For the Quarter Ending December 2025
North America
• In the USA, the Arsenic Metal Price Index fell by 10.5% quarter-over-quarter, reflecting oversupply and weak demand.
• The average Arsenic Metal price for the quarter was approximately USD 900.33/MT, reflecting subdued offtake and import flows.
• Inventory glut pressured the Arsenic Metal Spot Price, as port stocks remained comfortable and imports continued uninterrupted.
• Tight merchant cover and pre-holiday shipping pauses influenced the Arsenic Metal Price Forecast and short-term availability.
• Global smelter operating schedules shaped the Arsenic Metal Production Cost Trend via feedstock recovery rates and maintenance cycles.
• Downstream slowdowns left a muted Arsenic Metal Demand Outlook, limiting spot enquiry and reducing seller pricing power.
• U.S. import reliance makes the Arsenic Metal Price Index sensitive to freight swings and origin premium adjustments.
• Operational status at major foreign producers and Mexican by-product flows directly affected spot availability and merchant sentiment.
Why did the price of Arsenic Metal change in December 2025 in North America?
• Constrained Chinese and Moroccan export allocations tightened arrivals, reducing available U.S. merchant cover ahead of year end.
• Thin domestic inventories amplified sensitivity to arrival delays, prompting importers to replenish stocks and widen premiums.
• Reduced semiconductor and battery sector offtake constrained demand growth, limiting pressure for higher long-term quotation levels.
APAC
• In China, the Arsenic Metal Price Index fell by 10.1% quarter-over-quarter, reflecting oversupply and weak demand.
• The average Arsenic Metal price for the quarter was approximately USD 709.33/MT, per FOB Shanghai.
• Arsenic Metal Price Index showed month-end softness as coastal warehouses built stocks, pressuring spot offers.
• Arsenic Metal Spot Price remained range-bound in December, refiners trimmed premiums to stimulate buyer interest.
• Arsenic Metal Price Forecast expects modest post-holiday restocking, constrained by competitive offers from alternative suppliers.
• Arsenic Metal Production Cost Trend stayed stable, with feedstock and unchanged power tariffs supporting margins.
• Arsenic Metal Demand Outlook cautious as semiconductor and battery sectors delay restocking amid subdued offtake.
• Export demand remained muted, pressuring offers while major refiners operated normally and inventories edged higher.
Why did the price of Arsenic Metal change in December 2025 in APAC?
• Steady refined output from smelters and ample flue-dust supply created oversupply, forcing downward price adjustments.
• Weak procurement from semiconductor and battery sectors reduced spot demand, prompting traders to lower premiums.
• Year-end pre-holiday selling and subdued export enquiries limited upward momentum despite stable production and costs.
Europe
• In Germany, the Arsenic Metal Price Index fell by 8.45% quarter-over-quarter, reflecting weak downstream demand.
• The average Arsenic Metal price for the quarter was approximately USD 838.00/MT based on imports.
• Robust Chinese smelter output maintained ample availability, keeping the Arsenic Metal Spot Price under pressure.
• Near-term Arsenic Metal Price Forecast remains mixed, with logistics and restocking cycles influencing import offers.
• EU carbon costs and energy tariffs pushed an Arsenic Metal Production Cost Trend, tightening margins for processors.
• Germanys semiconductor and optics demand underpins cautious Arsenic Metal Demand Outlook despite broader manufacturing softness.
• Inventory drawdowns at Hamburg ports supported the Arsenic Metal Price Index recovery amid restocking activities.
• Export demand loosened late quarter as buyers delayed purchases, pressuring offers and reducing import interest.
Why did the price of Arsenic Metal change in December 2025 in Europe?
• Steady import volumes and stable domestic by-product output left supply ample, capping upward price momentum.
• Weak downstream industrial demand, especially semiconductors and alloys, reduced procurement and pressured quarterly quotations downward.
• Freight stability and neutral currency movements meant logistics and FX did not increase landed costs.
For the Quarter Ending September 2025
North America
• In the USA, the Arsenic Metal Price Index rose by 2.6% quarter-over-quarter in Q3 2025, supply tightening.
• The average Arsenic Metal price for the quarter was approximately USD 1006.00/MT, reflecting import landed costs.
• Arsenic Metal Spot Price remained firm amid constrained imports, elevated freight, and port congestion increasing landed costs.
• Arsenic Metal Price Forecast indicates modest volatility as inventory adjustments and semiconductor procurements influence near-term market balance.
• Arsenic Metal Production Cost Trend rose due to higher freight and smelter compliance expenses impacting CFR landed pricing.
• Arsenic Metal Demand Outlook remains robust driven by semiconductor and defense sectors, supporting base-level consumption despite supply volatility.
• Arsenic Metal Price Index movements reflected tight two-source supply from China and Germany, constraining spot market liquidity.
• Inventory draws and steady export demand pressured availability, while new supplier entries could moderate future import reliance.
Why did the price of Arsenic Metal change in September 2025 in North America?
• Supply constraints from Chinese smelter cuts and logistical bottlenecks tightened import availability and elevated CFR costs.
• Robust semiconductor demand maintained offtake, limiting available spot volumes despite buyers shifting procurement strategies rapidly.
• Elevated freight rates and port congestion increased landed costs, which transmitted directly into higher spot and CFR pricing.
APAC
• In China, the Arsenic Price Index fell by 6.07% quarter-over-quarter, reflecting weak export demand globally.
• The average Arsenic price for the quarter was approximately USD 789.33/MT, reflecting subdued buying activity levels.
• Arsenic Spot Price weakened as buyers postponed purchases, contributing to lower transactional volumes and discounting practices.
• Arsenic Price Forecast suggests modest volatility with small recoveries contingent on export demand and inventory draws.
• Arsenic Production Cost Trend remained stable amid steady smelter operations and feedstock, limiting upward price pressure.
• Arsenic Demand Outlook stays subdued because semiconductor and pesticide sectors delayed purchases, suppressing near-term import requirements.
• Arsenic Price Index movements reflected ample inventories, weak export orders, and negotiated discounts across trading counterparties.
• Operational stability at most producers limited supply shocks, while isolated maintenance could tighten markets temporarily.
Why did the price of Arsenic change in September 2025 in APAC?
• Weak export demand from USA and India reduced offtake, creating oversupply and downward price pressure.
• Stable production and inventories prevented cost-driven increases despite potential freight rate impacts on export competitiveness.
• Cautious buyers pursued hand-to-mouth procurement, delaying bulk orders and reinforcing negative market sentiment during Q3.
Europe
• In Germany, the Arsenic Metal Price Index fell by 2.31% quarter-over-quarter, reflecting weak industrial demand.
• The average Arsenic Metal price for the quarter was approximately USD 915.33/MT on CFR basis.
• Arsenic Metal Spot Price remained pressured due to ample Chinese exports and dampened semiconductor procurement.
• Arsenic Metal Price Forecast indicates volatility as supply disruptions and policy support temper demand weaknesses.
• Arsenic Metal Production Cost Trend shows freight and currency shifts pushing landed import costs higher.
• Arsenic Metal Demand Outlook remains muted given inventory adjustments, regulatory limits, and cautious manufacturing procurement.
• Arsenic Metal Price Index movements reflected ample supply, concentrated supplier risk, and euro depreciation impacts.
• Arsenic Metal Spot Price responsiveness constrained by longer contracts and rebuilding inventories, dampening import demand.
Why did the price of Arsenic Metal change in September 2025 in Europe?
• Stable import availability from China combined with subdued domestic demand pressured prices lower during month.
• Euro depreciation raised landed import costs while freight declines and logistics adjustments moderated price effects.
• Regulatory constraints and inventory rebuilding by downstream producers constrained procurement urgency, limiting near-term price recovery.
For the Quarter Ending June 2025
North America
• The Arsenic Metal Price Index in North America fell by approximately 7.86% quarter on quarter, reflecting continued price softness from Q1 to Q2 2025.
• Production costs remained largely stable. Freight rates on key routes (e.g., China–U.S.) declined, helping reduce landed costs. Raw material and smelting costs showed minimal movement, supporting a modest cost environment
• Arsenic Metal Demand Outlook: Demand from the semiconductor industry remained weak throughout the quarter due to ongoing underperformance and labor bottlenecks. Furthermore, the drop in EV-related semiconductor usage continued to suppress arsenic consumption
• Arsenic Metal Market Supply & Dynamics: Consistent imports from China (over 70% of supply) ensured ample inventories. Stable German imports supplemented supply. Lower freight costs combined with pre-emptive stockpiling by buyers anticipating trade restrictions maintained robust supply.
• Inventories remained well-stocked across U.S. warehouses. There were no significant logistical disruptions, and combined with softened demand, this maintained a downward pressure on prices.
Why did the Arsenic Metal price change in July 2025 in North America?
July saw a decrease in the North America Arsenic Metal Price Index. According to the latest data, arsenic prices plunged in China by mid-July, indicating downward pressure on import costs. This decline is reflected in North American pricing.
Europe
• In Q2 2025, Arsenic Metal Price Index dropped by around 5.5% quarter on quarter, continuing the decline from the prior quarter. Prices softened due to steady import volumes—chiefly from China—and efficient logistics with lower freight costs.
• The Arsenic Metal Production Cost Trend remained largely flat: input and processing expenses held steady, with no major cost inflation or disruptions in the quarter
• Arsenic Metal Demand Outlook stayed subdued, with key end use sectors (semiconductors, electronics, EV alloys) showing minimal recovery. Industrial caution and high inventory levels constrained uptake.
• Imports remained stable, and logistics improvements, especially freight cost reductions, helped ease delivered costs but couldn’t offset weak demand.
• Arsenic Metal Price Forecast for the region points to persistent softness in the short term given oversupply and subdued end user demand. Recovery would depend on a tangible rebound in tech manufacturing or new trade initiatives
Why did the Arsenic Metal price change in July 2025 in Europe?
According to latest China data in mid July, arsenic prices dropped about 9–10% driven by weakening demand and abundant supply. Since Europe is heavily import reliant, this led to a sharp drop in the Arsenic Metal Price Index in July.
APAC
• Asian Arsenic Metal Price Index in Q2 2025 dropped ~2 % from Q1, with FOB Shanghai spot prices dipping below USD 830–840/MT by the end of the quarter
• Costs remained relatively stable across the quarter. Energy and labor input costs showed mild volatility mid quarter, but smelters maintained consistent output without major cost spikes
• Demand was subdued. Semiconductor sector procurement was cautious, lead acid battery and electronics sectors maintained conservative restocking, and no major uptick occurred by the end of the quarter
• Continued slight downwards pressure expected short term unless semiconductor or battery material demand revives. Prices likely remain flat to modestly negative into early Q3
• Stable supply from China and other APAC producers with steady production capacity. Inventories remained balanced, with no notable logistics disruptions by quarter end
Why did the Arsenic Metal price change in July 2025 in Asia?
As of late July, the APAC Arsenic Metal Price Index edged up slightly. This uptick reflects a modest rebound in semiconductor component procurement in early Q3, as OEMs accelerated restocking following new product cycle ramps.
For the Quarter Ending March 2025
North America
• The Arsenic Metal Price Index in the US market showed a consistent decline throughout the first quarter of 2025, primarily driven by steady supply from China and weak downstream demand.
• Imports for the product remained stable, while the eased freight costs boosted logistical efficiency and contributing to softening of prices all across the region.
• In the United States, the Arsenic Metal Spot Price fell to USD 986/MT CFR Houston by quarter-end, reflecting a 5.5% QoQ decrease compared to Q4 2024.
• Demand from key sectors, particularly semiconductors, remained sluggish, contributing to the bearish sentiment throughout the quarter.
• The Arsenic Metal Production Cost Trend remained relatively stable, with minimal disruptions in processing and input procurement.
• Why did the price of Arsenic Metal change in the US in April 2025? Prices were observed to be falling, due to weak procurement activity in downstream electronics and semiconductors, despite stable supply.
• The Arsenic Metal Demand Outlook for Q2 remains muted, unless substantial recovery in tech manufacturing or new trade agreements emerges.
• The Arsenic Metal Price Forecast for North America suggests continued price softness amid oversupply and limited end-user consumption.
Europe
• The Arsenic Metal Price Index in Europe showed a sustained downward movement in Q1 2025, driven by weak demand and high import availability.
• In Germany, prices declined steadily, closing at USD 956/MT CFR Hamburg, down 5.2% QoQ.
• Consumption was dampened by fragile automotive and semiconductor sector activity, with excess semiconductor inventories further reducing spot transactions.
• Europe’s reliance on Chinese imports, aided by low freight charges and rising post-holiday Chinese output, ensured an ample supply buffer.
• Despite slight upticks in manufacturing in early Q1, downstream sectors maintained cautious procurement strategies, leading to inventory accumulation and stagnant spot trades.
• The Arsenic Metal Spot Price showed no recovery through the quarter, with low volumes reflecting hesitant market sentiment.
• The Arsenic Metal Production Cost Trend declined marginally due to lower raw material acquisition costs and improved Asian smelting capacity.
• Why did the price of Arsenic Metal change in April 2025 across Europe? Prices were low, driven by subdued automotive production and semiconductor demand, coupled with high inventory levels.
• The Arsenic Metal Demand Outlook for Q2 remains weak unless macroeconomic stability improves and inventory de-stocking accelerates.
• The Arsenic Metal Price Forecast indicates potential downward resistance if downstream consumption does not pick up significantly.
Asia-Pacific (APAC)
• The Arsenic Metal Price Index in the APAC region followed a declining trend through Q1 2025, ending with the Arsenic Metal Spot Price at USD 831/MT FOB Shanghai, a 3.7% QoQ decrease.
• In China, Lunar New Year disruptions, contracting manufacturing activity, and reduced international inquiries dampened market enthusiasm.
• The first half of the quarter saw significant supply-side interruptions due to holiday shutdowns and cautious restocking efforts.
• Although supply started recovering mid-quarter, rising energy costs and limited spot availability hindered production ramp-ups.
• Downstream sectors such as lead-acid batteries and semiconductors adopted a conservative stance, keeping procurement volumes minimal.
• By late Q1, low operating rates and restricted buying interest contributed to a bearish close, with bulk orders becoming rarer.
• The Arsenic Metal Production Cost Trend remained volatile, reflecting energy price fluctuations and regional labor cost variations.
• Why did the Arsenic Metal prices change in Asia during April 2025? Prices were low, as weak export orders and domestic industrial slowdown continued to suppress transaction volumes.
• The Arsenic Metal Demand Outlook remains under pressure, with no major sectoral rebound expected in the immediate term.
• The Arsenic Metal Price Forecast suggests flat to slightly negative movement into Q2 unless demand from energy storage or semiconductor sectors recovers.
