For the Quarter Ending December 2025
North America
• In the USA, the Aluminosilicate Price Index fell by 5.24% quarter-over-quarter, reflecting weaker year-end buying.
• The average Aluminosilicate price for the quarter was approximately USD 953.33/MT, based on FOB Texas.
• Aluminosilicate Spot Price softened amid warehouse builds, pressuring traders and prompting distributor discounting across regions.
• Aluminosilicate Price Forecast anticipates modest softening into early Q1 as construction activity remains seasonally subdued.
• Aluminosilicate Production Cost Trend remained stable with steady energy and feedstock costs, limiting upward pressure.
• Aluminosilicate Demand Outlook shows reduced catalyst and construction intake, with ceramics and personal care supporting.
• Aluminosilicate Price Index movements reflected elevated inventories, domestic output and competitive import offers regionally.
• Selective maintenance and steady exports balanced downward pressures, keeping domestic values largely rangebound regionally today.
Why did the price of Aluminosilicate change in December 2025 in North America?
• Construction slowed for winter while refinery maintenance reduced catalyst-related demand, weakening immediate aluminosilicate purchasing activity.
• Domestic inventories rose amid steady plant output and distributor liquidation, increasing buyer leverage over prices.
• Stable energy and feedstock costs prevented production-driven hikes, while import competition influenced price direction regionally.
APAC
• In Japan, the Aluminosilicate Price Index fell by 0.87% quarter-over-quarter, reflecting balanced imports and steady inventories.
• The average Aluminosilicate price for the quarter was approximately USD 569.00/MT, based on assessed import costs.
• Aluminosilicate Spot Price remained stable in December; the Price Index indicated low volatility amid steady arrivals.
• Aluminosilicate Price Forecast suggests modest seasonal gains early next year as construction restocking offsets holiday lull.
• Aluminosilicate Production Cost Trend shows upward pressure from energy costs, though raw material prices remained stable.
• Aluminosilicate Demand Outlook remains steady, driven by ceramics, refractories, and detergent sectors keeping baseline consumption.
• Export demand remained muted as bonded warehouse inventories stayed average, supporting short-term Aluminosilicate Price Index stability.
• Domestic converters maintained rates, limiting availability and influencing the Aluminosilicate Price Index with stable supply.
Why did the price of Aluminosilicate change in December 2025 in APAC?
• Balanced vessel arrivals and steady inventories in December reduced tightness, limiting upward pressure on import prices.
• Energy-driven utility surcharges rose marginally, applying moderate production cost pressure across synthetic aluminosilicate grades in Japan.
• Currency stability and steady freight rates held landed import costs flat, preventing spot price movements December.
Europe
• In Germany, the Aluminosilicate Price Index rose by 1.9% quarter-over-quarter, reflecting balanced supply and steady industrial demand.
• The average Aluminosilicate price for the quarter was approximately USD 812.00/MT, reflecting reported FD Hamburg settlements.
• Aluminosilicate Spot Price remained subdued as buyers deferred purchases, keeping the regional Price Index range-bound.
• Aluminosilicate Price Forecast suggests modest upside into January as pre-winter restocking and export demand support firmer quotations.
• Aluminosilicate Production Cost Trend remained pressured by elevated energy tariffs despite stabilization, constraining producer margin improvement.
• Aluminosilicate Demand Outlook is moderate with steady detergent and catalyst consumption offsetting weaker construction-related procurement.
• Aluminosilicate Price Index stability reflected balanced inventories and routine export flows, limiting volatility across the supply chain.
• Major German plants operated normally, with no outages reported, supporting consistent supply and orderly market functioning.
Why did the price of Aluminosilicate change in December 2025 in Europe?
• Balanced domestic output and improved intra-EU import flows maintained supply, preventing upward price pressure in December.
• Elevated but stable energy tariffs contained production cost volatility, limiting cost-pass-through to market prices in December.
• Steady demand from detergents and catalysts offset softer construction procurement, keeping spot negotiations largely rolled over.
MEA
• In South Africa, the Aluminosilicate Price Index rose by 2.06% quarter-over-quarter, reflecting electricity tariff rises and congestion.
• The average Aluminosilicate price for the quarter was approximately USD 677.00/MT, reflecting weighted monthly Durban FOB levels.
• Aluminosilicate Spot Price firmed late December amid limited prompt availability and Durban terminal congestion tightening supplies broadly.
• Aluminosilicate Price Forecast anticipates modest gains into January as year-end procurement and export demand remain supportive overall.
• Aluminosilicate Production Cost Trend reflects higher electricity tariffs and compliance costs compressing margins for producers during December.
• Aluminosilicate Demand Outlook remains steady with ceramics, cement, and detergent sectors providing consistent baseline consumption through December.
• Aluminosilicate Price Index movement influenced by lean inventories, steady SADC export flows, and port logistical delays evident.
• Producers operated near mid-seventies percent utilization due to load-shedding, supporting firm offers and tight stocks in December.
Why did the price of Aluminosilicate change in December 2025 in MEA?
• Higher electricity tariffs and intermittent stage-four load-shedding raised kiln operating costs, prompting producers to increase December offers.
• Lean finished-goods inventories and Durban terminal congestion tightened prompt availability, supporting upward pressure on Price Index levels.
• Steady regional SADC export demand and sustained construction offtake offset softer global enquiries, maintaining price resilience levels.
Quarter Ending September 2025
North America
• In USA, the Aluminosilicate Price Index fell by 4.64% quarter-over-quarter, reflecting softer demand and buying.
• The average Aluminosilicate price for the quarter was approximately USD 1006.00/MT.
• Domestic Aluminosilicate Spot Price softened as seasonal construction lull and inventories reduced immediate purchasing interest.
• Aluminosilicate Production Cost Trend remained elevated due to higher energy and feedstock costs pressuring margins.
• Aluminosilicate Price Index volatility reflected export demand to Latin America and competitive Asian imports pressures.
• Logistics disruptions and tariff uncertainty constrained supply, prompting selective maintenance and affecting regional Aluminosilicate Spot Price.
Why did the price of Aluminosilicate change in September 2025 in North America?
• Seasonal construction slowdown reduced short-term offtake while infrastructure projects offered intermittent offsetting demand support regionally.
• Elevated feedstock and energy costs raised production expenses, tightening margins and prompting cautious procurement industrywide.
• Logistics delays and competitive imports pressured domestic availability, reducing spot buying and influencing regional Price Index.
APAC
• In Japan, the Aluminosilicate Price Index rose by 1.6% quarter-over-quarter, driven by supply and freight.
• The average Aluminosilicate price for the quarter was approximately USD 574.00/MT.
• Aluminosilicate Spot Price limited upside as Price Index gains were constrained by production and imports.
• Aluminosilicate Price Forecast suggests fluctuations as freight normalization and seasonal restocking influence Price Index trajectory.
• Aluminosilicate Production Cost Trend reflected elevated energy and material inputs, keeping domestic margins under pressure.
• Aluminosilicate Demand Outlook remained balanced with infrastructure-driven demand offsetting weaker residential construction activity during the quarter.
• Inventory draws and selective exports tightened spot availability, supporting the Aluminosilicate Price Index and seller discipline.
• Operational stability at major producers limited supply shocks, moderating Aluminosilicate Spot Price volatility despite import constraints.
Why did the price of Aluminosilicate change in September 2025 in APAC?
• Constrained Chinese export volumes and higher freight rates increased landed costs, tightening supply into Japan.
• Elevated energy and feedstock costs raised production expenses, pressuring domestic suppliers and limiting offers.
• Steady infrastructure demand offset weak residential construction, maintaining procurement while inventories remained lean.
Europe
• In Germany, the Aluminosilicate Price Index rose by 10.3% quarter-over-quarter, reflecting export-driven inventory restocking activity.
• The average Aluminosilicate price for the quarter was approximately USD 796.67/MT.
• Aluminosilicate Spot Price firmed as buyers replenished inventories amid port delays and procurement ahead of winter.
• Aluminosilicate Price Forecast indicates upward momentum driven by civil engineering projects and pre-winter restocking activity.
• Aluminosilicate Production Cost Trend shows rising feedstock and imported raw material pressures on manufacturers' costs.
• Aluminosilicate Price Index sensitivity to logistics disruptions and export demand tightened short-term availability supporting firmer offers.
• Inventory and export demand dynamics combined with cautious buying maintained price gains across domestic and spot markets.
Why did the price of Aluminosilicate change in September 2025 in Europe?
• Stronger procurement from construction and ceramics sectors increased demand, tightening availability and supporting higher prices.
• Rising imported feedstock costs and kiln shutdowns elevated production costs, translating into supplier price adjustments.
• Port congestion and logistical delays constrained inbound shipments, reducing short-term supply and prompting forward buying behavior.
MEA
• In South Africa, the Aluminosilicate Price Index fell marginally by 0.25% quarter-over-quarter, driven by average demand.
• The average Aluminosilicate price for the quarter was approximately USD 663.33/MT, reflecting measured purchasing behaviour.
• Aluminosilicate Spot Price movements remained muted as domestic stockpiles provided downward pressure on offers regionally.
• Aluminosilicate Price Forecast indicates modest volatility, with modest correction expected before potential year-end restocking support.
• Aluminosilicate Production Cost Trend showed limited upward pressure as feedstock and energy costs remained stable.
• Inventory levels remained sufficient, pressuring the Aluminosilicate Price Index and limiting short-term upside for sellers.
• Export demand softened with measured shipments; major producers maintained operations, supporting steady regional supply dynamics.
Why did the price of Aluminosilicate change in September 2025 in MEA?
• Sufficient local supply and healthy inventories reduced seller urgency, keeping downward pressure on September prices.
• Stable feedstock and energy costs limited production cost push, while port operations remained generally efficient.
• Subdued downstream construction and ceramics demand reduced buying interest, weakening transactional volumes and export appetite.
For the Quarter Ending June 2025
North America
• The Aluminosilicate Price in North America increased by 2.2% quarter-over-quarter in Q2 2025, as reflected in a stronger Price Index.
• The Aluminosilicate Production Cost Trend moved higher due to rising operational expenses, tariff-induced input cost inflation, and growing logistics disruptions.
• Domestic supply remained tight, influenced by cautious inventory strategies and increased export interest, even as broader manufacturing activity showed signs of stagnation.
• The Aluminosilicate Demand Outlook remained uneven, with moderate activity from refractories and ceramics, while the construction sector underperformed due to high project costs and delayed starts.
Why did the price of Aluminosilicate change in July 2025 in North America?
• Aluminosilicate Spot Prices increased in July 2025, driven by persistent supply constraints and elevated input costs, even as demand fundamentals stayed soft.
• The Aluminosilicate Production Cost Trend continued upward due to inflationary pressure on labor and raw materials, and the impact of new U.S.–China tariffs.
• The Aluminosilicate Price Forecast remained firm as steady downstream demand from ceramics and infrastructure insulation offset weak procurement from residential and commercial construction.
APAC
• The Aluminosilicate Spot Price in Japan rose by 5.4% quarter-over-quarter in Q2 2025, as shown by the upward movement in the Price Index.
• The Aluminosilicate Production Cost Trend moved higher due to elevated freight rates, constrained Chinese exports, and increased raw material and energy expenses.
• Imports from China remained limited as producers maintained tight supply, while Japan faced higher landed costs, tightening local inventories.
• The Aluminosilicate Demand Outlook remained stable, supported by consistent consumption from construction, ceramics, and refractory applications despite weak residential sector performance.
Why did the price of Aluminosilicate change in July 2025 in Asia?
• In July 2025, the Aluminosilicate Spot Price in Japan continued its upward trajectory due to constrained supply and sustained import challenges from China.
• The Aluminosilicate Production Cost Trend remained elevated amid persistent high logistics expenses and cautious production in China.
• The Aluminosilicate Demand Outlook was steady, supported by commercial infrastructure development and industrial insulation needs.
• The Aluminosilicate Price Forecast indicates a firm market outlook, with tight availability and steady downstream demand likely to support stability to rising price levels.
Europe
• The Aluminosilicate Spot Price in Europe rose by 3.5% quarter-over-quarter in Q2 2025, as reflected in the climbing Price Index despite broader deflation in EU industrial prices.
• The Aluminosilicate Production Cost Trend remained elevated due to localized logistical bottlenecks at ports like Rotterdam and Hamburg, persistent global freight delays, and constrained imports from Asia.
• The Aluminosilicate Demand Outlook stayed moderate, supported by stable civil infrastructure activity, though demand from residential construction remained weak amid tight financing and subdued new project initiations.
• Improved German manufacturing output and strong building materials sales helped partially offset sluggish housing activity, keeping aluminosilicate consumption relatively steady and sustaining upward price momentum.
Why did the price of Aluminosilicate change in July 2025 in Europe?
• In July 2025, the Aluminosilicate Spot Price in Europe remained firm as limited supply and improved commercial construction demand upheld pricing, despite ongoing weakness in residential housing.
• The Aluminosilicate Production Cost Trend stayed high due to unresolved port congestion, rail delays, and reduced freight fluidity across Northern Europe.
• The Aluminosilicate Demand Outlook was steady, backed by marginal gains in civil engineering and industrial insulation applications.
• The Aluminosilicate Price Forecast indicates a stable to firm pricing trajectory in the near term, contingent on infrastructure-driven demand and persistent logistics constraints.
MEA
• The Aluminosilicate Spot Price in South Africa fell by 1.9% quarter-over-quarter in Q2 2025, as indicated by the declining Price Index amidst a fluctuating supply-demand landscape.
• The Aluminosilicate Production Cost Trend eased slightly due to reduced inflation and stable input costs, though port congestion in Cape Town continued to pose logistical challenges.
• The Aluminosilicate Demand Outlook remained firm in non-residential construction and ceramics sectors, but was constrained by weak residential activity, funding delays, and skilled labor shortages.
• Government-backed infrastructure and renewable energy projects supported consistent offtake, yet slow project execution and subdued civil tender activity limited broader consumption growth.
Why did the price of Aluminosilicate change in July 2025 in MEA?
• In July 2025, the Aluminosilicate Spot Price in South Africa likely remained soft, driven by weak demand in the residential construction sector and sufficient regional availability.
• The Aluminosilicate Production Cost Trend remained steady, supported by improved inflation conditions and manageable input costs, despite ongoing port-related inefficiencies.
• The Aluminosilicate Demand Outlook was cautious, as subdued project execution and slow civil tender awards offset demand from industrial and non-residential sectors.
• The Aluminosilicate Price Forecast points to a mildly bearish outlook unless new infrastructure awards and execution ramp up meaningfully to drive consumption.
For the Quarter Ending March 2025
North America
In Q1 2025, the U.S. aluminosilicate market showed a mixed trajectory shaped by steady demand and evolving policy challenges. Prices increased in January and February due to tight supply conditions, robust demand from downstream sectors like construction, ceramics, and glass, and the impact of tariffs on key imports.
Severe weather, pre-Lunar New Year congestion, and trade disruptions strained supply chains, contributing to upward price pressure early in the quarter. Contractors stockpiled materials in anticipation of tariff deadlines, temporarily boosting demand and input costs. Despite inflationary concerns and rising borrowing costs, infrastructure investments and consistent manufacturing activity-maintained market stability.
By March, prices held firm as the domestic supply stabilized, and demand remained steady. The construction sector saw signs of modest recovery, particularly in residential projects, supporting a balanced market outlook. However, rising tariffs and policy-related uncertainties continued to weigh on sentiment. Over the quarter, despite price gains in the initial months, aluminosilicate prices declined by 4% compared to Q4 2024. By the end of March 2025, FOB Texas (USA) prices for Sodium Aluminosilicate remained stable, signaling cautious optimism among market participants facing ongoing cost and policy pressures.
APAC
In Q1 2025, the APAC aluminosilicate market remained volatile, shaped by fluctuating demand and regional supply imbalances. January witnessed a steep 9.8% price drop due to weak industrial activity and sluggish consumption across ceramics, glass, and construction sectors. Despite stable imports and declining freight rates cushioning supply pressures, soft demand prevailed. February saw a brief rebound as prices rose on stronger downstream activity and increased construction orders, supported by modest public investment and a slight recovery in Japan’s housing sector. However, March marked another downturn, with prices falling due to ample low-cost Chinese imports and weak manufacturing output. Regional shipping rates remained favorable, keeping logistics costs in check, and ensuring steady supply inflows. Yet, broader industrial contraction and mixed construction performance curtailed procurement activity. Overall, the market declined 14% compared to Q4 2024, reflecting persistent caution across key industries and the impact of global trade shifts. By March 2025, Sodium Aluminosilicate CFR Tokyo (Japan) prices were down 1.8% quarter-end, highlighting the market’s fragile recovery trajectory amid surplus supply and lukewarm demand. Market players continue to navigate challenges including cost volatility, policy uncertainty, and unpredictable sectoral growth.
Europe
In Q1 2025, the aluminosilicate market in Europe, especially Germany, experienced steady price growth amid supply shortages and cautious demand recovery. January began with a price increase, driven by tight supply due to low production, adverse weather, and rising import costs from a weaker euro. Despite sluggish demand from the ceramics and glass sectors, limited availability kept prices elevated. In February, prices rose as manufacturing output remained low and inflation pressures persisted. Political uncertainty in Germany and global trade concerns dampened consumer confidence, yet construction-related demand was supported by EU-backed infrastructure projects. By March, the market saw a price surge, fueled by signs of stabilization in Germany’s construction and manufacturing sectors. Fewer order cancellations and improved contractor sentiment pointed to a mild rebound in building activity, reinforcing demand for aluminosilicate. While demand growth remains moderate, constrained supply and ongoing cost pressures have kept the market firm. By quarter-end, Sodium Aluminosilicate FD Hamburg (Germany) recorded a 3.8% increase in March 2025, reflecting a stable but upward pricing trend compared to Q4 2024, amid ongoing supply and inflation challenges.
MEA
In Q1 2025, the aluminosilicate market in the MEA region showed a fluctuating trend. In South Africa, January witnessed a price drop due to weak demand, high inventory levels, and subdued activity in construction and ceramics sectors. Efficient port operations maintained stable supply, but inflationary pressures and elevated borrowing costs limited growth. February marked a shift, with prices rising amid steady demand and constrained supply caused by renewed load shedding and rising energy and logistics costs. The construction sector showed resilience, but challenges like delayed payments and financial instability persisted. In March, prices climbed, supported by steady demand and tightening supply conditions. Severe port congestion at Cape Town and Durban due to adverse weather and equipment failures further strained logistics and added cost pressures. Despite gains in February and March, the earlier dip in January resulted in an overall Q1 price decline of 2% compared to Q4 2024. The market remained under pressure from economic uncertainty and structural inefficiencies. By March-end, Sodium Aluminosilicate FOB Durban (South Africa) saw a 0.8% monthly increase but an overall quarterly downward trend.
