For the Quarter Ending September 2025
North America
• In United States, the Cyclohexene Oxide Price Index rose quarter-over-quarter in Q3 2025, driven by appreciating feedstock and elevated input prices.
• Production costs for Cyclohexene Oxide increased in Q3 2025 due to modest appreciation in naphtha and benzene feedstock costs.
• Demand outlook was mixed; automotive strengthened, but industrial production was near-stagnant in September 2025.
• The Cyclohexene Oxide Price Forecast suggests upward cost pressure, though market oversupply may temper increases.
• US industrial production grew only 0.1% year-over-year in September 2025, indicating subdued demand.
• Retail sales increased 5.42% year-over-year in September 2025, supporting demand for consumer goods.
• Rising Producer Price Index (2.6% in August 2025) and Consumer Price Index (3% in September 2025) contributed to higher operational costs.
• Benzene inventories were rebuilt in Q3 2025; crude oil inventories remained near five-year lows.
Why did the price of Cyclohexene Oxide change in September 2025 in North America?
• Naphtha and benzene feedstock costs appreciated, increasing Cyclohexene Oxide production costs in Q3 2025.
• Rising Producer Price Index (2.6% in August 2025) and Consumer Price Index (3% in September 2025) elevated overall operational expenses.
• Persistent oversupply and weak industrial production moderated potential Cyclohexene Oxide price increases.
APAC
• In China, the Cyclohexene Oxide Price Index fell quarter-over-quarter in Q3 2025, driven by weak industrial demand.
• Cyclohexene Oxide production costs decreased in Q3 2025 due to dipping benzene feedstock costs in September 2025.
• The Manufacturing Index contracted in September 2025, indicating reduced new orders for Cyclohexene Oxide consuming sectors.
• Industrial production expanded 6.5% year-on-year in September 2025, offering some underlying support for chemical demand.
• Consumer confidence remained pessimistic at 89.6 in September 2025, indirectly dampening demand for Cyclohexene Oxide end-products.
• Automotive sector demand strengthened in Q3 2025, with vehicle sales volumes increasing significantly.
• Chemical industry overcapacity persisted in China during Q3 2025, depressing utilization rates and impacting prices.
• The Cyclohexene Oxide Price Index faced downward pressure from a 2.3% Producer Price Index decline year-on-year in September 2025.
• Retail sales increased 3% year-on-year in September 2025, providing slight indirect support for Cyclohexene Oxide demand.
Why did the price of Cyclohexene Oxide change in September 2025 in APAC?
• Weak industrial demand, evidenced by a contracting Manufacturing Index in September 2025, pressured Cyclohexene Oxide prices.
• Falling producer prices, with Producer Price Index down 2.3% year-on-year in September 2025, contributed to the decline.
• Chemical industry overcapacity in China during Q3 2025 depressed utilization rates, impacting Cyclohexene Oxide pricing.
Europe
• In Germany, the Cyclohexene Oxide Price Index fell in Q3 2025, driven by lower producer prices and contracting industrial activity.
• Production costs for Cyclohexene Oxide decreased in Q3 2025, influenced by a 1.7% year-on-year fall in September producer prices.
• Benzene feedstock prices softened in Q3 2025, yet firm naphtha and energy margins exerted upward pressure on production costs.
• Cyclohexene Oxide demand outlook was bearish as Germany's industrial production declined 1% year-on-year in September 2025.
• The Manufacturing Index contracted in Q3 2025, indicating weak overall demand for industrial chemicals like Cyclohexene Oxide.
• Retail sales rose 0.2% year-on-year in September 2025, offering mild bullish support for consumer-facing Cyclohexene Oxide end-markets.
• European natural gas prices moderated year-on-year in Q3 2025, supported by ample LNG supply, easing energy costs for producers.
• Automotive sector output surged in September 2025, providing a positive signal for Cyclohexene Oxide demand in that segment.
Why did the price of Cyclohexene Oxide change in September 2025 in Europe?
• Lower producer prices, down 1.7% year-on-year in September 2025, reduced Cyclohexene Oxide production costs.
• Germany's industrial production declined 1% year-on-year in September 2025, reducing overall demand for Cyclohexene Oxide.
• Contracting Manufacturing Index in Q3 2025 indicated weaker industrial activity, contributing to bearish Cyclohexene Oxide prices.
