Raw Material Price Unstable Due to Situation of Middle East
2026-03-20
The Middle East Situation: Energy & Supply Chain Shockwaves
- Polypropylene (PP) & Polyethylene (PE) Price Hikes: These core feedstocks for non-woven fabrics and plastic films have seen prices surge by 25–37% since February. Non-woven fabric producers have issued immediate price adjustment notices, with costs rising 5–15% across the board.
- Logistics & Shipping Chaos: Tanker rerouting around the Cape of Good Hope has extended voyages by 15–20 days. War risk insurance premiums have skyrocketed 300–500%, and ocean freight rates have jumped 150–250%, adding massive costs to global diaper supply chains.
- Methanol Supply Risks: Iran, responsible for 50% of global methanol exports, faces supply disruptions. Methanol is a key precursor for SAP and other diaper components, threatening further cost increases and potential production bottlenecks. #Diaper Pants #Disposable pads #sanitary Towel
Raw Material Surge: A Direct Production Cost Blow
China, the world’s largest supplier of non-woven fabrics and SAP for hygiene products, has reported dramatic price increases since early 2026, driven by domestic energy costs, supply chain tightness, and export controls. #Sanitary Napkin
* Non-woven Fabrics: Prices for PP-based spunbond non-wovens, the primary material for diaper topsheets and backsheets, have risen 36.97% since March, from ¥6,663 to ¥9,127 per ton.
* Superabsorbent Polymers (SAP): The core absorbent material in diapers has seen costs climb 20–28% due to higher acrylic acid and methanol prices, compounded by supply shortages. #incontinence Pads
* Other Inputs: Hot melt adhesives, elastic materials, and PE films have all recorded double-digit price hikes, with raw material costs now accounting for over 80% of total diaper production expenses. #Elderly Diaper #Medical Pads
