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U.S. ulexite markets trended upward in June as limited domestic availability intersected with firm offshore demand, tightening the prompt balance. Early-month constraints included reduced material flows from Savannah and robust advance commitments from electronics and boric-acid segments, while mid-June adjustments to the U.S. Commerce Control List extended export procedures, briefly impacting load-out schedules. Ulexite contract renewals ahead of Q* production runs subsequently underpinned steady order volumes. Furthermore, escalating mine-site compliance and energy costs enabled sellers to uphold higher offer levels, maintaining upward momentum for ulexite despite a lack of major supply disruptions.
Demand from construction, chemical manufacturing, and electronics procurement drove the price increase for Ulexite. The building sector stayed robust as fiberglass insulation makers renewed contracts for glass-fiber binders; U.S. housing starts reached *.** million SAAR in June (+*.** MoM), per ChemAnalyst. Chemical and boric-acid producers secured forward volumes for refined borates, while LCD panel makers absorbed limited export...
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