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US lactic acid prices increased *.** in July **** as elevated logistics costs and resilient downstream demand lifted landed import parity. Early and mid-July trading was influenced by higher Shanghai鈥揕os Angeles freight, increasing replacement costs for Asian-origin cargoes. At the same time, NatureWorks鈥 newly inaugurated integrated Thailand facility strengthened the structural demand outlook for lactic acid and lactide used in PLA production. U.S. buyers prioritized prompt and August-arrival cargoes, while avoiding excessive inventory accumulation. With Asian producers maintaining regular operations, the July increase reflected higher landed costs and firm consumption rather than a major physical supply shortage.
The PLA chain provided the strongest incremental demand support. NatureWorks鈥 Nakhon Sawan facility was inaugurated in April and has a nameplate capacity of **,*** tonnes/year of Ingeo PLA, integrating sugarcane-derived lactic acid, lactide and polymer production at one site. This integrated structure strengthens captive demand for lactic...
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