In November 2025, prices of Calcium Stearate imported into the USA (delivered to Texas) spiked up by 2.74% due to increased need from different industries that create products from coating, resin, lubricant and plasticizer supply chains. Delay in Calcium Stearate arrival associated with ports located at Hamburg and Shanghai cause another reason for price uptick. Chevron acquired a specialty lubricant producer within the USA to provide more products for farming states as a direct result of the growing demand across the region. The market for synthetic lubricants anticipates considerable growth due to increased EV electronic transmission fluid usage and development. Port interruptions may result in limited amounts of supply.
Calcium stearate prices (CFR Texas) increased slightly in November 2025 (+2.74%) due to a strong increase in demand for lubrication, paints and growing supply disruptions caused by delays at U.S. ports. This trend has been fairly consistent throughout the month with delays for late arrival shipments from Germany and China which increased landed costs in view of very strong demand from end-users.
The demand for Calcium Stearate in North America has increased since October of 2025 as a result of continual growth within coatings and resin, along with the invention of new formulations to meet low VOC compliance in North American for Industrial Coatings Market. Calcium Stearate plays a vital role in stabilizing and lubricating formulation processes. Additionally, companies such as BASF and Eastman Chemical are focusing on sustainability initiatives to enhance green product safety developments as highlighted in the (November 11) BASF Sustainability Update. Furthermore, the movement of regulatory issues regarding PFAS and VOCs from Europe to various states across the US including California, Illinois, New York, and New Jersey have created a heightened demand for Calcium Stearate and substitutional materials compliant with these regulations. In November 2025, the FDA's additional GRAS designation may expand Calcium Stearate's potential application to Food/Pharmaceutical production setups. The supply of Calcium Stearate has begun to tighten because of delays in import deliveries from Germany and China which are currently being faced with congestion at both the Hamburg and Shanghai shipping ports however, the domestic supply continues to remain stable due to companies like Chevrons in the US. Additionally, Chevron's recent acquisition of Grimwood Lubricants may provide expanded access to the Calcium Stearate and Lubricant Market in Agricultural States supporting Agro-Appliance applications amidst the transition to electric vehicles and the shift towards E-Transmission fluids. While Calcium Stearate imports continue to face challenges due to port activity, increasing innovation through demand for synthetic lubricants provides an opportunity for continued stability in the supply chain.
As per ChemAnalyst anticipates, the Calcium Stearate market in the USA may remain strong until December 2025. The increased demand for eco-friendly coatings and EV (Electric Vehicle) lubricants may help to compensate for delays resulting from port congestion. Chevron's ongoing merger and also Eastman & BASF continuing to innovate with Calcium Stearate may help to increase supply, but we must continue to monitor both the environmental state regulations regarding PFAS and VOC's as well as logistical challenges from Hamburg China.
