For the Quarter Ending September 2025
North America
• In United States, the Guaifenesin Price Index rose quarter-over-quarter in Q3 2025, driven by robust consumer demand and tightened regional supply.
• Guaifenesin production costs faced upward pressure from a 3% Consumer Price Index increase in September 2025 and a 2.6% Producer Price Index increase in August 2025.
• Strong consumer spending, indicated by a 5.42% retail sales increase in September 2025, bolstered Guaifenesin demand.
• The low 4.3% unemployment rate in September 2025 supported consumer purchasing power, positively influencing Guaifenesin demand outlook.
• Guaifenesin production capacity was constrained by a minimal 0.1% year-over-year industrial production increase in September 2025.
• Propylene and benzene feedstock costs softened in the US during Q3 2025, partially mitigating overall Guaifenesin production expenses.
• US natural gas prices rose year-over-year in Q3 2025, impacting energy costs for Guaifenesin manufacturing, though easing in September.
• Increased biopharma market sentiment and new drug approvals in Q3 2025 signaled a positive demand outlook for pharmaceutical ingredients.
Why did the price of Guaifenesin change in September 2025 in North America?
• Rising production costs were influenced by a 3% Consumer Price Index (September 2025) and 2.6% Producer Price Index (August 2025) increase.
• Strong consumer demand, evidenced by a 5.42% retail sales increase in September 2025, supported higher Guaifenesin prices.
• Tightened regional chemical supply in Q3 2025 due to maintenance projects contributed to upward price movement.
APAC
• In China, Guaifenesin prices fell in Q3 2025, influenced by weak consumer demand and declining producer prices.
• Guaifenesin production costs trended downward in Q3 2025, as natural gas prices in China moderated.
• The Consumer Price Index declined 0.3% year-over-year in September 2025, reflecting weak consumer demand for OTC remedies.
• The Producer Price Index decreased 2.3% year-over-year in September 2025, pressuring Guaifenesin market prices downward.
• China's Manufacturing Index was contracting in September 2025, impacting pharmaceutical production supply chain efficiency.
• Industrial Production grew 6.5% year-over-year in September 2025, supporting stable Guaifenesin supply availability.
• Retail Sales increased 3% year-over-year in September 2025, indicating healthy consumer spending on health products.
• Consumer confidence registered 89.6 in September 2025, reflecting a pessimistic outlook and cautious spending.
• China's LNG import volumes declined in Q3 2025, aligning with moderated natural gas prices affecting production.
Why did the price of Guaifenesin change in September 2025 in APAC?
• Weak consumer demand (Consumer Price Index down 0.3% YoY in September 2025) pressured Guaifenesin prices.
• Falling producer prices (Producer Price Index down 2.3% YoY in September 2025) reduced costs and market prices.
• Contracting Manufacturing Index and low consumer confidence (89.6) in September 2025 softened the market.
Europe
• In Germany, the Guaifenesin Price Index fell quarter-over-quarter in Q3 2025, influenced by declining producer prices.
• Guaifenesin production costs saw mixed trends; producer prices fell 1.7% in September 2025.
• Benzene feedstock costs sharply declined in August 2025, while industrial energy costs remained elevated in Q3 2025.
• Guaifenesin demand outlook was mixed, as industrial production declined 1% in September 2025.
• However, demand for guaiacol in the pharmaceutical sector, including for guaifenesin, showed growth in Q3 2025.
• Retail sales increased 0.2% in September 2025, reflecting stable consumer spending on essential health products.
• Phenol inventory levels surged in Germany and the Netherlands in Q3 2025, creating an oversupply.
• The Guaifenesin Price Index is forecast to remain stable, influenced by balanced cost pressures and demand signals.
Why did the price of Guaifenesin change in September 2025 in Europe?
• Producer prices declined 1.7% in September 2025, reducing input costs for Guaifenesin manufacturing.
• Contracting industrial production and surging phenol inventory in Q3 2025 exerted downward pressure.
• High industrial energy costs in Q3 2025 partially offset lower feedstock prices, influencing overall costs.
