For the Quarter Ending December 2025
Pea Protein Isolate Prices in North America
- In the United States, Pea Protein Isolate Price Index fell in Q4 2025, driven by increased supply and weakened feedstock prices.
- Pea Protein Isolate production costs faced upward pressure from a 2.7% CPI increase in December 2025, impacting labor and energy.
- A 3.0% rise in PPI in November 2025 indicated higher input costs for Pea Protein Isolate manufacturing.
- Pea Protein Isolate demand remained robust due to a 3.3% increase in retail sales in November 2025, boosting consumer purchases.
- Industrial production expanded by 2.0% in December 2025, supporting Pea Protein Isolate manufacturing and food processing activity.
- Pea feedstock grower prices weakened during Q4 2025, contributing to a downward trend in Pea Protein Isolate production costs.
- Consumer interest in plant-based proteins strengthened in Q4 2025, expanding flexitarian diets and supporting Pea Protein Isolate demand.
- Dry edible pea production surged in the United States in 2025, reaching a five-year high from expanded seeded acreage.
Why did the price of Pea Protein Isolate change in December 2025 in North America?
- Pea feedstock grower prices weakened in Q4 2025, directly reducing Pea Protein Isolate production costs.
- Dry edible pea production surged in 2025, increasing supply availability for Pea Protein Isolate manufacturers.
- Despite inflationary pressures, strong retail sales in November 2025 supported demand for end products.
Pea Protein Isolate Prices in APAC
- In China, the Pea Protein Isolate Price Index fell quarter-over-quarter in Q4 2025, influenced by contracting producer prices.
- Pea Protein Isolate production costs were elevated in Q4 2025 due to significant pea feedstock import tariffs.
- Natural gas spot prices in Asia trended downward in Q4 2025, easing energy costs for producers.
- Weak consumer demand, with retail sales growing 0.9% in December 2025, dampened Pea Protein Isolate demand.
- Industrial Production grew by 5.2% year-on-year in December 2025, indicating robust manufacturing activity.
- The Manufacturing Index expanded in December 2025, signaling growth in overall industrial activity.
- Supply of imported peas from Canada was severely constrained in Q4 2025 due to a 100% import tariff.
- China's Producer Price Index contracted by 1.9% year-on-year in December 2025, reflecting deflationary pressures.
- Consumer Price Index growth was low at 0.8% year-on-year in December 2025, indicating weak consumer spending.
Why did the price of Pea Protein Isolate change in December 2025 in APAC?
- Producer prices contracted by 1.9% year-on-year in December 2025, exerting downward pressure on prices.
- Pea feedstock import costs were significantly elevated in Q4 2025 due to a 100% tariff.
- Weak consumer spending, with retail sales growing 0.9% in December 2025, limited demand.
Pea Protein Isolate Prices in Europe
- In Germany, the Pea Protein Isolate Price Index rose quarter-over-quarter in Q4 2025, driven by firm feedstock prices.
- Production costs increased in Q4 2025 due to strengthened dry pea import prices and contracted EU pulse production.
- Demand for Pea Protein Isolate strengthened in Q4 2025 as plant-based diets gained traction.
- German import volumes of fresh shelled peas contracted sharply in October 2025, tightening supply.
- Wholesale electricity prices remained elevated in Germany in 2025, increasing production overheads.
- Consumer prices (CPI) rose by 1.8% year-over-year in December 2025, supporting purchasing power.
- Producer prices (PPI) declined by 2.5% year-over-year in December 2025, easing input costs.
- Retail sales grew by 1.1% year-over-year in November 2025, supporting demand for finished products.
- Industrial production expanded by 0.8% year-over-year in October 2025, indicating stable manufacturing.
- The Manufacturing Index showed a contracting trend in December 2025, indicating a broader economic slowdown.
Why did the price of Pea Protein Isolate change in December 2025 in Europe?
- Dry pea import prices strengthened, and EU pulse production contracted in 2025, raising feedstock costs.
- German import volumes of fresh shelled peas contracted sharply in October 2025, tightening supply.
- Demand for plant-based proteins surged in October 2025, while meat consumption declined.
For the Quarter Ending September 2025
North America
- In United States, the Pea Protein Isolate Price Index rose quarter-over-quarter in Q3 2025, driven by rising production costs and general inflation.
- Pea Protein Isolate production costs increased due to a 2.6% year-over-year rise in the Producer Price Index in August 2025.
- Industrial electricity costs increased in August 2025, alongside an overall year-over-year uptick in natural gas prices.
- Robust retail sales, up 5.42% year-over-year in September 2025, supported consumer-facing applications for Pea Protein Isolate.
- However, declining consumer confidence to 94.2 in September 2025 may temper demand for premium Pea Protein Isolate products.
- Supply of Pea Protein Isolate feedstock was robust, with US dry edible pea production forecast to surge in 2025.
- US imports of dried and shelled peas increased year-on-year in July 2025, influencing domestic supply.
- General inflation, with CPI up 3.0% year-over-year in September 2025, impacted operational costs and consumer purchasing power.
Why did the price of Pea Protein Isolate change in September 2025 in North America?
- Rising Producer Price Index (PPI) by 2.6% year-over-year in August 2025 increased input costs.
- Industrial electricity costs increased in August 2025, alongside an overall year-over-year uptick in natural gas.
- General inflation, with CPI up 3.0% year-over-year in September 2025, raised operational expenses.
APAC
- In China, the Pea Protein Isolate Price Index fell quarter-over-quarter in Q3 2025, influenced by deflationary pressures.
- Pea Protein Isolate production costs trended lower, as the Producer Price Index decreased by 2.3% in September 2025.
- Demand outlook faced headwinds from a 0.3% CPI decrease in September 2025, indicating weak consumer demand.
- Consumer confidence remained low at 89.6 in September 2025, suggesting reduced discretionary spending.
- Despite a contracting Manufacturing Index in September 2025, industrial production increased by 6.5%, supporting demand.
- Retail sales grew by 3.0% in September 2025, indicating stronger consumer purchasing of finished goods.
- The unemployment rate of 5.2% in September 2025 contributed to cautious consumer spending.
- The Pea Protein Isolate Price Index is forecast to remain under downward pressure due to persistent deflation.
Why did the price of Pea Protein Isolate change in September 2025 in APAC?
- Deflationary pressures from a 0.3% CPI decrease in September 2025 dampened consumer spending.
- Producer prices fell 2.3% in September 2025, reducing manufacturing input costs and pricing power.
- Contracting manufacturing activity in September 2025, despite industrial production growth, limited ingredient demand.
Europe
- In Germany, Pea Protein Isolate prices rose in Q3 2025, driven by strengthening plant-based demand and feedstock scarcity.
- Pea Protein Isolate production costs were influenced by moderated European natural gas prices, though German electricity remained elevated in Q3 2025.
- Demand outlook is supported by strengthening plant-based protein demand and consumer sustainability awareness in Q3 2025.
- Price forecast indicates upward pressure due to projected declines in EU field pea production for 2025/26.
- The Manufacturing Index contracted in Q3 2025, indicating a slowdown in industrial activity and dampening demand.
- Industrial production in Germany decreased by 1.0% in September 2025, reflecting reduced output from manufacturing.
- Consumer Price Index increased by 2.4% year-over-year in September 2025, impacting discretionary spending on premium foods.
- Producer prices decreased by 1.7% year-over-year in September 2025, mainly due to lower energy costs.
Why did the price of Pea Protein Isolate change in September 2025 in Europe?
- Strengthening plant-based protein demand in Q3 2025 supported prices despite broader industrial slowdown.
- Projected decline in EU field pea production for 2025/26 created upward pressure on feedstock costs.
- Moderated natural gas prices offered some cost relief, but German electricity prices remained elevated.
