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Monthly Market Pulse - October 2026

Additive markets return from China’s National Golden Week Holiday against a backdrop of industry news: the CJ-ADM joint venture in the Americas, CJ Malaysia’s exit, BASF-Evonik merger attempt, and dsm-firmenich naming its ANH carve-outs, Noviwest and Panavora.
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The October 2026 Monthly Market Pulse is out – Additive markets return from China’s National Golden Week Holiday against a backdrop of industry news: the CJ-ADM joint venture in the Americas, CJ Malaysia’s exit, BASF-Evonik merger attempt, and dsm-firmenich naming its ANH carve-outs, Noviwest and Panavora.

  • US grain and oilseed prices have softened as the harvest season progresses.

  • Several fermentation amino acids are near multi-year lows amid intensifying competition.

  • The G7 agreed to release up to 100 million barrels from strategic reserves, and the US waived new duties on major buyers of Russian energy.

  • Suez container transits are recovering, with liner capacity passing 50% of pre-crisis levels in early October.

Vitamins

The Kemiex Vitamin Index eased -6% over the past month, led by Vitamins E, B9, D3, and K3.

September Chinese export data showed strong growth for most Vitamins YTD, led by a +27% increase for VE. VC was the lone decliner, down -4% YTD.

Amino Acids

Amino acid prices stabilized, with the Kemiex Index down just -1% MoM.

Several fermentation amino acids are near multi-year lows amid intensifying competition, as prices trade sideways.

Economic Update

Energy markets have remained volatile, with Brent crude holding above USD 100/barrel even briefly pushing past USD 110. In response, the G7 agreed to release up to 100 million barrels from strategic reserve and the US waived new duties on major buyers of Russian energy.

In the US, inflation remained elevated, rising to +3.7% in September, driven by energy costs. US unemployment also rose to +4.2%. Euro area inflation climbed to +3.8% in September as energy prices jumped +18.9% YoY. China’s 3Q GDP grew +4.5% YoY, supported by growing exports, while other indicators remain weak.

Monthly Special

Global meat production diverges in 2027, driven by poultry

Global meat production is projected to diverge by category in 2027, driven by chicken meat according to the latest USDA World Markets and Trade report.

Nearly all major chicken producing countries are expected to grow output in 2027, led by a +6% rise in China on strong domestic demand and strategic export growth. Brazil also grows on lower costs and firm consumption, though EU trade barriers add risk to export demand.

Pork production in 2027 is estimated to drop while global beef output is forecast relatively flat in 2027.

If you’d like the full picture, including price movements, vitamins, amino acids, and the economic backdrop, Kemiex clients can download the full report in the app.

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