For the Quarter Ending September 2025
North America
• In the United States, the Used Cooking Oil (UCO) Price Index rose quarter-over-quarter, supported by strong domestic demand.
• UCO production costs were elevated due to biorefinery feedstock expenses, despite softening natural gas prices in Q3 2025.
• Demand for UCO in renewable diesel softened, but federal and state policies strengthened domestic sourcing in Q3 2025.
• Robust retail sales, up 5.42% year-over-year in September 2025, boosted UCO generation from food service.
• A low unemployment rate of 4.3% in September 2025 supported consumer spending, increasing UCO supply.
• Stagnant industrial production, up 0.1% in September 2025, indicated weak demand for UCO in industrial applications.
• Moderate CPI inflation of 3.0% in September 2025 increased UCO collection costs, impacting overall supply expenses.
• Rising Producer Price Index (2.6% in August 2025) suggested higher UCO processing costs, yet enhanced UCO's competitiveness.
• The UCO Price Forecast suggests continued support from domestic policy and robust food service generation.
Why did the price of Used Cooking Oil (UCO) change in September 2025 in North America?
• Retail sales growth of 5.42% in September 2025 boosted UCO generation from food service.
• Federal and state policies strengthened domestic UCO demand significantly in Q3 2025.
• Elevated biorefinery feedstock costs contributed to higher UCO production expenses in Q3 2025.
APAC
• In China, the Used Cooking Oil (UCO) Price Index fell quarter-over-quarter in Q3 2025, influenced by moderated economic recovery.
• Used Cooking Oil (UCO) demand faced pressure from contracting manufacturing activity and soft domestic demand in September 2025.
• Industrial Production expanded by 6.5% year-over-year in September 2025, providing some support for Used Cooking Oil (UCO) demand.
• Used Cooking Oil (UCO) supply was impacted by a -0.3% CPI year-over-year in September 2025, indicating weaker consumer demand.
• Retail sales increased by 3.0% year-over-year in September 2025, positively influencing Used Cooking Oil (UCO) generation.
• Producer prices declined by 2.3% year-over-year in September 2025, suggesting lower industrial input costs for UCO applications.
• Pessimistic consumer confidence and a 5.2% unemployment rate in September 2025 further reduced UCO supply.
• China's overall economic recovery moderated in Q3 2025, contributing to soft domestic demand for Used Cooking Oil (UCO).
Why did the price of Used Cooking Oil (UCO) change in September 2025 in APAC?
• Weaker consumer demand, with -0.3% CPI and pessimistic confidence in September 2025, reduced UCO supply.
• Contracting manufacturing and -2.3% PPI in September 2025 indicated soft industrial demand for UCO.
• Moderated economic recovery and soft domestic demand in Q3 2025 pressured overall UCO market dynamics.
Europe
• In Germany, the Used Cooking Oil (UCO) Price Index fell in Q3 2025, driven by contracting industrial demand.
• UCO production costs faced upward pressure from a 2.4% CPI increase in September 2025, affecting collection and processing.
• The Manufacturing Index was contracting in Q3 2025, signaling reduced industrial activity and UCO demand.
• Industrial production declined by 1.0% in September 2025, dampening demand for UCO-derived oleochemicals.
• Producer prices fell by 1.7% in September 2025, reducing UCO processing costs and biofuel competitiveness.
• Retail sales rose 0.2% in September 2025, offering slight support to UCO supply from food services.
• Food Industry employment increased in Q3 2025, suggesting a stable source for UCO generation.
• The UCO Price Index is forecast to remain under pressure due to persistent industrial slowdowns.
• European natural gas price fluctuations in Q3 2025 influenced UCO processing energy costs.
Why did the price of Used Cooking Oil (UCO) change in September 2025 in Europe?
• Industrial demand for UCO-derived products weakened from a contracting Manufacturing Index in Q3 2025.
• Lower producer prices in September 2025 reduced biofuel blending incentives, impacting UCO demand.
• Increased CPI in September 2025 raised UCO collection and processing costs.