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Insights

Monthly Market Pulse - June 2026

Market sentiment points toward some degree of stabilization, as producers look to support current levels ahead of scheduled summer maintenance across several key additives.
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The June 2026 Monthly Market Pulse is out – Markets weigh soft demand against producer restraint.

  • Additive markets remained broadly under pressure in June, as elevated prices and lingering risk premiums weighed on demand.

  • The US and Iran signed a memorandum of understanding, enabling negotiations for a permanent ceasefire.

  • Chinese export data for May showed continued YoY growth for key vitamins and amino acids.

Vitamins

Vitamin prices eased broadly in June, continuing the correction from sharp price spikes triggered by the Middle East conflict. Vitamin E FOB China fell 17% over the month. Choline Chloride declined 22%, aided by easing input costs, most notably Ethylene Oxide in China.

Amino Acids

Amino acid prices continue to drop over the past month as markets rebalance supply and demand. Methionine FOB China prices are still elevated (+120% YTD) despite falling -10% in the last month.

Economic Update

Global economic conditions remain unsettled as the US–Iran memorandum of understanding brings tentative relief but leaves key uncertainties unresolved. Oil prices have retreated toward pre-war levels following the agreement, while traffic in the Strait of Hormuz has begun to recover.

In the US, the Fed kept rates steady for a fourth consecutive meeting in June, while, across the Atlantic, the ECB moved to increase its interest rates to 2.25% with aim of countering its 3% inflation rate.

Coupled by demand and rate hikes, freight prices have sharply risen in the last five weeks entering peak shipping season.

If you’d like the full picture, including price movements, vitamins, amino acids, and the economic backdrop, download the full report or get in touch with our team for more information.