US fumed silica prices are expected to continue rising through May and June 2026, driven by persistent feedstock shortages, elevated logistics costs, and steady downstream demand. ChemAnalyst projects May and June, reflecting tight chlorosilane availability after Gulf Coast suppliers diverted feedstock toward higher margin silicone intermediates. This diversion has reduced merchant supply and limited spot output, while rising silicon metal and chlorosilane costs have tightened producer margins. Logistics constraints, including methanol/LPG shipping restrictions, higher freight and insurance premiums, and delayed import arrivals, have further reduced distribution inventories, pushing buyers toward shorter procurement cycles. April set the stage for this firmness, with FOB New York prices rising by 4.5% m/m amid strong demand from high solids coatings, silicone elastomers, adhesives, and electronics. Rail congestion and reduced import arrivals trimmed inventory cover at Houston hubs from 24 to 18 days. With feedstock tightness and geopolitical freight risks persisting, the US fumed silica market is expected to remain firm into early summer.
