For the Quarter Ending September 2025
North America
• In the United States, the Silicone Defoamers Price Index fell quarter-over-quarter in Q3 2025, driven by reduced energy feedstock costs.
• Silicone Defoamers production costs decreased in Q3 2025, influenced by a 64-cent reduction in Henry Hub natural gas spot prices.
• Demand for Silicone Defoamers was supported by a 4.2% year-over-year gain in US manufacturing output in September 2025.
• The Silicone Defoamers demand outlook remained stable, despite a 3.1% decline in containerboard production during Q3 2025.
• US natural gas production increased by 3.7% year-over-year in Q3 2025, contributing to ample supply and lower energy prices.
• The Consumer Price Index rose 3.0% year-over-year in September 2025, indicating persistent inflationary pressures.
• The Producer Price Index advanced 2.6% year-over-year in August 2025, reflecting rising input costs.
• Industrial Production increased 0.90% in August 2025, signaling continued expansion in US industrial activity.
Why did the price of Silicone Defoamers change in September 2025 in North America?
• Reduced Henry Hub natural gas spot prices lowered production costs for Silicone Defoamers in Q3 2025.
• Increased US natural gas production by 3.7% year-over-year in Q3 2025 contributed to lower feedstock expenses.
• Strong US manufacturing output, up 4.2% year-over-year in September 2025, provided demand support.
APAC
• In China, the Silicone Defoamers Price Index rose quarter-over-quarter in Q3 2025, influenced by increased silicon metal costs.
• The Silicone Defoamers Price Forecast suggests continued upward pressure due to sustained demand and rising input costs.
• Production costs for Silicone Defoamers increased, driven by a 2.57% rise in silicon metal prices in Q3 2025.
• Methanol prices, a key feedstock, declined 2.73% in Q3 2025, partially mitigating overall production cost increases.
• Silicone Defoamers demand outlook was supported by a 6.5% year-on-year increase in industrial production in September 2025.
• Retail sales expanded 3.0% year-on-year in September 2025, indicating consumer activity impacting end-use markets.
• China's general Manufacturing Index was contracting in September 2025, while high-tech manufacturing activity expanded.
• New environmental policies, including the Ecological and Environmental Code, may influence future Silicone Defoamers production costs.
Why did the price of Silicone Defoamers change in September 2025 in APAC?
• Silicon metal feedstock prices rose 2.57% quarter-over-quarter in Q3 2025, directly increasing production expenses.
• Industrial production increased 6.5% year-on-year in September 2025, bolstering demand for Silicone Defoamers.
• The Producer Price Index decreased by 2.3% year-on-year in September 2025, reflecting broader market price adjustments.
Europe
• In Germany, Silicone Defoamers Price Index fell in Q3 2025, influenced by declining feedstock costs and subdued industrial activity.
• Production costs for Silicone Defoamers decreased in Q3 2025, driven by a sharp fall in silicon metal prices.
• Ample availability and weaker consumption led to a decline in European methanol prices during Q3 2025.
• Germany's industrial production fell 0.8% in Q3 2025, dampening demand for chemical inputs.
• Cheaper silicon metal imports from Asia intensified competition in Europe throughout Q3 2025.
• Elevated silicon metal and methanol inventories contributed to downward price pressure by Q3 2025.
• Germany's producer prices for industrial products decreased 1.7% year-on-year in September 2025.
• EU chemical sector exports increased 24.4% in Q3 2025, indicating some regional strength.
• European road freight rates increased quarter-on-quarter in Q3 2025, adding to distribution expenses.
Why did the price of Silicone Defoamers change in September 2025 in Europe?
• Silicon metal and methanol feedstock prices declined significantly due to oversupply and weak demand.
• Germany's industrial production decreased 0.8% in Q3 2025, reducing overall demand for chemical products.
• Cheaper silicon metal imports from Asia intensified competition, pressuring European market prices.
