For the Quarter Ending December 2025
Trimer Acid Prices in APAC
- Trimer Acid prices in Asia were recorded at 1512 USD/MT in December 2025.
- In China, the Trimer Acid Price Index declined in Q4 2025, driven by market oversupply and negative producer price inflation.
- Trimer Acid production costs faced upward pressure as industrial purchasing prices inched up in December 2025.
- Demand for Trimer Acid was supported by expanding manufacturing activity and 5.2% industrial production growth in December 2025.
- Weak consumer demand, with 0.8% CPI, 0.9% retail sales, and 5.1% unemployment in December 2025, dampened Trimer Acid demand.
- China's chemical market experienced oversupply in 2025, with the building surplus capacity, pressuring Trimer Acid prices downward.
- Raw materials inventory in manufacturing saw a narrowing decline in December 2025, yet remained below the threshold.
- New export orders for manufacturing contracted in December 2025, despite China's overall exports strengthening in 2025.
- Lower electricity prices in China in 2025 provided a cost advantage for Trimer Acid producers.
Why did the price of Trimer Acid change in December 2025 in APAC?
- Market oversupply in China's chemical sector in 2025 pressured Trimer Acid prices.
- Negative PPI of -1.9% in December 2025 indicated declining manufactured goods prices.
- Weak consumer demand, with 0.8% CPI and 5.1% unemployment in December 2025, reduced demand.
Trimer Acid Prices in North America
- In the United States, the Trimer Acid Price Index rose in Q4 2025, driven by rising production costs and strengthening demand.
- Production costs increased due to a 3.3% PPI rise in December 2025 and strengthened fatty acid feedstock costs in October 2025.
- Demand was supported by a 2.0% industrial production increase and 3.9% retail sales growth in December 2025.
- The Price Index was influenced by tightening supply dynamics, including asset shutdowns and poor utilization in Q4 2025.
- Consumer confidence, at 89.1 in December 2025, bolstered demand, despite a 2.7% CPI increase in December 2025.
- US spot natural gas prices strengthened in Q4 2025, particularly in December, increasing energy feedstock costs.
- A 4.4% unemployment rate in December 2025 indicated a strong labor market, supporting overall economic activity.
- Manufacturing output inched up in December 2025, with future general activity expectations strengthening in October 2025.
Why did the price of Trimer Acid change in December 2025 in North America?
- Production costs rose from a 3.3% PPI increase in December 2025 and strengthened fatty acid feedstock.
- Demand strengthened from a 2.0% industrial production rise and 3.9% retail sales growth in December 2025.
- Supply tightened in Q4 2025, marked by asset shutdowns and poor utilization in the chemical industry.
Trimer Acid Prices in Europe
- In Germany, the Trimer Acid Price Index declined quarter-over-quarter in Q4 2025, influenced by weak industrial demand and producer price deflation.
- Trimer Acid production costs rose in Q4 2025, driven by accelerated input cost inflation in December 2025 and elevated natural gas prices.
- Demand for Trimer Acid faced headwinds as German industrial production showed 0.0% year-on-year stagnation in October 2025.
- The Trimer Acid demand outlook remained subdued due to declining German chemical sales and manufacturing output throughout 2025.
- German manufacturers significantly reduced their stocks of inputs in December 2025, reflecting cautious production strategies.
- Trade flows for German exports declined in November 2025, impacted by increased Chinese competition and US tariffs in 2025.
- The Trimer Acid Price Index was pressured by a -2.5% year-on-year producer price deflation in December 2025.
- Despite a low 3.8% unemployment rate in December 2025, negative consumer confidence of -12.0 dampened end-product demand.
Why did the price of Trimer Acid change in December 2025 in Europe?
- Producer prices declined by 2.5% year-on-year in December 2025, reducing pricing power for Trimer Acid.
- Industrial production stagnated at 0.0% year-on-year in October 2025, weakening demand for Trimer Acid.
- Input cost inflation accelerated in December 2025, increasing production expenses for Trimer Acid.
For the Quarter Ending September 2025
Trimer Acid Prices in North America
- In the United States, the Trimer Acid Price Index rose quarter-over-quarter in Q3 2025, driven by increased production costs.
- Trimer Acid production costs increased due to a 2.6% rise in the Producer Price Index in August 2025.
- US tariffs on tall oil derivatives and elevated Tall Oil Fatty Acid feedstock costs raised Trimer Acid prices.
- A 3.0% CPI increase in September 2025 indicated rising raw material costs for Trimer Acid production.
- Demand for Trimer Acid supported by a 5.42% year-over-year increase in retail sales in September 2025.
- A 4.3% unemployment rate in September 2025 supported economic activity, positively influencing Trimer Acid demand.
- Industrial production grew only 0.1% in September 2025, limiting expansion in Trimer Acid's industrial markets.
- Declining consumer confidence in September 2025 signaled potential slowdowns in consumer-driven Trimer Acid markets.
- Chemical manufacturers' inventories shrank in Q3 2025 due to accelerating destocking, impacting Trimer Acid supply.
Why did the price of Trimer Acid change in September 2025 in North America?
- Production costs rose from a 2.6% Producer Price Index increase in August 2025.
- US tariffs on imported tall oil derivatives elevated Trimer Acid formulator costs.
- Chemical manufacturers' inventories shrank in Q3 2025, indicating tighter supply.
Trimer Acid Prices in APAC
- In China, the Trimer Acid Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting manufacturing activity in September 2025.
- Trimer Acid production costs faced upward pressure from key raw material increases in August 2025, despite anticipated oleochemical price relief.
- Demand for Trimer Acid was supported by robust industrial production growth of 6.5% in September 2025.
- The Trimer Acid demand outlook was challenged by a low consumer confidence index of 89.6 in September 2025.
- China's chemical industry experienced persistent overcapacity, impacting Trimer Acid market balance throughout Q3 2025.
- Deflationary CPI of -0.3% in September 2025 suggested weak overall consumer demand for Trimer Acid end-products.
- Weak industrial demand, reflected by a PPI decline of -2.3% in September 2025, pressured Trimer Acid pricing.
- Despite 3.0% retail sales growth in September 2025, a 5.2% unemployment rate suggested a cautious economic environment.
Why did the price of Trimer Acid change in September 2025 in APAC?
- Contracting manufacturing activity in September 2025 reduced industrial demand for Trimer Acid.
- Persistent overcapacity in China's chemical industry exerted downward pressure on Trimer Acid prices.
- Increased key raw material costs in August 2025 provided some upward pressure on Trimer Acid production costs.
Trimer Acid Prices in Europe
- In Germany, the Trimer Acid Price Index fell quarter-over-quarter in Q3 2025, driven by contracting industrial activity.
- Trimer Acid production costs were mixed in Q3 2025, with firm TOFA and elevated European natural gas prices.
- Demand for Trimer Acid remained subdued in Q3 2025, as Germany's Manufacturing Index contracted.
- The Trimer Acid price forecast indicates continued pressure from weak industrial demand and high inventory levels.
- Germany's industrial production declined 1.0% year-over-year in September 2025, reducing Trimer Acid consumption.
- Producer prices decreased 1.7% year-over-year in September 2025, primarily due to lower energy costs.
- Elevated inventory levels in the German chemical sector during Q3 2025 reflected weak domestic and export orders.
- Retail sales increased 0.2% year-over-year in September 2025, offering modest support for consumer-related demand.
Why did the price of Trimer Acid change in September 2025 in Europe?
- Industrial production declined 1.0% YoY in September 2025, significantly reducing Trimer Acid demand.
- Producer prices decreased 1.7% YoY in September 2025, mainly due to lower energy costs.
- Elevated Q3 2025 inventory levels and weak orders exerted downward pressure on Trimer Acid prices.
