For the Quarter Ending December 2025
North America
• In the USA, the Omeprazole Price Index fell by 2.0% quarter-over-quarter, amid slightly firmer import costs.
• The average Omeprazole price for the quarter was approximately USD 61076.67/MT, reflecting import-led cost pass-through and distributor restocking.
• Tight December arrivals supported Omeprazole Spot Price momentum as selective allocations tightened the broader Omeprazole Price Index.
• Incremental compliance and higher intermediate costs maintained Omeprazole Production Cost Trend, pressuring margins for exporters.
• Inventory replenishment and formulary finalizations underpinned the Omeprazole Demand Outlook, sustaining steady wholesale procurement activity.
• Short-term Omeprazole Price Forecast points to measured increases driven by restocking and disciplined Asian export offers.
• Distributor inventories tightened to near two weeks coverage, amplifying import urgency and supporting the Omeprazole Price Index.
• Steady freight and no major plant shutdowns preserved supply reliability, limiting volatility despite firmer landed costs.
Why did the price of Omeprazole change in December 2025 in North America?
• Import-led cost pass-through from Asia tightened landed costs, nudging December quotations marginally higher for distributors.
• Year-end formulary finalizations and restocking elevated buying urgency, reducing visible spot availability near month end.
• Stable ocean freight and absent port congestion limited logistic disruption, leaving cost pressures as the primary price driver.
APAC
• In China, the Omeprazole Price Index fell by 1.98% quarter-over-quarter, driven by domestic procurement pressure.
• The average Omeprazole price for the quarter was approximately USD 55900.00/MT under FOB-Shanghai terms.
• Omeprazole Spot Price was supported by tightened crystallization capacity and expedited export loadings, reducing inventories.
• Omeprazole Price Forecast suggests upside into Q1-2026 as exporters and formulators replenish precautionary inventories.
• Omeprazole Production Cost Trend showed a slight elevation as the spot methylating agent has ticked higher recently.
• Omeprazole Demand Outlook remained constructive as Brazil and the United States buyers front-loaded ahead of year-end.
• Omeprazole Price Index stability reflected balanced coastal-production rates and steady feedstock-availability, keeping margins.
• Export demand and efficient Shanghai port operations supported timely shipments, limiting spot market volatility ahead.
Why did the price of Omeprazole change in December 2025 in APAC?
• Winter environmental audits temporarily reduced intermediate output, tightening supply and enabling price pass-through to exporters.
• Exporters rebuilt stocks ahead of year-end, increasing demand for FOB-Shanghai lots and drawing down inventories.
• Stable feedstock pricing limited production cost shock, while efficient port operations prevented logistics-driven premium escalation.
Europe
• In France, the Omeprazole Price Index fell by 2% quarter-over-quarter, reflecting slightly softer procurement activity.
• The average Omeprazole price for the quarter was approximately USD 55996.67/MT, reflecting Le Havre landed-costs.
• Omeprazole Spot Price remained stable; steady Asian export offers and normalized Le Havre port operations.
• Omeprazole Price Forecast indicates modest upward bias due to disciplined export offers and seasonal restocking.
• Omeprazole Production Cost Trend showed stability as key intermediates remained available and energy costs remained contained.
• Omeprazole Demand Outlook remains steady, supported by reimbursed PPI prescriptions, hospital tenders, and pharmacy restocking.
• Omeprazole Price Index reflected measured inventory rebuilds, balanced imports, and export demand to neighbouring markets.
• Major Indian and Chinese suppliers maintained shipments; logistic improvements at Le Havre eased supply friction.
Why did the price of Omeprazole change in December 2025 in Europe?
• Higher Asian export offers and restocking increased landed costs, marginally tightening available import volumes.
• Normalized port operations cut demurrage; insurance surcharges and rerouting maintained freight cost pressure.
• Sustained reimbursed PPI demand and tenders supported steady offtake, preventing sharp price declines.
For the Quarter Ending September 2025
North America
• In USA, the Omeprazole Price Index fell by 2.48% quarter-over-quarter, reflecting supply tightening from import frontloading.
• The average Omeprazole price for the quarter was approximately USD 62321.67/MT, reported by shipments and distributor settlements.
• Omeprazole Spot Price remained supported by accelerated imports and port delays, keeping near-term market tight.
• Omeprazole Price Forecast indicates modest upward trajectory due to inventory drawdowns and restocking by distributors.
• Omeprazole Production Cost Trend shows inflation-driven input costs and freight raising landed cost and margins.
• Omeprazole Demand Outlook remains stable but concentrated near-term as buyers frontload ahead of tariff risks.
• Omeprazole Price Index movements reflected port congestion and logistics cost pass-through affecting distributor pricing power.
• Inventory levels tightened modestly; export demand and purchases compressed spot volumes, supporting Price Index recovery.
Why did the price of Omeprazole change in September 2025 in North America?
• Import frontloading raised short-term demand, producing localized supply tightness despite generally adequate inventories at distributors.
• Rising freight costs and inflationary input pressures elevated landed costs, significantly pressuring seller pricing strategies.
• Typhoon-induced port delays and congestion extended lead times, reducing spot availability and increasing price volatility.
APAC
• In China, the Omeprazole Price Index fell by 2.46% quarter-over-quarter, export frontloading tightened logistics significantly.
• The average Omeprazole price for the quarter was approximately USD 62200/MT reflecting logistics passthrough pressure.
• Omeprazole Spot Price firmed as exporters prioritized early shipments, tightening immediate availability and supporting quotes.
• Omeprazole Price Forecast points to gains while the Price Index benefits from reduced inventory overhang.
• Omeprazole Production Cost Trend rose due to higher freight and weather-related disruptions, pressuring suppliers' margins.
• Omeprazole Demand Outlook remains positive short-term as international restocking ahead of holidays supports raw-material procurement.
• Omeprazole Price Index volatility reflected seasonal factory slowdowns and concentrated shipping congestion disrupting export rhythms.
• Suppliers used spot transactions to manage vessel constraints, aligning shipments with near-term orders, protecting margins.
Why did the price of Omeprazole change in September 2025 in APAC?
• Export frontloading increased demand temporarily, prompted by tariff suspension and accelerated shipments to Western buyers.
• Higher ocean freight and logistics disruptions raised supply costs and pressured producer pricing in September.
• Weather-related factory slowdowns reduced output intermittently, tightening short-term availability and prompting cautious restocking by buyers.
Europe
• In France, the Omeprazole Price Index fell by 2.435% quarter-over-quarter, driven by cautious pre-emptive restocking.
• The average Omeprazole price for the quarter was approximately USD 62303.33/MT, reflecting CFR Le Havre.
• Supply delays tightened availability and pushed Omeprazole Spot Price higher, while Omeprazole Price Index stayed stable.
• Omeprazole Price Forecast shows modest upticks driven by port congestion and buyer short-term restocking strategies.
• Rising freight and Asian raw material costs raised Omeprazole Production Cost Trend and squeezed supplier margins.
• Omeprazole Demand Outlook remains steady across hospitals and pharmacies, though cautious purchasing limits inventory rebuilds.
• Export disruptions and low inland water levels reduced throughput, tightening inventories and lifting short term prices.
• Major supplier scheduling changes and Chinese production slowdowns created intermittent supply tightness, supporting price firmness.
Why did the price of Omeprazole change in September 2025 in Europe?
• Port congestion and low inland water levels delayed imports, constraining French supply availability and delivery schedules.
• Chinese export price increases and production slowdowns raised replacement costs, transmitting higher landed costs to France.
• Precautionary restocking by importers amid logistical uncertainty tightened inventories, supporting upward pressure on domestic prices.
For the Quarter Ending June 2025
North America
• The Omeprazole Price Index in the USA dropped from USD 65,230/MT in April to USD 63,140/MT in May, before slightly rebounding in June.
• In April 2025, despite historically high tariffs (minimum 145%), suppliers absorbed costs and maintained a steady supply, causing the omeprazole spot price to fall due to weak buyer demand and elevated inventories.
• Strategic frontloading of shipments in early April, ahead of tariff implementation, led to inventory accumulation, contributing to a soft product demand outlook and delayed downstream ordering.
• By May 2025, the Price Index saw a sharp month-on-month drop of 3.20%, as a temporary U.S.–China tariff rollback failed to reverse cautious buyer sentiment.
• A major executive order in May imposing drug price benchmarks reduced new purchases, as pharmaceutical firms reassessed cost structures—adding pressure to the omeprazole price forecast.
• Imports from China in May declined 20.8% MoM, showing a deliberate inventory recalibration and reduced speculative buying, moderating the product production cost trend.
• In June 2025, early frontloaded imports during the U.S.–China trade truce, alongside inflation-linked cost increases, caused a minor Price Index rebound of 0.33%.
• Domestic demand remained steady in June, but buyers shifted to forward purchasing to shield against anticipated Q3 cost escalations, shaping the product demand outlook.
• Inflationary pressure in June prompted some upstream suppliers to adjust quotes upward, indicating a cautious shift in product price forecast behavior among distributors.
• For July 2025, prices are likely to remain stable or mildly increase, as distributors adopt shorter procurement cycles and lean inventory strategies, maintaining balance amid persistent supply-side caution.
China
• The Price Index for Omeprazole in China declined from USD 65,100/MT in April to USD 63,000/MT in May, followed by a slight rebound in June.
• April’s decline stemmed from weak omeprazole demand outlook, exacerbated by inventory overhang, reduced factory activity, and worsening port congestion across eastern China.
• U.S.-imposed 145% tariffs disrupted export orders, pushing down the product spot price as exporters issued steep discounts to clear backlogs.
• Domestic consumption remained sluggish in April due to economic uncertainty and logistical inefficiencies, leading to poor offtake and rising stockpiles.
• In May, the price index fell by 3.23% due to deepening oversupply and stagnant overseas buying interest despite hopes of mid-quarter demand recovery.
• A muted product production cost trend and under-utilized factory capacity led sellers to prioritize volume clearance at lower prices in May.
• In June, prices rose 0.32% as a 90-day U.S. tariff suspension prompted accelerated orders from North America, reviving short-term product demand outlook.
• Ocean freight GRIs also pushed logistics costs higher, allowing Chinese suppliers to raise product spot prices modestly.
• Manufacturers cautiously ramped up production in June, aiming to balance inventory reduction with renewed demand signals.
• For July 2025, omeprazole prices are likely to increase temporarily as international buyers replenish stocks post-Q2 lows, although inventory pressure will limit sharp gains.
Europe
• In April, the price index for Omeprazole in France declined sharply due to market oversupply caused by redirected US-bound shipments. This influx raised domestic inventory levels, while demand remained subdued, pushing the omeprazole spot price down to USD 65,175/MT.
• French importers conducted pre-buying ahead of the May Labour Day holiday, further saturating inventories. As a result, suppliers lowered prices to trigger buying activity amid stagnant market conditions and logistical inefficiencies at Le Havre and other EU ports.
• May 2025 saw a continued decline in the price index, dropping to USD 63,080/MT. Weak demand outlook from downstream buyers, such as pharmacies and hospitals, persisted, driven by sluggish retail sales and excess inventories.
• The mid-May removal of US tariffs led to a redirection of Chinese pharmaceutical exports toward Europe, aggravating France’s oversupply and triggering a deeper fall in the omeprazole spot price.
• Logistics delays across Northern European ports deterred new purchases, reinforcing a cautious stance among French buyers and delaying fresh procurements.
• In June, the price index marginally rebounded to USD 63,320/MT as port congestion worsened. This disrupted inbound Omeprazole shipments and created short-term tightness, especially with delays along key routes like the Rhine.
• Amid fears of prolonged disruptions, some wholesalers accelerated restocking in June, tightening near-term inventories and slightly lifting prices.
• Demand from France's hospital and pharmacy sectors remained stable, but importers adopted lean procurement strategies to balance inventory risks and delayed shipments.
• June’s omeprazole price forecast suggests upward momentum in July, as postponed orders from June are expected to be executed, leading to a temporary spike in demand and potential continuation of the price increase.
• Price index growth in July appears likely, with pharmacies and distributors who delayed restocking now expected to procure in bulk, placing upward pressure on prices despite a largely flat production cost trend.
For the Quarter Ending March 2025
North America
In Q1 2025, Omeprazole prices in the USA experienced notable fluctuations driven by a combination of tariffs, economic factors, and supply-demand dynamics.
January saw a sharp increase in prices due to the rush to stockpile ahead of the 10% tariff on Chinese goods, anticipated to take effect in February. This surge in demand, coupled with supply chain strains, was further exacerbated by the Chinese Lunar New Year. Prices were also supported by rising energy costs.
In February, prices declined as supply increased due to higher Chinese production post-New Year, and lower shipping costs reduced import expenses. However, weak demand, driven by economic uncertainty and rising inflation, limited buying activity.
By March, prices slightly rebounded as market participants accelerated purchases to avoid potential tariff impacts from expanding U.S. trade disruptions. The imposition of tariffs on China and other trading partners fueled geopolitical uncertainty, prompting buyers to secure inventory in advance. The easing of consumer price inflation in March marginally improved sentiment, supporting price stability.
Asia Pacific
In Q1 2025, Omeprazole prices in China saw steady increases driven by supply-demand imbalances and trade uncertainties. January prices rose significantly, fueled by increased demand from the pharmaceutical and healthcare sectors and reduced manufacturing output before the Lunar New Year. Anticipating supply constraints, distributors placed advance orders, and Chinese exporters rushed shipments to avoid potential U.S. tariffs. February continued the upward trend, with limited supply and steady demand driving prices higher. The Lunar New Year disrupted production, depleting pre-holiday stockpiles, and U.S. tariffs pushed Chinese manufacturers to focus on European exports. After the holidays, industrial activity picked up, and port congestion eased, but the anticipation of additional U.S. tariffs led to increased foreign demand. In March, while manufacturing activity improved, it couldn’t fully meet rising demand. Inventory levels were moderate, but foreign buyers accelerated procurement, and domestic demand remained firm. The combination of these factors led to a slight price increase, reflecting supply tightness and continued market optimism. Overall, Q1 saw persistent upward pressure on prices due to strong demand and trade dynamics.
Europe
In Q1 2025, Omeprazole prices in France saw significant fluctuations. In January, prices increased due to improved business sentiment and higher demand from the healthcare and pharmaceutical sectors, supported by an optimistic economic outlook. Early Lunar New Year demand and inventory restocking by market participants further tightened supply, contributing to upward pressure on prices. A slight easing of monetary policy also helped boost consumer confidence.
However, February brought a price decline as favorable import conditions, including the depreciation of the Euro and reduced ocean freight rates, led to cost-effective imports and inventory accumulation. Increased supply from Chinese exporters, redirected to Europe due to U.S. tariffs, further saturated the market. Weak downstream demand, driven by cautious consumer sentiment, kept prices under pressure.
In March, prices increased again due to a resurgence in demand, driven by renewed procurement activity in the healthcare sector. Overall, Q1 2025 saw a balancing act between tightening supply and fluctuating demand, with prices moving in response to external factors such as supply chain shifts and import conditions.
