For the Quarter Ending December 2025
North America
• In the USA, the Sodium Sulphate Price Index rose by 2.75% quarter-over-quarter, driven by exports
• The average Sodium Sulphate price for the quarter was approximately USD 211.67/MT, reflecting modest strength
• Sodium Sulphate Spot Price firming at ports for immediate loading premiums and dependable export liftings
• Sodium Sulphate Price Forecast points to modest upside, constrained by imports and ample domestic output
• Sodium Sulphate Production Cost Trend eased amid lower sulphuric acid prices, reducing producers cost pressures
• Sodium Sulphate Demand Outlook improved with seasonal detergent restocking, though structural liquid shift limits growth
• Sodium Sulphate Price Index volatility reflected mixed port metrics, inventory normalization and seller pricing discipline
• Export inquiries and rail equipment scarcity supported higher FOB offers while inventories remained moderate Gulf-side
Why did the price of Sodium Sulphate change in December 2025 in North America?
• Export demand increased buyer willingness to accept modest FOB premiums for immediate late season liftings
• Rail equipment tightness raised delivered costs from inland mines, constraining supply and supporting higher prices
• Lower sulphuric acid quotations reduced production cost pressure, while rail logistics maintained persistent inland bottlenecks
APAC
• In Japan, the Sodium Sulphate Price Index rose by 7.34% quarter-over-quarter, supported by tight exports.
• The average Sodium Sulphate price for the quarter was approximately USD 102.33/MT, reflecting FOB premiums.
• Sodium Sulphate Spot Price in Tokyo stayed firm as exporters limited spot availability, prioritizing contracts.
• Sodium Sulphate Price Forecast suggests modest upside risk amid regional restocking and feedstock cost pressure.
• Sodium Sulphate Production Cost Trend increased as sulphuric acid and LNG-driven electricity raised breakeven costs.
• Sodium Sulphate Demand Outlook stayed balanced; detergent and optical glass buying absorbed restricted export volumes.
• Sodium Sulphate Price Index remained supported by specialty-grade premiums despite easing sulfuric acid costs recently.
• Coastal inventories were lean as producers prioritized term shipments, constraining spot supply, maintaining FOB premiums.
Why did the price of Sodium Sulphate change in December 2025 in APAC?
• Rising sulphuric acid feedstock prices raised production breakevens, directly increasing marginal costs and FOB offers.
• Tight export-grade availability and prioritized term contracts limited spot allocations, supporting slightly firmer Tokyo FOB.
• Elevated LNG-linked power tariffs and compliance retrofit costs kept operating rates subdued, restricting supply response.
Europe
• In Germany, the Sodium Sulphate Price Index rose by 0.27% quarter-over-quarter, reflecting modest cost pressures.
• The average Sodium Sulphate price for the quarter was approximately USD 247.33/MT for FD Hamburg.
• Sodium Sulphate Spot Price remained stable as port congestion and exports supported domestic supply availability.
• Sodium Sulphate Price Forecast indicates slight volatility ahead due to feedstock movements and logistic uncertainties.
• Sodium Sulphate Production Cost Trend increased as sulphuric acid feedstock prices lifted conversion cash-costs materially.
• Sodium Sulphate Demand Outlook remains muted with detergent and glass sectors maintaining steady offtake seasonally.
• Sodium Sulphate Price Index signals stability as export commitments and inventories kept FD premiums intact.
• Producers adjusted output to contract needs while terminal bottlenecks and winter logistics raised delivered costs.
Why did the price of Sodium Sulphate change in December 2025 in Europe?
• Feedstock sulphuric acid costs rose, increasing conversion cash-costs and exerting upward pressure on FD price.
• Stable domestic demand with steady offtake limited upside; export commitments removed domestic tonnage from availability.
• Port berth reconstructions and congestion increased handling lead times, elevating inland delivery and distribution costs.
For the Quarter Ending September 2025
North America
• In the USA, the Sodium Sulphate Price Index rose by 3.69% quarter-over-quarter, driven by industrial procurement and export demand.
• The average Sodium Sulphate price for the quarter was approximately USD 206.00/MT, supported by detergent and pulp & paper restocking.
• Sodium Sulphate Spot Price exhibited limited volatility as exporters prioritized Asia, keeping USGC availability comparatively tight.
• Sodium Sulphate Price Forecast indicates modest upside into Q4 driven by seasonal detergent restocking and steady export inquiries.
• Sodium Sulphate Production Cost Trend remained stable with unchanged feedstock and easing freight partially offsetting logistical cost pressures.
• Sodium Sulphate Demand Outlook stays constructive as detergents and packaging maintain procurement, supporting sustained industrial offtake.
• Sodium Sulphate Price Index strength reflected lean distributor inventories and robust exports to Asia sustaining domestic pricing momentum.
• US producers operated steadily, minimal outages kept supply reliable while Gulf Coast logistics and vessel delays remained intermittent.
Why did the price of Sodium Sulphate change in September 2025 in North America?
• Steady industrial procurement for detergents and paper supported sustained offtake despite weak consumer demand.
• Active export inquiries and prioritized shipments to Asia tightened domestic availability and supported higher offers.
• Logistics frictions and lean distributor inventories combined with stable feedstock costs to underpin price resilience.
APAC
• In Japan, the Sodium Sulphate Price Index rose by 3.62% quarter-over-quarter, reflecting cost-push exports upward.
• The average Sodium Sulphate price for the quarter was approximately USD 95.33/MT on FOB Tokyo
• Sodium Sulphate Spot Price firmed as detergent and textile demand supported export volumes and margins
• Sodium Sulphate Price Forecast indicates modest upside near-term, constrained by inventories and cautious buyer behavior
• Sodium Sulphate Production Cost Trend elevated with persistent labor and logistics costs pressuring margins thus
• Sodium Sulphate Demand Outlook steady from detergents and textiles, while glass, pulp demand remains subdued
• Export demand and favorable freight supported the Sodium Sulphate Price Index, easing domestic inventory pressure
• Producer operations remained stable, limiting volatility and keeping offers within the Sodium Sulphate Price Index
Why did the price of Sodium Sulphate change in September 2025 in APAC?
• Persistent cost-push from labor and logistics prompted exporters to raise FOB Tokyo offers, protecting margins.
• Stable supply and ample inventories reduced urgency, muting spot market price gains despite export interest
• Export orders from Southeast Asia supported shipments, offsetting domestic weakness and supporting FOB Tokyo prices
Europe
• In Germany, the Sodium Sulphate Price Index rose by 2.35% quarter-over-quarter, reflecting tightening supply pressures.
• The average Sodium Sulphate price for the quarter was approximately USD 246.67/MT based on Hamburg.
• Stable domestic output and inventories tempered the Sodium Sulphate Spot Price despite steady detergent demand.
• Export interest and competitive imports shaped the Sodium Sulphate Price Forecast, suggesting modest near-term volatility.
• Rising logistics and service charges pushed the Sodium Sulphate Production Cost Trend higher for producers.
• Detergent and glass sector stability supports the Sodium Sulphate Demand Outlook for continued baseline procurement.
• Port efficiencies and inventory normalization moderated the Sodium Sulphate Price Index movement across northern Germany.
• Operational plant stability limited upside, while periodic restocking maintained short-term liquidity and modest price resilience.
Why did the price of Sodium Sulphate change in September 2025 in Europe?
• Tighter by-product supply from primary operations reduced availability, supporting firmer spot offers and higher indices.
• Persistent service inflation raised logistics, handling costs, creating cost-push pressure on producer margins and offers.
• Cautious industrial buyers and normalized inventories reduced urgent procurement, moderating spot price upside during September.
For the Quarter Ending June 2025
North America (USA)
• The Sodium Sulphate Price Index along the U.S. Gulf Coast averaged USD 205/MT FOB USGC through Q2 2025, with prices falling in May before rebounding in June. The net quarterly decline was 7.8% from Q1, reflecting weaker offshore demand early in the quarter before firm detergent and paper procurement supported a late recovery.
• The Sodium Sulphate Spot Price moved in line with inventory trends, softening in May as Mexican and Canadian buyers slowed replenishment, but stabilizing in June as producers capitalized on pre-tariff inventory building. Feedstock sodium chloride and sulphur costs stayed stable, keeping the Sodium Sulphate Production Cost Trend neutral despite fluctuations.
• Why did prices change moving into Q3 2025?
The late-quarter rebound signals continued industrial procurement strength, though the prolonged softness in consumer spending and export markets could temper further upside.
• The Sodium Sulphate Price Forecast for Q3 suggests a steady-to-firm trajectory, supported by tariff uncertainty and non-discretionary detergent demand, though global competitiveness will remain a challenge versus sub-USD 70/MT Asian cargoes.
• The Sodium Sulphate Demand Outlook is stable for detergents and paper, with textiles, glass, and packaging acting as laggards amid fragile export and consumer-linked activity.
Europe (Germany)
• The Sodium Sulphate Price Index in Germany averaged USD 241/MT FD Hamburg during Q2 2025. The net quarterly fall was 5.5% from Q1, driven by weaker downstream demand and import competition early on, followed by supply-driven firmness in June.
• The Sodium Sulphate Spot Price stabilized late in the quarter as by-product supply tightened and service-related costs (logistics, labor) inflated distributor expenses. Lower energy prices kept the Sodium Sulphate Production Cost Trend moderate, with cost-push pressures coming mainly from non-energy overheads.
• Why did prices change moving into Q3 2025?
Prices are expected to hold near current levels as detergent demand underpins stability, though cyclical segments like textiles and glass may weaken further if industrial sentiment falters.
• The Sodium Sulphate Price Forecast for Q3 indicates firm-to-stable pricing, dependent on service cost inflation and stable detergent offtake, with upward potential capped by the risk of a deeper EU industrial slowdown.
• The Sodium Sulphate Demand Outlook shows resilience in detergents and pulp & paper, while textiles, glass, and packaging remain subdued, favoring staggered spot purchases.
Asia-Pacific (China)
• The Sodium Sulphate Price Index in China averaged USD 67/MT FOB Shandong in Q2 2025. The net quarterly decline was 4.3% from Q1, though June’s recovery reflected a shift toward tightening supply and renewed downstream restocking.
• The Sodium Sulphate Spot Price strengthened late in the quarter as reduced by-product output from rayon and lithium sectors tightened availability. Stable soda ash and sulphur inputs kept the Sodium Sulphate Production Cost Trend neutral, but spot scarcity enabled margin expansion.
• Why did prices change moving into Q3 2025?
The late rebound is expected to continue as international buyers face firmer offers, particularly in Southeast Asia, Latin America, and the Middle East, while domestic detergent and glass demand stays active.
• The Sodium Sulphate Price Forecast for Q3 points to upside potential, assuming supply remains tight and downstream restocking persists, though a production rebound in rayon and lithium may limit gains.
• The Sodium Sulphate Demand Outlook remains anchored by detergents, pulp, and packaging, with glass benefiting from construction-linked recovery, while textiles continue to lag due to soft export-driven apparel orders.
For the Quarter Ending March 2025
North America
Sodium Sulphate prices in the U.S. displayed a fluctuating pattern across Q1 2025. January witnessed a price rise due to reduced production rates, logistical disruptions, and tight inventories, despite steady demand from detergents, glass, and pulp & paper sectors.
February saw a reversal, with prices falling by around 4% as downstream demand weakened and inventories remained elevated. Consumer spending recovery was modest, particularly in discretionary goods, which weighed on detergent and FMCG-related usage. Production levels remained stable, but manufacturers operated conservatively to avoid oversupply, with feedstock and energy costs offering no significant upward push.
By March, prices inched up again amid moderate demand recovery from the textile and glass sectors, along with seasonally driven replenishment in detergent stock levels. Freight rates continued to ease, supporting logistics, while tariff concerns and global trade uncertainty added caution to procurement behaviour. Overall, Q1 closed with a mild recovery in March, but the market outlook for Q2 remains cautious, dependent on broader economic stabilization, restocking activity, and industrial demand improvement.
APAC
Sodium Sulphate prices in China declined steadily across Q1 2025, dropping from USD 74 to 68/MT FOB Shandong, as market sentiment weakened amid consistent supply and soft downstream demand. January saw a modest price increase supported by pre-Lunar New Year stocking from detergent and textile sectors. However, by February and March, prices reversed, pressured by cautious procurement in glass, dyeing, and detergent industries. Despite stable feedstock costs and normalized operations post-holiday, subdued export orders and low seasonal pull in fertilizers and construction kept buying activity limited. Producers maintained normal operating rates, but elevated inventories and conservative restocking trends reinforced the bearish tone. While detergent demand offered intermittent support, segments like glass, ceramics, and textile dyeing remained lacklustre due to weak real estate and export-linked performance. Fertilizer demand also stayed minimal as buyers favored more nutrient-dense substitutes. As Q1 ended, the market was well-supplied, with prices likely to stay rangebound unless stronger stimulus in industrial activity or international demand emerges heading into Q2 2025.
Europe
Sodium Sulphate prices in Germany firmed across Q1 2025, rising to 250/MT FD Hamburg in March, driven by improved downstream activity and easing input cost pressures. While the broader EU industrial sentiment remained cautious, moderate restocking in detergents, textiles, and packaging supported price stability. Domestic manufacturers maintained ~85% plant utilization, aided by stable soda ash and sulphur prices and improved logistics—particularly from Hamburg and Bremerhaven. Demand rebounded in the detergent segment ahead of spring cleaning campaigns, while textile dyehouses increased Sodium Sulphate offtake with rising apparel orders from Southern Europe. Glass and ceramic consumption also improved as infrastructure projects resumed under EU stimulus efforts. The pulp and packaging industry lifted procurement amid concerns over potential U.S.–EU trade disruptions. Imports remained price-competitive, but well-managed inventory levels kept market balance intact. Despite fragile industrial recovery and regulatory cost pressures, stable operating conditions and seasonally aligned buying activity sustained a mild uptrend. Heading into Q2, sentiment remains cautiously optimistic, contingent on continued downstream momentum and trade stability.
