For the Quarter Ending September 2025
North America
• In United States, the Ammonium Bifluoride Price Index rose quarter-over-quarter in Q3 2025, influenced by rising input costs and robust electronics demand.
• Production costs faced upward pressure from a 3.0% CPI increase in September 2025 and a 2.6% PPI rise in August 2025.
• Ammonia feedstock costs trended higher in Q3 2025, offering some increase in the production cost of Ammonium Bifluoride.
• Ammonium Bifluoride demand saw accelerating growth from U.S. electronics production in Q3 2025, a key end-use sector.
• Water treatment industry demand for ammonium bifluoride also showed increasing trends during Q3 2025, supporting market growth.
• Industrial production grew only 0.1% year-over-year in September 2025, indicating subdued overall industrial chemical consumption.
• Retail sales increased 5.42% year-over-year in September 2025, yet consumer confidence declined to 94.2, presenting mixed demand signals.
Why did the price of Ammonium Bifluoride change in September 2025 in North America?
• Rising input costs, evidenced by a 3.0% CPI increase in September 2025, pressured Ammonium Bifluoride prices upward.
• Accelerating U.S. electronics production in Q3 2025 significantly boosted demand for high-purity Ammonium Bifluoride.
• Higher Ammonia feedstock costs in Q3 2025 provided some upward pressure on Ammonium Bifluoride production expenses.
APAC
• In China, the Ammonium Bifluoride Price Index rose quarter-over-quarter in Q3 2025, driven by increasing feedstock costs.
• China's CPI decreased by 0.3% year-over-year in September 2025, indicating weak consumer demand.
•Raw material inventories declined in July and August 2025, suggesting tightening supply for key inputs.
• Industrial Production increased by 6.5% year-over-year in September 2025, supporting some industrial applications.
• Retail Sales grew by 3.0% year-over-year in September 2025, boosting consumer-related Ammonium Bifluoride demand.
• Raw material inventories declined in July and August 2025, suggesting tightening supply for key inputs.
Why did the price of Ammonium Bifluoride change in September 2025 in APAC?
•Increase in the demand from the downstream electronics sector controlled the overall Ammonium Bifluoride demand in the asian market.
• Deficit in the supply and the demand ratio resulted in the increase in the bidding activities for the inventories accumulation in this quarter.
• Contracting Manufacturing Index in September 2025 signaled reduced industrial demand.
Europe
• In Germany, the Ammonium Bifluoride Price Index rose quarter-over-quarter in Q3 2025, driven by elevated production cost pressures.
• Ammonium Bifluoride production costs faced upward pressure from elevated natural gas and ammonia feedstock costs in Q3 2025.
• Demand for Ammonium Bifluoride weakened due to a contracting Manufacturing Index and a 1.0% decline in industrial production in September 2025.
• Retail sales saw a modest 0.2% increase in September 2025, indicating stable consumer spending for related end-products.
• Trade flows showed a narrowed overall trade surplus in September 2025, with weakened chemical exports to non-European markets.
• The Automotive sector output surged in September 2025, potentially offering some demand support for specific applications.
Why did the price of Ammonium Bifluoride change in September 2025 in Europe?
• Production costs were influenced by a 2.4% CPI increase and elevated ammonia feedstock costs.
•Although industrial demand weakened, reflected by a 1.0% industrial production decline, limited supply and higher input costs outweighed demand softness, allowing prices to rise.
•Producer prices decreased by 1.7% in September 2025 due to lower energy costs; however, this relief was not enough to offset rising feedstock expenses, reinforcing the net upward momentum in Ammonium Bifluoride prices.
