For the Quarter Ending March 2026
Aluminum Chloride Prices in North America
- In United States, the Aluminum Chloride Price Index rose quarter-over-quarter in Q1 2026, driven by elevated input costs.
- The Consumer Price Index rose 3.3% in March 2026, increasing the Aluminum Chloride Production Cost Trend.
- The Producer Price Index climbed 4.0% in March 2026, supporting an upward Aluminum Chloride Price Forecast.
- The Manufacturing Index expanded in March 2026, driving a positive Aluminum Chloride Demand Outlook for petrochemicals.
- Industrial production grew 0.7% in March 2026, sustaining baseline Aluminum Chloride demand for wastewater treatment.
- Retail sales increased 4.0% in March 2026, supporting downstream Aluminum Chloride demand in personal care.
- A 4.3% unemployment rate in March 2026 ensured consistent municipal funding for Aluminum Chloride usage.
- The consumer confidence index reached 91.8 in March 2026, balancing essential and discretionary Aluminum Chloride demand.
- Aluminum feedstock costs spiked in Q1 2026 following smelting capacity curtailments and restricted trade flows.
Why did the price of Aluminum Chloride change in March 2026 in North America?
- Aluminum feedstock costs spiked in Q1 2026 due to constrained smelting capacity and elevated electricity.
- The Producer Price Index climbed 4.0% in March 2026, reflecting elevated chemical manufacturing input expenses.
- Expanded United States tariffs on aluminum imports severely restricted inbound trade flows throughout Q1 2026.
Aluminum Chloride Prices in APAC
- In China, the Aluminum Chloride Price Index rose quarter-over-quarter in Q1 2026, driven by rising factory-gate prices.
- The Producer Price Index increased 0.5% in March 2026, pushing the Aluminum Chloride Production Cost Trend upward.
- Industrial production grew 5.7% in March 2026, supporting a positive Aluminum Chloride Demand Outlook across industrial sectors.
- The Manufacturing Index expanded in March 2026, reflecting strong factory utilization and robust chemical catalyst consumption.
- Paper and paperboard sector consumption expanded steadily throughout the first quarter of 2026, bolstering baseline demand.
- Primary aluminum feedstock costs strengthened significantly throughout the first quarter of 2026 due to bullish market sentiment.
- Retail sales grew 1.7% and unemployment reached 5.4% in March 2026, softening consumer-facing downstream chemical demand.
- The Aluminum Chloride Price Forecast reflects mixed market pressures, as downstream restocking sentiment weakened notably by March 2026.
- Liquid chlorine feedstock costs plummeted in February 2026, shifting chlor-alkali production margins into negative territory.
Why did the price of Aluminum Chloride change in March 2026 in APAC?
- Primary aluminum feedstock costs strengthened significantly throughout the first quarter of 2026, driving prices upward.
- Industrial production grew 5.7% in March 2026, increasing consumption of chemical catalysts and water treatments.
- The Producer Price Index increased 0.5% in March 2026, reflecting higher factory-gate raw material costs.
Aluminum Chloride Prices in Europe
- In Germany, the Aluminum Chloride Price Index fell quarter-over-quarter in Q1 2026, driven by deteriorating chemical manufacturing demand.
- The Aluminum Chloride Production Cost Trend faced upward pressure in March 2026 as CPI rose 2.7% year-over-year.
- Conversely, producer prices declined 0.2% year-over-year in March 2026, easing upstream raw material costs for Aluminum Chloride.
- Despite the Manufacturing Index expanding in March 2026, the Aluminum Chloride Demand Outlook deteriorated due to depressed orders.
- Industrial production stagnated at 0.0% in February 2026, while retail sales grew 0.7%, limiting Aluminum Chloride volume growth.
- In February 2026, unemployment remained 4.2%, but consumer confidence dropped to -24.7 in March 2026, impacting Aluminum Chloride.
- Producers reduced Aluminum Chloride output in Q1 2026 to prevent inventory build-ups amid critically low order backlogs.
- Intense pressure from low-cost global imports in Q1 2026 negatively impacted the Aluminum Chloride Price Forecast.
Why did the price of Aluminum Chloride change in March 2026 in Europe?
- Wholesale electricity costs fell in Q1 2026 due to significantly increased renewable wind power generation.
- The European chemical sector faced intense pricing pressure from low-cost global imports throughout Q1 2026.
- Chemical manufacturing demand deteriorated significantly in March 2026 due to a distinct lack of orders.
For the Quarter Ending December 2025
Aluminum Chloride Prices in North America
- In United States, the Aluminum Chloride Price Index rose in Q4 2025, driven by industrial production and input costs.
- Production costs increased, influenced by a 3.0% year-over-year PPI rise in November 2025 and higher electricity costs.
- Demand for Aluminum Chloride was supported by a 2.0% year-over-year increase in industrial production in December 2025.
- Pharmaceutical manufacturing demand surged in November 2025, positively impacting Aluminum Chloride consumption.
- US manufacturing output declined in Q4 2025, partially offsetting demand from other industrial sectors.
- Chlorine feedstock costs trended downward in North America in November 2025, providing some production relief.
- General inflationary pressures, with a 2.7% year-over-year CPI increase in December 2025, affected market dynamics.
- Consumer spending, supported by a 3.3% retail sales rise in November 2025, indirectly boosted demand.
- A 4.4% unemployment rate and 89.1 consumer confidence in December 2025 further supported consumer demand.
Why did the price of Aluminum Chloride change in December 2025 in North America?
- Industrial electricity costs increased in November 2025, significantly impacting Aluminum Chloride production expenses.
- Pharmaceutical manufacturing demand surged in November 2025, strongly boosting Aluminum Chloride consumption.
- A 2.7% year-over-year CPI increase in December 2025 reflected broader inflationary pressures.
Aluminum Chloride Prices in APAC
- In China, the Aluminum Chloride Price Index rose quarter-over-quarter in Q4 2025, driven by dearer aluminum feedstock costs.
- Aluminum feedstock costs were dearer in China during Q4 2025, and industrial power rates increased, raising production expenses.
- China's industrial production expanded by 5.2% year-over-year in December 2025, bolstering industrial demand for Aluminum Chloride.
- The Manufacturing Index expanded in December 2025, indicating growth in industrial activity and chemical consumption.
- Consumer Price Index (CPI) rose 0.8% and Producer Price Index (PPI) declined 1.9% in December 2025, indicating mixed demand.
- Automotive Battery Electric Vehicle (BEV) demand surged in Q4 2025, positively influencing specific Aluminum Chloride applications.
- Raw materials inventory for China's manufacturing industry declined in November 2025, affecting supply dynamics.
- Aluminum Chloride price forecast remained stable to slightly upward due to persistent cost pressures and industrial sector strength.
Why did the price of Aluminum Chloride change in December 2025 in APAC?
- Dearer aluminum feedstock costs in Q4 2025 increased Aluminum Chloride production expenses in China.
- Industrial production expanded 5.2% year-over-year in December 2025, boosting industrial chemical demand.
- Weak consumer spending, with retail sales up 0.9% in December 2025, tempered overall demand.
Aluminum Chloride Prices in Europe
- In Germany, the Aluminum Chloride Price Index fell quarter-over-quarter in Q4 2025, driven by weak industrial demand.
- Aluminum Chloride production costs remained elevated in 2025 due to high energy and raw material expenses.
- Demand for Aluminum Chloride faced headwinds in Q4 2025 from weak German chemical orders.
- The Manufacturing Index was contracting in December 2025, signaling a broad slowdown in industrial demand.
- Producer prices for industrial products declined by 2.5% year-on-year in December 2025, impacting pricing.
- Consumer confidence significantly declined to -17.5 in December 2025, tempering consumer-linked applications.
- Industrial production slightly increased by 0.8% year-on-year in October 2025, offering some demand support.
- CPI increased by 1.8% year-on-year in December 2025, contributing to higher operational costs for producers.
- European chlorine plant operating rates were adjusted downwards in November 2025, influencing supply.
Why did the price of Aluminum Chloride change in December 2025 in Europe?
- Weak industrial demand, with the Manufacturing Index contracting in December 2025, pressured prices.
- Producer prices declined by 2.5% year-on-year in December 2025, leading to downward pressure on pricing.
- Elevated energy and raw material costs in 2025, including CO2-eq prices, impacted production expenses.
For the Quarter Ending September 2025
Aluminum Chloride Price in North America
- In the United States, the Aluminum Chloride Price Index rose quarter-over-quarter, driven by increasing production costs.
- Aluminum Chloride production costs increased due to a 2.6% rise in PPI in August 2025 and higher US spot aluminum premiums.
- Demand for Aluminum Chloride was slightly supported by a 0.1% increase in industrial production in September 2025.
- Robust consumer spending, with retail sales up 5.42% in September 2025, bolstered demand for related consumer goods.
- The Aluminum Chloride demand outlook was positively influenced by robust water treatment sector demand in Q3 2025.
- Rising natural gas prices from September 2025 and low aluminum inventories pressured Aluminum Chloride supply costs.
- North American chlorine prices softened in Q3 2025, partially offsetting other rising Aluminum Chloride production costs.
- Declining consumer confidence in September 2025 may temper future Aluminum Chloride demand, despite a 4.3% unemployment rate.
- The Aluminum Chloride price forecast suggests continued upward pressure from feedstock costs and stable industrial demand.
Why did the price of Aluminum Chloride change in September 2025 in North America?
- Production costs rose due to a 2.6% PPI increase in August 2025 and increased US spot aluminum premiums.
- Industrial demand was slightly supported by a 0.1% rise in industrial production in September 2025.
- Strong retail sales, up 5.42% in September 2025, indirectly boosted demand for Aluminum Chloride.
Aluminum Chloride Prices in Europe
- In Germany, the Aluminum Chloride Price Index fell quarter-over-quarter in Q3 2025, driven by contracting industrial activity.
- Aluminum Chloride production costs faced mixed pressures in Q3 2025, with producer prices down 1.7% in September 2025.
- Demand for Aluminum Chloride weakened in Q3 2025 as Germany's Manufacturing Index was contracting.
- Industrial production declined by 1.0% in September 2025, reducing demand for Aluminum Chloride in key industrial applications.
- Global aluminum market tightening in Q3 2025 exerted upward pressure on Aluminum Chloride feedstock costs.
- Chlorine feedstock prices softened in Q3 2025, while its availability remained ample in August 2025.
- German chemical industry production declined in Q3 2025, impacting Aluminum Chloride supply dynamics.
- The Consumer Price Index rose 2.4% in September 2025, potentially impacting consumer spending on personal care products.
- Retail sales increased by 0.2% in September 2025, suggesting stable demand for Aluminum Chloride in antiperspirants.
- The Aluminum Chloride Price Index is forecast to remain subdued due to persistent weak industrial demand.
Why did the price of Aluminum Chloride change in September 2025 in Europe?
- Germany's Manufacturing Index contracted in Q3 2025, significantly reducing industrial demand for Aluminum Chloride.
- Industrial production declined by 1.0% in September 2025, dampening overall demand for chemical inputs.
- Weakened demand for chemical products in Germany during Q3 2025 contributed to downward price pressure.
Aluminum Chloride Prices in APAC
- In China, the Aluminum Chloride Price Index fell quarter-over-quarter in Q3 2025, influenced by declining industrial input prices and contracting manufacturing activity.
- Aluminum Chloride production costs trended downwards, supported by a -2.3% year-on-year decline in PPI in September 2025.
- Demand for Aluminum Chloride faced headwinds as the Manufacturing Index contracted in September 2025, signaling a slowdown in industrial activity.
- Despite a contracting Manufacturing Index, industrial production expanded by 6.5% year-on-year in September 2025, providing some baseline demand.
- Consumer confidence remained low at 89.6 in September 2025, contributing to a cautious demand outlook for consumer-related applications.
- Automotive sector demand strengthened significantly in Q3 2025, driven by surging New Energy Vehicle sales, supporting Aluminum Chloride consumption.
- Ample aluminum feedstock inventories and surging alumina output in Q3 2025 ensured stable supply for Aluminum Chloride production.
- The Aluminum Chloride price forecast suggests continued stability with potential for slight downward pressure due to weak overall industrial pricing.
Why did the price of Aluminum Chloride change in September 2025 in APAC?
- Declining industrial input prices, evidenced by a -2.3% PPI year-on-year in September 2025, reduced production costs.
- Contracting manufacturing activity in September 2025, as indicated by the Manufacturing Index, dampened industrial demand.
- Low consumer confidence at 89.6 in September 2025 signaled weaker overall economic sentiment, impacting demand.
