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The US bentonite market experienced a decline in January of 2026 as demand was lower than expected following the holidays. There has been a steady supply in the US, as mining in Wyoming and South Dakota continued without interruption. However, offtake of bentonite for use in many downstream sectors was slower than normal. Automotive foundries have maintained unchanged levels of casting activity; conservative drilling programs limited the demand of bentonite as a component in oil field applications; and consumer segments (such as pet litter) were operating at their normal run rates, without the seasonal restocking of inventory, whilst in the construction-related sector there was a typical mid-winter slowdown in the demand for the product. There were very few exports of bentonite to Canada or Mexico, which meant that there has also been limited overseas support for the product market. With inventories remaining at a very low level and logistics functioning normally, the bentonite market had begun the year with balanced, but not particularly exciting, fundamentals.
The US bentonite market started out in January xxxx with lower demand than expected, as holiday sales did not materialize. The majority of US domestic production is located in Wyoming and South Dakota, which continue to provide structural supply advantages; however, consumption throughout all of its major end-use segments continues to show weak volume. Most of the bentonite consumed in US is sourced from local ore and transported with short distance hauls; therefore, very little cost inflation is being experienced. The resulting limited volume of spot transaction inquiries and limited export pull have resulted in a bearish outlook for near term availability.
In pricing terms, sodium bentonite from Wyoming showed a slight decrease in January. The average price fall to USD xxx per metric ton, down from USD xxx per metric ton in December, for a x.xxx month-on-month decrease. This price movement follows an...
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