For the Quarter Ending September 2025
North America
• In the United States, Trifluoroacetic Acid Price Index fell in Q3 2025 due to market oversupply.
• Trifluoroacetic Acid production costs rose in Q3 2025, influenced by 2.6% PPI and 3.0% CPI increases.
• Demand for Trifluoroacetic Acid weakened significantly in Q3 2025, marking a fifth consecutive quarter.
• Trifluoroacetic Acid Price Forecast suggests continued pressure from global oversupply, especially China.
• Industrial electricity prices strengthened in August 2025, increasing Trifluoroacetic Acid production expenses.
• Chemical industry inventories shrank in Q3 2025 as companies accelerated destocking efforts.
• US chemical exports decreased in July 2025, contributing to a negative trade balance.
• Consumer confidence declined to 94.2 in September 2025, indirectly dampening Trifluoroacetic Acid demand.
• Despite a 5.42% retail sales increase in September 2025, new chemical orders declined in Q3 2025.
• Industrial production was 0.1% above its year-earlier level in September 2025.
Why did the price of Trifluoroacetic Acid change in September 2025 in North America?
• Global oversupply from China squeezed Trifluoroacetic Acid prices and margins in Q3 2025.
• Rising input costs, with a 2.6% PPI increase in August 2025, pushed production expenses.
• Weakened customer market demand and declining new orders in Q3 2025 impacted Trifluoroacetic Acid prices.
APAC
• In China, the Trifluoroacetic Acid Price Index fell quarter-over-quarter in Q3 2025, influenced by declining PPI and contracting manufacturing.
• Trifluoroacetic Acid production costs remained stable in Q3 2025, supported by steady industrial electricity prices in China.
• The Trifluoroacetic Acid demand outlook was mixed, with industrial production growing 6.5% in September 2025.
• A contracting Manufacturing Index in September 2025 indicated reduced new orders, dampening Trifluoroacetic Acid demand.
• Demand for Trifluoroacetic Acid in electronics and EV batteries accelerated in Q3 2025, driven by electric mobility expansion.
• The pharmaceutical sector's innovative drug demand strengthened in Q3 2025, supporting Trifluoroacetic Acid consumption.
• Weak consumer demand, evidenced by -0.3% CPI and 5.2% unemployment in September 2025, impacted Trifluoroacetic Acid demand.
• China's fluorochemical production capacity expanded in Q3 2025, contributing to global overcapacity and market pressure.
Why did the price of Trifluoroacetic Acid change in September 2025 in APAC?
• Declining PPI of -2.3% in September 2025 signaled weak industrial demand, pressuring Trifluoroacetic Acid prices downward.
• A contracting Manufacturing Index in September 2025 reduced new orders, contributing to lower Trifluoroacetic Acid demand.
• Global overcapacity in fluorochemicals, alongside expanding Chinese production, exerted downward pressure on Trifluoroacetic Acid.
Europe
• In Germany, Trifluoroacetic Acid Price Index fell quarter-over-quarter in Q3 2025, driven by contracting industrial demand.
• Trifluoroacetic Acid production costs were influenced by a 2.4% CPI increase and a 1.7% PPI decline in September.
• The Manufacturing Index showed a contracting trend in Q3 2025, signaling reduced overall industrial activity.
• Trifluoroacetic Acid demand outlook weakened due to a 1.0% decline in industrial production in September 2025.
• Elevated natural gas and rising electricity prices in 2025 continued to pressure Trifluoroacetic Acid production.
• German chemical industry experienced significant deterioration in Q3 2025, with declining production and sales.
• Low capacity utilization and historically low order backlogs in July 2025 suggested ample Trifluoroacetic Acid supply.
• Trifluoroacetic Acid trade flows were negatively impacted by shrinking German exports and US trade disputes in Q3.
• A stable 6.3% unemployment rate and modest 0.2% retail sales increase in September 2025 indicated cautious consumer spending.
Why did the price of Trifluoroacetic Acid change in September 2025 in Europe?
• Industrial production declined 1.0% in September 2025, reducing Trifluoroacetic Acid demand.
• Manufacturing Index contracted in Q3 2025, signaling broad slowdown in chemical-consuming sectors.
• Producer Price Index decreased 1.7% in September 2025, indicating lower input costs for Trifluoroacetic Acid.