For the Quarter Ending March 2026
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Oleic Acid Prices in听North America
- In the USA, the Oleic Acid Price Index rose by 14.99% quarter-over-quarter, because exports tightened.
- The average Oleic Acid price for the quarter was approximately USD 1508.33/MT, industry reported nationally.
- March tightness lifted Oleic Acid Spot Price, pushing the Price Index higher on prompt quotes.
- Higher refined soybean oil drove Oleic Acid Production Cost Trend upward, limiting exporters' discounting abilities.
- Steady food and personal-care consumption supports the Oleic Acid Demand Outlook despite higher import offers.
- Oleic Acid Price Forecast indicates moderate gains as restocking offsets some easing in spot availability.
- Gulf Coast inventories tightened March, and importers paid premiums to secure limited Oleic Acid cargoes.
- Indonesian biodiesel mandates constrained exports in March, reducing available cargoes while Argentine shipments partially mitigated shortages.
Why did the price of Oleic Acid change in March 2026 in North America?
- Biodiesel mandates in Southeast Asia reduced exports, sharply tightening March cargo availability to U.S. Gulf.
- Refined soybean oil surged in March, lifting production costs and prompting sellers to raise offers.
- U.S. inventory drawdowns and steady food-industry demand compelled buyers to increasingly accept higher spot bids.
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Oleic Acid Prices in听APAC
- In Indonesia, the Oleic Acid Price Index rose by 16.55% quarter-over-quarter, on stronger export demand.
- The average Oleic Acid price for the quarter was approximately USD 1361.67/MT, FOB Tanjung Priok assessment.
- Oleic Acid Spot Price firmed as inventories tightened and biodiesel diversion reduced notably feedstock availability.
- Oleic Acid Price Forecast indicates firmness as exporters leverage tight stocks and sustained Asian buying.
- Oleic Acid Production Cost Trend increased as palm oil diversion to biodiesel raised feedstock costs.
- Oleic Acid Demand Outlook stays constructive as personal-care, surfactant and food-emulsifier restocking supports exports regionally.
- Price Index dynamics driven by low terminal stocks and strong Chinese and Indian purchasing interest.
- Major Indonesian splitters ran near capacity, while maintenance and berth delays constrained available March shipments.
Why did the price of Oleic Acid change in March 2026 in APAC?
- B35 biodiesel mandate diverted significant crude palm oil, tightening feedstock availability for oleic acid production.
- Robust export inquiries from China and India absorbed parcels, enabling exporters to push FOB offers.
- Port laytime delays and maritime insurance costs increased delivered risk, supporting firmer export FOB pricing.
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Oleic Acid Prices in听Europe
- In Netherlands, the Oleic Acid Price Index rose by 16.82% quarter-over-quarter, driven by tighter import availability.
- The average Oleic Acid price for the quarter was approximately USD 1493.33/MT. reflecting mixed supply and demand dynamics.
- European Oleic Acid Spot Price firmed mid-quarter as import offers tightened and traders competed for cargoes.
- Oleic Acid Price Forecast indicates further near-term upside supported by sustained seasonal restocking and constrained compliant volumes.
- Rising soybean oil and palm premiums pushed the Oleic Acid Production Cost Trend higher, pressuring refiners' margins.
- Oleic Acid Demand Outlook remains firm with food-emulsifier and personal-care restocking ahead of Easter and spring production cycles.
- Oleic Acid Price Index movements reflected comfortable Rotterdam inventories but quickening export interest from processors and traders.
- Steady plant run-rates in Southeast Asia and unchanged freight maintained supply flows, limiting sharper Oleic Acid Price Index volatility.
Why did the price of Oleic Acid change in March 2026 in Europe?
- Import arrivals from Southeast Asia tightened due to compliant-volume limits, reducing available spot cargoes into Rotterdam.
- Higher soybean oil and palm premiums raised production costs, translating into stronger landed European USD-based costs.
- Euro weakness increased dollar-denominated landed costs, encouraging forward buying and accelerating price discovery in March.
For the Quarter Ending December 2025
North America
- In the USA, the Oleic Acid Price Index rose by 0.38% quarter-over-quarter, reflecting slightly firmer import costs.
- The average Oleic Acid price for the quarter was approximately USD 1311.67/MT based on CFR Houston.
- Oleic Acid Spot Price softened as lower freight reduced landed costs, pressuring the Price Index.
- Oleic Acid Price Forecast signals mild near-term weakness amid steady demand and easier delivered costs.
- Oleic Acid Production Cost Trend eased; container and ocean freight declines reduced CFR landed costs.
- Oleic Acid Demand Outlook remains steady; food, nutraceuticals and personal care maintain regular procurement levels.
- Inventory sufficiency and import availability kept the Oleic Acid Price Index balanced, limiting spot volatility.
- Major producer operations stayed normal, with domestic contracts restricting spot supply and supporting Price Index.
Why did the price of Oleic Acid change in December 2025 in North America?
- Freight collapse cut landed costs, enabling importers to offer lower CIF levels and quotations
- Adequate inventories and smooth Gulf Coast port operations removed urgency, reducing buyers鈥� forward-buying
- Stable downstream demand matched supply, so manufacturers bought hand-to-mouth rather than driving price increases
APAC
- In Indonesia, the Oleic Acid Price Index rose by 1.59% quarter-over-quarter, reflecting modest feedstock-driven resilience.
- The average Oleic Acid price for the quarter was approximately USD 1168.33/MT, influenced by balanced inventories and feedstock costs.
- Oleic Acid Spot Price limited upside as the Price Index reflected ample inventories and restrained buying interest.
- Oleic Acid Price Forecast points to modest volatility, with marginal firmer offers likely into early post-holiday replenishment.
- Oleic Acid Production Cost Trend remained stable despite PFAD rises, with producers partially absorbing cost pressure.
- Oleic Acid Demand Outlook is subdued end-quarter as buyers trimmed inventories, limiting spot enquiries across key Asian importers.
- Oleic Acid Price Index eased in December as sellers conceded small discounts to maintain export flow and reduce stocks.
- Regional inventories and lean local tank cover earlier in November supported firmer offers before the December softening occurred.
Why did the price of Oleic Acid change in December 2025 in APAC?
- Balanced-to-ample supply from steady palm harvests increased inventories, prompting sellers to offer small December discounts.
- Muted end-year buying and importer inventory trimming limited spot enquiries, reducing upward price pressure across exports.
- Feedstock costs were relatively stable; minor PFAD increases absorbed by producers, preventing significant cost-push inflation.
Europe
- In Netherlands, the Oleic Acid Price Index rose by 0.39% quarter-over-quarter, reflecting restrained procurement activity.
- The average Oleic Acid price for the quarter was approximately USD 1278.33/MT, reported Rotterdam port.
- Oleic Acid Spot Price softened as abundant Rotterdam inventories limited urgency, prompting modest seller concessions.
- Oleic Acid Price Forecast indicates range-bound movement, supported by steady arrivals and cautious importer behaviour.
- Oleic Acid Production Cost Trend remained muted as palm-derived feedstock stability offset recent benchmark increases.
- Oleic Acid Demand Outlook stayed subdued with downstream formulators drawing inventories rather than initiating replenishment.
- Oleic Acid Price Index recorded mild easing as operational throughput and logistics relieved supply concerns.
- Export demand from Southeast Asia remained steady, while local inventories and smooth logistics balanced activity.
Why did the price of Oleic Acid change in December 2025 in Europe?
- High import availability from Southeast Asia maintained ample supply, suppressing December oleic acid downward momentum.
- Comfortable Rotterdam inventories reduced urgency, so importers delayed spot purchases, limiting upward pressure on prices.
- Stable exchange rates and unobstructed Rotterdam logistics prevented cost pass-through, constraining oleic acid price gains.
For the Quarter Ending September 2025
North America
- In the USA, the Oleic Acid Price Index fell by 8.304% quarter-over-quarter, driven by imports.
- The average Oleic Acid price for the quarter was approximately USD 1306.67/MT per CFR-Houston.
- Oleic Acid Spot Price momentum softened as Indonesian offers compressed US landed assessments this quarter.
- Oleic Acid Price Forecast points to mild recovery as restocking and seasonal demand tighten supply.
- Oleic Acid Production Cost Trend showed palm oil softness lowered feedstock costs, freight pressured margins.
- Oleic Acid Demand Outlook indicates cautious procurement by food and personal-care limiting price gains.
- Inventory accumulation in US-Gulf terminals pressured regional Price Index, enabling competitive distributor offers short-term.
- Export dynamics and logistics delays influenced US landed prices, affecting spot availability and Price Index.
Why did the price of Oleic Acid change in September 2025 in North America?
- Increased imports from Southeast-Asia created abundant supply, compressing domestic offers and exerted downward pressure.
- Lower international freight and improved port throughput reduced landed costs, enabling competitive CFR-Houston pricing.
- Softening downstream demand and buyer de-stocking limited absorption, preventing price recovery despite later restocking signals.
APAC
- In Indonesia, the Oleic Acid Price Index fell by 7.26% quarter-over-quarter, due to inventory builds.
- The average Oleic Acid price for the quarter was approximately USD 1150.00/MT amid weak demand.
- Oleic Acid Spot Price remained subdued as exporters balanced shipments against inventories and cautious buying.
- The Oleic Acid Price Forecast shows firmness as maintenance outages and export inquiries tighten supply.
- An improving Oleic Acid Production Cost Trend eased slightly as input inflation moderated and logistics improved.
- Oleic Acid Demand Outlook remains weak with manufacturing PMI contraction and muted downstream restocking persisting.
- The Oleic Acid Price Index declined amid weaker exports and Rupiah depreciation reducing market competitiveness.
- Domestic inventories shifted, exporters delayed shipments, and distributors reduced buying affecting Oleic Acid Spot Price.
Why did the price of Oleic Acid change in September 2025 in APAC?
- Excess domestic production relative to weakened manufacturing demand caused inventory accumulation and pressured prices lower.
- Eased input inflation and improved logistics reduced production costs, allowing sellers to offer lower prices.
- Muted export inquiries and cautious downstream restocking curtailed external demand, pressuring domestic spot pricing further.
Europe
- In the Netherlands, the Oleic Acid Price Index fell by 7.506% quarter-over-quarter, reflecting stronger import availability.
- The average Oleic Acid price for the quarter was approximately USD 1273.33/MT CFR Rotterdam assessment.
- Tighter imported supplies lifted the Oleic Acid Spot Price, supporting a firmer Price Index trajectory.
- Market signals and scheduled outages shape the Oleic Acid Price Forecast for modest near-term increases.
- Rising freight and feedstock variability reversed cost declines, lifting the Oleic Acid Production Cost Trend.
- Oleic Acid Demand Outlook shows steady food and personal-care consumption, yet cautious distributor restocking persists.
- Earlier inventory builds tempered buying, moderating the Oleic Acid Price Index and limiting spot volatility.
- Scheduled plant maintenance and port congestion constrain imports, pressuring the Oleic Acid Price Index and deliveries.
Why did the price of Oleic Acid change in September 2025 in Europe?
- Export availability rebound from Southeast Asia eased earlier shortages, contributing to net downward price movement.
- Lower upstream input costs and moderated inflation reduced landed costs, relieving production cost pressures modestly.
- Improved shipping throughput and eased logistics increased imports, saturating inventories and weakening near-term spot demand.
For the Quarter Ending June 2025
North America
- Oleic Acid Spot Price in North America followed a downward trajectory in Q2 2025, with an average quarter-over-quarter price fluctuation of approximately 6.0% to 11.5%, ending June near USD 1,315 USD/MT, signaling price softness accentuated by June鈥檚 11.45% decline.
- Weak demand in personal care, cosmetics, food & beverages, and pharmaceuticals heavily influenced the Oleic Acid Demand Outlook, with buyers demonstrating caution and inventory reliance amid economic and trade policy uncertainty.
- Manufacturing & Supply dynamics in April saw oversupply due to reduced procurement and elevated inventories, exacerbated by reduced global ocean container bookings (down 49%) triggered by U.S. tariffs impacting trade flows, driving prices down.
- May 2025 experienced a temporary spike in prices from sharp freight disruptions and port congestions, with freight volumes from China to the U.S. surging by 300%, imposing higher landed costs, pushing Oleic Acid Spot Prices upward.
- June witnessed a supply rebound due to improved palm oil outputs primarily from Malaysia and Indonesia, combined with tariff suspensions and eased logistics, leading to a significant decline in Oleic Acid prices and landed costs.
- The Oleic Acid Production Cost Trend saw downward pressure in June due to steady raw material availability, moderated freight rates, and decreased input cost inflation, resulting in improved supply conditions.
- Oleic Acid Demand softened markedly in June as downstream industries like pharmaceuticals and personal care cut production or delayed new orders, reflected in U.S. manufacturing indicators showing contracted activity.
- Persistent oversupply kept the market under stress, with buyers reluctant to restock amid ongoing tariff uncertainties and a strong presence of competitive imports from China and Indonesia.
- The June decline finalized Q2 with prices at around USD 1,315-USD 1,325 USD/MT, signaling a cautious Oleic Acid Price Forecast where prices are expected to remain under downward pressure in the near term.
- Overall, the North American Oleic Acid market portrayed a volatile but predominantly bearish Q2 scenario, driven by fluctuating trade policies, freight disruptions in May, and an oversupply-led price correction in June.
听APAC
- The Oleic Acid Spot Price in APAC displayed a stable to downward trend throughout Q2 2025, with average monthly decreases from April to June around 1.5% to 13%, concluding June near USD 1,130 USD/MT, reflecting subdued demand and raw material influences.
- April鈥檚 price retreat aligned closely with falling palm oil prices due to oversupply and muted buyer interest, which shaped the Oleic Acid Demand Outlook as downstream industries delayed procurement amid tariff announcements.
- Oleic Acid Manufacturing & Supply factors in May triggered a price surge; adverse weather and logistics constraints limited palm oil feedstock availability, increasing production costs and pushing prices higher.
- Elevated May Oleic Acid demand came from food processing, cosmetics, and pharmaceutical industries in APAC, sustaining procurement despite high prices, underpinned by Indonesia鈥檚 export volumes and strategic market positioning.
- June saw inventory accumulation as supply outpaced weakening demand, helped by improved logistics and increased palm oil output, leading to a softening of spot prices and lower landed costs.
- Oleic Acid Production cost trends in June reflected a reduction due to stable raw material conditions and supply chain efficiencies, counterbalancing the previous month鈥檚 upward pressure.
- Oleic Acid Demand contractions were evident in June, with Indonesia鈥檚 manufacturing PMI falling to 46.9, indicating shrinking activity in key sectors like personal care and lubricants, impacting the overall Oleic Acid Demand Outlook negatively.
- Regional export demand softened amid global economic uncertainties, and domestic buying hesitation amid expectations of further price dips intensified the bearish price momentum.
- The Oleic Acid Price Forecast for APAC projects continued price weakness in the short term due to persistent oversupply and cautious downstream consumption despite fundamental demand drivers.
- Oleic Acid Market sentiment for Q2 closed with prices at approximately USD 1,130-USD 1,140 USD/MT in June, highlighting the interplay of supply abundance versus demand restraint across the region.
Europe
- Europe鈥檚 Oleic Acid Spot Price followed a downward trend in Q2 2025, with average monthly price declines ranging from 5.3% to 12.5%, closing June near USD 1,260 USD/MT, impacted by improved supply and softer demand indicated by June鈥檚 price correction.
- April鈥檚 market conditions were shaped by diverted global cargoes to European ports due to U.S. tariff changes, resulting in elevated inventories and downward pressure on prices despite early buyer stockpiling.
- Oleic Acid Manufacturing & Supply dynamics intensified in May, with rising palm oil costs, stringent environmental policies, and logistics challenges pushing production costs higher and causing a notable price spike.
- Oleic Acid Demand in May improved gradually, supported by personal care, cosmetics, and industrial sectors, marking a cautious recovery phase with increased procurement after inventory normalization.
- As supply bottlenecks eased in June, increased import volumes, improved shipping lanes, and currency movements (Euro appreciation) led to a repricing of Oleic Acid on the lower side.
- The Oleic Acid Production Cost Trend in June benefited from lower raw material and freight costs, alongside reduced industrial input prices, fueling price reductions and improved market liquidity.
- June鈥檚 demand remained stable but subdued with moderate downstream consumption across food, bio-based chemicals, and cosmetics sectors, limiting aggressive buying despite favorable pricing.
- Inventory levels accumulated earlier in Q2 restrained immediate spot market activity, with buyers prioritizing cost efficiency and cautious procurement in anticipation of further price declines.
- The Oleic Acid Price Forecast indicates prices in Europe are likely to remain under pressure near mid to late-Q2 levels, as supply normalization contrasts with cautious demand post-pandemic.
- The quarter ended with an overall bearish yet balanced market scenario, reflecting the interplay between solid supply chain throughput and prudent demand, setting the tone for a watchful outlook on price movements.
