Key Highlights
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U.S. lactic acid prices fell in July due to cautious buying and tariff-related uncertainty.
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Importers are expected to increase lactic acid purchases ahead of China’s Golden Week in September.
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Shanghai port delays and tightening transpacific shipping capacity are adding supply pressure.
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President Trump extended the temporary U.S.–China trade agreement until November xx, xxxx.
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Market fundamentals suggest lactic acid prices could firm by late Qx, supported by seasonal demand and supply constraints.
On the demand side, July weakness was attributed mainly to buyers delaying big purchases in uncertainty regarding tariffs and continuing inflation. Importers did not want to incur costs prematurely before being able to raise them, dampening demand in the short term.
But the sentiment in the market is expected to pick up with September looming. As China&#xx;s Golden Week holiday is now close at hand, American consumers are expected to pre-buy lactic acid in order...
