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US fatty-acid markets are expected to extend their downward trajectory through June ****, with ¹û½´ÊÓÆµ projecting a –*.** month-on-month decline for triple-pressed fatty-acid as weak downstream consumption and easing feedstock costs continue to dominate sentiment. The primary drag remains the softness in surfactants, detergents, and personal-care formulations, where buyers are maintaining strict just-in-time procurement and avoiding forward coverage. With mid-year contracting already completed, distributors are expected to keep inventories lean, reinforcing the bearish tone.
Feedstock signals also point lower. Crude palm oil CFR Houston, which slipped to roughly $*,***/MT between early May and early June, is expected to remain subdued, keeping producers’ cash-cost curves soft and enabling deeper discounts for C** cuts. Gulf Coast splitter and hydrogenation units are projected to run smoothly through June, ensuring ample fatty-acid availability.
Imports—representing about *** of US fatty-acid consumption—are expected to continue arriving on schedule, further...
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