For the Quarter Ending September 2025
North America
• In United States, the Xylitol Price Index fell quarter-over-quarter in Q3 2025, driven by persistent global overcapacity and declining corn feedstock.
• Xylitol production costs saw mixed trends in Q3 2025; corn feedstock declined, but the 2.6% PPI increase in August 2025 pressured margins.
• Demand faced headwinds from a 3.0% CPI increase in September 2025 and 4.3% unemployment, impacting consumer discretionary spending.
• Robust retail sales, up 5.42% year-over-year in September 2025, supported Xylitol demand for sugar-free and health-conscious products.
• Weakening consumer confidence to 94.2 in September 2025 and stagnant 0.1% industrial production growth dampened overall Xylitol demand.
• Ample general chemical inventories and global overcapacity from Asia in Q3 2025 exerted significant downward pressure on Xylitol prices.
• The Food & Beverage sector's shift towards functional and health-conscious options in Q3 2025 continued to drive specific Xylitol applications.
• Henry Hub natural gas spot prices were subdued in September 2025, contributing to stable energy feedstock costs for Xylitol production.
Why did the price of Xylitol change in September 2025 in North America?
• Declining corn feedstock costs in Q3 2025 reduced production expenses for Xylitol manufacturers.
• Global overcapacity and ample inventories in Q3 2025 pressured Xylitol prices downwards.
• Mixed demand, with strong retail sales but weak consumer confidence in September 2025, influenced price trends.
APAC
• In China, the Xylitol Price Index fell quarter-over-quarter in Q3 2025, influenced by deflationary CPI (-0.3%) and PPI (-2.3%) in September.
• Xylitol production costs faced pressure in Q3 2025, with weak pricing power despite industrial production expanding 6.5% in September.
• The Xylitol demand outlook was mixed; retail sales grew 3.0% in September, but household demand showed fatigue.
• Consumer confidence remained pessimistic at 89.6 in September 2025, dampening spending for xylitol-containing products.
• A contracting Manufacturing Index in September 2025 suggested reduced industrial output, impacting Xylitol raw material demand.
• Q3 2025 trade showed robust exports, but slightly declined imports reflected weakened domestic demand for Xylitol.
• The Xylitol price forecast remains cautious, given persistent deflationary pressures and mixed consumer signals in Q3 2025.
Why did the price of Xylitol change in September 2025 in APAC?
• Deflationary CPI (-0.3%) and PPI (-2.3%) in September 2025 significantly weakened pricing power.
• A contracting Manufacturing Index in September 2025 signaled reduced industrial output and lower raw material demand.
• Weakened household demand in September 2025, despite retail sales growth, impacted consumer-facing Xylitol applications.
Europe
• In Germany, the Xylitol Price Index fell quarter-over-quarter, influenced by lower producer prices and weak industrial demand.
• Xylitol production costs faced downward pressure as producer prices decreased 1.7% year-over-year in September 2025.
• Industrial production in Germany declined 1.0% year-over-year in September 2025, weakening Xylitol demand from manufacturers.
• The Manufacturing Index contracted in Q3 2025, signaling a broader slowdown in industrial activity affecting Xylitol demand.
• Consumer price inflation rose 2.4% year-over-year in September 2025, impacting consumer purchasing power for Xylitol.
• Elevated European natural gas prices in Q3 2025 continued to impact overall energy costs for Xylitol production.
• Germany's retail sales rose 0.2% year-over-year in September 2025, offering slight support for consumer-facing Xylitol products.
• Global overcapacity suggested elevated Xylitol inventories in Europe during H2 2025, contributing to market pressure.
Why did the price of Xylitol change in September 2025 in Europe?
• Producer prices of industrial products decreased 1.7% year-over-year in September 2025, reducing Xylitol manufacturing costs.
• Germany's industrial production declined 1.0% year-over-year in September 2025, leading to weaker demand for industrial inputs.
• Elevated inventories in Europe, stemming from global overcapacity, contributed to downward pressure on Xylitol prices.