For the Quarter Ending September 2025
North America
• In the United States, the Loratadine (Micronised) Price Index rose quarter-over-quarter in Q3 2025, driven by rising producer costs.
• Loratadine production costs increased due to a 2.6% rise in Producer Price Index year-over-year in August 2025.
• Demand for lower-cost generic active pharmaceutical ingredients strengthened in the US during Q3 2025, supporting market activity.
• US natural gas prices experienced an overall year-on-year uptick in Q3 2025, impacting manufacturing expenses.
• Retail sales, excluding auto and gas, increased 5.42% year-over-year in September 2025, bolstering demand.
• Raw materials and finished goods inventories for chemicals contracted in Q3 2025, indicating destocking.
• The 4.3% unemployment rate in September 2025 supported consumer purchasing power for over-the-counter products.
• Consumer confidence declined to 94.2 in September 2025, potentially dampening future discretionary spending.
• The Loratadine (Micronised) price forecast suggests continued upward pressure due to sustained demand and costs.
Why did the price of Loratadine (Micronised) change in September 2025 in North America?
• Rising Producer Price Index (2.6% YoY, August 2025) increased Loratadine production costs.
• Robust retail sales (up 5.42% YoY, September 2025) bolstered demand for OTC medications.
• Contracting raw material and finished goods inventories in Q3 2025 tightened supply.
APAC
• In China, the Loratadine (Micronised) Price Index faced downward pressure quarter-over-quarter, influenced by contracting manufacturing.
• Loratadine (Micronised) production costs trended upward in Q3 2025, driven by climbing input and raw material costs.
• Demand for Loratadine (Micronised) faced headwinds from a contracting Manufacturing Index and low consumer confidence.
• Deflationary pressures (CPI -0.3%, PPI -2.3% in September 2025) impacted the Loratadine (Micronised) Price Index.
• Overall chemical industry output rose 6.5% year-on-year in September 2025, despite persistent overcapacity issues.
• Retail sales increased 3.0% year-on-year in September 2025, supporting OTC Loratadine demand despite 5.2% unemployment.
• Raw material inventories for manufacturing declined in July 2025, with the decline narrowing by September.
• The Loratadine (Micronised) Price Forecast suggests continued pressure from weak consumer sentiment and manufacturing contraction.
Why did the price of Loratadine (Micronised) change in September 2025 in APAC?
• Deflationary pressures (CPI -0.3%, PPI -2.3% in September 2025) exerted downward price pressure.
• Contracting manufacturing activity and low consumer confidence (89.6 index) dampened demand in September 2025.
• Rising input costs in Q3 2025 were offset by chemical overcapacity, limiting price increases.
Europe
• In Germany, the Loratadine (Micronised) Price Index fell quarter-over-quarter in Q3 2025, due to lower producer prices in September 2025.
• Loratadine (Micronised) production costs faced downward pressure from a 1.7% decline in producer prices in September 2025.
• Demand outlook for Loratadine (Micronised) was stable, with retail sales up 0.2% in September 2025, despite rising CPI.
• Overall industrial output declined in Q3 2025, with the Manufacturing Index contracting, impacting supply chain efficiency.
• Consumer confidence showed a stabilizing trend in Q3 2025, supporting demand for over-the-counter Loratadine products.
• Elevated raw material costs for the chemical industry in Q3 2025 continued to challenge Loratadine (Micronised) manufacturers.
• Increased chemical imports into Germany in Q3 2025 intensified market competition for Loratadine (Micronised).
• The stable 6.3% unemployment rate in September 2025 indicated constrained consumer purchasing power for health items.
• Loratadine (Micronised) price forecast suggests continued pressure from softening chemical sector pricing and cost optimization efforts.
Why did the price of Loratadine (Micronised) change in September 2025 in Europe?
• Producer prices declined 1.7% in September 2025, reducing manufacturing input costs.
• Overall chemical sector pricing softened in Q3 2025, impacting market dynamics.
• Increased chemical imports into Germany in Q3 2025 intensified market competition.
