For the Quarter Ending September 2025
North America
• In United States, the Sesame Oil Price Index rose quarter-over-quarter, driven by rising producer input costs in August 2025.
• Sesame Oil production costs increased, influenced by a 2.6% rise in Producer Price Index in August 2025.
• Consumer purchasing power for Sesame Oil eroded due to a 3.0% Consumer Price Index increase in September 2025.
• Industrial demand for Sesame Oil remained subdued, with industrial production up only 0.1% year-over-year in September 2025.
• Retail sales, up 5.42% year-over-year in September 2025, strongly supported consumer demand for Sesame Oil.
• A 4.3% unemployment rate in September 2025 sustained consumer income, supporting overall Sesame Oil demand.
• Energy costs for Sesame Oil processing were influenced by stabilizing natural gas and softening oil prices in Q3 2025.
• Consumer confidence declined to 94.2 in September 2025, indicating caution for discretionary spending on specialty oils.
Why did the price of Sesame Oil change in September 2025 in North America?
• Rising input costs, indicated by a 2.6% Producer Price Index increase in August 2025, pressured Sesame Oil prices.
• Robust consumer spending, evidenced by a 5.42% retail sales rise in September 2025, supported Sesame Oil demand.
• Weak industrial production (0.1% increase in September 2025) tempered Sesame Oil demand.
APAC
• In China, the Sesame Oil Price Index fell quarter-over-quarter in Q3 2025, driven by deflationary pressures.
• Consumer Price Index decreased by 0.3% and Producer Price index by 2.3% in September 2025, indicating weak demand and lower costs.
• China's Manufacturing Index contracted in September 2025, despite industrial production increasing by 6.5%.
• Sesame Oil demand outlook faces headwinds from projected declines in overall vegetable oil demand for food.
• Production costs for Sesame Oil faced upward pressure from diminished domestic sesame seed output in 2025.
• Global sesame seed prices softened in Q3 2025 due to increased production from Brazil, Pakistan, and Tanzania.
• Sesame seed stock levels in China built up in July 2025, contributing to softer Indian export prices.
• Retail sales grew by 3.0% year-on-year in September 2025, suggesting robust consumer spending on food products.
• China's sesame seed imports surged in Q3 2025, with a significant year-on-year increase in September 2025.
Why did the price of Sesame Oil change in September 2025 in APAC?
• Deflationary pressures, with Consumer Price Index decreasing by 0.3% year-on-year in September 2025, reduced consumer spending.
• Contracting Manufacturing Index in September 2025 signaled weaker industrial demand for Sesame Oil.
• Building sesame seed stock levels in China during July 2025 contributed to softer export prices.
Europe
• In Germany, the Sesame Oil Price Index fell quarter-over-quarter in Q3 2025, influenced by ample global supply.
• Sesame Oil production costs trended downward in Q3 2025, supported by a -1.7% Producer Price Index YoY in September.
• Demand for Sesame Oil showed an upward trend in Q3 2025, driven by strengthening consumer demand for healthy ingredients.
• The Sesame Oil Price Forecast suggests continued pressure from persistent global oversupply of sesame seeds.
• Germany's Manufacturing Index contracted in Q3 2025, indicating weaker industrial demand for sesame oil.
• Industrial Production declined -1.0% YoY in September 2025, impacting demand from key industrial consumers.
• Retail sales increased 0.2% YoY in September 2025, supporting direct consumer demand modestly.
• Ample global sesame seed inventories in Q3 2025 contributed to downward price pressure.
• Overall inflation, with Consumer Price Index at 2.4% YoY in September 2025, impacted on general operational costs.
Why did the price of Sesame Oil change in September 2025 in Europe?
• Global sesame seed oversupply exerted downward pressure on prices in Q3 2025.
• A -1.7% Prodcuer Price Index YoY in September 2025 reduced production costs for sesame oil.
• Contracting Manufacturing Index in Q3 2025 signaled weaker industrial demand.
