For the Quarter Ending September 2025
APAC
• In Asia, the Erucic Acid Price Index rose consistently, showcasing a bullish movement supported by firm demand and a rise in feedstock costs.
• The average Erucic Acid price for the quarter was approximately USD 4889.67/MT, on CFR South Korea basis reflecting stable import flows and moderate supply.
• Erucic Acid Spot Price showed mild upward movement amid consistent demand from coatings and cosmetics manufacturers.
• Erucic Acid Price Forecast signals continued gains into Q2 as seasonal restocking and infrastructure demand support consumption.
• Erucic Acid Production Cost Trend increased due to firmer rapeseed oil prices and freight-related cost pressures.
• Erucic Acid Demand Outlook remains strong across paints and cosmetics, driven by urban growth and premium skincare trends.
• Inventory tightness supported the Price Index as exporters faced farmer reluctance and buyers ramped up seasonal procurement.
• Major European producers maintained steady output, helping avoid supply shocks despite logistical delays and shifting trade routes.
Why did the price of Erucic Acid change in September 2025 in APAC?
• Stronger Korean won and lower rapeseed oil reduced import cost support, weighing on price index.
• Ocean freight constraints increased transit times, adding cost pressure for Asian importers, and affecting margins.
• Firm demand from paints and cosmetics, alongside European export stability, supported price resilience in September.
Europe
• In Germany, the Erucic Acid Price Index rose by 1.9% quarter-over-quarter, due to logistics constraints.
• The average Erucic Acid price for the quarter was approximately USD 4920.00/MT, reflecting balanced availability.
• Erucic Acid Spot Price at FD Hamburg remained firm, supported by steady offtakes across sectors.
• Erucic Acid Production Cost Trend edged higher as rapeseed oil availability shifts and farmers withheld.
• Erucic Acid Demand Outlook is stable, anchored by consistent paint sector consumption and cosmetics offtake.
• Erucic Acid Price Forecast projects modest volatility ahead, influenced by harvest, inventory, and freight costs.
• Erucic Acid Price Index movements reflected low inventories post-summer and distributors increasing quotations for margins.
• Regional production remained moderate, balanced exports continued, while intermittent logistics disruptions supported short-term price upside.
Why did the price of Erucic Acid change in September 2025 in Europe?
• Strong rapeseed harvest increased availability, but farmers' selling restraint limited immediate supply easing and pressure.
• Logistical disruptions, including port strikes and driver shortages, raised freight costs and delayed deliveries regionally.
• Stable downstream demand from paints and cosmetics sustained offtake, offsetting pressure from easing feedstock prices.
North America
• In North America, the Erucic Acid Price Index showed mild fluctuations quarter-over-quarter, influenced by shifting feedstock dynamics and regional demand.
• The Erucic Acid market remained balanced, supported by stable imports and consistent production from domestic oleochemical processors.
• Spot Price movements reflected seasonal demand from industrial lubricants and personal care sectors, with occasional supply-side tightness.
• Erucic Acid Price Forecast suggests moderate gains into Q2, driven by restocking and increased interest in bio-based additives.
• Production Cost Trend was shaped by variable rapeseed oil availability and rising energy and logistics expenses in key supply corridors.
• Demand Outlook stayed firm across personal care, food emulsifiers, and industrial applications, with sustainability trends boosting interest.
• Inventory levels remained manageable, though occasional delays in cross-border shipments added short-term pressure.
• North American producers maintained steady output, while trade flows from Europe and Canada helped cushion supply disruptions.
Why did the price of Erucic Acid change in September 2025 in North America?
• Feedstock costs rose due to tight rapeseed oil supply despite strong harvests.
• Industrial demand stayed firm across lubricants and personal care sectors.
• Shipping delays and limited vessel availability added pressure to regional supply chains.
For the Quarter Ending June 2025
Asia-Pacific (APAC)
• Erucic Acid Price Index in APAC rose by 5.6% quarter-on-quarter, reaching USD 4,990/MT CFR Shanghai by the end of Q2 2025. Prices saw a bullish start in April due to stable European production and strong demand, remained firm through May amid mixed import activity, and edged up further in June despite deepening logistical disruptions.
• Why did the price of Erucic Acid change in July 2025 in China?
In early July 2025, the Price rose, as firm demand from the cosmetics and biofuels sectors persisted despite supply-side strain. Seasonal momentum in sustainable personal care and ongoing industrial adoption in bio-based coatings supported stable consumption trends.
• The Erucic Acid Price Forecast for early Q3 suggests a cautiously bullish outlook, backed by strong downstream demand, potential feedstock volatility, and ongoing supply chain complications tied to geopolitical risks and freight uncertainties.
• The Erucic Acid Production Cost Trend remained elevated, with stable-to-moderate European production offset by higher logistics expenses. Port congestion, inland transport delays, and rising freight rates continued to apply pressure on delivered costs despite softer rapeseed oil prices.
• Erucic Acid Demand Outlook remained positive, supported by growing demand for bio-based additives in paints and coatings and the steady push for clean-label cosmetics. China's biodiesel initiatives also contributed to firm industrial offtake, while holiday-related restocking lifted short-term interest.
• Export momentum from Europe to Asia was affected by significant trade route disruptions. Rerouting via the Cape of Good Hope, container shortages, and delays at key ports like Rotterdam and Antwerp challenged supply timelines and raised shipping costs.
• Domestic procurement across China, especially in the Yangtze River Delta and Pearl River regions, remained steady in Q2, fueled by infrastructure projects, green construction trends, and the rise of sustainable formulations in consumer and industrial applications.
Europe
• Erucic Acid Price Index in Europe rose by 5.0% quarter-on-quarter, settling at approximately USD 4861/MT FD Hamburg. This marked a steady uptrend across Q2, supported by firm downstream demand and stable production, despite persistent logistical constraints and evolving regulatory conditions.
• Why did the price of Erucic Acid change in July 2025 in Europe?
In early July 2025, the Price Index stabilized slightly, as steady consumption from cosmetics and paints sectors met moderately improved availability. Previous logistical delays and port disruptions were still being resolved, curbing immediate price movement.
• The Erucic Acid Price Forecast suggests a cautiously bullish outlook, depending on biodiesel policy shifts, intra-European logistics recovery, and sustained demand in personal care and coatings sectors, emphasizing bio-based and sustainable formulations.
• The Erucic Acid Production Cost Trend was mixed in Q2. While rapeseed oil prices declined in June following stronger EU harvest forecasts, logistics costs remained elevated due to labor shortages, rail disruptions, and rising road freight rates caused by fuel price hikes and driver unavailability.
• The Erucic Acid Demand Outlook stayed firm, led by continued interest from bio-based coatings, sustainable cosmetics, and the biodiesel sector. Premium skincare and emollient demand held steady, while industrial buyers prioritized performance and compliance with green chemistry targets.
• Germany’s exports faced delays due to strikes and congestion at Bremerhaven, Antwerp, and other major hubs. Regulatory changes under the EU Import Control System 2 added customs complexity, extending lead times and raising compliance burdens for bulk shipments.
• Within the EU, procurement from France, Benelux, and Nordic countries remained stable. Demand was anchored by paints and high-end personal care markets, while large-scale restocking was limited amid lingering uncertainty over fuel policy and internal logistics normalization.
North America
• Erucic Acid Price Index in North America rose quarter-on-quarter. This upward trend reflected firm demand from sustainable personal care and industrial coatings, along with constrained domestic production and tightening import availability from Europe and Asia.
• Why did the price of Erucic Acid change in July 2025 in the U.S.?
In early July 2025, the Price Index held firm, supported by strong summer demand from premium cosmetics and industrial formulations. Improved logistics throughput at Gulf Coast ports helped stabilize supply, though upstream tightness limited downward price movement.
• The Erucic Acid Price Forecast indicates a steady-to-firm trajectory, contingent on biodiesel blending mandates, continued demand in sustainable skincare, and trade developments affecting rapeseed oil imports from Canada and Europe.
• The Erucic Acid Production Cost Trend remained elevated in Q2, as domestic manufacturers contended with high rapeseed oil procurement costs, volatile freight rates, and rising labor expenses. While Gulf refinery feedstock prices showed brief relief in June, overall production expenses stayed above historical averages.
• The Erucic Acid Demand Outlook was stable, anchored by consistent orders from bio-based industrial coatings, premium personal care brands, and niche food processing. Clean-label skincare and sustainable emollients drove notable interest from U.S.-based formulation labs and contract manufacturers.
• U.S. imports from Europe faced intermittent delays due to ongoing congestion and regulatory changes at key EU ports. At the same time, shipments from Canada and Asia remained steady, helping maintain a reliable supply base despite global container imbalances and fuel surcharges.
For the Quarter Ending March 2025
North America
In Q1 2025, the North American Erucic Acid market demonstrated mixed dynamics driven by fluctuations in the cosmetics and pharmaceutical sectors, alongside supply-side challenges. The U.S. cosmetics industry showed some resilience, particularly in the prestige beauty segment, which grew by 7% year-over-year in 2024.
However, the sector faced challenges in Q1 2025, with mass beauty product sales slowing, leading to a 28% drop in social media-driven earned media value. This shift prompted brands to adapt, offering more affordable products and smaller packaging to meet consumer demand. On the pharmaceutical front, while the sector showed strong performance overall, with notable revenue growth from companies like Gilead and Johnson & Johnson, challenges like policy uncertainty, regulatory pressures, and potential trade disruptions loomed large.
Despite these headwinds, steady demand from both the cosmetics and pharmaceutical industries supported Erucic Acid consumption. The market also faced supply-side pressure due to raw material shortages, particularly in rapeseed oil, compounded by logistical disruptions and increased shipping times. Despite these challenges, the outlook for Erucic Acid remained stable, with demand from sustainable and eco-friendly product trends continuing to drive growth in both sectors.
APAC
During the first quarter of 2025, the price trend for Erucic Acid in the Asian region displayed some fluctuations, primarily influenced by supply and demand dynamics. At the beginning of the quarter, Erucic Acid prices showed a bearish trend due to a combination of supply challenges and weak demand. Despite firm stock availability, European production faced difficulties, particularly in securing adequate rapeseed oil supply, compounded by price volatility and port disruptions. Additionally, imports into South Korea saw a decline, and demand was weaker due to a slowdown in the manufacturing sector, although the cosmetics and pharmaceutical sectors remained stable. In mid-Q1, the price trend continued to decline, driven by lower trade levels and challenges in rapeseed oil availability, despite a slight increase in imports. South Korea’s cosmetics and pharmaceutical sectors saw steady growth, but this wasn't enough to counterbalance supply chain disruptions and production limitations. However, towards the end of the quarter, the market experienced a slight recovery with a modest price increase. Despite ongoing logistical challenges, demand remained stable, particularly in cosmetics and pharmaceutical applications, bolstered by strong growth in wellness and premium products.
Europe
In Q1 2025, the European Erucic Acid market experienced mixed price movements, beginning with a bearish trend in January due to feedstock supply concerns and easing industrial activity. Despite stable production and moderate demand from the cosmetics and pharmaceutical sectors, volatility in rapeseed oil availability—linked to adverse weather and biofuel competition—pressured the market. February saw continued price declines, driven by weaker rapeseed yields and port disruptions from severe weather and labor strikes. These issues inflated inventory levels but limited production due to raw material shortages. Demand remained steady, supported by sustainable cosmetics trends and the EU’s Critical Medicines Act bolstering pharmaceutical resilience. By March, the market rebounded slightly, with prices rising amid low crushing rates and a 21% decline in rapeseed oil imports. Persistent supply chain challenges—congestion at major ports, strikes, and rerouted shipments—tightened supply despite stable demand. Growth in high-end skincare and pharmaceutical segments, especially oncology and specialty generics, contributed to a more bullish close to the quarter. Overall, Q1 was marked by supply-side instability, steady end-use demand, and a growing emphasis on premium, sustainable product applications.
For the Quarter Ending December 2024
North America
During the fourth quarter of 2024, the Erucic Acid market in North America experienced a modest increase in prices, reflecting steady demand and consistent offtakes from key industries, despite some supply constraints. Production rates in the region remained stable, but challenges in the availability of feedstocks, particularly Rapeseed Oil, arose due to a lower harvest and reduced crushing activity. This tight supply of raw materials contributed to higher production costs, which in turn supported price increases.
Demand across sectors like food and cosmetics remained steady, with the cosmetics sector maintaining stable consumption despite ongoing concerns regarding ingredient safety and regulatory scrutiny. Meanwhile, the food sector showed consistent demand for Erucic Acid, although economic factors, such as inflationary pressures, slightly influenced consumption.
While logistical issues and supply chain disruptions affected the overall flow of goods, North American producers managed to maintain production levels, with a slight uptick in raw material processing helping to support supply. Despite some challenges in manufacturing and industrial activity, Erucic Acid prices in the region saw a modest rise due to these supply-side factors.
APAC
In the Asian region, the Erucic Acid market experienced a modest price increase of 1% compared to the previous quarter during Q4 of 2024. Despite facing moderate to low stock availability due to weak production rates, demand from downstream industries remained steady, supporting the overall market sentiment. One of the key supply-side challenges was the low availability of Rapeseed Oil in the key exporter Europe, driven by a decline in the Rapeseed harvest and reduced crushing rates in the European region. However, the European Union's oilseed crushing volumes increased by 11% month-on-month, which helped boost Rapeseed Oil production, alleviating some supply pressures. While logistical disruptions in China, primarily due to Typhoon Kong-Rey, affected import volumes, Erucic Acid demand in sectors like cosmetics and paints remained resilient. The global decline in rapeseed production contributed to rising feedstock costs, which could have exerted downward pressure on production costs. However, this was countered by steady demand in the paints and coatings industries and the growing expansion of the cosmetics market, particularly in Asia. Despite these challenges, the Erucic Acid market maintained its upward price trend, ending the quarter with a nominal overall increase in prices.
Europe
During the fourth quarter of 2024, the Erucic Acid market experienced a slight increase in prices in the European region, with an overall rise of 1% compared to the previous quarter. The increase in prices was primarily driven by steady demand and firm offtakes from downstream industries, despite moderate supply constraints. While production rates remained stable, the availability of feedstocks, particularly Rapeseed Oil, was low due to a decline in the Rapeseed harvest and crushing rates, which supported higher prices. Additionally, the demand in the food sector remained steady, and the cosmetics sector saw stable consumption despite growing concerns about ingredient safety. The stability in supply from regional producers and the slight increase in rapeseed crushing volumes in the EU helped maintain production levels, although logistical challenges, including port congestion and weather disruptions, impacted the flow of goods. Despite weaker manufacturing activity in the Eurozone, which exerted downward pressure on demand in certain sectors like paints and coatings, Erucic Acid prices saw a modest rise as supply-side factors played a key role in supporting market dynamics.
