Summary
In September–October 2025, the glyphosate market entered a phase of seasonal stabilization as global demand shifted toward pre-plant and clean-tillage applications. Prices are supported by raw-material costs and steady export orders to South America and India, while domestic demand rises with autumn field management and pre-winter land preparation. This report reviews recent price movements, export dynamics, and application trends shaping the Q4 outlook.
I. Market Overview – Balanced Supply and Seasonal Recovery
Supply side:
Major Chinese producers resumed operations after summer maintenance. Supplies of glycine, DEA, and yellow phosphorus remain stable, providing cost support but leaving little room for price decline.
Demand side:
Domestic demand has strengthened as growers conduct autumn clean-tillage and orchard weed control before winter. Overseas, procurement from Brazil and India continues ahead of the planting and land-clearing cycles.
Market sentiment:
Distributors are cautious, adopting a “sell-as-you-buy” approach, while exporters anticipate a short-term shipment peak during October–November.
II. Price Trends – Stabilization After Summer Volatility
After a period of fluctuation earlier in the year, glyphosate prices have largely stabilized through September. The technical-grade 95% product is currently quoted between RMB 26,500 and 27,000 per ton, with steady demand from both domestic distributors and export clients. Cost support from intermediates such as glycine and DEA continues to provide a firm bottom, preventing significant price declines.
Formulated products show similar patterns. Glyphosate IPA 41% SL edged up about 1% month-on-month, trading around RMB 31,000–32,000 per ton, as Brazilian importers increased purchases ahead of soybean planting. Glyphosate IPA 62% SL remained stable at RMB 38,000–39,000 per ton, supported by orchard and pre-winter applications in southern China. Meanwhile, Glyphosate 480 g/L SL also held steady near RMB 33,000–34,000 per ton, reflecting consistent usage in autumn clean-tillage programs.
III. Export Rhythm – India and Brazil in Focus
Brazil:Export shipments accelerated from late August as soybean producers conducted burndown operations under no-till farming systems. CIF quotations inched higher due to tight shipping capacity and stronger USD.
India:Demand emerged from the post-Kharif cleanup and Rabi preparation stages. Local distributors favored smaller batch orders due to credit constraints and policy uncertainty in certain states.
Regional pattern:Southeast Asia and Africa recorded modest buying interest, while European markets remained subdued. Overall, September–November forms the year’s key export window, with logistics and freight conditions determining final delivery volumes.
IV. Application Spotlight – Autumn Clean-Tillage Practices
The clean-tillage period following harvest is critical for removing perennial weeds and crop residues before soil dormancy.
Key recommendations:
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Timing: Apply glyphosate when weeds are actively growing (5–7 days after regrowth) and soil surfaces are dry; avoid rainfall within 6–8 hours.
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Coverage: Ensure even foliar contact—mechanical chopping or mulching before spraying improves efficacy.
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Resistance management: Rotate or tank-mix with other herbicide groups (e.g., 2,4-D, glufosinate) according to local label regulations to prevent over-reliance on a single MOA.
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Safety: Maintain buffer zones near water bodies, wear PPE, and follow label restrictions for drift management and residue disposal.
V. Outlook – Mild Uptrend Into Q4
Short-term: Prices are expected to stay firm through October–November as export shipments peak.
Medium-term: Rising logistics costs and exchange-rate fluctuations may limit margins but will keep overall quotations supported.
Strategic takeaway:
Producers should lock in partial raw-material and freight contracts, while distributors focus on high-rotation SKUs (41% / 62% IPA, 480 SL). Overseas buyers are advised to plan shipments early to avoid port congestion and container shortages.
For detailed regional analysis and price monitoring, refer to the CCM Fungicide China Monthly Report.
About CCM:
CCM is the leading market intelligence provider for China’s agriculture, chemicals, food & feed and life science markets. Founded in 2001, CCM offers a range of content solutions, from price and trade analysis to industry newsletters and customized market research reports. CCM is a brand of Kcomber Inc.
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