- SLES prices moved with a stable-to-firm trend in Q1’26, with Asia showing stronger cost support, Europe facing higher landed costs, and North America remaining steady with mild upward pressure.
- Feedstock pressure came from crude palm kernel oil, which stayed firm due to tighter availability, steady oleochemical demand, and higher shipping costs after the Iran war and Strait of Hormuz disruption.
- Downstream demand remained steady from shampoos, body washes, liquid soaps, detergents, cleaners, and personal care formulations, with China and India supporting Asian consumption.
Asia
Asian SLES prices remained firm during Q1’26, supported by steady demand from China and India. Crude palm kernel oil production in Malaysia rose to 162,127 tonnes in March, but stocks declined to 339,687 tonnes, showing that downstream offtake and export movement absorbed higher output. This supported feedstock-linked cost pressure for surfactant producers. Demand from soaps, detergents, personal care products, shampoos, and household cleaning formulations stayed healthy. Higher shipping costs after the Strait of Hormuz disruption also raised landed costs for imported oleochemical inputs.
Europe
European SLES prices stayed firm in Q1’26 due to import reliance, higher logistics costs, and limited supplier flexibility from Southeast Asia. The region depends on imported lauric oil derivatives for fatty alcohols, fatty acids, detergents, cosmetics, and specialty formulations. The Iran war raised freight and insurance costs, increasing delivered costs for surfactant producers and buyers. Demand from home care and personal care remained steady, but buyers avoided heavy restocking and focused on contracted volumes.
North America
North American SLES prices followed a stable-to-firm trend during Q1’26. The region remained exposed to Asian export flows for key oleochemical inputs, while shipping uncertainty increased landed cost pressure. Demand from surfactants, soaps, detergents, cosmetics, shampoos, and body wash applications stayed consistent. Higher freight and fuel risks after the Strait of Hormuz disruption supported mild firmness, but balanced downstream purchasing limited sharper gains.