For the Quarter Ending September 2025
North America
• In the United States, Ethylaluminium Sesquichloride prices rose in Q3 2025, driven by escalating production costs.
• Production costs for Ethylaluminium Sesquichloride increased in Q3 2025, influenced by rising ethylene and natural gas prices.
• The Producer Price Index (PPI) rose 2.6% year-over-year in August 2025, reflecting higher input costs.
• Demand for Ethylaluminium Sesquichloride was mixed; industrial production rose only 0.1% year-over-year in September 2025.
• Retail sales increased 5.42% year-over-year in September 2025, supporting demand for polyolefin-based consumer goods.
• Consumer confidence declined to 94.2 in September 2025, potentially tempering consumer spending on end products.
• Tight US ethylene supply in early July 2025, coupled with strong export demand, elevated feedstock prices.
• The Ethylaluminium Sesquichloride price forecast suggests continued upward pressure from feedstock costs and moderate demand.
Why did the price of Ethylaluminium Sesquichloride change in September 2025 in North America?
• Ethylene production costs rose in Q3 2025 due to increased natural gas prices.
• Producer Price Index rose 2.6% year-over-year in August 2025, indicating higher manufacturing inputs.
• Tight US ethylene supply in July 2025 and strong export demand elevated feedstock expenses.
APAC
• In China, the Ethylaluminium Sesquichloride Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting industrial demand.
• The Ethylaluminium Sesquichloride Price Forecast indicates continued pressure due to ample overall chemical supply in Q3 2025.
• Ethylaluminium Sesquichloride Production Cost Trend was stable for naphtha and ethylene, but elevated natural gas prices in Q3 2025.
• Ethylaluminium Sesquichloride Demand Outlook was mixed, with strong automotive and construction sectors in Q3 2025.
• Industrial Production expanded by 6.5% year-on-year in September 2025, supporting demand for polyolefin production.
• Consumer Price Index decreased by 0.3% year-on-year in September 2025, indicating deflationary pressures on end-product demand.
• Producer Price Index declined by 2.3% year-on-year in September 2025, suggesting lower industrial goods prices.
• Manufacturing Index showed contraction in September 2025, impacting overall industrial activity and raw material demand.
Why did the price of Ethylaluminium Sesquichloride change in September 2025 in APAC?
• Weak industrial demand, evidenced by a 2.3% decline in PPI year-on-year in September 2025, pressured prices.
• Ample overall chemical supply and expanding China's chemical exports contributed to market oversupply in Q3 2025.
• Elevated natural gas prices in Q3 2025 increased production costs, while consumer confidence remained pessimistic at 89.6.
Europe
• In Germany, the Ethylaluminium Sesquichloride Price Index fell quarter-over-quarter in Q3 2025, driven by weak industrial activity.
• Production costs decreased due to a 1.7% decline in producer prices in September 2025, mainly from lower energy prices.
• However, consumer price inflation at 2.4% in September 2025 indicated rising raw material and logistics expenses.
• Demand for Ethylaluminium Sesquichloride weakened as industrial production declined by 1.0% in September 2025.
• The Manufacturing Index showed a contracting trend in Q3 2025, signaling reduced demand from polyolefin sectors.
• Naphtha feedstock costs declined in Q3 2025, contributing to lower overall Ethylaluminium Sesquichloride production expenses.
• Ethylene inventory levels rose in Northwest Europe during Q3 2025, suggesting cautious converter buying behavior.
• Stable unemployment at 6.3% in September 2025 and slight retail sales growth of 0.2% offered limited demand support.
• The Ethylaluminium Sesquichloride price forecast remains subdued due to persistent weak industrial demand and ample inventories.
Why did the price of Ethylaluminium Sesquichloride change in September 2025 in Europe?
• Weak industrial production, down 1.0% in September 2025, reduced demand for polyolefins and their catalysts.
• Lower producer prices, down 1.7% in September 2025, decreased Ethylaluminium Sesquichloride manufacturing costs.
• Increased ethylene inventories in Northwest Europe during Q3 2025 indicated oversupply and cautious buying behavior.
