For the Quarter Ending March 2026
Trimer Acid Prices in North America
- In the United States, the Trimer Acid Price Index rose quarter-over-quarter in Q1 2026, driven by surging feedstock costs.
- The Trimer Acid Production Cost Trend increased in March 2026 as producer prices rose 4.0% year-over-year.
- Consumer inflation reached 3.3% in March 2026, while soybean oil feedstock costs surged upward throughout Q1 2026.
- The Trimer Acid Demand Outlook strengthened as the United States Manufacturing Index expanded during March 2026.
- Industrial production grew 0.7% in March 2026, while North American oilfield chemical demand stabilized through February 2026.
- Retail sales increased 4.0% in March 2026, and domestic construction sector demand rebounded in January 2026.
- The national unemployment rate stood at 4.3% in March 2026, whereas natural gas costs weakened in Q1 2026.
- The Trimer Acid Price Forecast remained elevated despite consumer confidence hitting 91.8 index points in March 2026.
Why did the price of Trimer Acid change in March 2026 in North America?
- Soybean oil feedstock costs for Trimer Acid production surged significantly from January to March 2026.
- Producer prices for basic fatty acids strengthened steadily throughout the entire Q1 2026 reporting period.
- The Manufacturing Index expanded in March 2026, driving increased industrial consumption of performance chemical additives.
Trimer Acid Prices in APAC
- In China, the Trimer Acid Price Index rose quarter-over-quarter in Q1 2026, driven by surging feedstock costs.
- The Trimer Acid Production Cost Trend increased during March 2026 as the PPI rose 0.5% year-over-year.
- The Trimer Acid Demand Outlook stabilized in March 2026, supported by a mild 1.0% CPI year-over-year increase.
- Industrial production grew 5.7% year-over-year in March 2026, which bolstered industrial-grade Trimer Acid consumption significantly.
- The Manufacturing Index expanded in March 2026, directly driving higher consumption of industrial chemicals and derivatives.
- Retail sales grew only 1.7%, and unemployment reached 5.4% in March 2026, softening consumer-driven demand.
- Consumer confidence fell to 91.6 in February 2026, which suppressed end-market pull for construction adhesives.
- The Trimer Acid Price Forecast trended upward in March 2026 because crude oil and energy prices surged.
Why did the price of Trimer Acid change in March 2026 in APAC?
- Soybean and rapeseed oil feedstock costs surged in March 2026, pushing Trimer Acid production expenses higher.
- Chinese imports of edible vegetable oils weakened in February 2026, tightening the availability of imported feedstocks.
- Domestic oilseed and vegetable oil inventories remained ample throughout Q1 2026, partially offsetting upward cost pressures.
Trimer Acid Prices in Europe
- In Germany, the Trimer Acid Price Index rose quarter-over-quarter in Q1 2026, driven by surging energy-intensive production costs.
- The Trimer Acid Production Cost Trend increased in Q1 2026 as unsaturated fatty acid feedstock costs strengthened.
- Consumer inflation rose 2.7% in March 2026, while producer prices declined 0.2%, directly impacting Trimer Acid manufacturing margins.
- Industrial production remained stagnant at 0.0% in February 2026, while retail sales grew 0.7%, supporting the Trimer Acid Price Index.
- Unemployment held at 4.2% in February 2026, although consumer confidence dropped to -24.7 in March 2026, impacting Trimer Acid.
- The Manufacturing Index expanded in March 2026, boosting the Trimer Acid Demand Outlook for heavy-duty industrial consumables.
- Automotive production output strengthened, and construction new orders surged in February 2026, significantly driving Trimer Acid consumption.
- The Trimer Acid Price Forecast indicated an upward trajectory in March 2026 due to elevated regional input costs.
Why did the price of Trimer Acid change in March 2026 in Europe?
- Energy-intensive production costs surged in February 2026, directly elevating the regional Trimer Acid manufacturing expenses.
- Regional chemical supply tightened significantly amid a wave of structural plant shutdowns throughout Q1 2026.
- Asian import competition weakened in Q1 2026 due to ongoing and severe geopolitical trade disruptions.
For the Quarter Ending December 2025
Trimer Acid Prices in APAC
- Trimer Acid prices in Asia were recorded at 1512 USD/MT in December 2025.
- In China, the Trimer Acid Price Index declined in Q4 2025, driven by market oversupply and negative producer price inflation.
- Trimer Acid production costs faced upward pressure as industrial purchasing prices inched up in December 2025.
- Demand for Trimer Acid was supported by expanding manufacturing activity and 5.2% industrial production growth in December 2025.
- Weak consumer demand, with 0.8% CPI, 0.9% retail sales, and 5.1% unemployment in December 2025, dampened Trimer Acid demand.
- China's chemical market experienced oversupply in 2025, with the building surplus capacity, pressuring Trimer Acid prices downward.
- Raw materials inventory in manufacturing saw a narrowing decline in December 2025, yet remained below the threshold.
- New export orders for manufacturing contracted in December 2025, despite China's overall exports strengthening in 2025.
- Lower electricity prices in China in 2025 provided a cost advantage for Trimer Acid producers.
Why did the price of Trimer Acid change in December 2025 in APAC?
- Market oversupply in China's chemical sector in 2025 pressured Trimer Acid prices.
- Negative PPI of -1.9% in December 2025 indicated declining manufactured goods prices.
- Weak consumer demand, with 0.8% CPI and 5.1% unemployment in December 2025, reduced demand.
Trimer Acid Prices in North America
- In the United States, the Trimer Acid Price Index rose in Q4 2025, driven by rising production costs and strengthening demand.
- Production costs increased due to a 3.3% PPI rise in December 2025 and strengthened fatty acid feedstock costs in October 2025.
- Demand was supported by a 2.0% industrial production increase and 3.9% retail sales growth in December 2025.
- The Price Index was influenced by tightening supply dynamics, including asset shutdowns and poor utilization in Q4 2025.
- Consumer confidence, at 89.1 in December 2025, bolstered demand, despite a 2.7% CPI increase in December 2025.
- US spot natural gas prices strengthened in Q4 2025, particularly in December, increasing energy feedstock costs.
- A 4.4% unemployment rate in December 2025 indicated a strong labor market, supporting overall economic activity.
- Manufacturing output inched up in December 2025, with future general activity expectations strengthening in October 2025.
Why did the price of Trimer Acid change in December 2025 in North America?
- Production costs rose from a 3.3% PPI increase in December 2025 and strengthened fatty acid feedstock.
- Demand strengthened from a 2.0% industrial production rise and 3.9% retail sales growth in December 2025.
- Supply tightened in Q4 2025, marked by asset shutdowns and poor utilization in the chemical industry.
Trimer Acid Prices in Europe
- In Germany, the Trimer Acid Price Index declined quarter-over-quarter in Q4 2025, influenced by weak industrial demand and producer price deflation.
- Trimer Acid production costs rose in Q4 2025, driven by accelerated input cost inflation in December 2025 and elevated natural gas prices.
- Demand for Trimer Acid faced headwinds as German industrial production showed 0.0% year-on-year stagnation in October 2025.
- The Trimer Acid demand outlook remained subdued due to declining German chemical sales and manufacturing output throughout 2025.
- German manufacturers significantly reduced their stocks of inputs in December 2025, reflecting cautious production strategies.
- Trade flows for German exports declined in November 2025, impacted by increased Chinese competition and US tariffs in 2025.
- The Trimer Acid Price Index was pressured by a -2.5% year-on-year producer price deflation in December 2025.
- Despite a low 3.8% unemployment rate in December 2025, negative consumer confidence of -12.0 dampened end-product demand.
Why did the price of Trimer Acid change in December 2025 in Europe?
- Producer prices declined by 2.5% year-on-year in December 2025, reducing pricing power for Trimer Acid.
- Industrial production stagnated at 0.0% year-on-year in October 2025, weakening demand for Trimer Acid.
- Input cost inflation accelerated in December 2025, increasing production expenses for Trimer Acid.
For the Quarter Ending September 2025
Trimer Acid Prices in North America
- In the United States, the Trimer Acid Price Index rose quarter-over-quarter in Q3 2025, driven by increased production costs.
- Trimer Acid production costs increased due to a 2.6% rise in the Producer Price Index in August 2025.
- US tariffs on tall oil derivatives and elevated Tall Oil Fatty Acid feedstock costs raised Trimer Acid prices.
- A 3.0% CPI increase in September 2025 indicated rising raw material costs for Trimer Acid production.
- Demand for Trimer Acid supported by a 5.42% year-over-year increase in retail sales in September 2025.
- A 4.3% unemployment rate in September 2025 supported economic activity, positively influencing Trimer Acid demand.
- Industrial production grew only 0.1% in September 2025, limiting expansion in Trimer Acid's industrial markets.
- Declining consumer confidence in September 2025 signaled potential slowdowns in consumer-driven Trimer Acid markets.
- Chemical manufacturers' inventories shrank in Q3 2025 due to accelerating destocking, impacting Trimer Acid supply.
Why did the price of Trimer Acid change in September 2025 in North America?
- Production costs rose from a 2.6% Producer Price Index increase in August 2025.
- US tariffs on imported tall oil derivatives elevated Trimer Acid formulator costs.
- Chemical manufacturers' inventories shrank in Q3 2025, indicating tighter supply.
Trimer Acid Prices in APAC
- In China, the Trimer Acid Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting manufacturing activity in September 2025.
- Trimer Acid production costs faced upward pressure from key raw material increases in August 2025, despite anticipated oleochemical price relief.
- Demand for Trimer Acid was supported by robust industrial production growth of 6.5% in September 2025.
- The Trimer Acid demand outlook was challenged by a low consumer confidence index of 89.6 in September 2025.
- China's chemical industry experienced persistent overcapacity, impacting Trimer Acid market balance throughout Q3 2025.
- Deflationary CPI of -0.3% in September 2025 suggested weak overall consumer demand for Trimer Acid end-products.
- Weak industrial demand, reflected by a PPI decline of -2.3% in September 2025, pressured Trimer Acid pricing.
- Despite 3.0% retail sales growth in September 2025, a 5.2% unemployment rate suggested a cautious economic environment.
Why did the price of Trimer Acid change in September 2025 in APAC?
- Contracting manufacturing activity in September 2025 reduced industrial demand for Trimer Acid.
- Persistent overcapacity in China's chemical industry exerted downward pressure on Trimer Acid prices.
- Increased key raw material costs in August 2025 provided some upward pressure on Trimer Acid production costs.
Trimer Acid Prices in Europe
- In Germany, the Trimer Acid Price Index fell quarter-over-quarter in Q3 2025, driven by contracting industrial activity.
- Trimer Acid production costs were mixed in Q3 2025, with firm TOFA and elevated European natural gas prices.
- Demand for Trimer Acid remained subdued in Q3 2025, as Germany's Manufacturing Index contracted.
- The Trimer Acid price forecast indicates continued pressure from weak industrial demand and high inventory levels.
- Germany's industrial production declined 1.0% year-over-year in September 2025, reducing Trimer Acid consumption.
- Producer prices decreased 1.7% year-over-year in September 2025, primarily due to lower energy costs.
- Elevated inventory levels in the German chemical sector during Q3 2025 reflected weak domestic and export orders.
- Retail sales increased 0.2% year-over-year in September 2025, offering modest support for consumer-related demand.
Why did the price of Trimer Acid change in September 2025 in Europe?
- Industrial production declined 1.0% YoY in September 2025, significantly reducing Trimer Acid demand.
- Producer prices decreased 1.7% YoY in September 2025, mainly due to lower energy costs.
- Elevated Q3 2025 inventory levels and weak orders exerted downward pressure on Trimer Acid prices.
