- Sodium silicate prices moved unevenly in Q1’26, with Asia soft early in the quarter before improving in March, Europe staying cost-supported, and North America showing firmer conditions.
- Feedstock pressure came from soda ash, silica, energy, steam, drying, packaging, and freight. The Strait of Hormuz disruption increased fuel and shipping risk across chemical supply chains.
- Downstream demand was mixed. Detergents, adhesives, paper, water treatment, precipitated silica, and industrial binders supported consumption, while weak construction limited stronger gains.
Asia
Asian sodium silicate prices weakened in January and February before recovering in March, particularly in China. The rebound was supported by firmer soda ash and silica-linked input costs, along with improved chemical activity. China’s industrial value added rose 6.1% year-on-year in Q1’26, while manufacturing increased 6.4%, supporting demand from detergents, adhesives, paper, water treatment, and precipitated silica. However, construction demand stayed weak, as real estate development investment fell 11.2% and newly started floor space declined 20.3%, limiting stronger demand from construction chemicals and concrete treatment. Soda ash export movement also helped ease domestic supply pressure and supported upstream sentiment.
Europe
European sodium silicate prices were stable-to-firm in Q1’26 due to higher energy and processing costs. Euro area industrial producer prices rose 3.4% month-on-month in March, while energy prices increased 11.1%, raising costs for silica fusion, steam, drying, packaging, and transportation. Demand remained limited because construction activity weakened, with euro area construction output down 1.2% year-on-year and building construction down 7.1%. Detergents, water treatment, paper, and precipitated silica applications provided baseline demand, but buyers avoided heavy restocking.
North America
North American sodium silicate prices showed a firmer tone in Q1’26, supported by higher inorganic chemical costs and steady industrial demand. The U.S. PPI for other basic inorganic chemical manufacturing rose from 162.501 in January to 164.280 in March, while industrial chemical costs also strengthened. Construction spending reached USD 2,185.5 billion in March, up 1.6% year-on-year, supporting demand for concrete treatment, adhesives, sealants, water treatment, and industrial binders.