For the Quarter Ending December 2025
North America
• In USA, the Glycine Price Index fell by 2.25% quarter-over-quarter, reflecting freight easing and supply normalization pressures.
• The average Glycine price for the quarter was approximately USD 1665.00/MT, reflecting normalized imports and range-bound trading dynamics.
• Glycine Spot Price softened amid lower Trans-Pacific freight, and the Price Index mirrored abundant import arrivals timing.
• Glycine Price Forecast indicates modest year-end recovery as buyers replenish ahead of production cycles, limiting sharp declines.
• Glycine Production Cost Trend benefitted from softer Asian ammonia and streamlined logistics, exerting mild downward pressure on offers.
• Glycine Demand Outlook remains balanced with steady pharma and feed consumption, offset by seasonal agricultural demand lull.
• Glycine Price Index showed range-bound behaviour through quarter reflecting duty structures and import-parity dynamics shaping transactional flows.
• Inventories in Houston remained near normal working levels, and export demand softness kept spot offers competitive for buyers.
Why did the price of Glycine change in December 2025 in North America?
• Trans-Pacific freight eased substantially, reducing delivered costs and enabling more competitive Asian imports into Houston.
• Domestic demand softened seasonally after autumn formulations, leaving buyers reluctant to restock at higher offers.
• Asian feedstock ammonia eased, lowering exporters' production cost trend and enabling reductions in CFR offers.
APAC
• In China, the Glycine Price Index fell by 2.46% quarter-over-quarter, reflecting supply abundance and subdued export inquiries.
• The average Glycine price for the quarter was approximately USD 1521.67/MT, reflecting steady domestic and export demand balance.
• Glycine Spot Price remained pressured in December as ample export allocations met muted overseas enquiries, limiting upward momentum.
• Glycine Price Forecast points to modest recovery as Q1 procurement resumes, supported by measured inventory drawdowns.
• Glycine Production Cost Trend eased with lower ammonia feedstock, enabling sellers to protect margins via selective offers.
• Glycine Demand Outlook remained cautious as agrochemical and export buyers operated conservatively ahead of year-end audits.
• Glycine Price Index movements reflected stable domestic output and efficient Shanghai logistics sustaining competitive FOB availability.
• Inventory and export demand dynamics pressured offers, while integrated producers maintained runs, releasing incremental spot volumes.
Why did the price of Glycine change in December 2025 in APAC?
• Ample domestic supply and steady operating rates increased availability, reducing seller leverage and pressuring quotations.
• Lower feedstock costs, notably ammonia easing, improved producer margins, allowing concessions on FOB offers in December.
• Seasonally muted export enquiries and year-end procurement caution constrained demand, weakening spot transaction momentum across markets.
Europe
• In Europe, the Glycine Price Index declined quarter-over-quarter, reflecting freight easing and normalized import inflows.
• Glycine market conditions remained import-led, with Asian-origin shipments supplying major industrial, feed, and pharmaceutical buyers.
• Glycine Spot Price softened as lower Trans-Asian freight and timely cargo arrivals increased available volumes across European ports.
• Glycine Price Forecast signals modest recovery in early 2026 as downstream buyers restock ahead of production cycles.
• Glycine Production Cost Trend for importers eased, supported by lower ammonia feedstock costs and efficient shipping, pressuring offers mildly downward.
• Glycine Demand Outlook remained balanced, with steady pharmaceutical and feed consumption offsetting seasonal agricultural demand softness.
• Glycine Price Index showed range-bound movement, shaped by import-parity pricing and duty structures affecting transactional flows.
• Distributor inventories in major hubs remained near normal levels, limiting spot premiums despite occasional export interest.
Why did the price of Glycine change in December 2025 in Europe?
• Lower Trans-Asian freight reduced landed costs, enabling competitive import offers into European ports.
• Seasonal slowdown in domestic demand left buyers cautious, tempering restocking activity.
• Softer ammonia feedstock abroad eased upstream costs, allowing importers to maintain moderate offers.
For the Quarter Ending September 2025
North America
• In USA, Glycine Price Index fell by 9.59% quarter-over-quarter in Q3 2025, from lower imports.
• The average Glycine price for the quarter was approximately USD 1703.33/MT, reflecting subdued procurement activity.
• Glycine Spot Price softened amid ample supply, Glycine Production Cost Trend eased with lower inputs.
• Glycine Price Forecast projects modest recovery later as restocking and improved downstream demand materialize gradually.
• Glycine Demand Outlook remains weak with muted pharma and nutraceutical buying, keeping Price Index pressured.
• Elevated inventories and cautious importers curtailed purchases, reducing export interest and constraining Glycine Spot Price.
• Rising freight and logistics partly offset lower input prices, marginally affecting Glycine Production Cost Trend.
• Stable domestic plant availability and smooth logistics limited volatility, supporting a near-term Glycine Price Forecast.
Why did the price of Glycine change in September 2025 in North America?
• Lower Chinese export quotations, reduced freight rates lowered landed costs, pressuring domestic Glycine Price Index.
• Elevated inventories across distribution channels constrained purchasing, weakening demand and limiting Glycine Spot Price recovery.
• Downstream softness and trade uncertainty reduced restocking incentives, depressing transaction volumes and Glycine Price Forecast.
APAC
• In China, Glycine Price Index fell by 10.48% quarter-over-quarter, driven by elevated inventories and weak exports.
• The average Glycine price for the quarter was approximately USD 1560.00/MT, FOB Shanghai export basis.
• Glycine Spot Price remained under pressure amid abundant supply and clearance offers from smaller producers.
• Glycine Price Forecast indicates recovery in the year as restocking and year-end procurement lift demand.
• Glycine Production Cost Trend eased with lower ammonia, but freight and logistics constrained margin improvements.
• Glycine Demand Outlook remains weak internationally due to tariff uncertainty and muted pharmaceutical sector offtake.
• Glycine Price Index movements were influenced by high port inventories and restarts that increased availability.
• Export competitiveness softened after USD depreciation, while domestic buying and logistics costs supported transaction levels.
Why did the price of Glycine change in September 2025 in APAC?
• High inventories at producers and ports pressured offers, prompting discounts to accelerate stock clearance efforts.
• Weaker export demand from key markets, amplified by tariff uncertainty, reduced overseas procurement this month.
• Lower ammonia input costs eased expenses, but rising freight and logistics costs limited price support.
Europe
• In Netherlands, the Glycine Price Index fell quarter-over-quarter, reflecting weaker import demand and abundant overseas supply.
• Glycine Spot Price softened as distributors purchased selectively, while landed costs eased with favorable freight and supplier offers.
• Glycine Price Forecast projects modest recovery later in the year, supported by restocking and gradual improvement in downstream pharmaceutical and nutraceutical demand.
• Glycine Production Cost Trend showed slight easing due to lower input costs and stable import parity.
• Glycine Demand Outlook remains weak, with cautious procurement from pharmaceutical and nutraceutical sectors keeping price pressures intact.
• Elevated inventories at European distributors curtailed immediate purchasing, reducing export interest and limiting spot price gains.
• Freight stability and efficient logistics partially offset lower input costs, marginally influencing landed costs.
• Smooth port operations and steady domestic availability limited short-term volatility, supporting a near-term stable Glycine Price Forecast.
Why did the price of Glycine change in September 2025 in Europe?
• Reduced Chinese export quotations and favorable freight rates lowered landed import costs, applying downward pressure on the Glycine Price Index.
• Elevated distributor inventories and cautious importers curtailed purchasing, limiting spot price recovery.
• Weak downstream demand and trade uncertainty reduced restocking incentives, depressing transaction volumes.
For the Quarter Ending June 2025
North America
• In June 2025, the Price Index for Glycine (≥98.5%) in the U.S. declined by 0.69%, influenced by weakened import offers from Asia and elevated local inventories.
• The Spot Price averaged USD 1867/MT CFR Houston in June, reflecting soft buying sentiment and reduced procurement activity from pharmaceutical and food-grade buyers.
• In May 2025, prices declined by 1.51% as Asian exporters pushed aggressive offers amid surplus supply and weak global demand.
• In April 2025, prices had increased due to supply constraints and improved demand across nutraceutical and pharmaceutical applications.
• The Glycine Production Cost Trend in July firmed up, driven by rising feedstock costs in China and increasing transportation costs into the U.S.
• Glycine Demand Outlook in the U.S. showed improvement in July with pharmaceutical units ramping up purchases ahead of seasonal demand.
• Inventory drawdowns supported a bullish trend in July as downstream users resumed ordering after staying cautious in Q2.
• Export competitiveness of Asian producers weakened in July due to currency shifts and firmer FOB prices, impacting landed cost margins.
• Glycine Price Forecast for Q3 2025 suggests a moderate uptrend backed by improving demand, cost-side inflation, and constrained Asian supply.
• Why did the price change in July 2025?
Prices increased due to stronger downstream demand, tighter inventory, higher freight costs, and lower export volumes from Asian origins.
Europe
• The Glycine Price Index in Europe remained stable in July 2025, following a slight improvement in procurement sentiment across the pharmaceutical and feed additive sectors.
• Glycine Spot price assessments in Germany reflected a marginal uptick due to limited imports and relatively lower stock levels compared to Q2. Buyers displayed a moderate restocking interest as product availability remained tighter than in previous months.
• The Glycine Price Forecast for Q3 2025 suggests a mildly bullish trend, supported by costlier freight charges from Asia and modest recovery in end-use demand, particularly from food-grade and nutraceutical industries in Central Europe.
• Glycine Production Cost Trends in Europe remained steady in July, with no major fluctuations in energy or processing costs. However, the rising global ammonia cost is expected to exert mild upward pressure on local production margins in the upcoming weeks.
• The Glycine Demand Outlook improved slightly in July 2025. Although consumption from the cosmetics and pharma industries remained cautious, improved downstream orders from amino acid blenders and animal nutrition processors offered some support.
• Why did the price change in July 2025?
Glycine prices in Europe saw a slight upward shift in July, mainly driven by lower inventory levels, stable production costs, and firming demand from select downstream industries. Supply delays from Asia, combined with high freight costs, also influenced buyer behavior, resulting in upward pressure on the market.
APAC
• Glycine (≥98.5%) FOB Shanghai (China) prices increased in July 2025 after declining sharply in June, moving upward from USD 1680/MT.
• Glycine Price Index rebounded due to tight supply conditions caused by lower plant operating rates and reduced inventories post-June clearance.
• Spot Price gains were supported by rising upstream Ammonia prices, which drove up production costs and limited the ability of producers to maintain previous discounts.
• Glycine Export demand recovered modestly with improvement in overseas inquiries, particularly from Southeast Asia and Europe, reversing the three-month declining order trend.
• The appreciation of the US Dollar in July made Chinese Glycine exports more competitive compared to June, aiding global buying sentiment.
• Domestic procurement picked up, driven by steady orders from the pharmaceutical and food sectors, while restocking by distributors added upward pressure.
• Glycine Production Cost Trend turned bullish as Ammonia and energy prices edged higher, translating into firmer producer offers.
• Freight rates remained elevated but relatively stable compared to June, allowing exporters to absorb transportation costs better while maintaining margins.
• Inventory levels tightened as producers focused on fulfilling delayed export contracts and avoided aggressive stockpiling seen earlier in Q2.
• Glycine Price Forecast for Q3 2025 points towards a moderately firm trend, with prices expected to stay elevated through August amid tight availability and stable downstream demand.
• Why did the price increase in July 2025?
Stronger international buying interest, higher raw material costs, tighter inventories, and improved export competitiveness were key drivers.
For the Quarter Ending March 2025
North America
In Q1 2025, the U.S. Glycine market experienced significant volatility, with prices surging in January and February before sharply correcting in March. January marked a strong price rebound following earlier declines, as key manufacturers curtailed output to boost margins amid rising inquiries and limited inventory availability. Severe winter weather temporarily closed the Port of Houston, disrupting supply chains and delaying shipments. Logistics bottlenecks, higher trucking costs, and seasonal demand from China ahead of the Spring Festival added further pressure, tightening availability and supporting price escalation.
February saw continued price increases, driven by higher U.S. tariffs on Chinese imports and elevated production costs overseas. As Chinese suppliers raised export prices due to costlier feedstocks, U.S. importers—heavily reliant on Asian sources—faced mounting procurement challenges. Proactive inventory buildup and tariff-related uncertainty intensified competition, reinforcing upward pricing momentum. Expansion in U.S. manufacturing activity further strengthened downstream demand, particularly in the nutraceutical, food, and feed sectors.
However, in March, the market reversed course. Ample inventories, lower Chinese freight rates, and softened import costs led to price declines amid oversupply. Heightened trade tensions and retaliatory tariffs weakened buyer sentiment, while a drop in the U.S. Manufacturing PMI signaled reduced industrial activity. Cooling inflation and cautious procurement behavior sustained downward pressure on Glycine prices, resulting in a subdued close to the quarter.
Asia Pacific
Glycine export prices from China followed an upward trajectory throughout Q1 2025, fueled by strong demand across pharmaceuticals, food, agrochemicals, and nutraceuticals, alongside escalating production costs and trade-related disruptions. In January, prices increased steadily due to rising consumption in amino acid-based formulations, intravenous solutions, dietary supplements, and herbicides. Demand was bolstered by health-focused consumer behavior and intensified usage in processed foods. Simultaneously, environmental regulations, constrained production capacity, and inflation-driven cost hikes limited supply, supporting price gains despite a contraction in manufacturing activity.
In February, the market saw further price escalation driven by rising feedstock prices—particularly ammonia, acetic acid, and methanol—combined with sustained demand. The Chinese PMI rebounded to 50.2%, indicating a recovery in industrial activity that reinforced downstream consumption. However, the imposition of a 10% U.S. tariff on Chinese goods compounded trade uncertainty, prompting stronger preemptive buying activity. Increased output, aimed at capitalizing on rising prices, failed to ease market tightness, maintaining upward pressure.
March continued this trend, with prices rising sharply due to supply constraints and rising raw material costs. The PMI climbed to a 12-month high at 50.5, reflecting strong industrial momentum. Lower inventories accelerated procurement by international buyers amid tariff concerns, and robust demand from the pharmaceutical sector reinforced market tightness. Despite a marginal decline in consumer inflation, glycine prices remained elevated due to persistent input cost pressures and firm global demand.
Europe
In Q1 2025, the German Glycine market experienced fluctuating prices, influenced by shifting trade dynamics, raw material costs, and downstream demand variations. In January, prices moved marginally amid steady procurement from food, pharmaceutical, and animal nutrition sectors. Anticipated delays due to the Lunar New Year prompted forward buying from some end-users, while others relied on existing inventories, keeping the market balanced. Stable supply from major producers in Asia ensured that fluctuations remained modest, although port congestion and currency depreciation added to landed cost variability.
February saw more noticeable pricing movement, shaped by tightening supply and elevated import costs. A weaker Euro relative to the U.S. Dollar led to higher conversion costs for German buyers. Concurrently, Chinese suppliers raised export offers in response to higher production costs and environmental compliance expenses, influencing CIF values into Europe. Despite softer logistics rates, the combined impact of currency trends and firm export offers kept prices fluid. Buyers responded cautiously, adopting short-term procurement strategies to mitigate volatility, even as demand from the food and feed industries remained firm.
In March, prices showed further variation, reflecting easing logistics costs and partial normalization of supply flows from Asia. However, strong upstream raw material pricing and an uptick in German industrial activity, as indicated by the Manufacturing PMI, sustained moderate pricing momentum. The market remained sensitive to geopolitical risks, trade policy uncertainties, and fluctuating freight rates. Nonetheless, steady consumption from key application segments supported a relatively stable demand environment.
Overall, Q1 2025 in the German Glycine market was marked by price fluctuations tied to external cost drivers, exchange rate movements, and procurement behaviors shaped by global trade patterns. While supply remained largely stable, variations in import economics and sector-specific demand created a dynamic pricing landscape across the quarter.
