For the Quarter Ending December 2025
Diethyl Oxalate Prices in APAC
- In China, the Diethyl Oxalate price rose to USD 8,230/MT FOB in Q4 2025, supported by firmer industrial demand and improving manufacturing activity.
- Demand conditions remained mixed during the quarter, with industrial output softening briefly in November before rebounding toward year-end.
- Production costs stayed relatively elevated due to firm manufacturing input prices earlier in the quarter, limiting downward pricing pressure.
- Expansion in the Manufacturing Index in December signaled stronger industrial momentum, supporting consumption of chemical intermediates such as Diethyl Oxalate.
- Muted consumer inflation and a stable labor market environment kept downstream consumption cautious, preventing sharper price gains.
- Adequate raw-material availability ensured stable production flows, though purchasing activity remained measured.
- Export performance softened in October and November, but stronger domestic industrial production in December helped offset weaker external demand.
- Industrial output growth of over 5% year-on-year in December provided additional support to Diethyl Oxalate consumption.
Why did the price of Diethyl Oxalate change in December 2025 in APAC?
- Stronger industrial activity and improved manufacturing sentiment toward year-end supported higher pricing levels.
- Stable feedstock costs and balanced inventories prevented oversupply, allowing prices to firm.
- Domestic industrial demand outweighed weaker export orders, helping push Diethyl Oxalate prices upward in December 2025.
Diethyl Oxalate Prices in North America
- In United States, the Diethyl Oxalate Price Index rose quarter-over-quarter in Q4 2025, driven by increasing production costs and mixed demand signals.
- Producer Price Index (PPI) increased by 3.3% year-over-year in December 2025, indicating rising input costs for Diethyl Oxalate production.
- Industrial production expanded by 2.0% year-over-year in December 2025, supporting demand for Diethyl Oxalate in manufacturing applications.
- Retail sales grew by 3.9% year-over-year in December 2025, boosting demand for consumer goods utilizing Diethyl Oxalate.
- Natural gas prices gradually strengthened in the final months of 2025, increasing Diethyl Oxalate production expenses.
- Ethanol inventories swelled in late December 2025, while production maintained robust operating rates.
- Chemical Manufacturing operating rates declined in Q4 2025, reflecting global overcapacity within the broader industry.
- Consumer Price Index (CPI) rose 2.7% year-over-year in December 2025, impacting overall supply chain costs for Diethyl Oxalate.
- US chemical imports and exports reached multi-year lows for the full year 2025, affecting overall trade flows.
Why did the price of Diethyl Oxalate change in December 2025 in North America?
- Rising Producer Price Index (PPI) by 3.3% in December 2025 increased Diethyl Oxalate manufacturing costs.
- Strengthening natural gas prices in late 2025 elevated energy and feedstock expenses for Diethyl Oxalate producers.
- Increased industrial production by 2.0% in December 2025 supported demand, partially offsetting cost pressures.
Diethyl Oxalate Prices in Europe
- In Germany, the Diethyl Oxalate Price Index fell in Q4 2025, influenced by a -2.5% PPI in December 2025.
- Production costs faced upward pressure from 1.8% CPI in December 2025 and elevated European energy costs.
- Ethanol feedstock challenges persisted in 2025, contributing to higher Diethyl Oxalate production expenses in Q4 2025.
- Overall chemical demand in Europe remained disappointing in Q4 2025, despite 0.8% industrial production growth in October 2025.
- Retail sales grew by 0.8% in October 2025, providing modest support for Diethyl Oxalate demand in consumer goods.
- Consumer confidence declined to -12.0% in December 2025, negatively impacting Diethyl Oxalate demand in consumer applications.
- Demand for pharmaceutical intermediates, a key Diethyl Oxalate application, showed expansion in 2025.
- German chemical producers actively reduced inventories in Q4 2025, reflecting cautious market sentiment.
- EU27 chemical imports increased in 2025, intensifying competition for Diethyl Oxalate from Chinese products.
Why did the price of Diethyl Oxalate change in December 2025 in Europe?
- A -2.5% PPI in December 2025 indicated deflationary pressure on industrial products.
- Elevated European energy costs and ethanol feedstock challenges pressured production expenses.
- Weak overall chemical demand and increased Chinese imports contributed to price declines.
For the Quarter Ending September 2025
North America
- In United States, the Diethyl Oxalate Price Index rose quarter-over-quarter in Q3 2025, driven by increasing production costs.
- Production costs advanced due to rising ethanol and oxalic acid feedstock expenses in Q3 2025.
- Natural gas input prices spiked year-over-year in Q3 2025, reigniting margin pressure for manufacturers.
- Overall industrial production growth was sluggish at 0.1% year-over-year in September 2025, limiting broad demand.
- Strong retail sales, up 5.42% year-over-year in September 2025, supported demand for consumer-facing products.
- Consumer confidence declined to 94.2 in September 2025, indicating potential softening in discretionary spending.
- Inflationary pressures (CPI up 3.0% in September 2025; PPI up 2.6% in August 2025) increased raw material and energy costs.
- Tightening ethanol inventories and constrained US feedstock availability in Q3 2025 impacted supply dynamics.
- The Diethyl Oxalate Price Index is forecast to remain firm, supported by persistent cost pressures.
Why did the price of Diethyl Oxalate change in September 2025 in North America?
- Diethyl Oxalate production costs increased due to rising ethanol and oxalic acid feedstock prices in Q3 2025.
- Natural gas input prices spiked year-over-year in Q3 2025, significantly raising manufacturing operational expenses.
- General inflation, with CPI up 3.0% in September 2025, contributed to higher raw material and energy costs.
APAC
- In China, the Diethyl Oxalate Price Index fell quarter-over-quarter, driven by weak industrial demand and overcapacity.
- The Manufacturing Index contracted in September 2025, indicating reduced industrial activity and demand for intermediates.
- China's CPI decreased 0.3% year-on-year in September 2025, reflecting weak consumer demand.
- The PPI declined 2.3% year-on-year in September 2025, suggesting falling manufactured goods prices.
- Diethyl Oxalate production costs were influenced by softened natural gas demand and steady petrochemical feedstock costs in Q3 2025.
- Overall chemical demand remained subdued in Q3 2025, contributing to global overcapacity and inventory drawdowns.
- Industrial production expanded 6.5% year-on-year, while retail sales grew 3.0% in September 2025.
- Consumer confidence remained low at 89.6, and the unemployment rate was 5.2% in September 2025, dampening demand.
- The Diethyl Oxalate demand outlook faces headwinds from persistent trade tensions and subdued overall market sentiment.
Why did the price of Diethyl Oxalate change in September 2025 in APAC?
- Contracting Manufacturing Index in September 2025 indicated weak industrial demand, pressuring prices.
- China's chemical overcapacity and a 2.3% PPI decline contributed to Diethyl Oxalate price reductions.
- A 0.3% CPI decrease and low consumer confidence reflected broader economic weakness.
Europe
- Germany's Diethyl Oxalate Price Index fell in Q3 2025, influenced by weak industrial demand and lower producer prices.
- Diethyl Oxalate production costs faced mixed pressures, with strengthening ethanol feedstock costs throughout Q3 2025.
- Producer prices for industrial products decreased by 1.7% in September 2025, primarily due to lower energy costs.
- German industrial production declined 1.0% in September 2025, contributing to cautious Diethyl Oxalate demand in Q3 2025.
- The Manufacturing Index was contracting in Q3 2025, signaling reduced activity in key downstream sectors for Diethyl Oxalate.
- The Consumer Price Index increased 2.4% in September 2025, potentially eroding consumer purchasing power.
- Retail sales rose 0.2% in September 2025, offering slight support to consumer-driven Diethyl Oxalate applications.
- Germany's unemployment rate remained stable at 6.3% in September 2025, suggesting no significant boost to overall economic demand.
Why did the price of Diethyl Oxalate change in September 2025 in Europe?
- Weak industrial demand, production down 1.0% in September 2025, pressured prices.
- Producer prices decreased 1.7% in September 2025 due to lower energy, reducing costs.
- Strengthening ethanol feedstock costs throughout Q3 2025 exerted upward pressure on production expenses.
