For the Quarter Ending September 2025
North America
• In the United States, the Cyclohexylamine Price Index rose quarter-over-quarter in Q3 2025, driven by increasing production costs.
• Cyclohexylamine production costs increased in Q3 2025, influenced by rising benzene and ammonia prices.
• Naphtha feedstock costs steadied in September 2025; U.S. natural gas prices saw an uptick in Q3 2025.
• Demand for Cyclohexylamine faced pressure from weakened benzene derivatives and declining US nylon markets in Q3 2025.
• Industrial production grew sluggishly at 0.1% year-over-year in September 2025, indicating weaker demand.
• Consumer confidence declined to 94.2 in September 2025, suggesting reduced discretionary spending and cautious outlook.
• Retail sales, excluding auto and gas, increased 5.42% year-over-year in September 2025, supporting industrial demand.
• Producer Price Index (PPI) rose 2.6% year-over-year in August 2025, impacting raw material and energy costs.
Why did the price of Cyclohexylamine change in September 2025 in North America?
• Production costs rose from 2.6% YOY PPI in August 2025 and higher Q3 2025 benzene prices.
• Weakened demand for benzene derivatives and US nylon markets in Q3 2025 pressured prices.
• Overall inflation, with CPI up 3.0% YOY in September 2025, increased operational expenses.
Europe
• In Germany, the Cyclohexylamine Price Index fell quarter-over-quarter in Q3 2025, driven by contracting industrial activity.
• Cyclohexylamine production costs faced downward pressure from softening benzene feedstock and moderated natural gas prices in Q3 2025.
• Producer prices of industrial products were lower by 1.7% in September 2025, primarily due to reduced energy costs.
• The Manufacturing Index trended Contracting in Q3 2025, signaling subdued demand for industrial chemicals like Cyclohexylamine.
• Industrial production declined by 1.0% in September 2025, further dampening Cyclohexylamine consumption in key applications.
• European aniline supply tightened in August 2025 due to weak nitric acid supplies, impacting Cyclohexylamine production.
• Automotive demand strengthened in September 2025, offering a slight positive signal for Cyclohexylamine end-uses.
• German chemical sales in markets outside Europe significantly declined in Q3 2025, impacting overall market balance.
Why did the price of Cyclohexylamine change in September 2025 in Europe?
• Industrial production in Germany declined by 1.0% in September 2025, reducing overall Cyclohexylamine demand.
• Producer prices fell 1.7% in September 2025 due to lower energy costs, easing Cyclohexylamine production expenses.
• European aniline supply tightened in August 2025, creating some upward pressure on Cyclohexylamine feedstock costs.
APAC
• In China, the Cyclohexylamine Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting manufacturing and deflationary pressures.
• Cyclohexylamine production costs remained stable to slightly lower in Q3 2025, as benzene prices stabilized and global oil inventories rose.
• The Cyclohexylamine demand outlook was mixed, with strong automotive sales offsetting broader manufacturing contraction in Q3 2025.
• China's industrial production expanded by 6.5% year-on-year in September 2025, supporting Cyclohexylamine demand in industrial applications.
• Retail sales grew 3.0% in September 2025, but pessimistic consumer confidence at 89.6 dampened overall consumer demand.
• Global overcapacity in chemical building blocks persisted through Q3 2025, exerting downward pressure on Cyclohexylamine prices.
• China's unemployment rate at 5.2% in September 2025 suggested stable labor, supporting general economic stability and purchasing power.
• China's new vehicle exports hit a monthly record in September 2025, indicating robust trade flows for related chemical products.
Why did the price of Cyclohexylamine change in September 2025 in APAC?
• Deflationary CPI at -0.3% in September 2025 reduced consumer demand for Cyclohexylamine end-products.
• Weakening PPI at -2.3% in September 2025 indicated lower industrial pricing power and demand for intermediates.
• The Manufacturing Index contracted in September 2025, directly decreasing industrial chemical consumption.