For the Quarter Ending September 2025
North America
• In United States, the Yellow Dye Price Index rose slightly in Q3 2025, driven by producer cost increases.
• Yellow Dye production costs faced upward pressure as the Producer Price Index increased 2.6 percent year-over-year in August.
• The Manufacturing Index showed a contracting trend in August 2025, indicating subdued industrial demand.
• Henry Hub natural gas prices fluctuated in Q3 2025, reaching $2.97/MMBtu in September.
• Consumer Price Index increased 3.0 percent year-over-year in September 2025, reflecting inflationary pressures.
• The unemployment rate remained stable at 4.3 percent in August 2025, signaling a steady labor market.
• U.S. EPA policy changes on TSCA rules were proposed or extended in Q3 2025, impacting chemical regulations.
• Yellow Dye Price Forecast suggests continued stability, with minor fluctuations from energy costs possible.
• Regulatory scrutiny on PFAS and other chemicals indicates an evolving compliance landscape.
Why did the price of Yellow Dye change in September 2025 in North America?
• Rising Producer Price Index, up 2.6 percent year-over-year in August 2025, increased input costs.
• The Manufacturing Index showed a contracting trend in August 2025, moderating overall industrial demand.
• Henry Hub natural gas prices fluctuated, with September 2025 seeing a slight increase from August.
APAC
• In China, the Yellow Dye Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting manufacturing activity.
• Yellow Dye production costs remained stable in Q3 2025, with natural gas prices holding at USD 2.72/MMBtu.
• Demand for Yellow Dye was supported by a 7.3% year-on-year increase in manufacturing value-added output in September 2025.
• The overall Producer Price Index in China decreased by 2.3% year on year in September 2025, impacting chemical pricing.
• China's Manufacturing Index was contracting in September 2025, indicating a slowdown in industrial activity.
• Retail sales of consumer goods in China grew by 3.0% year-on-year in September 2025, offering some demand support.
• Freight costs experienced a downward trend in Q3 2025, with container rates falling for eleven consecutive weeks.
• The Consumer Price Index decreased by 0.3% year on year in September 2025, reflecting broader deflationary pressures.
• Industrial output expanded 6.5% year on year in September 2025, contributing to overall chemical sector activity.
• Policy changes aim to reduce energy consumption and improve domestic supply sufficiency by 2025, influencing future production.
Why did the price of Yellow Dye change in September 2025 in APAC?
• China's Producer Price Index decreased by 2.3% year on year in September 2025, exerting downward price pressure.
• The Manufacturing Index was contracting in September 2025, signaling reduced industrial demand for chemicals.
• Falling container freight rates for eleven consecutive weeks in Q3 2025 reduced overall import and logistics costs.
Europe
• In Germany, the Yellow Dye Price Index fell quarter-over-quarter in Q3 2025, driven by weak industrial demand and declining feedstock costs.
• Yellow Dye production costs decreased due to a sharp decline in Benzene prices in Germany by 6.56% in September 2025.
• The Yellow Dye Demand Outlook was mixed, with German industrial production down 1.0% year-on-year in September 2025.
• Overall chemical industry producer prices in Germany declined 0.6% in Q3 2025, impacting Yellow Dye pricing.
• The Manufacturing Index in Germany expanded in September 2025, yet chemical industry production volume fell 1.5% in Q3 2025.
• Automotive sector demand for dyes showed recovery, with new car registrations climbing 13% in September 2025.
• High EU gas storage levels, over 80% in September 2025, contributed to stable natural gas border prices in Germany.
• Yellow Dye Price Forecast suggests continued pressure from high inventories and subdued European chemical sales in Q3 2025.
Why did the price of Yellow Dye change in September 2025 in Europe?
• Benzene feedstock prices in Germany declined sharply in September 2025, significantly reducing production costs.
• Weak industrial demand and subdued automotive activity in Europe contributed to lower consumption.
• High stock levels and falling chemical industry sales in Europe pressured Yellow Dye prices.
