For the Quarter Ending September 2025
North America
• In United States, Malonic Acid Price Index rose in Q3 2025, driven by rising input costs and general inflation.
• Production costs increased, influenced by a 3.0% CPI rise in September 2025 and firm energy prices.
• PPI for final demand rose 2.6% in August 2025, elevating Malonic Acid raw material and manufacturing overhead.
• Malonic Acid demand was subdued due to 0.1% industrial production growth year-over-year in September 2025.
• Consumer confidence declined to 94.2 in September 2025, dampening Malonic Acid demand in consumer applications.
• Stable 4.3% unemployment in September 2025 did not prevent chemical sector contraction, impacting Malonic Acid demand.
• Retail sales increased 5.42% year-over-year in September 2025, offering indirect support for Malonic Acid demand.
• Accelerated destocking of inventories in Q3 2025 suggested cautious market sentiment for Malonic Acid.
• Malonic Acid Price Forecast suggests continued upward pressure from cost inflation, despite mixed demand signals.
Why did the price of Malonic Acid change in September 2025 in North America?
• Input and raw material costs rose, with PPI up 2.6% in August 2025, elevating production expenses.
• General inflation, CPI up 3.0% in September 2025, contributed to higher operational and energy costs.
• Despite 0.1% industrial production growth in September 2025, cost pressures drove Malonic Acid price changes.
Europe
• In Germany, the Malonic Acid Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting industrial activity.
• Malonic Acid production costs faced upward pressure from rising naphtha feedstock costs in Europe during Q3 2025.
• Demand for Malonic Acid was bearish as Germany's Manufacturing Index contracted in Q3 2025.
• Industrial production declined by 1.0% in September 2025, reducing demand for Malonic Acid intermediates.
• Producer prices decreased by 1.7% year-over-year in September 2025, lowering input costs for chemical manufacturers.
• Consumer Price Index rose 2.4% year-over-year in September 2025, increasing operational costs for producers.
• Retail sales grew modestly by 0.2% in September 2025, offering slight support for consumer-facing Malonic Acid applications.
• Germany's unemployment rate remained stable at 6.3% in September 2025, contributing to stable consumer confidence.
• The Malonic Acid price forecast suggests continued pressure from subdued industrial activity and fluctuating energy costs.
Why did the price of Malonic Acid change in September 2025 in Europe?
• Industrial production declined 1.0% in September 2025, weakening overall Malonic Acid demand.
• Producer prices decreased 1.7% year-over-year in September 2025, reducing Malonic Acid production input costs.
• Naphtha feedstock costs trended upwards in Q3 2025, partially offsetting overall producer price declines.
APAC
• In China, the Malonic Acid Price Index fell quarter-over-quarter in Q3 2025, due to weak demand and overcapacity.
• Malonic Acid production costs strengthened in Q3 2025, driven by rising raw material and thermal coal prices.
• Demand faced bearish pressure from a contracting Manufacturing Index in September 2025, impacting industrial activity.
• Industrial Production expanded 6.5% in September 2025, providing some underlying support to Malonic Acid demand.
• Consumer confidence remained low at 89.6 in September 2025, despite 3.0% retail sales growth and 5.2% unemployment.
• Manufacturing raw material inventories tightened throughout Q3 2025, with the decline narrowing in September.
• Pharmaceutical industry demand thrived in 2025, and automotive sales strengthened in Q3, boosting Malonic Acid.
• The Malonic Acid price forecast suggests continued pressure from overcapacity and mixed macroeconomic signals.
Why did the price of Malonic Acid change in September 2025 in APAC?
• Producer Price Index fell 2.3% in September 2025, indicating weak pricing power for Malonic Acid.
• Consumer Price Index declined 0.3% in September 2025, reflecting soft consumer demand for end products.
• Manufacturing Index contracted in September 2025, signaling reduced industrial activity and Malonic Acid consumption.
