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Home/Price Trends/Soda Ash - North America

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

NXP-IG-028 Inorganic Chemicals North America North America - ex-works Updated June 2026

Soda Ash - North America
Price Intelligence Report

North American dense soda ash ex-works Wyoming Trona pricing. Solvay and Genesis Energy natural Trona mining cost advantage over synthetic soda ash, flat glass and container glass demand, lithium carbonate battery materials competition watch, solar panel glass demand from IRA, and 3-scenario price outlook. Published monthly.

North American soda ash from Wyoming Trona mining is the world lowest cost soda ash production - at approximately USD 80 to USD 100 per metric tonne mining cost versus USD 180 to USD 240 per metric tonne for synthetic Solvay process soda ash - and IRA solar panel manufacturing investment is creating a new structural demand segment from float glass for photovoltaic panels that supplements the traditional flat glass and glass container demand base.

North America - Dense Soda Ash ex-Works Trona
USD 284/MT
North America · Dense ex-Works Wyoming · June 2026
▲ +USD 28 (+10.9% vs June 2025)
MT / (Jan 2026)12-Month RangeUSD 308/ (Sep 2025)
12-Month High
USD 308/
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
INFO
IRA Solar Glass Demand - Float Glass Soda Ash Growth Segment - US solar panel manufacturing investment under IRA domestic content incentives at First Solar in Perrysburg Ohio, Hanwha Qcells in Dalton Georgia, and Jinko Solar in Jacksonville Florida is driving demand for float glass for photovoltaic panels that requires soda ash at approximately 200 to 240 kg per metric tonne of glass produced. IRA solar glass is the fastest-growing North American soda ash demand segment at approximately 14% per year.
INFO
Wyoming Trona Mining Cost Advantage - Natural versus Synthetic Production - Natural Trona mining by Solvay at Green River Wyoming and Genesis Energy at Granger Wyoming provides soda ash at approximately USD 80 to USD 100 per metric tonne production cost versus USD 180 to USD 240 per metric tonne for European synthetic Solvay process producers. This structural cost advantage underpins North American soda ash export competitiveness to both Asia and Europe at delivered costs that synthetic producers cannot match.
Price by Grade - Q2 2026 vs Q2 2025Preview · 2 of 6 grades shown
Grade / ProductRegion / BasisQ2 2026Q2 2025Direction
Dense Soda Ash ex-Works NANorth America (ex-works)USD 284/MTUSD 256/MT↑ Rising
Light Soda Ash ex-Works NANorth America (ex-works)USD 268/MTUSD 242/MT↑ Rising
Dense Soda Ash CFR Asia exportCFR AsiaUSD 184/MTUSD 166/MTRising
Dense Soda Ash CFR NWE exportCFR NWEUSD 198/MTUSD 178/MTRising
Synthetic Soda Ash EU ref.Europe delivered EUR/MTEUR 238/MTEUR 218/MTRising
Glass Container demand indexNorth America (index)102.4100.0Rising
Full grade price table in paid report  ·  Subscribe from USD 4,900/yr
Supply and Demand - Market ContextPreview · Full data in paid report

North American soda ash supply is produced entirely from natural Trona ore mined in the Green River Basin of Wyoming, the world largest natural soda ash deposit. Solvay Chemicals at Green River Wyoming with approximately 2.8 million MT per year, Genesis Energy at Granger Wyoming with approximately 2.2 million MT per year, Tronox at Green River with approximately 1.4 million MT per year, and OCI Wyoming at Green River with approximately 1.2 million MT per year collectively produce approximately 12 million MT per year of North American soda ash. Approximately 45% of North American production is exported to Asia and Europe, making North American natural soda ash the primary global soda ash trade flow and Green River Basin Wyoming the effective global soda ash price setter for export benchmarks. Demand for Soda Ash in North America is driven by industrial process applications across fertiliser production, metal processing, water treatment, and chemical synthesis, with pricing linked to both domestic production economics and the cost structure of the marginal supply source serving the regional market. Float Glass Soda Ash Growth Segment - US solar panel manufacturing investment under IRA domestic content incentives at First Solar in Perrysburg Ohio, Hanwha Qcells in Dalton Georgia, and Jinko Solar in Jacksonville Florida is driving demand for float glass for photovoltaic pan. In the current 2026 supply and demand environment, Soda Ash pricing in North America 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 North American soda ash, the Hormuz disruption has no direct supply chain impact - Wyoming Trona mining is entirely domestic, and North American soda ash exports to Asia and Europe travel via Pacific and Atlantic routes that do not transit the Strait of Hormuz. The IRA solar glass demand and flat glass construction demand are the primary pricing drivers, both of which are determined by domestic US policy and construction market conditions rather than by Middle Eastern geopolitics. Natural versus Synthetic Production - Natural Trona mining by Solvay at Green River Wyoming and Genesis Energy at Granger Wyoming provides soda ash at approximately USD 80 to USD 100 per metric tonne production cost ve.

🔒 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
+10.9%
vs June 2025 · June 2026 basis
12-Month Range
MT / - USD 308/
Jan 2026 low · Sep 2025 high
Report Subscription
USD 4,900/yr
Monthly PDF + Excel · 9 sections
Field Context - North America
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 North American soda ash, the Hormuz disruption has no direct supply chain impact - Wyoming Trona mining is entirely domestic, and North American soda ash exports to Asia ...
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
"Wyoming Trona at USD 80 to USD 100 per metric tonne production cost is the lowest cost industrial chemical production in the Nexchem North American tracking universe - a natural resource advantage so large that synthetic Solvay process producers in Europe and Asia cannot compete on cost even at zero transportation cost, which is why North American natural soda ash exports at USD 184 per metric tonne CFR Asia are displacing synthetic soda ash globally."
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 IRA solar panel float glass demand growing at 14% per year is the most commercially interesting new soda ash demand segment of the past decade - it is not substitutable by any other process chemistry and is tied to federal manufacturing incentives that create multi-year committed demand visibility that glass container and flat glass demand does not provide. First Solar Perrysburg expansion and Qcells Dalton ramp are the specific capacity events worth tracking."
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 312 - 340
Q3 2026 · 25% probability
Full scenarios in paid report
Base Case
USD 268 - 296
Q3 2026 · 50% probability
Full scenarios in paid report
Bear Case
USD 218 - 246
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 North American soda ash, the Hormuz disruption has no direct supply chain impact - Wyoming Trona mining is entirely domestic, and North American soda ash exports to Asia and Europe travel via Pacific and Atlantic routes that do not transit the Strait of Hormuz. The IRA solar glass demand and flat glass construction demand are the primary pricing drivers, both of which are determined by domestic US policy and construction market conditions rather than by Middle Eastern geopolitics.

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.
Can I cancel my subscription?
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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Soda Ash - North America
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Report Details
SKU IDNXP-IG-028
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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