For the Quarter Ending September 2025
North America
• In the United States, the Sodium Silicate Price Index rose 7.8% QoQ in Q3 2025, aided by imports and restocking.
• The average Sodium Silicate price for the quarter was approximately USD 427.67/MT.
• Sodium Silicate Spot Price remained soft amid weak downstream demand and modest restocking by distributors.
• Sodium Silicate Price Forecast signals cautious restocking ahead of year-end as distributors rebuild inventories.
• Sodium Silicate Production Cost Trend remains pressured by feedstock and logistics factors.
• Sodium Silicate Demand Outlook is soft in construction and packaging sectors, delaying restocking.
• Sodium Silicate Price Index turned firmer on restocking activities and tariff watch concerns.
• Market participants monitor port delays and supplier diversification to manage supply risk.
• Sodium Silicate Spot Price volatility remains modest, yet freight costs influence near-term moves.
Why did the price of Sodium Silicate change in September 2025 in North America?
• Sustained import activity and stable inventories supported price resilience amid modest demand expectations this quarter.
• Tariff uncertainties and regulatory shifts constrained buying and added cost pressures across the import channel in Q3.
• Logistics improvements and restocking ahead of Q4 cushioned pricing volatility, but sagging downstream demand limited upside.
APAC
• In Japan, the Sodium Silicate Price Index fell by 0.39% quarter-over-quarter, in Q3 2025, due to subdued domestic demand and inventories.
• The average Sodium Silicate price for the quarter in Japan was approximately USD 343/MT, amid stable demand throughout Q3.
• Sodium Silicate Spot Price remained soft amid weak downstream demand and inventories across sectors and domestic inventory build.
• Sodium Silicate Price Forecast remains muted amid a cautious Demand Outlook for 2025-26 in the APAC region, with tempered expectations.
• Production Cost Trend indicates stability in input costs, dampening margin volatility and supplier pressure across manufacturers.
• Demand Outlook for construction remains soft, pressing procurement across building projects and indirectly impacting related chemical inputs.
• Price Index trends show cautious pricing amid ample inventories and slow turnover, keeping buying activity subdued.
• Imports remained steady, supporting a balanced market with limited volatility and timely restocking despite regional macro headwinds.
Why did the price of Sodium Silicate change in September 2025 in APAC?
• Weak downstream demand from construction and cement constrained consumption in September 2025.
• Stable import flows and ample stock limited price volatility in APAC.
• Ongoing labor constraints and costs moderated restocking, constraining gains.
Europe
• In France, the Sodium Silicate Price Index rose 0.45% quarter-over-quarter in Q3 2025, supported by supply constraints amid modest demand.
• The average Sodium Silicate price for the quarter was approximately USD 295.33/MT, reflecting mixed regional supply dynamics.
• Sodium Silicate Spot Price remained firm due to persistent logistics bottlenecks and port delays across major hubs.
• Sodium Silicate Price Forecast shows limited upside given ongoing port congestion, high energy costs, and seasonal demand fluctuations.
• Sodium Silicate Production Cost Trend edged higher, pressured by freight, energy costs, and maintenance downtime.
• Sodium Silicate Demand Outlook remains weak in construction, though restocking and consumer-related uses offer some resilience and alternatives.
• Sodium Silicate Price Index signals mixed dynamics, with supply constraints offsetting softer end-market demand recently.
• Sodium Silicate Price Index volatility remains sensitive to European port efficiency and regional inventory strategies.
Why did the price of Sodium Silicate change in September 2025 in Europe?
• Supply constraints from port congestion and Rhine bottlenecks limited deliveries despite historically weak domestic demand.
• Rising freight rates and higher energy costs amplified production expenses, pressuring margins across European producers.
• Seasonal summer lull in construction kept restocking modest, while inventories remained elevated into early autumn.
For the Quarter Ending June 2025
North America
• April 2025: Imported Sodium Silicate Price Index rose slightly, reflecting moderate demand growth amid economic headwinds.
• May 2025: Price Index declined due to oversupply from exporters like China and tariff-related uncertainties.
• June 2025: Price Index stabilized, supported by steady inventories and a pause in new tariffs.
Why did the prices of Sodium Silicate change in July 2025 in USA?
• The Price Index for Sodium Silicate decreased in July 2025, driven primarily by continuing trade uncertainties, weakening downstream demand, and persistent labor shortages limiting construction activity.
• The outlook remains cautious; construction and manufacturing sectors exhibit hesitancy to increase material consumption amid tariff uncertainties and economic slowdowns.
Asia
• April 2025: Price Index increased by 1.4%, driven by robust infrastructure activity, government-backed residential housing, and logistical constraints from China including rising freight charges and port congestion.
• May 2025: Price Index declined amid weakening demand caused by slowed infrastructure investment, reduced cement production capacity (57%), and broader economic uncertainty.
• June 2025: Price Index remained stable with no significant change, reflecting subdued demand and balanced supply conditions.
Why did the prices of Sodium Silicate change in July 2025 in Asia?
• The Sodium Silicate Price Index decreased in July 2025 due to persistent market weakness in construction and cement sectors, combined with cautious buyer sentiment amid ongoing economic challenges.
• The outlook remains cautious, with demand expected to stay low until infrastructure funding and construction activity recover.
• Potential improvements hinge on a rebound in infrastructure spending and cement sector recovery, which are critical for strengthening demand and stabilizing prices.
Europe
• April 2025: Price Index showed slight improvement, supported by rising construction confidence in the Netherlands (construction sentiment rose from 15.20% to 19.30%), leading to stable demand.
• May 2025: Price Index increased modestly by 0.8% to around USD 239/MT, driven by supply disruptions including port congestion at Rotterdam, Antwerp, and Hamburg, causing logistical challenges and delays.
• June 2025: Price Index edged upward further due to persistent supply-side constraints, rising labor-related costs, and transportation bottlenecks affecting distribution reliability.
Why did the prices of Sodium Silicate change in July 2025 in Europe?
• The Sodium Silicate Price Index increased in July 2025, primarily due to ongoing supply chain disruptions at key European ports, increased freight costs, and labor-related cost pressures that suppliers passed on to buyers amid sustained demand from construction and industrial sectors.
• The Price Forecast indicates a continuation of moderate price increases in the near term due to ongoing supply-side constraints and rising production costs.
For the Quarter Ending March 2025
North America
The North American Sodium Silicate market in Q1 2025 saw a price decline of 2.7%, reflecting weaker demand amidst stagnant downstream construction activity. Key indicators such as cement shipments fell by 6% year-on-year in 2024, with domestic shipments of Portland and blended cement decreasing to 82.9 Mt, and clinker production dropping by 7%. The northeast and Texas experienced significant regional declines, highlighting sluggish market conditions. Imports, however, remained stable at 19.8 Mt, with Türkiye, Canada, and Vietnam being primary contributors. The decline in global freight rates in February 2025 provided some relief to transportation costs, further stabilizing the supply chain.
Despite reduced demand, sodium silicate supply in the U.S. remained sufficient. Stable import volumes supported market availability, while producers carefully managed inventories to prevent oversupply. These measures maintained operational balance, even in a tepid market environment.
Demand dynamics mirrored the construction sector's stagnation. Residential and commercial projects saw limited growth, while infrastructure demand failed to offset the slowdown. Tight monetary policies and cautious market sentiment further suppressed sodium silicate consumption. This confluence of factors underscores the challenges faced by the sodium silicate market in Q1 2025, with minimal short-term recovery prospects.
APAC
The APAC Sodium Silicate market witnessed a price increase of 2% in Q1 2025 compared to the previous quarter, driven by varying dynamics across key markets like China and Indonesia. In China, prices remained stable in January, supported by steady construction activity. However, demand was moderate, as trading volumes declined during the Lunar New Year holidays. Supply levels remained adequate, balancing the weak consumption in construction and cement sectors, where production had dropped significantly in 2024. By February, construction activity rebounded post-holidays, pushing Sodium Silicate prices up by 1.6%. The Construction PMI rose to 52.70, signaling growth. This recovery also spurred gradual demand improvement in downstream cement production, despite minor price fluctuations.
Conversely, Indonesia's Sodium Silicate market faced subdued demand in January, reflecting weak activity in the construction and property sectors. Limited new project orders and cautious procurement by end-users contributed to a stagnant market. By February, import prices surged due to higher overseas costs, despite persistently weak domestic construction performance. Importers engaged in strategic restocking to address future supply uncertainties, though budget constraints in state-owned construction firms hindered demand recovery. Overall, Q1 2025 in APAC reflected a mixed market environment, with growth in China contrasting with challenges in Indonesia.
Europe
In Q1 2025, European Sodium Silicate prices declined by 2% compared to the previous quarter, primarily due to weak demand from the construction and cement sectors. January saw downward pricing pressure as reduced infrastructure investments and seasonal factors led to subdued activity across the region. Key downstream players scaled back procurement due to adequate inventories, while macroeconomic uncertainties and high production costs deterred new contracts. Residential construction faced the most challenges, followed by commercial and civil engineering sectors, reflecting a broad slowdown in new orders and cautious market behavior.
In February, however, Sodium Silicate prices in Germany rose by 2.3% due to supply shortages despite weak demand. European manufacturers operated at reduced capacity, creating tight supply conditions. The depreciation of the euro further increased import costs, contributing to price hikes. Inflationary pressures persisted, with industrial producer prices rising across the euro area, straining production costs and limiting market recovery. Subdued demand from ceramics, refractory, and glass industries added to market challenges, exacerbated by economic uncertainty from German elections and U.S. trade policies.
March remained stable but weak, with the construction sector showing no significant improvement. A government-led infrastructure program could provide much-needed support, but supply-demand imbalances and economic headwinds remain key concerns for Q1 2025.
For the Quarter Ending December 2024
North America
In Q4 2024, the U.S. Sodium Silicate market experienced continued price declines, driven by weak demand from the downstream construction and cement sectors. October saw a 2.8% price drop, as the U.S. cement sector faced slow sales due to adverse weather conditions and reduced demand. Cement manufacturers, such as Cemex, reported a decline in earnings, reflecting subdued market conditions. The ongoing slowdown in the manufacturing sector further dampened the demand for Sodium Silicate, with several consecutive months of weak orders impacting overall market activity.
In November, prices dropped by another 2.9%, mainly due to an influx of cheaper imports from China, compounded by declining global freight rates. The U.S. cement sector significantly reduced procurement activity, anticipating lower production levels. The price of Sodium Silicate was further pressured by reduced domestic consumption in China, which lowered global quotation values.
December marked an uptick in Sodium Silicate prices, fueled by higher import costs driven by significantly increased ocean freight rates. Despite this, demand from downstream sectors, including construction and ceramics, remained moderate. The construction sector showed steady activity but without significant growth, leading to minimal changes in Sodium Silicate consumption.
APAC
In Q4 2024, Sodium Silicate prices in China remained relatively stable, despite varying demand dynamics across different sectors. The construction sector continued to face challenges, with reduced investment and slower growth affecting consumption of Sodium Silicate, primarily used in cement and construction materials. As infrastructure projects and property sales lagged, domestic demand weakened, and exports saw limited recovery due to sluggish demand from other Asian markets.
In October, supply remained sufficient, but with subdued domestic demand, traders lowered prices to stimulate local sales. The supply-demand imbalance continued into November, with the construction sector’s weak performance and slower infrastructure investment. Manufacturing activity showed modest improvement, but export orders continued to contract. The drop in container freight rates further impacted international demand.
By December, while domestic demand showed signs of stabilization due to supportive policies, external demand remained weak, limiting export growth. China’s manufacturing sector also began to recover, driven by year-end consumer demand, providing some positive momentum to the economy. The construction sector saw a slight recovery, as reflected in the rise of the non-manufacturing PMI, indicating a potential for gradual recovery in early 2025.
Europe
In Q4 2024, the Sodium Silicate market in Europe continued to face challenges, with prices declining due to weak demand, particularly in the construction and cement sectors. The European market saw a 1.8% price drop in October, driven by ongoing economic and political uncertainties, which suppressed demand. The Eurozone construction sector remained under pressure, with reduced activity in commercial, civil engineering, and residential projects, particularly in major economies like Germany and France. This decline in construction activity contributed to a contraction in new orders and overall investment sentiment. Throughout November, Sodium Silicate prices fell by another 0.8%, reflecting a continued drop in construction activity and reduced cement sector consumption. Manufacturers reduced operating rates as inventory levels remained steady, but demand remained weak due to political and economic instability. In December, the market saw a significant downturn, as Germany’s construction sector entered a deeper recession, marking the largest decline in eight months. The overall demand for Sodium Silicate remained low, exacerbated by seasonal slowdowns and ongoing geopolitical uncertainty. Despite these challenges, supply remained stable, with manufacturers maintaining steady production rates. However, growing inventories without a proportional rise in demand led to an oversupply, further putting downward pressure on prices. The market outlook for early 2025 remains cautious, with ongoing uncertainty affecting demand across key sectors.
