top of page

Vernon Walden Chronicles

Highlighting Research, News, and Product Updates

All Posts

Escalating Citral Supply Disruption Driving Increased Tightness in Vitamin A & E Markets

Over the past several weeks, global market conditions impacting vitamin A and vitamin E have shifted from early warning signals to active supply disruption, with accelerating constraints tied directly to Citral availability. Based on current developments and historical precedent in similar cycles, we are now entering a phase where supply dislocation—not just price volatility—becomes the defining market dynamic. Citral, as a key intermediate derived from petrochemical inputs,

Navigating the Supply Outlook of Vitamin A and E in an Era of Global Energy Uncertainty

As the situation in the Gulf continues to evolve, I recognize the growing industry concerns about potential impacts on vitamin availability and pricing. Understanding the Impact of Global Energy Markets At a macro level, any disruption to global energy markets has far-reaching consequences. Vitamin production, like much of the chemical industry, is highly energy-dependent. Shifts in oil and gas dynamics can significantly influence both cost structures and supply stability. Th

Market Update, Vitamins A & E

The synthetic Vitamin E market remains steady, with prices having settled, although local availability of USP grade oil can be restricted due to tariff issues on imports.

Updates on Incident in Ludwigshafen from BASF

BASF's update on the force majeure at its Ludwigshafen plant states that production of key aroma ingredients like Pyranol, Methylionone 70, and DL-Menthol FG is expected to resume in late October 2024. However, full production for other aroma and nutrition ingredients, including vitamins A and E, is delayed until 2025 due to ongoing repair work and equipment checks.

bottom of page