For the Quarter Ending September 2025
North America
• In United States, the Blue Reactive dye Price Index rose quarter-over-quarter in Q3 2025, driven by rising production costs.
• Production costs increased due to a 3.0% CPI rise in September 2025 and a 2.6% PPI increase in August 2025.
• Naphtha feedstock costs eased in Q3 2025, while benzene prices strengthened due to export arbitrage.
• Blue Reactive dye demand outlook was mixed, with strong retail sales (5.42% YoY in September 2025) supporting consumption.
• However, declining consumer confidence to 94.2 in September 2025 tempered demand for textile products.
• Industrial production increased only 0.1% year-over-year in September 2025, limiting textile manufacturing expansion.
• A low unemployment rate of 4.3% in September 2025 supported consumer purchasing power for dyed goods.
• US apparel imports experienced modest growth in January-July 2025, influencing market supply dynamics.
• The Blue Reactive dye price forecast suggests continued upward pressure from inflation despite demand headwinds.
Why did the price of Blue Reactive dye change in September 2025 in North America?
• General inflation, with CPI up 3.0% in September 2025, increased overall production costs.
• Producer Price Index rose 2.6% in August 2025, reflecting higher input costs for manufacturers.
• Strong retail sales (5.42% YoY in September 2025) supported demand, offsetting confidence decline.
APAC
• In China, the Blue Reactive dye Price Index fell quarter-over-quarter in Q3 2025, driven by weak consumer demand.
• Blue Reactive dye production costs trended lower in Q3 2025 due to sustained downward pressure on naphtha feedstock.
• Demand for Blue Reactive dye faced headwinds from contracting manufacturing activity in September 2025.
• China's CPI decreased by 0.3% year-on-year in September 2025, indicating weak overall consumer demand for textiles.
• The PPI declined by 2.3% year-on-year in September 2025, pressuring textile manufacturers to reduce costs.
• Elevated industry inventories and persistent global overcapacity exerted downward pressure on Blue Reactive dye prices.
• Consumer confidence remained pessimistic at 89.6 in September 2025, dampening discretionary spending on textiles.
• Industrial production expanded by 6.5% year-on-year in September 2025, offering some support to textile output.
Why did the price of Blue Reactive dye change in September 2025 in APAC?
• Naphtha feedstock costs experienced sustained downward pressure in Q3 2025, easing Blue Reactive dye production expenses.
• China's CPI decreased by 0.3% year-on-year in September 2025, reflecting weak consumer demand for dyed textiles.
• Elevated industry inventories and persistent overcapacity in Q3 2025 contributed to downward Blue Reactive dye price trends.
Europe
• In Germany, the Blue Reactive dye Price Index fell quarter-over-quarter in Q3 2025, driven by weak industrial production and contracting manufacturing activity.
• Blue Reactive dye price trends remained subdued due to persistently weak demand and high raw material costs in Q3 2025.
• Blue Reactive dye production costs were influenced by persistently high raw material costs, despite eased naphtha feedstock costs in Q3 2025.
• Blue Reactive dye demand outlook was bearish, as Germany's industrial production declined 1.0% year-over-year in September 2025.
• Consumer Price Index rose 2.4% year-over-year in September 2025, eroding purchasing power and restraining textile consumer demand.
• German chemical exports weakened, and international sales declined significantly in Q3 2025, impacting Blue Reactive dye trade flows.
• Germany's Manufacturing Index showed a contracting trend in Q3 2025, indicating a slowdown in overall manufacturing activity.
• Producer prices fell 1.7% year-over-year in September 2025, easing input costs for Blue Reactive dye manufacturers.
• Retail sales increased 0.2% year-over-year, while unemployment remained stable at 6.3% in September 2025, offering mixed demand signals.
• The chemical industry sector outlook deteriorated in Q3 2025, despite mild growth in the broader textile industry.
Why did the price of Blue Reactive dye change in September 2025 in Europe?
• Weak industrial production, down 1.0% year-over-year in September 2025, reduced overall demand for Blue Reactive dye.
• Contracting manufacturing activity in Q3 2025, alongside high raw material costs, pressured Blue Reactive dye prices.
• Eased naphtha feedstock costs and a 1.7% year-over-year fall in producer prices in September 2025 provided some cost relief.
