For the Quarter Ending December 2025
Sodium Iodide Prices in North America
- In United States, the Sodium Iodide Price Index rose in Q4 2025, driven by inflationary pressures and strengthening industrial demand.
- Sodium Iodide production costs increased in Q4 2025, influenced by a 2.7% year-over-year CPI rise in December 2025.
- Demand for Sodium Iodide strengthened in Q4 2025, supported by a 2.0% year-over-year industrial production increase in December 2025.
- Sodium Iodide demand outlook remained positive in Q4 2025, bolstered by a 3.3% year-over-year retail sales rise in November 2025.
- Iodine feedstock production costs for Sodium Iodide remained stable in Q4 2025, with minimal energy input variation.
- Regional iodine inventories tightened in Q4 2025, while producers maintained controlled output, impacting supply.
- U.S. chemical exports eased in 2025, as global trade growth decelerated in Q4 2025 due to tariffs.
- A 3.0% year-over-year PPI increase in November 2025 indicated rising input costs for downstream industries.
Why did the price of Sodium Iodide change in December 2025 in North America?
- Rising input costs, indicated by a 2.7% CPI increase in December 2025, pressured Sodium Iodide prices.
- Strengthening industrial consumption of iodine in Q4 2025, alongside tightening regional inventories, supported prices.
- A 3.0% PPI increase in November 2025 suggested higher costs for Sodium Iodide producers, impacting market pricing.
Sodium Iodide Prices in APAC
- In China, Sodium Iodide prices declined in Q4 2025, influenced by weak producer prices and subdued consumer spending.
- Production costs for Sodium Iodide declined in Q4 2025, with producer prices for industrial products falling 1.9% year-over-year in December.
- Sodium Iodide demand faced headwinds in Q4 2025 due to sluggish consumer spending and eased GDP growth.
- The Manufacturing Index expanded in December 2025, indicating industrial activity growth, supporting some Sodium Iodide demand.
- China's industrial production advanced 5.2% year-over-year in December 2025, boosting Sodium Iodide demand.
- China's Iodine imports increased between October and November 2025, while exports decreased, affecting supply.
- Weak inflationary pressure, with CPI at 0.8% year-over-year in December 2025, subdued consumer demand.
- The 5.1% unemployment rate in December 2025, with cooled consumer sentiment, impacted Sodium Iodide demand.
- The price of Sodium Iodide in Q4 2025 settled at USD 64 870/ tonnes in Asia.
Why did the price of Sodium Iodide change in December 2025 in APAC?
- Producer prices for industrial products declined 1.9% year-over-year in December 2025, reducing Sodium Iodide costs.
- Sluggish consumer spending in Q4 2025, with retail sales growing 0.9% in December, dampened demand.
- Industrial production advanced 5.2% year-over-year in December 2025, yet weak consumer confidence impacted demand.
Sodium Iodide Prices in Europe
- In Germany, the Sodium Iodide Price Index fell quarter-over-quarter in Q4 2025, influenced by contracting industrial activity.
- Sodium Iodide production costs remained elevated in 2025 due to persistently high natural gas and electricity prices.
- Demand for Sodium Iodide weakened in Q4 2025, as the Manufacturing Index contracted in December 2025.
- The Sodium Iodide Price Index is forecast to remain stable to declining, reflecting subdued industrial activity.
- German Chemical Industry output weakened in 2025, impacting overall demand for Sodium Iodide.
- Consumer confidence index at -17.5 in December 2025 and a 6.2% unemployment rate dampened consumer spending.
- Industrial production inched up by 0.8% in October 2025, while PPI declined by 2.5% in December 2025.
- Retail sales rose by 1.1% in November 2025, and CPI was 1.8% in December 2025, supporting some end-uses.
Why did the price of Sodium Iodide change in December 2025 in Europe?
- Contracting Manufacturing Index in December 2025 indicated reduced industrial activity, lowering demand.
- Elevated natural gas and electricity costs throughout 2025 pressured production expenses for Sodium Iodide.
- Consumer confidence index at -17.5 in December 2025 dampened consumer-driven end-use demand.
For the Quarter Ending September 2025
North America
- In the United States, the Sodium Iodide Price Index rose quarter-over-quarter in Q3 2025, driven by increased production costs.
- Sodium Iodide production costs increased in Q3 2025, influenced by a 2.6% PPI rise in August 2025.
- Overall new orders for chemicals, including Sodium Iodide, fell in Q3 2025 across domestic and foreign markets.
- Chemical inventories, including Sodium Iodide, shrank in Q3 2025 as destocking accelerated.
- Industrial production in the United States saw a marginal 0.1% increase in September 2025, indicating slow demand.
- Consumer confidence declined in September 2025, potentially dampening future demand.
- Natural gas prices rallied in August 2025 and rose throughout Q3 2025, impacting energy costs.
- The 3.0% CPI increase in September 2025 indicated general inflation, raising operational costs.
- The Sodium Iodide Price Index is forecast to remain under upward pressure from persistent cost inflation.
- US chemical manufacturing activity contracted in Q3 2025, leading to negative production levels.
Why did the price of Sodium Iodide change in September 2025 in North America?
- Input and raw material costs for chemical manufacturers increased.
- Energy, transportation, and labor costs for chemical production rose.
- Weakened customer market demand and falling new orders.
APAC
- In China, the Sodium Iodide Price Index rose quarter-over-quarter in Q3 2025, driven by surging iodine feedstock costs.
- Demand for Sodium Iodide remained robust in Q3 2025, particularly from pharmaceutical and healthcare sectors.
- China's industrial production expanded 6.5% year-on-year in September 2025, supporting overall Sodium Iodide demand.
- The Manufacturing Index contracted in Q3 2025, indicating reduced industrial activity.
- Retail sales grew 3.0% year-on-year in September 2025, boosting Sodium Iodide demand in consumer applications.
- Producer prices fell 2.3% year-on-year in September 2025, suggesting weak downstream demand and input cost pressure.
- Consumer prices fell 0.3% year-on-year in September 2025, reflecting deflationary pressure on end-product demand.
- Raw material inventory declined in July, narrowing in September 2025, tightening supply for iodide products.
- Export demand for iodide products grew in July-August 2025 due to favorable trade conditions.
Why did the price of Sodium Iodide change in September 2025 in APAC?
- Iodine feedstock prices surged in July-August 2025, significantly increasing Sodium Iodide production costs.
- Robust demand from pharmaceutical and healthcare sectors sustained Sodium Iodide prices in Q3 2025.
- Tightening raw material inventories in July 2025 supported Sodium Iodide price increases.
Europe
- In Germany, the Sodium Iodide Price Index fell quarter-over-quarter in Q3 2025, due to weak industrial demand.
- Sodium Iodide production costs faced upward pressure from a 2.4% CPI increase in September 2025.
- A 1.7% decline in PPI in September 2025 offered some relief on Sodium Iodide input costs.
- Sodium Iodide demand outlook weakened as German industrial production declined by 1.0% in September 2025.
- The Manufacturing Index showed a "Contracting" trend in Q3 2025, impacting Sodium Iodide industrial applications.
- High operating costs and elevated natural gas prices challenged Sodium Iodide producers in Q3 2025.
- Overcapacity in the German chemical industry during Q3 2025 contributed to downward Sodium Iodide price pressure.
- The unemployment rate remained stable at 6.3% in September 2025, reflecting a steady labor market.
- Germany's chemical exports to the US were decreasing in Q3 2025, affecting Sodium Iodide trade flows.
Why did the price of Sodium Iodide change in September 2025 in Europe?
- Weakened industrial demand, with German industrial production declining by 1.0% in September 2025.
- Overcapacity in the German chemical industry during Q3 2025, creating downward pressure.
- Elevated natural gas prices in Q3 2025 increased operational costs, partially offset by falling PPI.
