For the Quarter Ending September 2025
North America
• In the United States, the Linalyl Acetate Price Index rose quarter-over-quarter in Q3 2025, driven by increased production costs and robust consumer spending.
• Linalyl Acetate production costs rose in Q3 2025 from increased Isoprene feedstock, acetic acid input, and higher energy/labor costs.
• Rising CPI (3.0% YoY, September 2025) and PPI (2.6% YoY, August 2025) contributed to higher Linalyl Acetate production costs.
• Linalyl Acetate demand strengthened in Q3 2025, supported by robust consumer spending, up 5.42% year-over-year in September 2025.
• The low unemployment rate of 4.3% in September 2025 supported consumer purchasing power, bolstering Linalyl Acetate demand.
• Declining consumer confidence to 94.2 in September 2025 suggested future dampening of discretionary Linalyl Acetate demand.
• Manufacturing Output showed strong year-over-year gain in September 2025, indicating slight positive demand for chemical inputs.
• Linalyl Acetate demand outlook remains positive, driven by expanding fragrance and flavor sectors, particularly for high-end products.
Why did the price of Linalyl Acetate change in September 2025 in North America?
• Rising Isoprene feedstock and acetic acid input costs significantly increased Linalyl Acetate production expenses.
• Robust consumer spending, up 5.42% year-over-year in September 2025, boosted Linalyl Acetate demand.
• Increased energy, transportation, and labor costs for chemical manufacturing contributed to upward price pressure.
APAC
• In China, the Linalyl Acetate Price Index fell quarter-over-quarter in Q3 2025, influenced by declining input costs and deflationary pressures.
• Production costs remained stable in Q3 2025, driven by steady acetic acid prices and declining input price inflation.
• Demand was supported by a 3.0% year-on-year increase in retail sales in September 2025, boosting consumer goods.
• The Price Index was pressured by a 2.3% year-on-year decline in PPI in September 2025, reflecting weak industrial pricing power.
• China's fragrance market grew remarkably in Q3 2025, as consumers increasingly viewed fragrances as daily essentials.
• Consumer confidence remained pessimistic at 89.6, and CPI decreased 0.3% year-on-year in September 2025, dampening demand.
• Industrial production expanded 6.5% year-on-year in September 2025, showing increased manufacturing activity.
• The Manufacturing Index contracted in July and August 2025, then expanded modestly in September, indicating mixed industrial activity.
Why did the price of Linalyl Acetate change in September 2025 in APAC?
• Declining input price inflation and stable acetic acid prices eased production costs in September 2025.
• A 0.3% CPI decrease and 5.2% unemployment rate in September 2025 dampened consumer demand.
• A 2.3% year-on-year PPI decline indicated weak industrial pricing power and deflationary pressures.
Europe
• In Germany, the Linalyl Acetate Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting industrial activity.
• Linalyl Acetate production costs eased due to a 1.7% decline in the Producer Price Index in September 2025 and lower naphtha feedstock costs.
• Demand for Linalyl Acetate was subdued as Germany's industrial production decreased by 1.0% in September 2025.
• The Manufacturing Index contracting in Q3 2025 signaled a broader slowdown, impacting overall chemical consumption.
• Retail sales saw a modest 0.2% increase in September 2025, providing some stability for consumer product demand.
• Elevated Consumer Price Index at 2.4% in September 2025 indicated general inflation, affecting overall production expenses.
• Ample European acetic acid and methanol inventories in Q3 2025 maintained a well-supplied market.
• The Linalyl Acetate price forecast suggests continued pressure from weak export orders and increased import competition in Q3 2025.
• High energy and raw material costs persistently challenged the German chemical industry throughout Q3 2025.
Why did the price of Linalyl Acetate change in September 2025 in Europe?
• Germany's industrial production declined by 1.0% in September 2025, reducing overall demand for Linalyl Acetate.
• The Producer Price Index fell by 1.7% in September 2025, easing Linalyl Acetate production costs.
• Subdued chemical demand and weak export orders in Q3 2025 contributed to downward price pressure.
