For the Quarter Ending September 2025
North America
• In the United States, the Aluminum Foil Price Index rose quarter-over-quarter in Q3 2025, driven by persistent inflation and rising producer costs.
• Aluminum Foil production costs increased, with the Producer Price Index rising 2.6 percent year-over-year in August 2025.
• Demand for Aluminum Foil in consumer sectors was supported by a 5.42% year-over-year increase in retail sales in September 2025.
• Industrial demand for Aluminum Foil faced headwinds as total industrial production grew only 0.1 percent year-over-year in September 2025.
• Consumer confidence declined to 94.2 in September 2025, suggesting a cautious outlook for household Aluminum Foil purchases.
• US primary aluminum production trended down in September 2025, while a major regional smelter remained idle in Q3 2025.
• Residential construction spending surged in August 2025, positively impacting Aluminum Foil demand in related applications.
• The Aluminum Foil price forecast indicates continued upward pressure due to supply constraints and elevated input costs.
Why did the price of Aluminum Foil change in September 2025 in North America?
• Producer Price Index rose 2.6 percent year-over-year in August 2025, increasing manufacturing input costs.
• US primary aluminum production trended down in September 2025, tightening raw material supply.
• Consumer Price Index increased 3.0 percent year-over-year in September 2025, reflecting broader inflationary pressures.
APAC
• In China, the Aluminum Foil Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting manufacturing activity.
• Aluminum Foil production costs were impacted as alumina feedstock strengthened and industrial electricity fees increased in Q3 2025.
• Automotive demand for Aluminum Foil strengthened in Q3 2025, driven by robust exports and New Energy Vehicle sales.
• Packaging demand for Aluminum Foil peaked in August 2025, while construction demand declined in Q3 2025.
• China's CPI decreased by 0.3% and PPI by 2.3% year-over-year in September 2025, indicating deflationary pressures.
• Industrial Production increased by 6.5% and Retail Sales by 3.0% year-over-year in September 2025.
• The Manufacturing Index contracted in September 2025, signaling reduced industrial activity and demand.
• Consumer confidence at 89.6 and unemployment at 5.2% in September 2025 suggested cautious consumer spending.
Why did the price of Aluminum Foil change in September 2025 in APAC?
• Manufacturing Index contracted in September 2025, dampening industrial demand for Aluminum Foil.
• CPI decreased by 0.3% year-over-year in September 2025, indicating deflationary pressures on consumers.
• PPI decreased by 2.3% year-over-year in September 2025, reflecting lower input costs or weak demand.
Europe
• In Germany, Aluminum Foil Price Index remained stable in Q3 2025, influenced by declining industrial production and mixed costs.
• Aluminum Foil production costs impacted by a 1.7% year-on-year decrease in Producer Price Index in September 2025.
• LME aluminum inventories increased significantly in July and September 2025, indicating higher material availability.
• Demand for Aluminum Foil affected by a 1.0% year-on-year decline in industrial production in September 2025.
• Retail sales rose 0.2% year-on-year in September 2025, supporting consumer-facing Aluminum Foil applications.
• A 3.9% unemployment rate in September 2025 suggests stable consumer purchasing power, influencing packaged goods.
• European primary and secondary aluminum production continued to decline in Q3 2025, tightening regional supply.
• Elevated industrial electricity prices in Germany during Q3 2025 contributed to sustained Aluminum Foil production costs.
• The Consumer Price Index rose 2.4% year-on-year in September 2025, indicating broader inflationary pressures.
Why did the price of Aluminum Foil change in September 2025 in Europe?
• Producer Price Index fell 1.7% year-on-year in September 2025, indicating lower production costs.
• Industrial production declined 1.0% year-on-year in September 2025, reducing demand from key sectors.
• LME aluminum inventories increased in Q3 2025, suggesting higher availability despite mixed feedstock.
