U.S. Kaolin Clay prices surged by 11.8% month-on-month in May 2026 driven by stronger export demand, tightening domestic supply, and logistical constraints. Demand improved as buyers from Asia and Western Europe returned to the market, while permitting delays restricted capacity additions. Consumption remained robust across cement, electric vehicle, ceramics, and refractory sectors, with metakaolin blending and EV-related applications supporting growth. Supply conditions tightened due to lower mine inventories, longer railcar transit times, and higher power and shipping costs. According to ChemAnalyst, firm demand and ongoing logistics challenges are expected to support prices in the near term.
