For the Quarter Ending September 2025
North America
• In United States, Guar Seed Price Index rose quarter-over-quarter in Q3 2025, driven by intensified global demand.
• Guar Seed production costs increased Q3 2025 due to rising Indian agricultural input costs, notably fertilizers.
• Demand supported by robust US hydraulic fracturing and upward food processing sector growth Q3 2025.
• Global supply chains for guar gum tightened July 2025, contributing to upward price pressure.
• US retail sales increased 5.42% YoY September 2025, bolstering consumer goods demand utilizing guar gum.
• Industrial production saw marginal 0.1% YoY increase September 2025, indicating subdued industrial demand.
• New US tariffs on Indian agricultural imports, effective August 27, 2025, pressured trade dynamics.
• The Consumer Price Index rose 3% in September 2025, while the Producer Price Index increased 2.6% in August 2025, raising overall production costs.
• The 4.3% unemployment rate in September 2025 supported purchasing power, moderately boosting demand.
• Consumer confidence declined to 94.2 September 2025, dampening discretionary spending for guar gum.
Why did the price of Guar Seed change in September 2025 in North America?
• Global demand for guar gum intensified in July 2025, contributing to record price hikes.
• Agricultural input costs in India increased in Q3 2025, raising guar seed production expenses.
• New US tariffs on Indian agricultural imports, effective August 27, 2025, impacted trade dynamics.
APAC
• In China, the Guar Seed Price Index rose quarter-over-quarter in Q3 2025, driven by tightening supply and robust demand.
• Guar Seed production costs faced upward pressure in Q3 2025 due to rising agricultural input costs in India.
• Erratic monsoon patterns in India created supply uncertainties for Guar Seed throughout Q3 2025.
• Global freight charges continued to rise in July 2025, increasing Guar Seed delivery costs.
• Demand for Guar Seed from China's food and beverage market strengthened in Q3 2025, supported by 3% retail sales growth.
• The oil and gas sector's demand for Guar Seed in hydraulic fracturing remained robust in Q3 2025.
• Industrial production expanded 6.5% in September 2025, positively impacting industrial-grade guar gum demand.
• Consumer Price Index declined 0.3%, Producer Price Index fell 2.3%, and consumer confidence was 89.6, despite 5.2% unemployment.
Why did the price of Guar Seed change in September 2025 in APAC?
• Rising agricultural input costs in India increased Guar Seed expenses in Q3 2025.
• Tightening global guar gum supply chains caused persistent deficiencies in July 2025.
• Robust demand from China's oil/gas and food/beverage sectors supported prices.
Europe
• In Germany, the Guar Seed Price Index rose quarter-over-quarter in Q3 2025, driven by tightening global supplies and intensified demand.
• Guar Seed production costs increased in Q3 2025 due to delayed monsoon in India and rising freight charges.
• Global demand for Guar Seed intensified in July 2025 from green energy, food processing, and hydraulic fracturing.
• Germany's Manufacturing Index was contracting in Q3 2025; industrial production fell 1.0% in September 2025.
• Consumer Price Index rose 2.4% in September 2025, indicating higher operational costs for processors.
• Producer prices of industrial products were lower by 1.7% in September 2025, reducing manufacturing input costs.
• Retail sales grew 0.2% in September 2025, and unemployment remained stable at 6.3%, supporting food demand.
• Guar Seed supply chains tightened globally in July 2025, with sowing lagging due to weather risks.
Why did the price of Guar Seed change in September 2025 in Europe?
• Delayed monsoon in India in July 2025 tightened supplies, increasing production costs.
• Global demand for guar gum intensified in July 2025 across green energy, food, and fracturing.
• Rising freight charges and high crude oil prices in Q3 2025 elevated production costs.
