For the Quarter Ending June 2025
North America
• The Cefaclor Price Index in the USA showed marginal growth across Q2, rising from USD 220,900/MT in April to USD 221,120/MT in May, and USD 221,687/MT in June, reflecting a cumulative quarterly increase of 0.72%.
• In April, the product spot price edged higher as a response to the newly imposed 145% tariff on Chinese goods, triggering pre-tariff stockpiling and shifting product production cost trends upward due to elevated landed costs and complex logistics.
• April's product demand outlook remained steady, bolstered by slowing inflation (CPI at 2.3%) and improved consumer confidence, which encouraged forward procurement strategies across the pharmaceutical supply chain.
• In May, Cefaclor prices experienced a 0.10% Price Index rise due to continued frontloading driven by a 90-day tariff suspension, with heightened shipping activity and the onset of Peak Season Surcharges (PSS) impacting overall cost structure.
• Port congestion and extended container turnaround times in May added subtle upward pressure to product spot prices, while the threat of June’s General Rate Increase (GRI) led to moderate stockpiling.
• May's product demand outlook was reinforced by positive business sentiment amid inflation recovery, motivating distributors to build inventory in anticipation of future logistics challenges.
• In June, the Price Index increased another 0.26%, primarily shaped by proactive importer behavior amid persistent trade uncertainty and inflation-linked supply chain costs.
• June also saw advanced shipments of Q3 and Q4 inventories, subtly tightening supply and reinforcing an upward trajectory in product production cost trend.
• Domestic demand for Cefaclor stayed consistent in June, but a shift toward anticipatory procurement amid inflation and tariff speculation maintained modest pressure on availability and pricing.
• For July 2025, the Cefaclor price forecast points to a slight decrease, as post-frontloading restocks ease, demand softens, and suppliers reduce prices to remain competitive—indicating a temporary dip in the product spot price and a more subdued product demand outlook.
APAC
• The Price Index for Cefaclor in China rose modestly across Q2 2025, moving from USD 220,800/MT in April to USD 221,500/MT in June, reflecting a cumulative quarterly increase of 0.68%.
• In April, the Cefaclor spot price saw a moderate uptick as domestic and export buyers ramped up inventory replenishment, reacting to future supply stability concerns. This shift supported a bullish Product price forecast.
• Despite a slowing manufacturing PMI of 49.0, supply conditions remained tight due to depleted March inventories, pushing the Price Index up as lean stocks and procurement urgency drove short-term gains.
• Product demand outlook strengthened in April, led by consistent pharmaceutical consumption and revived exports to Asia and Europe.
• In May, the Cefaclor Price Index increased only slightly by 0.09%, as production normalized after the Labour Day pause and supply remained robust.
• Export logistics became more complex due to a 27% hike in container freight rates, though Cefaclor sellers avoided significant price shifts due to steady product flow and managed shipping capacity.
• The Product spot price remained largely stable in May as buyers showed restrained yet consistent ordering behavior, particularly from the U.S., Europe, and Asia.
• In June, the Price Index rose again by 0.23%, driven by frontloaded export orders following a temporary U.S. tariff suspension. Shipping costs increased further, affecting the product production cost trend.
• Chinese producers scaled up slightly to meet export demand but remained cautious with capacity, wary of the post-suspension volatility expected in Q3.
• In July 2025, Cefaclor prices are likely to decrease slightly as demand softens post-advanced ordering, while supply remains cautiously stable amid subdued domestic expansion.
Europe
• The Cefaclor Price Index in Germany showed a steady uptrend in Q2, moving from USD 220,887/MT in April to USD 221,610/MT in June, marking a quarterly gain of approximately 0.69%.
• In April, the product spot price rose moderately due to logistics disruptions from Easter holidays and port congestion at Hamburg and Rotterdam.
• Trade redirection from the U.S. to Europe amid new tariffs created a temporary supply strain, affecting product demand outlook and increasing warehouse activity in Germany.
• The Price Index increased by 0.36% in April, supported by firmer downstream demand and precautionary restocking amid tighter delivery timelines.
• May saw a marginal Price Index uptick of 0.09%, with stable product spot price movement as suppliers managed steady inventory flows despite persistent freight congestion.
• Importers in May maintained regular procurement patterns, avoiding stockpiling while responding cautiously to shipping constraints, keeping the product demand outlook balanced.
• In June, further port congestion and Rhine River low water levels caused extended lead times, prompting early restocking and a Price Index increase of 0.24%.
• Despite inflation cooling to 2%, delayed shipments from Asia prompted cautious optimism and mild price hikes to ensure timely deliveries.
• The product price forecast for July 2025 indicates a modest decrease, as demand softens post-restocking and supply disruptions ease.
• Stabilization in logistics and improved freight schedules are likely to reduce procurement costs, reflecting a downward product production cost trend.
For the Quarter Ending March 2025
North America
In Q1 2025, Cefaclor prices in the USA experienced notable fluctuations. January saw moderate price increases driven by preemptive purchasing ahead of a 10% tariff on Chinese goods and the Chinese Lunar New Year, which created short-term supply pressures. Rising energy costs and congestion at Los Angeles ports added to the strain, elevating operational expenses and contributing to price hikes.
February recorded a slight price increase as U.S. buyers anticipated additional tariffs and continued to accelerate procurement, maintaining moderate supply-side pressures. However, improved port operations in Asia helped alleviate some supply chain disruptions.
In March, prices declined significantly due to weak demand, oversupply, and growing trade uncertainties, particularly the weakening of the U.S. dollar and looming tariffs on imports from both China and India. Distributors, holding high inventory levels, faced pressure to offload excess stock, resulting in aggressive pricing strategies. These dynamics led to a price drop despite ongoing tariff concerns.
Overall, Q1 saw mixed price movements, with external factors like tariffs and supply chain disruptions playing central roles.
Asia Pacific
In Q1 2025, Cefaclor prices in China followed a slightly upward then downward trajectory, reflecting shifts in supply-demand dynamics and external factors. In January, prices rose modestly due to steady demand from the pharmaceutical and healthcare sectors, coupled with limited production capacity ahead of the Lunar New Year. Suppliers cautiously adjusted their strategies in anticipation of potential supply disruptions, particularly driven by U.S. tariff concerns. In February, prices saw a slight increase again, as manufacturing disruptions during the Lunar New Year led to supply shortages. Meanwhile, steady demand from key sectors and anticipatory buying ahead of potential U.S. tariff hikes put pressure on the market. However, by March, prices began to decline, driven by an increase in production, aided by government measures, and weaker demand as buyers had already stocked up. Additionally, the strengthening yuan reduced export competitiveness, while concerns over trade tensions and port congestion led to a slowdown in purchases. Overall, the quarter saw price fluctuations influenced by supply chain adjustments, external tariffs, and shifting demand.
Europe
In Q1 2025, Cefaclor prices in Germany fluctuated, driven by supply and demand dynamics. In January, prices increased moderately due to improved business sentiment and optimism about the economic outlook. Demand from the healthcare and pharmaceutical sectors rose, supported by early stockpiling ahead of the Lunar New Year. Loosening monetary policy also boosted consumer sentiment, further supporting the price increase. In February, however, prices declined as favorable import conditions, such as a stronger Euro and lower ocean freight rates, allowed for cost-effective imports. This, combined with weak demand amid political and economic uncertainty, led to reduced urgency for new orders. Suppliers responded to subdued demand and increased competition by cutting prices. In March, the downward trend continued as oversupply persisted, supported by low freight costs and strong Euro-based imports. Demand stagnated after the Chinese New Year, and many buyers focused on clearing inventories instead of placing new orders. The combination of ample supply and weakened demand reinforced the downward pressure on prices through the quarter.
For the Quarter Ending December 2024
North America
In Q4 2024, the U.S. Cefaclor market saw a series of price fluctuations, influenced by various economic factors and market shifts. October experienced price stability, with only a minor decline due to economic uncertainty, inflation concerns, and softening consumer demand. The cautious approach from both businesses and consumers, compounded by external disruptions such as hurricanes and strikes, led suppliers to slightly lower prices in an effort to stimulate sales.
In November, the decline slowed to a minimal decrease as demand remained subdued. The easing of inflationary pressures and a stronger U.S. dollar helped reduce import costs. With supply chain challenges beginning to resolve and inventories remaining well-stocked, prices stabilized and saw little change throughout the month. By December, prices began to climb, driven by strong demand, proactive purchasing, and a reduction in interest rates, which boosted consumer confidence. The anticipation of potential supply disruptions, including strikes and tariffs on Chinese imports, prompted increased stockpiling, further pushing prices higher as businesses braced for possible cost hikes in the future.
Overall, Q4 2024 reflected a period of relative stability, with minor price declines early in the quarter followed by a slight increase as demand and supply chain dynamics shifted.
Asia Pacific
In Q4 2024, Cefaclor prices in China experienced an overall upward trend, with minor fluctuations shaped by several key factors. October saw a rise in prices, driven by growth in China’s manufacturing sector, bolstered by government stimulus measures that boosted both domestic and export demand. The weakening of the yuan also made exports more competitive, fueling international demand. November followed a similar pattern, with prices continuing to climb as factory output surged, bolstered by an influx of new orders, including from overseas markets. The increase in raw material costs further raised production expenses, which were passed onto consumers. Additionally, the continued depreciation of the yuan supported export demand, keeping upward pressure on prices. In December, prices saw a slight increase as steady demand from the pharmaceutical and healthcare sectors persisted. Manufacturers maintained consistent production levels, anticipating the Chinese Lunar New Year. Strategic inventory management and ongoing purchasing from international buyers helped ensure stable export volumes. In summary, Q4 2024 witnessed a consistent upward price movement for Cefaclor, driven by economic growth, strong export demand, and rising raw material costs.
Europe
In Q4 2024, Cefaclor prices in Germany experienced notable fluctuations, influenced by various economic and logistical factors. October saw a significant decline in prices, driven by weaker consumer demand amid ongoing inflation concerns and a substantial drop in shipping costs, with container prices on Asia-Europe routes falling by 60%. This shift prompted businesses to adjust their logistics strategies, maintaining a steady supply but contributing to lower prices. In November, the decline continued, though at a slower pace. The weak demand and easing inflation concerns remained, but Germany's economic slowdown and a 1.9% drop in energy costs helped to prevent further steep drops. Suppliers with ample inventories offered more competitive pricing, which kept the market in a slight downward trajectory rather than stabilizing. December marked a reversal of this trend, with prices climbing due to increased demand from key sectors and logistical challenges in anticipation of the Chinese Lunar New Year. Additionally, the weakening euro and port congestion in Europe placed further pressure on supply chains, driving prices upward. Overall, Q4 2024 saw a gradual decline in Cefaclor prices, followed by a slight increase toward the end of the quarter, influenced by shifting demand patterns and supply chain constraints.
FAQs
1. Why did Cefaclor prices rise slightly in Q2 2025?
Prices rose modestly across all regions due to frontloaded orders, tariff-related uncertainty, and higher shipping costs. The U.S., China, and Europe all saw cautious restocking and supply chain pressure, lifting the Price Index marginally.
2. How did U.S.–China tariff actions impact the market?
The 145% U.S. tariff triggered early buying in April, and a 90-day suspension in June led to more frontloading. This influenced production and export patterns in China and raised spot prices in North America and Europe.
3. What role did logistics and inflation play?
Shipping surcharges, port delays, and rising freight rates added to production costs. While inflation eased slightly, logistics disruptions in Europe and container shortages in APAC kept Cefaclor prices from falling.
4. What is the Cefaclor price outlook for July 2025?
A slight price dip is expected in all regions as demand softens after Q2 restocking. Better logistics and stable supply may ease spot prices temporarily.
