For the Quarter Ending March 2026
Dimer Acid Prices in North America
- In United States, the Dimer Acid Price Index rose quarter-over-quarter in Q1 2026, driven by surging feedstock costs.
- The Dimer Acid Production Cost Trend increased in March 2026 as the PPI rose 4.0% year-over-year, elevating input expenses.
- Soybean oil feedstock costs surged in Q1 2026, while headline CPI reached 3.3% year-over-year in March 2026, squeezing consumers.
- The Dimer Acid Demand Outlook strengthened in March 2026, supported by resilient retail sales growing 4.0% year-over-year.
- Industrial production grew 0.7% year-over-year in March 2026, while the Manufacturing Index expanded, supporting robust industrial-grade chemical demand.
- A stable 4.3% unemployment rate and improved 91.8 consumer confidence in March 2026 supported durable goods applications.
- Construction sector demand for dimer acid-based coatings strengthened in January 2026 due to recovering multifamily housing starts.
- The Dimer Acid Price Forecast remained elevated in Q1 2026 as domestic supply tightened amid capacity rationalization.
Why did the price of Dimer Acid change in March 2026 in North America?
- Crude tall oil feedstock availability tightened in February 2026 due to aggressive renewable diesel competition.
- Broader energy sector costs spiked in Q1 2026 due to geopolitical Middle East supply disruptions.
- Transportation fuel prices surged in Q1 2026, adding significant inflationary pressure to chemical logistics operations.
Dimer Acid Prices in APAC
- In China, the Dimer Acid Price Index rose quarter-over-quarter in Q1 2026, driven by strengthening feedstock costs.
- The Dimer Acid Production Cost Trend increased in March 2026 as the PPI rose by 0.5%.
- The Dimer Acid Demand Outlook strengthened in March 2026, supported by a 5.7% industrial production increase.
- The Manufacturing Index expanded in March 2026, driving higher consumption of Dimer Acid in industrial applications.
- Sluggish retail sales growth of 1.7% and 1.0% CPI in March 2026 weakened consumer-facing Dimer Acid applications.
- A 5.4% unemployment rate in March 2026 and 91.6 consumer confidence in February 2026 reduced construction demand.
- Polyamide resin demand from the regional automotive sector strengthened in Jan 2026, supporting Dimer Acid consumption.
- Imported soybean feedstock prices and energy costs for chemical production strengthened significantly in Q1 2026.
- The Dimer Acid Price Forecast remained elevated in Q1 2026 as polyamide export volumes surged.
Why did the price of Dimer Acid change in March 2026 in APAC?
- Imported soybean feedstock prices fluctuated and strengthened in March 2026, directly increasing Dimer Acid production costs.
- The Manufacturing Index expanded in March 2026, increasing factory orders for Dimer Acid chemical intermediates.
- Global crude oil prices surged in March 2026, bolstering international shipping costs for Dimer Acid.
Dimer Acid Prices in Europe
- In Germany, the Dimer Acid Price Index rose quarter-over-quarter in Q1 2026, driven by strengthened feedstock costs.
- The Dimer Acid Production Cost Trend increased in March 2026 as the CPI rose 2.7% year-over-year.
- Despite the PPI declining 0.2% in March 2026, European tall oil fatty acid supply tightened significantly.
- The Dimer Acid Demand Outlook remained constrained in February 2026 because industrial production stagnated at 0.0%.
- Retail sales grew 0.7% and unemployment stayed at 4.2% in February 2026, supporting baseline consumer demand.
- Consumer confidence dropped to -24.7 in March 2026, while construction gross value added weakened in January 2026.
- The Manufacturing Index expanded in March 2026, while the chemical manufacturing business climate inched up in February 2026.
- European imports of US crude tall oil surged in Q1 2026 to offset reduced regional feedstock availability.
- The Dimer Acid Price Forecast indicated upward pressure in Q1 2026 due to tightened crude tall oil inventories.
Why did the price of Dimer Acid change in March 2026 in Europe?
- Crude tall oil feedstock costs strengthened in Q1 2026, driving up overall chemical production expenses.
- European tall oil fatty acid supply tightened in Q1 2026 from lower fractionation run rates.
- Energy costs stabilized at elevated levels in Q1 2026, heavily pressuring German chemical production margins.
For the Quarter Ending December 2025
Dimer Acid Prices in APAC
- In China, the Dimer Acid Price Index fell quarter-over-quarter in Q4 2025, due to weak demand and expanding chemical capacity.
- Dimer Acid demand outlook remained subdued in Q4 2025, as consumer confidence cooled during the period.
- China's overall chemical production capacity expanded in 2025, influencing Dimer Acid production costs.
- The Manufacturing Index expanded in December 2025, indicating growth in the broader industrial sector.
- Industrial Production increased 5.2% year-over-year in December 2025, supporting some Dimer Acid applications.
- Consumer Price Index (CPI) rose 0.8% year-over-year in December 2025, reflecting weak consumer demand.
- Producer Price Index (PPI) declined 1.9% year-over-year in December 2025, signaling weak industrial demand.
- Automotive sales decreased in December 2025, and construction demand contracted in 2025, impacting Dimer Acid.
Why did the price of Dimer Acid change in December 2025 in APAC?
- Weak consumer demand, with CPI rising 0.8% year-over-year in December 2025, dampened Dimer Acid consumption.
- Producer Price Index declined 1.9% year-over-year in December 2025, signaling weak industrial demand and oversupply.
- Decreased automotive sales in December 2025 and contracting construction demand in 2025 reduced Dimer Acid usage.
Dimer Acid Prices in Europe
- In Germany, the Dimer Acid Price Index fell quarter-over-quarter in Q4 2025, influenced by contracting industrial activity in December 2025.
- Dimer Acid production costs remained elevated in Q4 2025 due to high energy and raw material costs in the German chemical industry.
- European biofuel feedstock prices, relevant for Dimer Acid, were pressured in Q4 2025 amid policy uncertainty and slower trading.
- Dimer Acid demand faced headwinds in Q4 2025 as Germany's Manufacturing Index contracted in December 2025.
- Industrial production grew only 0.8% year-over-year in October 2025, limiting Dimer Acid consumption in manufacturing.
- Consumer confidence remained significantly negative at -17.5 in December 2025, impacting downstream Dimer Acid applications.
- Automotive production in Germany strengthened in December 2025, offering some localized support to Dimer Acid demand.
- The Dimer Acid Price Index is forecast to remain pressured into early 2026 due to persistent weak industrial demand.
Why did the price of Dimer Acid change in December 2025 in Europe?
- Producer prices declined by 2.5% year-over-year in December 2025, reflecting a challenging pricing environment.
- Consumer spending was cautious, with retail sales growing only 1.1% in November 2025, dampening end-use demand.
- High unemployment at 6.2% in December 2025 reduced consumer confidence, indirectly impacting Dimer Acid demand.
Dimer Acid Prices in North America
- In the United States, the Dimer Acid Price Index rose quarter-over-quarter in Q4 2025, driven by increased production costs and robust industrial activity.
- Dimer Acid production costs faced upward pressure in Q4 2025, as CPI rose 2.7% and PPI increased 3.3% year-over-year in December.
- Tall Oil Fatty Acid feedstock costs experienced upward pressure throughout 2025 due to mounting biofuel mandates diverting crude tall oil.
- Dimer Acid demand outlook was supported by a 2.0% year-over-year rise in industrial production in December 2025.
- Consumer confidence at 89.1 and retail sales up 3.9% year-over-year in December 2025 supported Dimer Acid demand.
- Henry Hub natural gas spot prices strengthened in Q4 2025, impacting Dimer Acid energy costs due to a December cold snap.
- Automotive demand weakened year-over-year in Q4 2025, while private residential construction spending inched up in October 2025.
- North American Tall Oil Fatty Acid capacity rationalization continued throughout 2025, tightening Dimer Acid supply.
Why did the price of Dimer Acid change in December 2025 in North America?
- Producer Price Index rose 3.3% year-over-year in December 2025, increasing Dimer Acid production expenses.
- Tall Oil Fatty Acid feedstock costs faced upward pressure in 2025, driven by biofuel mandates.
- Industrial production increased 2.0% year-over-year in December 2025, boosting Dimer Acid demand.
For the Quarter Ending September 2025
Dimer Acid Prices in North America
- In United States, Dimer Acid Price Index remained stable in Q3 2025, despite TOFA export prices falling 5.11% in the quarter.
- Dimer Acid production costs decreased in Q3 2025, as TOFA export prices fell 5.11%, but rose 1.30% in September 2025.
- Dimer Acid demand is supported by US light-vehicle sales reaching 16.4 million units SAAR in September 2025.
- Dimer Acid price outlook influenced by federal EV tax credit expiration on September 30, 2025, driving pull-ahead demand.
- Residential construction spending rose 0.1% in July 2025; nonresidential spending fell 0.5% in July 2025.
- Henry Hub natural gas spot price averaged $3.03 per MMBtu in Q3 2025, influencing energy costs for production.
- Light-vehicle inventory reached 2.65 million units by September 2025, up 6.2% from August 2025.
- Effective average tariff rate in the United States soared to 17.7% by August 7, 2025, impacting import costs.
Why did the price of Dimer Acid change in September 2025 in North America?
- TOFA prices rose 1.30% in September 2025, increasing Dimer Acid production costs.
- US light-vehicle sales climbed to 16.4 million units SAAR in September 2025.
- Federal EV tax credit expiration on September 30, 2025, drove pull-ahead demand.
Dimer Acid Prices in APAC
- In China, the Dimer Acid Price Index fell quarter-over-quarter in Q3 2025, influenced by declining industrial producer prices.
- Dimer Acid production costs decreased significantly as tall oil fatty acids import price dropped 20.4% in July 2025.
- Demand for Dimer Acid was supported by industrial production expanding 6.5% year-on-year in September 2025.
- Retail sales of consumer goods grew 3.0% year-on-year in September 2025, boosting Dimer Acid demand.
- Manufacturing's value-added industrial output expanded 5.2% year-on-year in August 2025, indicating sector growth.
- Fixed asset investment in manufacturing increased 4.0% year-on-year from January-September 2025, supporting Dimer Acid.
- New Energy Vehicle production surged 31.4% year-on-year from January-August 2025, driving Dimer Acid demand.
- Combined inventories of major vegetable oils rose to 2.51 million tonnes by August 29, 2025, suggesting ample supply.
Why did the price of Dimer Acid change in September 2025 in APAC?
- Producer Price Index for industrial products fell 2.3% year-on-year in September 2025.
- Tall oil fatty acids import price dropped 20.4% in July 2025, reducing production costs.
- Industrial Production expanded 6.5% year-on-year in September 2025, offering demand support.
Dimer Acid Prices in Europe
- In Germany, the Dimer Acid Price Index fell quarter-over-quarter in Q3 2025, influenced by a year-on-year decline in the Producer Price Index for industrial products.
- Dimer Acid production costs were impacted by Germany's average electricity price increasing 5.2% month-on-month in September 2025.
- The Dimer Acid demand outlook was mixed, with new orders in manufacturing declining 2.9% in July and 0.8% in August 2025.
- Industrial Production in Germany showed volatility, decreasing 3.7% in August 2025 but increasing 1.3% in July and September 2025.
- New passenger car registrations in Germany rose 13% in September 2025, supporting Dimer Acid demand in automotive applications.
- New electric vehicle registrations in Germany jumped 48% in September 2025, indicating growth for Dimer Acid in EV-related sectors.
- Construction output in Germany decreased 2.20% in September 2025 year-over-year, signaling weaker Dimer Acid demand from this sector.
- The European natural gas market remained stable in September 2025, with the ICE TTF index fluctuating between 32.50 and 33.5 EUR/MWh.
- The Producer Price Index for industrial products in Germany declined 1.7% year-on-year in September 2025, impacting Dimer Acid pricing.
- Dimer Acid price forecast suggests continued pressure from declining industrial product PPI, despite some automotive sector strength.
Why did the price of Dimer Acid change in September 2025 in Europe?
- The Producer Price Index for industrial products in Germany declined 1.7% year-on-year in September 2025.
- Germany's average electricity price increased 5.2% month-on-month in September 2025, impacting production costs.
- New orders in manufacturing in Germany increased 1.1% month-on-month in September 2025, indicating slight demand recovery.
