For the Quarter Ending September 2025
North America
• In the United States, Coco Ampho Diacetate (CADA) prices rose in Q3 2025, driven by increasing production costs.
• CADA production costs increased, influenced by a 2.6% year-over-year PPI rise in August 2025.
• Ethylene feedstock costs for CADA production increased in July 2025 due to tight supply.
• CADA demand was supported by a 5.42% year-over-year retail sales increase in September 2025.
• Industrial production showed a modest 0.1% year-over-year increase in September 2025, mildly supporting CADA demand.
• Demand for CADA strengthened in packaging and medical sectors during H2 2025.
• US tariffs and trade barriers fragmented chemical trade patterns in 2025, impacting CADA flows.
• Henry Hub natural gas spot prices fluctuated in Q3 2025, influencing CADA manufacturing energy costs.
Why did the price of Coco Ampho Diacetate (CADA) change in Q3 2025 in North America?
• Rising production costs, evidenced by a 2.6% PPI increase in August 2025, pressured Coco Ampho Diacetate (CADA) prices upward.
• Increased ethylene feedstock costs in July 2025 due to tight supply contributed to higher Coco Ampho Diacetate (CADA) manufacturing expenses.
APAC
• In China, the Coco Ampho Diacetate (CADA) Price Index fell quarter-over-quarter in Q3 2025, due to declining consumer and producer prices.
• CADA demand outlook was mixed; industrial output expanded 6.5% year-on-year in September 2025.
• However, consumer confidence remained pessimistic at 89.6 in September 2025, impacting personal care product demand.
• Production costs for CADA faced upward pressure from strengthening global oil demand in Q3 2025.
• Growth in electricity, heat, gas, and water production eased in September 2025, moderating energy costs.
• China's Manufacturing Index contracted in September 2025, indicating reduced industrial activity.
• Abundant upstream chemical building block supply suggested stable feedstock availability in 2025.
• Retail sales increased 3.0% year-on-year in September 2025, supporting CADA in household cleaning.
• The Producer Price Index declined 2.3% year-on-year in September 2025, pressuring CADA prices.
Why did the price of Coco Ampho Diacetate (CADA) change in September 2025 in APAC?
• Consumer Price Index decreased 0.3% year-on-year in September 2025, indicating weak purchasing power only for September month in Q3.
• Manufacturing Index contracted in September 2025, signaling reduced downstream production activity.
• Producer prices declined 2.3% year-on-year in September 2025, reflecting weak demand.
Europe
• In Germany, the Coco Ampho Diacetate (CADA) Price Index rose quarter-over-quarter in Q3 2025, driven by surging feedstock costs.
• Coco Ampho Diacetate (CADA) production costs increased in Q3 2025 due to surging coconut oil and rising acetic acid feedstock expenses.
• Rising CPI at 2.4% in September 2025 contributed to higher operational expenses for Coco Ampho Diacetate (CADA) manufacturers.
• Despite a 1.7% decline in PPI in September 2025, specific Coco Ampho Diacetate (CADA) feedstock costs, like coconut oil, surged.
• Demand for personal care and cleaning products showed robust growth in Germany during Q3 2025, supporting CADA consumption.
• Retail sales increased by 0.2% in September 2025, indicating stable consumer spending for CADA-containing end-products.
• Elevated natural gas and increased wholesale electricity prices in Germany in Q3 2025 pressured Coco Ampho Diacetate (CADA) production costs.
Why did the price of Coco Ampho Diacetate (CADA) change in September 2025 in Europe?
• Surging coconut oil feedstock costs in Q3 2025 significantly increased Coco Ampho Diacetate (CADA) production expenses.
• Elevated natural gas and wholesale electricity prices in Germany in Q3 2025 raised Coco Ampho Diacetate (CADA) manufacturing costs.
• Robust demand for cleaning products and strengthened personal care demand in Q3 2025 supported Coco Ampho Diacetate (CADA) pricing.
