In March 2026, as geopolitical tensions continued to escalate, the global energy supply chain faced severe challenges. Prices of key energy sources such as crude oil and natural gas fluctuated upward, driving up overall production costs across the chemical industry. Consequently, most pesticide product prices trended higher. In particular, prices of upstream glyphosate raw materials—including glycine, yellow phosphorus, and methanol—rose across the board, becoming the main driver behind the glyphosate price surge.
On the project front, multiple upstream raw-material projects for glyphosate advanced steadily. The EI report approval (re-submission) for Anhui Ruibai's 90,000 t/a formaldehyde and 60,000 t/a paraformaldehyde project was publicized; Jingzhou Newtrend broke ground on a 60,000 t/a industrial-grade glycine plant; and Jiangsu Sopu New Material kicked off a 70,000 t/a phosphorus trichloride project.
Corporate updates show that leading producers such as Nantong Jiangshan, Hubei Xingfa, and Sichuan Hebang have all acknowledged that geopolitical frictions are noticeably affecting their operations, with glyphosate and related products currently in an upward price channel.
On the regulatory side, two pesticide-residue-related national food-safety standards took effect in March: GB 23200.122-2026 and the updated "National Food Safety Standard—Maximum Residue Limits for Pesticides in Foods" (GB 2763-2026). The new standards impose stricter maximum residue limits for glyphosate in major crops such as cereals, oil, fruits, and vegetables, setting higher barriers to entry for glyphosate's production process, quality control, and impurity-removal capability.
In export trade, the latest data indicate that China shipped 15,110.23 tonnes of glyphosate in December 2025, with the United States remaining the top destination.

