For the Quarter Ending June 2025
Asia-Pacific
• The Calcium Sulphate Price Index in China increased by approximately 1.9% in June 2025, with the upward trend likely continuing into July. The price increase in July 2025 can be attributed to sustained demand from infrastructure-led construction and water treatment sectors.
• The Calcium Sulphate Spot Price rose to USD 107/ton FOB Shanghai in June, following modest gains in April and May, reflecting a gradual but firm recovery in public infrastructure activity.
• The Calcium Sulphate Demand Outlook remained strong in July, bolstered by ongoing public construction projects, including rail and factory infrastructure. Construction PMI reached 52.8, supporting the positive demand sentiment.
• Municipal and industrial water treatment applications also maintained steady demand, driven by environmental upgrades and increased usage in descaling and flocculation processes.
• The Calcium Sulphate Production Cost Trend remained stable as high operating rates, improved energy availability, and cost-optimized raw material sourcing helped balance elevated inventory drawdowns from earlier months.
• Strategic stockpiling by buyers ahead of policy-driven infrastructure rollouts in Q3 further fueled upward pricing momentum in July.
Europe
• The Calcium Sulphate Price Index in Germany remained fluctuating throughout Q2 2025, reflecting instability in regional construction recovery and variations in industrial demand.
• The price trend in July 2025 is expected to have shown moderate stabilization or slight increase, supported by seasonal demand from building material producers and a steady water treatment market.
• The Calcium Sulphate Spot Price movement was volatile due to inconsistent offtake from the construction sector, influenced by EU funding delays and real estate caution.
• The Calcium Sulphate Demand Outlook in July remained dependent on public infrastructure and localized industrial consumption, though broader construction activity still lacked consistent momentum.
• The Calcium Sulphate Production Cost Trend in Germany was influenced by energy market volatility, freight costs, and raw gypsum sourcing challenges.
• Producers adjusted plant utilization rates cautiously amid uncertainty in private-sector construction, which contributed to price variability across the quarter.
North America
• The Calcium Sulphate Price Index in the USA also fluctuated over the April–June 2025 timeframe, driven by erratic construction project timelines, regional climate impacts, and mixed demand from the industrial sector.
• In July 2025, the price trend may have declined marginally or remained flat, as construction starts slowed in key states and competition among suppliers intensified.
• The Calcium Sulphate Spot Price remained under pressure due to limited infrastructure momentum and cautious procurement strategies from end-users in water treatment and cement blending industries.
• The Calcium Sulphate Demand Outlook in July remained tepid, with ongoing water treatment applications providing some stability, but overall demand was hampered by delays in federal infrastructure spending and stagnant residential building activity.
• The Calcium Sulphate Production Cost Trend remained mixed, as producers contended with fuel price fluctuations and higher logistics expenses, particularly for cross-state freight movement.
• Inventory management remained conservative across the supply chain as suppliers focused on operational efficiency amid uncertain downstream consumption.
FAQs
1. What is the current Spot Price of Calcium Sulphate in China?
o As of June 2025, the Calcium Sulphate Spot Price in China stood at approximately USD 107/ton FOB Shanghai. Prices were expected to rise marginally in July due to strong public infrastructure demand.
2. Why did Calcium Sulphate prices rise in China in July 2025?
o The increase in the Calcium Sulphate Price Index was driven by robust infrastructure-led construction activity, consistent water treatment demand, and moderate stockpiling by downstream industries.
3. What is the global market situation for Calcium Sulphate in July 2025?
o The global market showed mixed trends: while China's demand remained strong, Europe and the US experienced pricing fluctuations due to construction sector volatility and shifting energy and logistics costs.
4. What factors are influencing the Calcium Sulphate Production Cost Trend in Q2 and July 2025?
o Key factors include energy price trends, freight costs, raw gypsum availability, and operational efficiency strategies adopted by producers to manage uncertain demand.
