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Indicative price brief for Acetic Acid - Asia. Methodology: trade publications, broker reports, and industry sources reviewed by Nexchem. This is directional intelligence, not a regulated benchmark assessment.

NXP-AR-021 Aromatics & Intermediates Asia CFR Asia Updated June 2026

Acetic Acid - Asia
Price Intelligence Report

CFR Asia glacial acetic acid spot and contract pricing. Methanol feedstock cost impact from Iranian export suspension, Chinese domestic acetic acid capacity analysis, VAM and PVA derivative demand, and 3-scenario price outlook. Published monthly.

Asian acetic acid has a direct and quantifiable link to the Iranian methanol supply suspension - acetic acid is produced from methanol carbonylation, and the USD 44 per metric tonne increase in CFR China methanol from Iranian export loss flows through to acetic acid production cost at approximately USD 18 to USD 22 per metric tonne, explaining a significant portion of the USD 38 per metric tonne year on year price increase.

Asia - Glacial CFR Asia Spot
USD 468/MT
CFR Asia · Glacial · Spot · June 2026
▲ +USD 38 (+8.8% vs June 2025)
MT / (Jan 2026)12-Month RangeUSD 508/ (Sep 2025)
12-Month High
USD 508/
Sep 2025
12-Month Low
MT /
Jan 2026
Annual Subscription
USD 4,900
USD 408/mo equiv · 17% saving
Used by
🏢Corporate strategy and procurement teams
💼Private equity and venture capital investors
🔬Chemical and materials R&D teams
📊Management and strategy consultants
🏦Investment banking and M&A advisory
Report Contents - 9 Sections~14 pages · PDF + Excel
01
Market Metrics
Current spot price, 12-month high and low, year on year change, and the key spread indicator - feedstock or conversion margin - that drives near-term pricing direction
02
Price by Grade
Full grade-level price table covering all commercial grades with Q2 2026 versus Q2 2025 comparison, direction indicator, and basis notation
Full data in paid report
03
Supply and Demand
Regional supply and demand balance for 2024 actual, 2025 estimated, and 2026 to 2027 forecast - production volumes, import dependency by origin, operating rates, and key capacity events
Full data in paid report
04
Capacity Atlas
Site-level producer table covering company, facility location, nameplate capacity in KT per year, production technology, current operating status, and analyst notes on reliability and qualification risk
Full data in paid report
05
Trade Flows
Import and export volume data by origin and destination with Hormuz disruption risk rating, vessel transit times, and freight cost comparison across supply routes
Full data in paid report
06
Margin Analysis
Feedstock cost and gross margin decomposition by production route - NWE naphtha versus Middle East ethane versus USGC ethane versus Chinese coal - with sensitivity table
Full data in paid report
07
Price Drivers
3 to 4 named drivers ranked by near-term price impact with quantified supply or cost effect per driver, driver-specific timeline, and risk rating
Full data in paid report
08
Forward Scenarios
Bull, Base, and Bear price ranges for Q3 2026, Q4 2026, and Q1 2027 with probability weighting, key assumptions, scenario trigger events, and a procurement recommendation for each case
Full data in paid report
09
Analyst Perspectives
Nexchem Intelligence analyst field intelligence on supply shortages, alternative source qualification timelines, geopolitical friction, and pricing pressure specific to this market
Full data in paid report
Active Supply and Market Alerts2 Active Alerts
HIGH
Iranian Methanol Suspension - Acetic Acid Feedstock Cost Impact - Iranian methanol export suspension removes approximately 8 to 10 million MT per year from global methanol supply. Acetic acid is produced by methanol carbonylation requiring approximately 0.52 MT methanol per MT acetic acid, meaning the USD 44 per metric tonne methanol price increase translates to approximately USD 23 per metric tonne additional acetic acid production cost - the primary driver of the year on year price increase.
INFO
VAM and PVA Demand - Packaging and Construction Derivative Support - Vinyl acetate monomer and polyvinyl alcohol demand from packaging adhesives, construction latex, and textile finishing applications is providing stable derivative demand pull for acetic acid in Asian markets. VAM demand from the growing Asian flexible packaging sector is growing at approximately 4.2% per year, providing a structural demand floor below the methanol cost floor.
Price by Grade - Q2 2026 vs Q2 2025Preview · 2 of 6 grades shown
Grade / ProductRegion / BasisQ2 2026Q2 2025Direction
Glacial Acetic Acid CFR AsiaCFR AsiaUSD 468/MTUSD 430/MT↑ Rising
Acetic Acid China DomesticChina domestic CNY/MTCNY 3,380/MTCNY 3,108/MT↑ Rising
Acetic Acid CFR IndiaCFR IndiaUSD 480/MTUSD 442/MTRising
Methanol Feedstock CFR ChinaCFR ChinaUSD 342/MTUSD 298/MTRising
VAM Vinyl Acetate Monomer ref.CFR AsiaUSD 784/MTUSD 718/MTRising
PVA Polyvinyl Alcohol ref.CFR AsiaUSD 1,280/MTUSD 1,168/MTRising
Full grade price table in paid report  ·  Subscribe from USD 4,900/yr
Supply and Demand - Market ContextPreview · Full data in paid report

Asian acetic acid supply is dominated by Chinese domestic production using the methanol carbonylation route, with Celanese at Nanjing, BP Acetyls at Zhuhai, and Wanhua at Yantai being the largest Chinese producers alongside state-owned Sinopec and CNOOC carbonylation units. Chinese domestic acetic acid capacity at approximately 12 million MT per year significantly exceeds domestic demand of approximately 8.4 million MT per year, with the surplus exported primarily to India, Southeast Asia, and the Middle East. The Iranian methanol suspension is a cost shock for all methanol carbonylation producers globally, regardless of whether their methanol was previously sourced from Iran, because the loss of Iranian supply tightens the global methanol market and elevates methanol pricing for all buyers. Demand for Acetic Acid in Asia is driven by competing value chains across derivative chemical production and fuel blending applications. The price discovery mechanism reflects whichever end use provides the higher realised value at the margin, creating a dynamic pricing floor that shifts with benzene, gasoline, and derivative operating rates. Acetic Acid Feedstock Cost Impact - Iranian methanol export suspension removes approximately 8 to 10 million MT per year from global methanol supply.

Acetic acid is produced by methanol carbonylation requiring approximately 0.52 MT methanol per MT acetic acid, meaning the USD 4. In the current 2026 supply and demand environment, Acetic Acid pricing in Asia reflects both structural market conditions and active geopolitical supply chain disruption. The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply. For CFR Asia acetic acid, the geopolitical situation in 2026 involves two distinct but compounding disruptions. The Iranian methanol export suspension - a sanctions and insurance problem rather than a logistics problem - is the primary feedstock cost driver, increasing methanol prices and therefore acetic acid production cost. The Hormuz closure adds freight surcharges to the portion of Middle Eastern methanol supply that does still flow, compounding the methanol cost elevation through a second channel. Packaging and Construction Derivative Support - Vinyl acetate monomer and polyvinyl alcohol demand from packaging adhesives, construction latex, and textile finishing applications is providing stable derivative demand .

🔒 Full supply and demand balance table - 2024 actual to 2027 forecast with producer operating rates, import dependency by source, and key capacity events - available in the paid report.
YoY Price Change
+8.8%
vs June 2025 · June 2026 basis
12-Month Range
MT / - USD 508/
Jan 2026 low · Sep 2025 high
Report Subscription
USD 4,900/yr
Monthly PDF + Excel · 9 sections
Field Context - Asia
The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply. For CFR Asia acetic acid, the geopolitical situation in 2026 involves two distinct but compounding disruptions. The Iranian methanol export suspension - a sanctions and insur...
Report Format PreviewPDF · ~14 pages · Navy structured layout

The paid report is a professionally formatted PDF with structured sections, colour-coded grade price tables, alert boxes, capacity atlas tables, a 3-scenario price outlook, and analyst cards. The accompanying Excel file contains all price data in editable format for direct integration into procurement models.

🔒
Sample page visible after subscription

Full report preview available after subscription. Illustrative mock shown above.

Analyst PerspectivesNexchem Intelligence Analysts

Every Nexchem Intelligence price report includes field-level analyst commentary covering supply shortages, qualification timelines, geopolitical friction, and pricing pressure - not generic market narrative. Nexchem analysts are active in the market and attribute all field intelligence to verifiable primary sources.

NX
Nexchem Intelligence Analyst
Head of Petrochemicals & Specialty Chemicals
Nexchem Intelligence Analyst · Field intelligence · Procurement contacts
"Acetic acid is the chemical where the Iranian methanol supply suspension has the most direct and quantifiable production cost impact outside methanol itself - the USD 23 per metric tonne production cost uplift from methanol price increase is clearly traceable, and buyers who do not understand the methanol-to-acetic acid feedstock chain are missing the primary price driver in their acid procurement category."
Nexchem Procurement View
Extended perspective and procurement recommendation locked - available in paid report
Extended analyst perspective in paid report
NX
Nexchem Intelligence Analyst
Head of Advanced Materials & Green Chemicals
Nexchem Intelligence Analyst · Field intelligence · Procurement contacts
"The VAM and PVA derivative demand chain for acetic acid is the most stable demand segment in the product range - packaging adhesives and construction latex are not cyclical in the same way as automotive or electronics end uses, which means acetic acid has a relatively stable demand base even when industrial production activity varies. That demand stability is one reason the USD 38 per metric tonne price increase has been sustainable rather than reversed by demand softness."
Nexchem Materials Intelligence View
Extended perspective and procurement recommendation locked - available in paid report
Extended analyst perspective in paid report
Forward Price Scenarios - H2 2026 to Q1 2027Bull · Base · Bear

The paid report includes full scenario assumptions, quarterly price ranges for Q3 2026, Q4 2026, and Q1 2027, probability weighting for each scenario, and a procurement recommendation tailored to each case - covering what to do if the bull case materialises, what to hedge in the base case, and how to protect exposure in the bear case.

Bull Case
USD 508 - 548
Q3 2026 · 25% probability
Full scenarios in paid report
Base Case
USD 438 - 478
Q3 2026 · 50% probability
Full scenarios in paid report
Bear Case
USD 368 - 408
Q3 2026 · 25% probability
Full scenarios in paid report
2026 Geopolitical Supply Chain ContextHormuz · US-Iran · Iranian Methanol

The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply. For CFR Asia acetic acid, the geopolitical situation in 2026 involves two distinct but compounding disruptions. The Iranian methanol export suspension - a sanctions and insurance problem rather than a logistics problem - is the primary feedstock cost driver, increasing methanol prices and therefore acetic acid production cost. The Hormuz closure adds freight surcharges to the portion of Middle Eastern methanol supply that does still flow, compounding the methanol cost elevation through a second channel. Together these two geopolitical events create the most significant acetic acid feedstock cost increase since the 2021 to 2022 energy price spike.

Who Uses This ReportProcurement · Strategy · Investment
🏭
Procurement and Supply Chain Teams
Category managers and procurement directors tracking feedstock costs, qualifying alternative suppliers, benchmarking contract pricing against current market levels, and managing supply disruption risk across chemical and materials categories.
📈
Corporate Strategy and Planning Teams
Strategy analysts and planning teams at chemical producers, converters, and downstream manufacturers building market sizing models, supply chain risk assessments, and competitive cost benchmarks across geographies and production routes.
💼
Private Equity and Venture Capital
Investment teams evaluating chemical sector acquisitions, monitoring portfolio company commodity exposure, conducting raw material due diligence for manufacturing investments, and assessing supply chain risk in chemical-intensive sectors.
🔍
Management Consultants and Advisors
Consulting teams advising clients on procurement strategy, supply chain transformation, cost benchmarking, commodity market exposure, and sourcing strategy across chemical, materials, and manufacturing sectors globally.
How We Collect Price IntelligenceMethodology · Sources · Limitations
Step 01
Primary Intelligence Collection
Price intelligence compiled from procurement contacts, trade desk conversations, and industry event attendance across key trading hubs including Rotterdam, Houston, Singapore, and Shanghai. Primary contacts include producers, converters, traders, and logistics providers active in each market.
Step 02
Trade Press Triangulation
Cross-referenced against trade press monitoring covering sector-specific publications and exchange data to calibrate directional accuracy and identify outliers. Where primary data differs from published benchmarks, discrepancies are noted and investigated before publication.
Step 03
Analyst Review and Estimation
Reviewed and validated by Nexchem Intelligence analysts with sector coverage experience. Where primary data is unavailable, figures are clearly labelled as Nexchem Intelligence estimates. Not a price assessment. Not for contract settlement or derivative pricing.

Important: Nexchem Intelligence price reports are indicative price intelligence, not price assessments. We are not a Price Reporting Agency and our prices are not IOSCO-compliant. For contract settlement, mark-to-market valuation, or derivative pricing, use ICIS, Argus, or S&P Global Platts. Our reports are for procurement strategy, supply chain planning, and market analysis only.

Frequently Asked Questions6 Questions
What format does the report come in?
The report is delivered as a PDF file and an accompanying Excel data file. The PDF is approximately 14 pages and includes all 9 sections with colour-coded tables, alert boxes, analyst cards, and a navy geopolitical context panel. The Excel file contains all price data tables in editable format for direct integration into procurement and financial models. Both are emailed to your registered address within 2 hours of subscription confirmation.
How often is this report updated?
Price intelligence reports are updated monthly. Annual subscribers receive a new edition automatically each month at no additional cost. The price tables reflect the most recent month available - currently June 2026 (Q2 2026 edition). Special alert updates are issued between monthly editions when a HIGH severity supply disruption occurs that materially changes the market outlook.
Is this an official price assessment like ICIS or Argus?
No. Nexchem Intelligence price reports are indicative price intelligence for procurement strategy and supply chain planning. They are not price assessments produced by an IOSCO-regulated Price Reporting Agency. They should not be used for contract settlement, mark-to-market valuation, financial reporting, or derivative pricing. For those applications, ICIS or Argus are the appropriate sources. Our differentiation is analyst depth and geopolitical context, not regulatory price assessment methodology.
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Annual subscriptions are non-refundable after delivery of the first report. Monthly subscriptions can be cancelled at any time before the next billing date with no further charges. Enterprise and bundle subscriptions are governed by the terms in your subscription agreement. Contact [email protected] for any subscription queries.
Can I share the report within my organisation?
Single SKU subscriptions include 1 user seat. Analyst bundle subscriptions (5 SKUs) include 3 user seats. Procurement bundle (15 SKUs) includes 5 seats. Professional and Enterprise plans include 10 and unlimited seats respectively. Organisation-wide distribution rights are available under Enterprise licensing. Contact [email protected] to discuss multi-seat and site licence arrangements.
What sources do you use for price data?
Primary sources include procurement contacts at producers, converters, and trading companies active in each market; trade press monitoring; and analyst estimates based on public data including company reports, government agency data, and trade body statistics. We do not cite or rely on syndicated market research firms (Grand View Research, Mordor, IMARC, Statista, McKinsey, Gartner, IDC). We do not use AI-generated market data. All source data is primary and independently verified where possible.
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Report Details
SKU IDNXP-AR-021
PublishedQ2 2026 · June
FormatPDF + Excel
Pages~14 pages
Update cycleMonthly
DeliveryWithin 2 hours
LanguageEnglish
Included in every plan
Monthly price brief - PDF + Excel
Grade-level price breakdown - all commercial grades
Supply and demand commentary with operating rates
Capacity atlas - site-level producer detail
Trade flow intelligence with Hormuz risk rating
Feedstock and production margin analysis
3-scenario forward price outlook to Q1 2027
Analyst perspectives - Kellner and Venkat
Procurement recommendation per scenario
Weekly disruption alerts (Procurement plan+)
API data delivery (Professional plan+)
Dedicated analyst access (Enterprise only)
Methodology disclaimer: Nexchem Intelligence price reports contain indicative price intelligence compiled from primary procurement contacts, trade press monitoring, and analyst estimates. These are not price assessments in the IOSCO-regulated sense and are not produced by a Price Reporting Agency. Do not use for contract settlement, mark-to-market valuation, financial reporting, or derivative pricing. All figures are estimates. Where primary data is unavailable, figures are labelled as Nexchem Intelligence estimates. Nexchem Intelligence accepts no liability for decisions made on the basis of this report.
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