China Erucic Acid Prices Fall 1.86% in June 2026 Amid Ample Imports and Weak Demand

Erucic Acid prices in China moved lower through June 2026, declining 1.86% month-on-month as ample import availability and soft downstream demand maintained a mildly bearish market sentiment. Early June witnessed steady cargo arrivals from Canada and Southeast Asia, keeping East China ports well supplied, while demand weakened during mid-June as converters and formulators reduced inventories. By late June, suppliers lowered dollar-denominated offers to stimulate Erucic Acid sales despite a marginal increase in landed costs caused by a 0.42% depreciation of the Chinese yuan against the U.S. dollar. Overall, the Erucic Acid market shifted from steady supply conditions to competitive selling as buyers adopted a hand-to-mouth procurement strategy, according to ChemAnalyst data.

Demand remained subdued across the principal Erucic Acid end-use sectors. Flexible packaging and film converters recorded the weakest activity, with film processors using erucamide slip agents operating at lower run rates amid sluggish export orders. Demand from specialty lubricant manufacturers also softened as battery-grade grease formulators postponed spot purchases while consuming inventories accumulated in April ahead of scheduled mid-year maintenance. Likewise, personal care additive manufacturers limited procurement due to flat sales of emulsifier blends. In contrast, no significant replacement demand emerged to offset the overall weakness, forcing Erucic Acid importers and traders to compete through incremental discounts and making the Erucic Acid market increasingly competitive, according to ChemAnalyst data.

Supply-side fundamentals continued to reinforce the bearish trend in the Erucic Acid market. High-erucic rapeseed oil availability remained stable due to normal Northern Hemisphere harvesting, limiting feedstock cost pressure and enabling Erucic Acid suppliers to offer competitive pricing. Freight rates remained stable, while no major production outages or port congestion were reported. Canadian crushers and Southeast Asian oleochemical exporters continued fulfilling contractual Erucic Acid shipments into China without disruption. However, ChemAnalyst noted that escalating geopolitical tensions in the Middle East could increase freight and insurance costs if vessels are rerouted around the Cape of Good Hope, extending transit times.

Looking ahead, the Erucic Acid market is expected to remain under slight pressure during July and August as competitive import offers, stable feedstock availability, and comfortable inventories continue to weigh on Erucic Acid pricing. A gradual recovery is anticipated from September through November, supported by post-summer restocking, seasonal improvement in downstream demand, and tighter supplier inventories. The Erucic Acid market may soften slightly toward December as year-end procurement slows. The outlook remains based on current market trends and is subject to changes in feedstock availability, global trade flows, freight costs, and geopolitical developments.