For the Quarter Ending September 2025
North America
• In the United States, the Behentrimonium Chloride (BTAC) Price Index rose quarter-over-quarter in Q3 2025, driven by escalating production costs.
• Robust retail sales, up 5.42% year-over-year in September 2025, significantly bolstered BTAC demand in personal care.
• Inflationary pressures, with CPI up 3.0% in September 2025 and PPI up 2.6% in August 2025, impacted BTAC costs.
• Tight fatty alcohol inventories in North America during Q3 2025 contributed to BTAC supply constraints.
• The BTAC demand outlook remained strong due to accelerated US personal care market sales in Q3 2025.
• The BTAC price forecast indicates continued upward pressure from sustained high feedstock costs and healthy demand.
• Consumer confidence declined to 94.2 in September 2025, potentially impacting future discretionary BTAC-containing product purchases.
Why did the price of Behentrimonium Chloride (BTAC) change in September 2025 in North America?
• Rising fatty alcohol feedstock costs and increased utilities cost elevated BTAC production expenses.
• Strong consumer spending, evidenced by a 5.42% retail sales increase, boosted demand for BTAC-containing products.
• Tight North American fatty alcohol inventories and logistics delays constrained BTAC supply availability.
APAC
• In China, the Behentrimonium Chloride (BTAC) Price Index rose in Q3 2025, influenced by increasing fatty alcohol feedstock costs.
• Behentrimonium Chloride (BTAC) production costs trended upward in Q3 2025 due to rising fatty alcohol and vegetable oil feedstock prices.
• Behentrimonium Chloride (BTAC) demand outlook remains positive for personal care, supported by 3.0% retail sales growth in September 2025.
• The BTAC Price Index faced upward pressure from feedstock costs, despite deflationary CPI of -0.3% in September 2025.
• Personal Care & Cosmetics market growth strengthened in Q3 2025, boosting BTAC consumption.
• China's Manufacturing Index was contracting in September 2025, indicating reduced industrial activity impacting chemical demand.
• Producer Price Index (PPI) fell -2.3% in September 2025, suggesting pressure on BTAC manufacturers' selling prices.
Why did the price of Behentrimonium Chloride (BTAC) change in September 2025 in APAC?
• Rising fatty alcohol and vegetable oil feedstock costs pressured Behentrimonium Chloride (BTAC) production upward.
• Weak consumer confidence (89.6 index, September 2025) and contracting Manufacturing Index softened BTAC demand.
• Deflationary CPI (-0.3%, September 2025) and PPI (-2.3%, September 2025) indicated overall market price erosion.
Europe
• In Germany, the Behentrimonium Chloride (BTAC) Price Index fell quarter-over-quarter in Q3 2025, driven by weakened industrial demand and overcapacity.
• Behentrimonium Chloride (BTAC) production costs faced mixed pressures; producer prices fell 1.7% in September 2025.
• Rapeseed oil feedstock costs, crucial for BTAC, rose in Q3 2025 due to tightening export supply and elevated seed costs.
• Behentrimonium Chloride (BTAC) demand outlook remained challenged by a contracting Manufacturing Index and 1.0% industrial production decline in September 2025.
• Persistent global overcapacity and low-capacity utilization in the German chemical industry impacted Behentrimonium Chloride (BTAC) supply in Q3 2025.
• Rising consumer prices by 2.4% in September 2025, with stable 6.3% unemployment, impacted discretionary spending on BTAC products.
• Retail sales increased 0.2% in September 2025, providing a cautiously bullish signal for end-use personal care products containing BTAC.
• The Behentrimonium Chloride (BTAC) Price Index is forecast to remain stable to slightly decline, influenced by persistent overcapacity and weak demand.
Why did the price of Behentrimonium Chloride (BTAC) change in September 2025 in Europe?
• Contracting Manufacturing Index and 1.0% industrial production decline in September 2025 weakened demand.
• Producer prices fell 1.7% in September 2025, but rapeseed oil feedstock costs increased.
• Persistent global overcapacity and low capacity utilization in Q3 2025 pressured BTAC prices.