For the Quarter Ending December 2025
Sesame Oil Prices in North America
- In United States, the Sesame Oil Price Index rose quarter-over-quarter in Q4 2025, driven by rising costs and demand.
- Production costs increased, influenced by a 3.0% year-over-year PPI rise in November 2025 and higher oilseed feedstock costs.
- Demand strengthened, supported by a 2.0% year-over-year industrial production increase in December 2025.
- Retail sales increased 3.3% year-over-year in November 2025, boosting consumer demand for Sesame Oil products.
- The Sesame Oil Price Index faced upward pressure due to tight global origin supplies and logistical snags in late 2025.
- Consumer confidence at 89.1 in December 2025, with a 4.4% unemployment rate, supported overall consumer spending.
- Overall food price inflation moderately increased in November-December 2025, impacting downstream food sector demand.
- Diesel prices strengthened in November 2025, contributing to higher transportation costs for Sesame Oil distribution.
Why did the price of Sesame Oil change in December 2025 in North America?
- Rising operational costs, with CPI up 2.7% year-over-year in December 2025, pressured Sesame Oil prices.
- Industrial production increased 2.0% year-over-year in December 2025, boosting Sesame Oil demand.
- Tight global supplies and logistical challenges contributed to higher Sesame Oil prices in late 2025.
Sesame Oil Prices in APAC
- In China, the Sesame Oil Price Index rose quarter-over-quarter in Q4 2025, influenced by rising oilseed prices in November 2025.
- Demand for Sesame Oil was supported by robust import appetite for sesame seeds into late 2025, despite weak retail sales.
- The Manufacturing Index expanded in December 2025, indicating growth in industrial food processing demand for Sesame Oil.
- Industrial production increased by 5.2% year-over-year in December 2025, bolstering demand for industrial food applications.
- Weak consumer spending, with retail sales growing only 0.9% year-over-year in December 2025, constrained direct household consumption.
- Domestic sesame production was substantially curtailed in 2025, contributing to tighter raw material supply leading into Q4 2025.
- As of Q4 2025 the price of the Sesame Oil in the Asian market halted at 1375 USD/MT.
- Producer prices declined by 1.9% year-over-year in December 2025, signaling a challenging pricing environment and weak demand.
Why did the price of Sesame Oil change in December 2025 in APAC?
- Oilseed prices experienced an upward trend in November 2025, directly increasing Sesame Oil production costs.
- Adverse weather in 2025 severely impacted China's domestic sesame production, tightening raw material supply.
- Robust import appetite for sesame seeds and strengthening edible oil demand supported prices.
Sesame Oil Prices in Europe
- In Germany, the Sesame Oil Price Index rose in Q4 2025, driven by tighter global supplies and import demand.
- Wholesale electricity prices in Germany remained elevated into late 2025, impacting production costs.
- Demand for natural plant-based oils strengthened in 2025, supported by robust bakery and food-processing.
- The Producer Price Index declined 2.5% year-on-year in December 2025, reducing input costs for manufacturers.
- Consumer confidence declined to -17.5 in December 2025, affecting spending on premium sesame oil products.
- Retail sales grew by 1.1% year-on-year in November 2025, supporting consumer-facing products.
- Global sesame seed inventories drew down in 2025, with tight stocks in Brazil, constraining supply.
- Industrial production increased 0.8% in October 2025, yet the Manufacturing Index contracted in December 2025.
- Weather-related crop damage in Sudan and Pakistan tightened global sesame supplies in Q4 2025.
- CPI rose 1.8% year-on-year in December 2025; unemployment was 6.2%, impacting purchasing power.
Why did the price of Sesame Oil change in December 2025 in Europe?
- Tighter global sesame seed supplies in Q4 2025 resulted from crop damage in Sudan and Pakistan.
- China's import appetite for sesame seeds intensified into late 2025, driven by harvest shortfalls.
- Elevated wholesale electricity prices in Germany into late 2025 raised production costs.
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.
