Summary
As growers prepare for the winter season across major crop belts, the glyphosate market is seeing renewed momentum from pre-plant and clean-tillage activities. Export flows from China to key destinations such as Brazil and India are evolving—Brazilian imports rising sharply, while India’s procurement patterns shift. This edition examines price trends, export dynamics and winter-crop field management implications for Q4 2025.
I. Market Overview – Pre-Winter Field Work Accelerates Demand
With the window for cleaning fields and preparing seedbeds narrowing, growers in major wheat, rapeseed and fallow-crop regions are intensifying use of glyphosate for weed-burndown and residue management. Domestic demand in China is improving as autumn operations gather pace and distributors restock accordingly. On the export front, Brazil’s no-till soybean systems are driving a surge in glyphosate imports—between January and August 2025 Brazil’s glyphosate imports reached approximately 169,280 tons, up 50.4% year-on-year.
Meanwhile India’s agrochemical export sector is showing signs of moderate recovery, with herbicides leading the rebound.
II. Price Trends & Supply Considerations
After a period of fluctuation earlier in 2025, glyphosate technical and formulation prices have stabilised. Key cost supports include raw materials such as glycine, DEA and yellow phosphorus. Export-oriented producers are optimising logistics to hit the October–November shipping window, while inventory in downstream channels remains moderate. The balance of steady demand and constrained supply is keeping pricing firm through Q4.
III. Export Dynamics – Brazil & India in Focus
Brazil: The sharp uptick in imports underscores Brazil’s continued reliance on glyphosate for its soybean and fall-crop systems, particularly ahead of the next planting cycle. Tight freight and container capacity has led to modest CIF premium pressure.
India: While domestic policy and procurement patterns remain complex, India is gradually ramping herbicide imports and export capabilities. Distributors favour smaller, flexible order-sizes due to credit constraints and shifting regulatory oversight.
Trend shift: Traditional destination markets in Europe remain weak for glyphosate exports; attention is increasingly on Latin America and South Asia. Suppliers are aligning logistics and production schedules to capitalise on the autumn/winter window.
IV. Field Application Insights – Clean-Tillage & Pre-Plant Strategy
For growers preparing fields ahead of winter, effective glyphosate use remains pivotal:Apply when weeds are actively growing post-harvest and before soil dormancy sets in; delay may reduce efficacy.Ensure full canopy/surface coverage, especially around crop residue—it is critical for no-till and minimum-till systems.Rotate or supplement with alternative modes of action to manage herbicide resistance—especially in regions with known resistant weed populations (e.g., Brazil).
Account for logistics lead time from procurement to delivery—export-linked orders to Brazil and India may require longer shipping windows.
V. Outlook – Q4 2025 and Beyond
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Short-term: Expect firm demand into the winter sowing period, with limited upside due to supply constraints and shipping bottlenecks.
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Medium-term: As global focus shifts to sustainable agriculture and resistance management, glyphosate producers and exporters must enhance value proposition through logistics reliability, service support and regulatory compliance.
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Strategic takeaway: Suppliers should prioritise readiness for export demand in Brazil and India, streamline shipping/lead time, and optimise inventory flows. Buyers (distributors & growers) should secure supply early, match field-season windows precisely, and monitor freight/logistics risk.
For detailed regional breakdowns, pricing charts and export schedules, please refer to the CCM Glyphosate 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 price and trade analysis, market reports, and customized intelligence solutions.In addition, CCM provides advertising and brand-promotion services for agrochemical producers and suppliers, helping technical and formulation manufacturers reach target audiences and enhance visibility across the industry.
For more information, visit www.cnchemicals.com or contact econtact@cnchemicals.com / +86-20-37616606.