For the Quarter Ending December 2025
Iso E Super Prices in APAC
- In China, the Iso E Super Price Index fell quarter-over-quarter in Q4 2025, due to weak consumer demand and negative producer prices. While in other asian market such as in Indonesia during the december the prices were assembled at USD 7260/MT.
- Iso E Super production costs rose in December 2025, driven by accelerating manufacturing input cost inflation.
- Demand for Iso E Super faced headwinds in December 2025 from low retail sales growth of 0.9% year-on-year.
- Iso E Super demand was supported by expanding manufacturing activity in December 2025, as the Manufacturing Index expanded.
- Consumer spending on discretionary items was subdued in December 2025, with CPI at 0.8% year-on-year.
- Industrial production, a key demand driver, increased 5.2% year-on-year in December 2025.
- Raw materials inventory for manufacturing declined in October and November 2025, impacting supply.
- The Iso E Super price forecast suggests continued pressure from weak consumer confidence in Q4 2025.
- Producer prices declined 1.9% year-on-year in December 2025, indicating pricing pressure for manufacturers.
Why did the price of Iso E Super change in December 2025 in APAC?
- Weak consumer demand in December 2025 (CPI 0.8%, retail sales 0.9%) pressured Iso E Super prices.
- Producer Price Index declined 1.9% year-on-year in December 2025, reducing Iso E Super pricing power.
- Manufacturing input costs rose for six consecutive months in December 2025, increasing Iso E Super production expenses.
Iso E Super Prices in North America
- In the United States, the Iso E Super Price Index rose quarter-over-quarter in Q4 2025, driven by rising costs and robust consumer spending.
- Iso E Super production costs increased due to a 3.0% year-over-year rise in the Producer Price Index in November 2025.
- US natural gas spot prices, a key energy feedstock, strengthened in the final months of 2025.
- Iso E Super demand was supported by a 2.0% year-over-year increase in industrial production in December 2025.
- Consumer spending increased robustly in Q4 2025, with retail sales rising 3.3% year-over-year in November 2025.
- US chemical production declined in October and November 2025, impacting overall supply dynamics.
- Consumer sentiment rose in December 2025, supporting discretionary spending on fragrances.
- The unemployment rate was 4.4% in December 2025, supporting consumer disposable income.
Why did the price of Iso E Super change in December 2025 in North America?
- US natural gas prices, a key production cost driver, surged in December 2025.
- Industrial production increased by 2.0% year-over-year in December 2025, boosting demand.
- Consumer confidence in December 2025 influenced discretionary spending.
Iso E Super Prices in Europe
- In Germany, the Iso E Super Price Index fell quarter-over-quarter in Q4 2025, influenced by contracting manufacturing activity in December 2025.
- Iso E Super production costs rose through Q4 2025 as European natural gas markets climbed during the period.
- The Iso E Super demand outlook weakened in Q4 2025, driven by a contracting Manufacturing Index in December 2025.
- Consumer purchasing power remained stable with CPI at 1.8% in December 2025, yet consumer confidence was pessimistic at -17.5.
- Demand for Iso E Super was moderately supported by a 0.8% increase in industrial production in October 2025.
- Retail sales declined during October-November 2025, despite a 1.1% year-over-year increase in November 2025.
- Industrial inventories in Germany decreased in October 2025, while German exports declined in November 2025.
- A 6.2% unemployment rate in December 2025 suggested cautious consumer spending on discretionary items.
- The Iso E Super Price Index was pressured by a 2.5% decrease in producer prices in December 2025.
Why did the price of Iso E Super change in December 2025 in Europe?
- Lower producer prices, indicated by a 2.5% PPI decrease in December 2025, eased manufacturing cost pressures.
- Contracting manufacturing activity in December 2025 signaled reduced industrial demand for Iso E Super.
- Declining retail sales during October-November 2025 reflected weaker consumer spending on end products.
For the Quarter Ending September 2025
North America
- In United States, the Iso E Super Price Index rose quarter-over-quarter in Q3 2025, driven by increasing production costs.
- Iso E Super production costs increased due to rising terpene feedstock (alpha-pinene) costs through Q3 2025.
- Natural gas prices rose year-over-year in Q3 2025, intensifying manufacturing margin pressure for Iso E Super.
- The Producer Price Index rose 2.6% in August 2025, indicating higher input costs for Iso E Super producers.
- Iso E Super demand outlook was mixed; retail sales increased 5.42% in September 2025, supporting consumer goods.
- However, consumer confidence declined to 94.2 in September 2025, suggesting reduced discretionary spending on fragrances.
- Industrial production growth was near stagnant at 0.1% in September 2025, indicating weak manufacturing activity.
- A low unemployment rate of 4.3% in September 2025 supported consumer disposable income, benefiting Iso E Super demand.
Why did the price of Iso E Super change in September 2025 in North America?
- Terpene feedstock costs, specifically alpha-pinene, steadily increased through Q3 2025, raising production expenses.
- The Producer Price Index rose 2.6% in August 2025, reflecting higher input costs for Iso E Super manufacturers.
- The Consumer Price Index increased 3.0% in September 2025, indicating broader inflationary pressures on raw materials.
APAC
- In China, the Iso E Super Price Index remained stable quarter-over-quarter, influenced by mixed macroeconomic signals.
- Iso E Super production costs saw upward movement in Q3 2025 due to acetaldehyde price volatility.
- Acetaldehyde prices softened in September 2025, driven by reduced downstream demand and ample inventories.
- Demand for Iso E Super was supported by robust fragrance market growth in China during Q3 2025.
- China's Consumer Price Index fell 0.3% in September 2025, indicating deflationary pressures on consumer spending.
- The Manufacturing Index was contracting in September 2025, signaling reduced industrial activity.
- Retail sales grew 3.0% year-on-year in September 2025, boosting consumer goods demand for Iso E Super.
- Industrial production expanded 6.5% year-on-year in September 2025, supporting overall manufacturing output.
- Ample acetaldehyde inventories and broader chemical overcapacity contributed to competitive pricing.
- Consumer confidence at 89.6 in September 2025 suggested caution in discretionary spending.
Why did the price of Iso E Super change in September 2025 in APAC?
- Weak consumer confidence (89.6 index in September 2025) dampened discretionary spending on fragrance products.
- Acetaldehyde feedstock prices softened in September 2025 due to reduced demand and high inventories.
- Contracting Manufacturing Index in September 2025 signaled reduced industrial activity and overall demand.
Europe
- In Germany, the Iso E Super Price Index softened quarter-over-quarter in Q3 2025, driven by weak industrial demand.
- Iso E Super production costs eased, supported by a 1.7% YoY decline in producer prices in September 2025.
- Demand for Iso E Super was subdued as Germany's Manufacturing Index showed contracting activity in Q3 2025.
- Industrial production decreased by 1.0% YoY in September 2025, negatively impacting Iso E Super consumption.
- Naphtha costs eased in Q3 2025, contributing to lower overall input expenses.
- European natural gas prices generally softened in Q3 2025, despite an August uptick, aiding cost reductions.
- Iso E Super demand outlook remains challenged by cautious downstream purchasing and inventory buildup in Q3 2025.
- Consumer spending, with retail sales up 0.2% YoY in September 2025, offered modest support for end-product demand.
- Inflation, at 2.4% YoY in September 2025, contributed to eroding consumer purchasing power for discretionary items.
Why did the price of Iso E Super change in September 2025 in Europe?
- Weak industrial output and contracting manufacturing activity in Q3 2025 reduced Iso E Super demand.
- Lower naphtha costs and a 1.7% YoY decrease in producer prices in September 2025 eased production.
- Cautious downstream purchasing and increased naphtha inventories in Q3 2025 pressured Iso E Super prices.
