For the Quarter Ending March 2026
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Iodine Prices in听APAC
- In Japan, the Iodine Price Index rose by 1.42% quarter-over-quarter, driven by firmer export orders.
- The average Iodine price for the quarter was approximately USD 75833.33/MT and steady export-demand.
- Iodine Spot Price remained restrained; Iodine Production Cost Trend largely flat despite higher LNG surcharges.
- Iodine Demand Outlook points to cautious restocking by pharmaceutical buyers, modestly supporting Iodine Price Index.
- Iodine Price Forecast anticipates gains as export inquiries and controlled output tighten FOB-Tokyo volumes.
- Producer inventories at TokyoBay ran near routine levels, limiting seller leverage despite export demand.
- Scheduled pump maintenance reduced brine throughput briefly, tightening monthly availability and supporting upward price movement.
- Stable FOB terms and freight-conditions prevented volatility; logistics did not affect Iodine Spot Price.
Why did the price of Iodine change in March 2026 in APAC?
- Steady brine output paired with scheduled maintenance slightly tightened supply, supporting modest upward price pressure.
- Overseas buyers resumed measured restocking while domestic offtake remained limited, letting export orders drive prices.
- Higher LNG-driven utility surcharges nudged production costs upward, transmitting cost pressures into FOB-Tokyo offers.
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Iodine Prices in听South America
- In Chile, the Iodine Price Index rose by 3.83% quarter-over-quarter, reflecting export tightening and firm pharmaceutical demand.
- The average Iodine price for the quarter was approximately USD 75283.33/MT, reflecting inventory accumulation domestically.
- Iodine Spot Price tightened as suppliers withheld prompt cargoes ahead of wage talks, underpinning offers.
- Iodine Price Forecast indicates mild near-term softening then stabilization as restocking and contracts influence volumes.
- Iodine Production Cost Trend rose as LNG rose and ore grades fell, pushing cash costs higher.
- Iodine Demand Outlook remains firm from pharmaceutical and imaging sectors, sustaining exporters bargaining power and tight availability.
- Iodine Price Index dynamics reflected port inventory accumulation, steady run-rates, and strong forward orders internationally.
- Export logistics and permitting delays under Chile's Water Code constrained spot release, supporting stronger free-on-board offers.
Why did the price of Iodine change in March 2026 in South America?
- Lower ore grades and precautionary stock-building reduced spot availability before union talks, tightening March supply.
- Higher imported LNG prices raised processing costs, increasing production expenses and pressuring offers in March.
- Renewed pharmaceutical and contrast-media nominations boosted export demand, giving sellers leverage to lift FOB offers.
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Iodine Prices in听North America
- In the United States, the Iodine Price Index recorded a slight upward movement quarter-over-quarter, supported by stable import flows and steady demand from healthcare and industrial sectors.
- The average Iodine price trend reflected balanced market conditions, with consistent procurement activity from pharmaceutical and biocide manufacturers.
- Iodine Spot Price remained relatively stable through most of the quarter, with only minor firming observed toward March as inventories tightened marginally.
- Iodine Production Cost Trend increased slightly due to higher energy and transportation expenses, though overall cost pressures remained manageable.
- Iodine Demand Outlook indicated cautious but consistent restocking by end-users, particularly in medical and imaging applications.
- Iodine Price Forecast suggests modest upward support as reliance on imports and steady downstream demand limit downside risk.
- Inventory levels at key distribution hubs remained adequate but showed slight drawdowns toward the end of the quarter, influencing procurement strategies.
- Freight stability and predictable supply chains prevented major disruptions, keeping market volatility low.
Why did the price of Iodine change in March 2026 in North America?
- Slight inventory drawdowns and steady downstream demand tightened spot availability.
- Continued reliance on imports, particularly from Asia, supported firmer pricing sentiment.
- Incremental increases in logistics and energy costs contributed to mild upward pressure.
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Iodine Prices in听Europe
- In the European Union, the Iodine Price Index showed gradual strengthening over the quarter, driven by stable demand from pharmaceutical and specialty chemical sectors.
- The average Iodine price trend reflected steady procurement patterns, with buyers maintaining balanced inventory positions.
- Iodine Spot Price remained largely stable, with slight increases observed in March due to tightening import availability.
- Iodine Production Cost Trend rose marginally, influenced by elevated energy costs and regulatory compliance expenses.
- Iodine Demand Outlook improved moderately as healthcare and industrial applications sustained consistent consumption levels.
- Iodine Price Forecast indicates continued firmness supported by controlled supply and steady import dependency.
- Inventory levels at major storage and distribution points declined slightly toward the end of the quarter, shaping short-term buying activity.
- Logistics and freight conditions remained stable, limiting volatility in spot transactions.
Why did the price of Iodine change in March 2026 in Europe?
- Reduced import arrivals and slight inventory drawdowns tightened supply conditions.
- Stable demand from pharmaceutical and industrial sectors supported continued purchasing activity.
- Rising energy-related costs contributed to mild upward pricing pressure.
For the Quarter Ending December 2025
APAC
- In Japan, the Iodine Price Index rose by 4.38% quarter-over-quarter, driven by tight-supply and firm export-demand.
- The average Iodine price for the quarter was approximately USD 74771.67/MT, reflecting export-driven demand firmly.
- Iodine Spot Price remained firm as Chilean availability tightened and buyers prioritized Japanese high-purity cargoes.
- Iodine Price Forecast suggests mild near-term easing followed by gradual recovery as restocking resumes regionally.
- Iodine Production Cost Trend is elevated due to higher LNG-linked energy charges increasing utility expenses.
- Iodine Demand Outlook remains constructive with pharmaceutical and electronics sectors sustaining steady offshore procurement volumes.
- Iodine Price Index dynamics reflected inventory discipline and logistics premiums supporting FOB Tokyo offers firmly.
- Export demand and terminal-inventories remained pivotal, with shipping costs plus Chilean availability influencing Japanese export strategy.
Why did the price of Iodine change in December 2025 in APAC?
- Constrained brine-derived output and lean terminal stocks tightened supply, enabling sellers to sustain higher offers.
- Robust offshore pharmaceutical and electronics procurement increased competition for cargoes, supporting FOB Tokyo price resilience.
- Elevated LNG-linked utility costs and higher freight rates raised production and logistics costs, pressuring netbacks.
South America
- In Chile, the Iodine Price Index rose by 1.52% quarter-over-quarter, supported by disciplined exporter allocations.
- The average Iodine price for the quarter was approximately USD 73671.67/MT, reflecting export contracts and limited spot availability.
- Iodine Spot Price tightened in pockets as exporters prioritized contract shipments over spot allocations, reducing available cargoes.
- Iodine Price Forecast indicates modest near term moderation absent supply disruptions, with seasonal restocking shaping momentum.
- Iodine Production Cost Trend remained stable because energy expenses eased and caliche ore grades supported steady output.
- Iodine Demand Outlook stayed constructive as pharmaceutical and electronics restocking provided steady offtake into December contracts.
- The Iodine Price Index reflected leaner terminal inventories and elevated freight costs, enabling firmer FOB negotiations for exporters.
- Exporter operational discipline and smooth Chilean logistics prevented large swings, keeping market sentiment cautiously but gradually bullish.
Why did the price of Iodine change in December 2025 in South America?
- Disciplined export allocations limited spot availability, tightening supplies at San Antonio and supporting nominal price strength.
- Pharmaceutical year end restocking increased contractual demand even as seasonal trade slowdown restrained broader downstream purchases.
- Stable production and easing energy costs reduced extraction expenses, allowing sellers to concede minimally while preserving margins.
North America
- Iodine Price Index in North America strengthened modestly quarter-over-quarter, supported by constrained import availability and stable downstream demand.
- Iodine Spot Market conditions remained firm as buyers relied heavily on contracted volumes amid limited discretionary cargoes.
- Iodine Price Forecast indicates short-term stability with selective upside risk, followed by normalization as import flows improve.
- Iodine Production Cost Trend stayed elevated, reflecting higher energy, compliance, and logistics costs across the supply chain.
- Iodine Demand Outlook remained steady, with pharmaceutical, nutrition, and medical imaging sectors maintaining consistent offtake.
- Iodine Price Index dynamics were shaped by inventory discipline and cautious procurement strategies among distributors.
- Import dependency on Chilean and Japanese material continued to influence regional pricing behavior and lead times.
- Freight availability and port congestion intermittently affected delivery schedules, reinforcing firm spot sentiment.
Why did the price of Iodine change in December 2025 in North America?
- Limited spot availability and reliance on term contracts tightened supply flexibility, allowing suppliers to hold firm offers.
- Steady pharmaceutical and healthcare demand sustained baseline consumption despite year-end inventory optimization.
- Higher logistics, regulatory, and energy costs increased landed costs, supporting price stability toward year-end.
Europe
- Iodine Price Index in Europe showed a firm to stable trend, underpinned by controlled inventories and cautious seller participation.
- Spot market activity remained limited, with most volumes moving through long-term agreements rather than open market trades.
- Iodine Price Forecast points to near-term firmness, followed by gradual softening as restocking cycles align with improved import visibility.
- Iodine Production and Distribution Cost Trends stayed elevated due to high energy prices, environmental compliance costs, and inland freight expenses.
- Iodine Demand Outlook remained resilient, led by pharmaceutical intermediates, specialty chemicals, and medical applications.
- Iodine Price Index movements reflected balanced demand-supply dynamics rather than aggressive buying or destocking.
- Dependence on imported iodine kept European buyers sensitive to global supply disruptions and freight volatility.
- Currency movements and energy market fluctuations added cost uncertainty, influencing procurement timing.
Why did the price of Iodine change in December 2025 in Europe?
- Tight control over inventories and limited spot cargo availability supported firm market sentiment.
- Stable downstream pharmaceutical demand prevented any meaningful demand-side pressure on prices.
- Elevated energy and transportation costs, combined with cautious year-end procurement, helped maintain price stability.
For the Quarter Ending September 2025
APAC
- In Japan, the Iodine Price Index rose by 1.02% quarter-over-quarter, in Q3 2025, supported by supply and moderate demand.
- The average Iodine price for the quarter was approximately USD 71633.33/MT, reflecting modest volatility and seasonal adjustments in Japan.
- Iodine Spot Price remained broadly steady amid balanced supply and inventories on par with regional averages.
- Iodine Price Forecast suggests modest gains driven by steady demand and controlled supply dynamics in APAC, with markets steady.
- Iodine Production Cost Trend remains stable, with limited input cost pressure seen in regional manufacturing across producers.
- Iodine Demand Outlook remains steady with moderated pharmaceutical and electronics consumption in APAC markets this quarter.
- Iodine Price Index movements align with regional stock levels and export flows throughout the APAC quarter.
Why did the price of Iodine change in September 2025 in APAC?
- Supply normalization and improved export efficiency reduced price pressures in September 2025 across APAC markets.
- Moderate downstream demand, especially in healthcare and electronics, tempered gains despite supply stability, global improvement.
- Logistics remained stable with steady port operations supporting orderly trade movements throughout September 2025 period.
North America
- In the U.S., the Iodine Price Index exhibited a quarter-over-quarter rise, supported by steady industrial consumption and tightening regional inventories.
- Iodine Spot Prices remained relatively firm, supported by consistent supply-chain operations and healthy domestic stock levels.
- The Iodine Price Forecast indicates moderate upward potential for Q4 2025, as producers maintain controlled output and industrial buyers sustain steady procurement activity.
- Production Cost Trends remained stable, with energy and raw material inputs showing minimal quarter-to-quarter variation.
- The Demand Outlook was steady across key sectors 鈥� healthcare, pharmaceuticals, and specialty chemicals 鈥� with modest restocking observed late in the quarter.
- Price Index movements reflected limited volatility, aligning with steady logistics and moderate export activities from the U.S. Gulf Coast.
Europe
- In Europe, the Iodine Price Index registered a quarter-over-quarter increase, reflecting balanced trade flows and recovering downstream activity.
- Spot Prices remained range-bound amid steady consumption and adequate inventories across key markets including Germany, France, and the U.K.
- The Price Forecast for the upcoming quarter suggests mild appreciation, supported by stable demand from the pharmaceutical and imaging reagent sectors.
- Production Cost Trends were largely stable, aided by moderated energy prices and consistent feedstock availability.
- The Demand Outlook was steady, with pharmaceutical and medical imaging sectors driving moderate consumption gains.
- Price Index movements were closely tied to import volumes from Chile and domestic production steadiness across European facilities.
South America
- In Chile, the Iodine Price Index fell 7.57% quarter-over-quarter, in Q3 2025, as supply remained balanced amid muted buying.
- The average Iodine price for the quarter was approximately USD 72,571.67/MT, reflecting steady market fundamentals.
- Iodine Spot Price remained steady, supported by balanced inventories, stable exports, and ongoing near-term restocking from buyers.
- Iodine Price Forecast points to modest gains later in Q4 as healthcare, electronics, and disinfectant demand stabilizes.
- Iodine Production Cost Trend is broadly stable with caliche mining maintaining output and energy inputs remaining predictable.
- Iodine Demand Outlook remains constructive for medical imaging, catalysts, and sanitation applications, underpinning relatively balanced purchasing.
- Iodine Price Index indicates a gentle softening compared with earlier highs, mirroring regional supply calm.
- Inventory levels and export discipline limit sudden price spikes while seasonal demand shifts influence quarter-end volatility.
Why did the price of Iodine change in September 2025 in South America?
- Supply and export flows remained steady, preventing sharp price swings in September 2025, despite regional logistics.
- Cost pressures were modest as caliche mining, processing costs, and energy inputs stayed broadly stable.
- Demand momentum cooled slightly with restocking pauses in medical imaging, disinfectants, and industrial catalysts.
