For the Quarter Ending September 2025
North America
• In United States, the Trimethyl Phosphite Price Index rose quarter-over-quarter in Q3 2025, driven by rising production costs.
• Trimethyl Phosphite production costs increased in Q3 2025 due to rising methanol feedstock prices and higher energy costs.
• Methanol spot prices firmed in Q3 2025 due to tightened availability from Gulf Coast derivative demand.
• The 3.0% year-over-year CPI increase in September 2025 elevated raw material and logistics expenses.
• Trimethyl Phosphite demand was mixed; 5.42% retail sales growth contrasted 0.1% industrial production increase in September 2025.
• Pharmaceutical sector demand for Trimethyl Phosphite increased notably in Q3 2025, driven by new drug applications.
• Tariffs on certain petrochemical imports were reintroduced in September 2025, impacting Trimethyl Phosphite trade flows.
• A 2.6% year-over-year PPI rise in August 2025 suggested increasing producer-level costs for Trimethyl Phosphite consumers.
Why did the price of Trimethyl Phosphite change in September 2025 in North America?
• Methanol feedstock costs rose in Q3 2025, increasing Trimethyl Phosphite production expenses.
• Inflationary pressures, with CPI up 3.0% in September 2025, elevated raw material and energy costs.
• Tariffs on petrochemical imports in September 2025 impacted trade flows and supply dynamics.
APAC
• In China, the Trimethyl Phosphite Price Index fell quarter-over-quarter in Q3 2025, influenced by declining industrial pricing.
• Trimethyl Phosphite production costs declined in Q3 2025 due to easing methanol and yellow phosphorus feedstock prices.
• Demand outlook for Trimethyl Phosphite was dampened by contracting Manufacturing Index in September 2025.
• Despite 6.5% industrial production growth in September 2025, weak consumer confidence (89.6) limited demand.
• Ample yellow phosphorus supply and rising methanol inventories in Q3 2025 contributed to market oversupply.
• The Trimethyl Phosphite price forecast remains pressured by broad chemical industry overcapacity in Q3 2025.
• Deflationary CPI (-0.3% in September 2025) and PPI (-2.3% in September 2025) indicated weak market pricing.
• Easing coal prices in Q3 2025 due to oversupply further reduced energy and feedstock expenses.
• Strengthened industrial natural gas consumption in Q3 2025 provided some support for downstream activity.
Why did the price of Trimethyl Phosphite change in September 2025 in APAC?
• Declining PPI (-2.3% in September 2025) reflected weak industrial pricing and downstream demand.
• Methanol and yellow phosphorus feedstock costs declined in Q3 2025, reducing production expenses.
• Contracting Manufacturing Index in September 2025 and ample inventories contributed to oversupply.
Europe
• In Germany, the Trimethyl Phosphite Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting manufacturing activity.
• Trimethyl Phosphite production costs faced challenges from high energy and raw material expenses in Q3 2025.
• Methanol feedstock costs declined in Q3 2025 but strengthened moderately in September 2025.
• Phosphorus trichloride feedstock costs in Europe showed a stable-to-firm trend in Q3 2025.
• Overall chemical demand in Germany weakened in Q3 2025, dampening the Trimethyl Phosphite demand outlook.
• Industrial production in Germany decreased by 1.0% in September 2025, reducing demand for chemical intermediates.
• The Manufacturing Index for Germany was contracting in Q3 2025, signaling reduced industrial input consumption.
• Retail sales in Germany rose by 0.2% in September 2025, offering slight indirect support for consumer goods.
• Phosphorus trichloride demand from pharmaceutical and flame-retardant sectors remained firm in September 2025.
Why did the price of Trimethyl Phosphite change in September 2025 in Europe?
• Industrial production declined by 1.0% in September 2025, significantly reducing Trimethyl Phosphite demand.
• Producer prices of industrial products decreased by 1.7% in September 2025, primarily due to lower energy costs.
• Overall chemical demand in Germany weakened in Q3 2025, contributing to downward price pressure.
