For the Quarter Ending September 2025
North America
• In the United States, EDTA Acid Price Index rose quarter-over-quarter in Q3 2025, driven by rising production costs.
• EDTA Acid production costs increased, influenced by a 2.6% year-over-year PPI rise in August 2025.
• General inflation, with CPI at 3.0% year-over-year in September 2025, also raised EDTA Acid input costs.
• Industrial demand was constrained by a weak 0.1% year-over-year industrial production increase in September 2025.
• Consumer-facing EDTA Acid demand supported by 5.42% year-over-year retail sales increase in September 2025.
• Declining consumer confidence to 94.2 in September 2025 slightly tempered overall EDTA Acid demand.
• A 4.3% unemployment rate in September 2025 suggested moderation in economic strength, impacting consumer spending.
• Raw material and finished goods inventories for EDTA Acid tumbled in Q3 2025 due to accelerated destocking.
• U.S. chemical manufacturing activity contracted in Q3 2025, impacting overall supply dynamics for EDTA Acid.
• EDTA Acid price forecast suggests continued upward pressure from rising input costs and moderate demand.
Why did the price of EDTA Acid change in September 2025 in North America?
• Production costs rose from a 2.6% PPI increase year-over-year in August 2025.
• Strong retail sales, up 5.42% year-over-year in September 2025, boosted consumer demand.
• Weak industrial production, up only 0.1% year-over-year in September 2025, curbed industrial demand.
Europe
• In Germany, the EDTA Acid Price Index fell quarter-over-quarter in Q3 2025, driven by weak industrial demand.
• EDTA Acid production costs saw downward pressure from a -1.7% PPI decrease in September 2025.
• The Manufacturing Index contracted in Q3 2025, indicating reduced demand for industrial chemicals like EDTA Acid.
• Industrial production declined by 1.0% in September 2025, negatively impacting EDTA Acid demand across sectors.
• Structurally elevated energy prices in Europe continued to pose competitive disadvantages for chemical businesses in 2025.
• EDTA Acid demand outlook remains weak due to contracting automotive employment and weakening construction in Q3 2025.
• Retail sales increased by 0.2% in September 2025, offering slight support for consumer-facing EDTA Acid applications.
• General inflation, with CPI at 2.4% in September 2025, could impact consumer purchasing power for end products.
• Germany's chemical sector outlook deteriorated in Q3 2025, suggesting continued challenges for EDTA Acid pricing.
Why did the price of EDTA Acid change in September 2025 in Europe?
• Industrial production declined by 1.0% in September 2025, significantly reducing overall EDTA Acid demand.
• Producer prices fell 1.7% in September 2025, primarily due to lower energy costs for inputs.
• Structurally elevated energy prices in Europe continued to impact EDTA Acid production costs and competitiveness.
APAC
• In China, the EDTA Acid Price Index fell quarter-over-quarter in Q3 2025, influenced by declining producer prices.
• EDTA Acid production costs decreased in Q3 2025 due to significantly lower methanol feedstock prices for formaldehyde.
• Demand faced headwinds from a contracting Manufacturing Index, despite a 6.5% rise in industrial production in September 2025.
• High-tech and equipment manufacturing sectors maintained robust growth, supporting specific EDTA Acid demand in Q3 2025.
• Consumer demand was supported by a 3.0% rise in retail sales, but consumer confidence remained low at 89.6 in September 2025.
• New export orders for China's manufacturing sector rose in September 2025, signaling potential future demand recovery.
• Overall chemical overcapacity and increased formaldehyde supply contributed to downward pressure on EDTA Acid prices.
• Raw material inventories declined in July and August 2025, with the rate of decline narrowing in September 2025.
Why did the price of EDTA Acid change in September 2025 in APAC?
• Producer prices fell by 2.3% in September 2025, reflecting weak industrial demand and intense market competition.
• Methanol feedstock costs for formaldehyde production declined significantly in Q3 2025, reducing EDTA Acid production expenses.
• A contracting Manufacturing Index in Q3 2025 indicated reduced industrial activity, dampening overall EDTA Acid demand.
