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Global Factory PMIs Rise in April on Stockpiling as Costs Surge and Delays Lengthen

Stockpiling plus higher prices point to a short‑lived lift driven by supply risks.

Employees work in the open kitchen of a restaurant in the Patriarch's Ponds neighbourhood in central Moscow, Russia July 11, 2025. REUTERS/Maxim Shemetov
A worker places bottles of American whiskey into a shopping cart to fill an order for a restaurant, at a Liquor Control Board of Ontario (LCBO) store in Hamilton, Ontario, Canada February 2, 2025.  REUTERS/Carlos Osorio
A worker at a factory in Ansan, South Korea, April 13, 2026. REUTERS/Kim Hong-Ji/File Photo
An employee works at a ceramics factory where the workers start their shifts before dawn to optimise sunlight and save energy, in Citta di Castello, Italy, August 30, 2022. REUTERS/Jennifer Lorenzini

Overview

  • Surveys released Monday showed factory activity picked up in April across several regions as firms rushed to secure materials because of Middle East war disruptions and expected price rises.
  • Input costs jumped to the fastest pace since 2022 in many reports and factories raised selling prices to multi‑year highs as supplier delivery times stretched to the worst since mid‑2022.
  • The eurozone headline PMI rose to 52.2 with all eight tracked countries back in growth, yet the future output index fell to a 17‑month low and factories kept trimming staff.
  • Germany’s final PMI printed at 51.4 with business expectations turning negative for the first time since 2024 as S&P Global warned the upturn looks like front‑loaded buying rather than lasting demand.
  • India’s PMI improved to 54.7 with export orders at a seven‑month high and hiring at a 10‑month high, Spain returned to 51.7 on client stock‑building even as exports fell again, and South Africa’s PMI rebounded to 52.6 on brought‑forward orders that economists say may not endure.