declining producer prices.
• Aciclovir production costs faced downward pressure as the Producer Price Index declined 2.3% year-on-year in September 2025.
• Demand outlook for Aciclovir was challenged by a 0.3% year-on-year decrease in the Consumer Price Index in September 2025.
• The Manufacturing Index was contracting in September 2025, suggesting a slowdown in overall industrial activity.
• Aciclovir demand faced headwinds from a 5.2% unemployment rate and low consumer confidence (89.6 index) in September 2025.
• Industrial production expanded 6.5% year-on-year in September 2025, supporting a stable environment for Aciclovir supply.
• General chemical overcapacity persisted in China during Q3 2025, contributing to stable production costs for Aciclovir.
• Retail sales increased 3.0% year-on-year in September 2025, indicating healthy consumer spending despite other economic pressures.
• China's chemical production capacity continued to expand in Q3 2025, maintaining higher operating rates for self-sufficiency.
• Petrochemical feedstock prices, including benzene, remained relatively stable in early Q3 2025, impacting Aciclovir input costs.
Why did the price of Aciclovir change in September 2025 in APAC?
• Producer Price Index declined 2.3% year-on-year in September 2025, reducing Aciclovir manufacturing costs.
• Consumer Price Index decreased 0.3% year-on-year in September 2025, indicating broader deflationary pressures.
• Manufacturing Index was contracting in September 2025, signaling a slowdown in industrial activity and demand.
Europe
• In Germany, the Aciclovir Price Index remained stable in Q3 2025, influenced by rising consumer inflation and declining producer prices.
• Aciclovir production costs trended lower in September 2025 due to a 1.7% year-over-year decline in producer prices.
• Demand for Aciclovir saw moderate growth in Q3 2025, supported by Germany's aging population and chronic disease prevalence.
• A contracting Manufacturing Index in Q3 2025 and 1.0% industrial production decline impacted Aciclovir supply chain.
• Elevated wholesale electricity prices in Q3 2025, driven by higher natural gas costs, sustained Aciclovir manufacturing expenses.
• Retail sales increased 0.2% in September 2025, mildly supporting over-the-counter Aciclovir demand.
• Stable unemployment at 6.3% in September 2025 suggests potential affordability barriers for Aciclovir consumers.
• Weakening international business and US tariffs in July 2025 negatively impacted German chemical and pharmaceutical trade.
Why did the price of Aciclovir change in September 2025 in Europe?
• Lower producer prices, down 1.7% year-over-year in September 2025, reduced Aciclovir manufacturing costs.
• Elevated wholesale electricity prices in Q3 2025, from natural gas costs, sustained Aciclovir operational expenses.
• Contracting Manufacturing Index in Q3 2025 and declining industrial production impacted Aciclovir supply chain.
