The US boron market concluded November 2025 with a sentiment balance of caution and optimism in response to a set of both supply chain and demand-driven developments. As a commodity of increasing prominence, boron continued to attract attention primarily because of being added to the US Department of Interior’s Critical Minerals List. Although this move emphasized boron’s increasing importance in construction, fertilizer, and high-tech sectors such as permanent magnets used in EV technology, market participants were affected by constant international boron production, full vessel capacity, and rising transportation ocean costs, in parallel with US processors assessing existing boron supplies against imports from Türkiye, Argentina, and Chile. Demand-side developments include incremental starts in US construction projects, increasing fiberglass insulation production, in parallel with pilot projects in EV production emphasizing boron’s importance in next-generation production.
