Glyphosate China Monthly Report

Since December, glyphosate ex-work prices have continued to fall, a trend mainly influenced by the relatively loose market supply and the contraction of trade demand both domestically and internationally, with overall demand providing limited support for prices.

In terms of project dynamics, the key support for the Guizhou Jiangshan project—phosphorus sub-project—has officially started input and entered the trial production phase. Anhui Kangmu's 22,000 t/a PMIDA project has completed the public environmental acceptance. Rainbow Shares has adjusted its investment direction, terminating the two original glyphosate projects and redirecting resources towards the "Global pesticide products registration project" to strengthen the global market configuration.

In terms of corporate dynamics, Fuhan Chemical has been awarded the 2025 EcoVadis Silver Rating for its comprehensive performance in the field of sustainable development, signifying that its management system has reached an internationally recognised level. Guizhou Jiangshan has successfully obtained a glyphosate production license, marking a key advancement for the smooth production of its planned 50,000 t/a glyphosate project. Additionally, Hongtaiyang Shares has made a breakthrough in the Laos market, obtaining the first batch of formal pesticide registration certificates, including glyphosate 68%SG, laying the foundation for exploring the ASEAN market.

In terms of pesticide policy management, the General Office of the Ministry of Agriculture and Rural Affairs of the People's Republic of China issued a notice on "Notice on Further Standardizing Pesticide Management" providing further clarification and standardisation of management requirements for key links such as pesticide registration, production licensing, business licensing, registration trials, and label marking.

Export trade data shows that China's glyphosate export volume reached 32,231 tonnes in September 2025. Brazil continues to maintain its position as the largest destination for China's glyphosate exports.