For the Quarter Ending December 2025
Molybdenum Disulfide Prices in North America
- In United States, Molybdenum Disulfide Price Index rose quarter-over-quarter in Q4 2025, driven by tight global supply and industrial activity.
- Molybdenum Disulfide price trends showed upward pressure in Q4 2025, influenced by persistent tight global supply conditions.
- Production costs for Molybdenum Disulfide faced upward pressure in Q4 2025, as the Producer Price Index rose 3.0% year-over-year in November.
- The Consumer Price Index rose 2.7% year-over-year in December 2025, contributing to overall inflationary pressures.
- Aerospace industry demand for Molybdenum Disulfide strengthened significantly in Q4 2025, driven by robust engine orders.
- High mining activity throughout Q4 2025, fueled by accelerating commodity prices, bolstered Molybdenum Disulfide demand.
- Overall Molybdenum Disulfide demand was supported by a 2.0% year-over-year increase in industrial production in December 2025.
- Retail sales increased 3.3% year-over-year in November 2025, indirectly supporting Molybdenum Disulfide demand.
- A 4.4% unemployment rate and moderate consumer confidence (89.1) in December 2025 supported underlying economic activity.
Why did the price of Molybdenum Disulfide change in December 2025 in North America?
- Tighter global molybdenum supply in Q4 2025 added upward pressure on Molybdenum Disulfide prices.
- Industrial production rose 2.0% year-over-year in December 2025, boosting Molybdenum Disulfide demand.
- Producer Price Index increased 3.0% year-over-year in November 2025, elevating Molybdenum Disulfide costs.
Molybdenum Disulfide Prices in APAC
- In China, the Molybdenum Disulfide Price Index fell quarter-over-quarter in Q4 2025, influenced by retreating molybdenum concentrate prices.
- Molybdenum Disulfide production costs declined in Q4 2025 as molybdenum concentrate prices retreated.
- Demand for Molybdenum Disulfide faced headwinds in December 2025 due to low CPI (0.8%) and retail sales (0.9%).
- Industrial production increased by 5.2% in December 2025, supporting Molybdenum Disulfide demand in manufacturing.
- The Manufacturing Index expanded in December 2025, indicating growth in industrial activity for Molybdenum Disulfide.
- Molybdenum Disulfide supply growth was constrained in October 2025 by environmental policies and extreme weather.
- Raw material inventories for manufacturing declined in October 2025, while purchasing stagnated in November 2025.
- New export sales for manufacturing declined modestly in December 2025, impacting Molybdenum Disulfide trade flows.
Why did the price of Molybdenum Disulfide change in December 2025 in APAC?
- Molybdenum concentrate prices retreated in Q4 2025, reducing production costs for Molybdenum Disulfide.
- Weak industrial demand, evidenced by a -1.9% PPI in December 2025, pressured Molybdenum Disulfide prices.
- Moderated automotive sales and declining smartphone shipments in Q4 2025 reduced Molybdenum Disulfide end-use demand.
Molybdenum Disulfide Prices in Europe
- In Germany, the Molybdenum Disulfide Price Index fell quarter-over-quarter in Q4 2025, influenced by weakening molybdenum ore prices.
- In Europe, the Molybdenum Disulfide Price in December 2025 stood at 33630 USD/MT FOB.
- Molybdenum Disulfide production costs saw mixed trends in Q4 2025, with molybdenum ore prices weakening.
- European natural gas prices strengthened towards late Q4 2025, driven by tightening storage levels.
- German industrial production modestly rose by 0.8% year-on-year in October 2025, supporting demand.
- The Producer Price Index declined by 2.5% year-on-year in December 2025, indicating deflationary pressure.
- Consumer confidence was significantly pessimistic at -12.0% in December 2025, dampening Molybdenum Disulfide demand.
- Global molybdenum production increased in Q4 2025, while the supply-demand balance tightened.
- Demand from the German automotive sector weakened for most of 2025, affecting Molybdenum Disulfide consumption.
- The Consumer Price Index rose by 1.8% year-on-year in December 2025, indicating moderate inflation and cost increases.
Why did the price of Molybdenum Disulfide change in December 2025 in Europe?
- Molybdenum ore prices weakened in Q4 2025, reducing a key production cost for Molybdenum Disulfide.
- The Producer Price Index declined by 2.5% year-on-year in December 2025, exerting downward pressure on prices.
- European natural gas prices strengthened towards December 2025, increasing Molybdenum Disulfide production costs.
For the Quarter Ending September 2025
North America
- In the United States, Molybdenum Disulfide Price Index rose in Q3 2025, due to rising raw material costs and tightened global supply.
- Production costs increased from inclined molybdenum raw material costs, influenced by a 2.6% year-over-year PPI rise in August 2025.
- Overall inflation, indicated by a 3.0% year-over-year CPI increase in September 2025, contributed to higher operational expenses.
- Demand outlook was mixed; industrial production grew 0.1% in September 2025, yet retail sales rose 5.42% year-over-year.
- Global molybdenum availability tightened in Q3 2025 due to maintenance shutdowns, impacting Molybdenum Disulfide supply.
- US manufacturing inventories remained largely unchanged in August 2025, with limited Molybdenum Disulfide imports in Q3 2025.
- Consumer confidence declined to 94.2 in September 2025, while the unemployment rate stood at 4.3% in September 2025.
- Demand for molybdenum strengthened in stainless steel, oil & gas, and aerospace sectors during Q3 2025.
Why did the price of Molybdenum Disulfide change in September 2025 in North America?
- Molybdenum raw material costs and a 2.6% PPI increase in August 2025 elevated production expenses.
- Global molybdenum availability tightened in Q3 2025 due to maintenance shutdowns, restricting supply.
- Despite 0.1% industrial production growth in September 2025, demand strengthened in key end-use sectors.
APAC
- In China, the Molybdenum Disulfide Price Index rose quarter-over-quarter in Q3 2025, driven by increased feedstock costs and tightened supply.
- Molybdenum Disulfide production costs increased sharply in Q3 2025 due to elevated molybdenum concentrate feedstock prices.
- Demand for Molybdenum Disulfide strengthened in Q3 2025, supported by surging automotive and stainless-steel manufacturing sectors.
- The Manufacturing Index was contracting in September 2025, indicating reduced overall industrial activity.
- Industrial production expanded by 6.5% year-on-year in September 2025, providing underlying support for Molybdenum Disulfide demand.
- Spot supply of molybdenum concentrate tightened in Q3 2025, with domestic supply declining due to mine maintenance.
- Minimal molybdenum imports into China in Q3 2025 exacerbated domestic supply pressures, contributing to price increase.
- Consumer confidence remained pessimistic at 89.6 in September 2025, while CPI fell -0.3% year-on-year.
- Retail sales increased by 3.0% year-on-year in September 2025, indirectly supporting manufacturing activities.
Why did the price of Molybdenum Disulfide change in September 2025 in APAC?
- Molybdenum concentrate feedstock costs increased sharply in Q3 2025, elevating production expenses.
- Domestic molybdenum supply tightened in Q3 2025 due to mine maintenance and limited capacity.
- Strong demand from automotive and stainless steel sectors outpaced available Molybdenum Disulfide supply.
Europe
- In Germany, the Molybdenum Disulfide Price Index rose in Q3 2025, driven by increasing global molybdenum raw material costs.
- Production costs increased due to rising global molybdenum prices and structurally high energy expenses for European producers.
- German industrial production fell 1.0% in September 2025, with the Manufacturing Index contracting in Q3 2025.
- Demand for Molybdenum Disulfide in automotive lubricants surged, and the electronics sector showed growth in Q3 2025.
- Global molybdenum availability declined through Q3 2025, contributing to tighter supply and upward price pressure.
- Consumer Price Index (CPI) rose 2.4% year-over-year in September 2025, impacting producer operational expenses.
- Producer Price Index (PPI) decreased 1.7% year-over-year in September 2025, mainly due to lower industrial energy prices.
- Germany's unemployment rate remained stable at 6.3%, while retail sales rose 0.2% in September 2025, indicating mixed economic signals.
Why did the price of Molybdenum Disulfide change in September 2025 in Europe?
- Global molybdenum prices and raw material costs increased during Q3 2025.
- Molybdenum concentrate output decreased in China, tightening global supply.
- Demand for automotive lubricants and electronics bolstered Molybdenum Disulfide consumption.