2026-04-24
Silicone Feedstock Prices Surge — What Coating & Adhesive Formulators Need to Know DMC, mixed rubber, and silicone oil all rose in April 2026. Here’s how the rally affects your silicone additive costs — and where fumed silica stands.
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China’s silicone raw material complex moved broadly higher on April 23, 2026, led by mixed rubber (+500 RMB/ton). DMC…
China’s silicone raw material complex moved broadly higher on April 23, 2026, led by mixed rubber (+500 RMB/ton). DMC rose to a national average of 14,850 RMB/ton after Luxi Chemical (Shandong) resumed quotations at 14,700 — its first active quote since suspending trade.
Product Price Range (RMB/ton) Change
DMC ~14,850 avg +200
107 Adhesive (RTV) 15,000 – 15,500 +300
Raw Silicone Rubber 15,500 – 16,500 +300
Mixed / Compound Rubber 14,500 – 16,500 +500
Dimethyl Silicone Oil 16,000 – 17,800 +300
Methanol 3,030 – 3,050 —
Chloromethane 3,400 —
Source: SAGSI Industry Data, April 23 2026. For reference only — not a trading basis.
Tight Spot Supply Producers are prioritising contract buyers over spot sales, reducing spot market liquidity and…
Producers are prioritising contract buyers over spot sales, reducing spot market liquidity and supporting prices across the monomer complex.
Producer raw material stockpiles are below normal seasonal levels — a structural constraint that limits output ramp-up and reinforces the price floor.
Downstream inquiry has picked up noticeably. Some monomer plants have forward contracts booked through end of May, limiting near-term spot availability.
Key signal: Luxi Chemical’s return to active quotation at +200 RMB/ton confirms the market has found a new, higher equilibrium. When a large suspended seller re-enters at a premium, it removes supply uncertainty and anchors the upward move.
Fumed silica is produced from silicon tetrachloride (SiCl₄) via gas-phase flame hydrolysis — a process independent of…
Fumed silica is produced from silicon tetrachloride (SiCl₄) via gas-phase flame hydrolysis — a process independent of DMC and silicone monomer pricing. The direct raw material link does not exist. Energy and logistics are the primary cost drivers for fumed silica.
However, the silicone-based additive basket used alongside fumed silica in coating formulations is directly exposed to the current price moves.
Dimethyl silicone oil base — directly exposed to the +300 RMB/ton move. Expect 2–4% cost uplift on defoamer lines in the next 1–2 billing cycles.
Modified silicone oils and polyether siloxanes will see 2–5% cost pressure depending on silicone content and grade complexity.
Typically 30–60% silicone content. Suppliers will absorb increases for 1–2 cycles before passing them through to formulators.
107 adhesive up 300 RMB/ton. Sealant and adhesive product lines with high RTV content face the most immediate margin pressure.
The April 2026 silicone monomer rally does not directly impact fumed silica production costs. Formulators using SEMISIL fumed silica as a rheology modifier, anti-settling agent, or reinforcing filler can continue procurement without concern about silicone-driven cost pass-throughs — at least in the near term.
Dongyue Silicone (300821) Revenue RMB 1.256B (+4.49% YoY). Net profit RMB 194M — up 426.99% year-on-year. Non-GAAP…
Revenue RMB 1.256B (+4.49% YoY). Net profit RMB 194M — up 426.99% year-on-year. Non-GAAP profit RMB 216M (+452.47%). Driven by silicone price recovery since December 2025 and improved cost management.
Revenue RMB 647M (+30.91% YoY). Net profit RMB 38.85M — up 43.88% year-on-year. Broad-based revenue growth alongside sector-wide margin recovery.
A 427% profit surge on just 4.5% revenue growth means operating leverage — not volume — is driving the recovery. Price, not demand, is the dominant variable in this cycle.
1. Audit your silicone additive exposure List every silicone-containing additive in your formulations. Defoamers and…
List every silicone-containing additive in your formulations. Defoamers and slip agents carry the highest exposure. Quantify silicone content percentage per line item.
Suppliers typically absorb price increases for 1–2 billing cycles before passing them through. Reaching out now gives you a window to negotiate short-term volume or fixed-price coverage.
Fumed silica pricing is not linked to the current silicone rally. However, broad chemical supply chain energy inflation can create delayed secondary effects over 1–2 quarters.
For silicone defoamers, mineral-oil and polymer-based alternatives may provide cost relief. Validate performance trade-offs in your specific system before switching.
Our team provides formulation guidance and competitive quotes for SEMISIL grades.
Not directly. Fumed silica is manufactured from SiCl₄ via flame hydrolysis — a gas-phase process independent of DMC and silicone monomer production. Energy costs and logistics remain the primary pricing drivers for fumed silica. A broad chemical industry inflation environment can create secondary effects over a 1–2 quarter lag.
Silicone defoamers (dimethyl silicone oil base, +300 RMB/ton), silicone slip agents, and modified levelling agents are most directly exposed. RTV-based sealant and adhesive products face the highest absolute cost pressure at +300 RMB/ton on 107 adhesive.
Forward contracts at major monomer plants are already booked through end of May. Luxi Chemical’s return at a premium confirms producer confidence in the new price level. The supply-demand balance has structurally tightened since December 2025 — a near-term correction is unlikely without a significant demand shock.
Dimethyl silicone oil is quoted at 16,000–17,800 RMB/ton as of April 23, 2026, up 300 RMB/ton. One East China producer raised its quote to 17,800 RMB/ton on April 23, 2026.
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