US fatty acid prices are expected to decline further in June 2026, with ChemAnalyst projecting a –5.0% drop as weak surfactant, detergent, and personal care demand continues to suppress buying interest. Crude palm oil CFR Houston remains soft, lowering producers’ cash cost curves and enabling deeper discounts. Gulf Coast operations are stable, inventories are comfortable, and imports—covering 22% of US consumption—are arriving on schedule, reinforcing the bearish tone. Unless Middle East tensions sharply raise bunker premiums and landed costs, June pricing is expected to drift lower. May set the foundation for this decline. Triple pressed fatty acid down 3.99% from April as downstream buyers delayed purchases and feedstock costs eased. Gulf Coast splitters ran smoothly, distributors favored just in time procurement, and seasonal lulls in detergents, surfactants, and personal care reduced spot activity. With no confectionery sector lift and food grade demand stable but unspectacular, sellers trimmed offers to clear positions.
