TDAE Price Trend and Forecast 2026-2027

Market Overview

Germany is still the costliest TDAE market on our list, but even there prices came down 4.2% across the first half of the year, from USD 1,680/MT to USD 1,610/MT, as base-oil costs unwound from their early spike and tyre plants eased off the restocking pace they'd set in January. Worldwide the number moved from USD 1,240/MT to USD 1,200/MT. Not a huge swing, 3.2%, but it tells you the direction things are headed. Whether that continues into the back half comes down to two questions nobody has a firm answer to yet: does crude stay cheap, and do tyre makers keep pulling away from conventional DAE at the same pace. If both hold, a range of USD 1,160 to 1,300/MT globally looks about right for H2. On the product itself, TDAE is a treated process oil pulled from vacuum distillate residues, run through solvent extraction and hydrotreatment until the polycyclic aromatic content sits low enough to satisfy limits that killed off conventional DAE in most tyre formulas years back. Tyre manufacturers use almost all of it, tread and sidewall compounds mostly, and belts and hoses pick up whatever's left. Three levers really decide where this goes: base-oil and crude pricing, how busy tyre plants are, and the regulatory pressure still bearing down on higher-aromatic oils.

TDAE Price Forecast for 2026

The setup for H2 points toward softer pricing, not sharply lower, just a gradual give. Base-oil costs spiked hard in Q1 and that pressure is fading now that the supply issue behind it has mostly cleared. Tyre demand hasn't gone anywhere, it's holding up fine, but it isn't strong enough on its own to soak up all of that feedstock relief.

Any fresh Middle East disruption, or an unplanned refinery outage somewhere, would send crude and base-oil costs right back toward where they peaked in Q1. If tyre output slows globally, or manufacturers move faster than expected toward substitute process oils, this market could end up below the forecast range entirely.

For the Quarter Ending June 2026

TDAE Prices Q2 2026:

• China: 1,032 USD/MT
• Germany: 1,610 USD/MT
• United States: 1,348 USD/MT
• India: 1,142 USD/MT
• Southeast Asia: 1,081 USD/MT

TDAE Prices in China

China eased to USD 1,032/MT, down 4.0% from Q1's USD 1,075/MT. Nothing dramatic, base-oil costs softened and buyers kept purchasing at roughly the same clip as before.

Why did the price of TDAE change in Q2 2026 in China?

The regional supply squeeze that had pushed crude and base-oil costs up finally started clearing, so the floor came down with it. Tyre plants didn't pull back their buying, they just kept going at the same pace, which is the main reason this stayed a modest pullback instead of something sharper.

TDAE Prices in Germany

Still the most expensive market in this report, Germany came down 4.2% to USD 1,610/MT from USD 1,680/MT.

Why did the price of TDAE change in Q2 2026 in Germany?

Once the Middle East disruption that had pushed European energy and base-oil costs up started to fade, prices followed it down. Tyre manufacturers had also front-loaded a lot of buying earlier in the year, so with that appetite satisfied, spot demand cooled off on its own.

TDAE Prices in United States

The US number dropped 3.9% to USD 1,348/MT from USD 1,402/MT, the usual pattern of a Q1 high followed by a Q2 correction.

Why did the price of TDAE change in Q2 2026 in United States?

Gulf Coast base-oil supply came back to normal levels, bringing costs down with it. Buying from tyre plants stayed roughly level, no acceleration, but no real slowdown either.

TDAE Prices in India

India fell 3.5% to USD 1,142/MT from USD 1,184/MT.

Why did the price of TDAE change in Q2 2026 in India?

Cheaper base-oil imports drove most of this move as the global supply picture loosened up a bit. Underneath that, though, India's tyre-export sector kept expanding, so the floor never really dropped as much as the feedstock relief alone might suggest.

TDAE Prices in Southeast Asia

Southeast Asia moved down 4.0% to USD 1,081/MT from USD 1,126/MT, roughly in step with the broader regional cost picture.

Why did the price of TDAE change in Q2 2026 in Southeast Asia?

Crude flowing back into regional refineries at more normal volumes brought costs down across the board. Tyre hubs here kept their usual buying pattern going, this was a cost story more than anything to do with demand.

For the Quarter Ending March 2026

TDAE Prices Q1 2026:

• China: 1,075 USD/MT
• Germany: 1,680 USD/MT
• United States: 1,402 USD/MT
• India: 1,184 USD/MT
• Southeast Asia: 1,126 USD/MT

TDAE Prices in China

China jumped 12.6% to USD 1,075/MT from USD 955/MT in Q4, one of the sharper moves this quarter.

A regional supply disruption hit crude and base-oil availability hard, pushing the feedstock floor up fast for domestic refiners.

That landed right as tyre plants were doing their usual post-holiday restocking, rebuilding process-oil stockpiles ahead of the spring production run. Two things pulling in the same direction at once tends to move a market quickly, and that's basically what happened here.

Why did the price of TDAE change in Q1 2026 in China?

Supply-side disruption pushed crude and base-oil costs up sharply. Post-holiday restocking from tyre manufacturers landed at the same time and added to the pressure rather than easing it.

TDAE Prices in Germany

Germany posted the biggest jump of anyone this quarter, 15.9% to USD 1,680/MT from USD 1,450/MT, keeping its spot as the priciest market tracked here.

Middle East supply problems cut into regional feedstock flows, and European base-oil and energy costs jumped as a result.

Tyre manufacturers, worried about further increases, moved to lock in forward supply. That kind of buying tends to tighten a market that's already stretched, and this quarter was no exception.

Why did the price of TDAE change in Q1 2026 in Germany?

The Middle East disruption drove a sharp rise in European base-oil and energy costs. Forward buying from tyre manufacturers added urgency on top of an already tight market.

TDAE Prices in United States

The US climbed 13.7% to USD 1,402/MT from USD 1,233/MT in Q4.

Gulf Coast refinery conditions tightened right alongside the broader global crude spike, lifting costs for domestic process-oil blenders.

Tyre manufacturers, expecting prices to keep climbing, front-loaded their purchases. That squeezed spot availability further and pushed the number up to USD 1,402/MT.

Why did the price of TDAE change in Q1 2026 in United States?

Gulf Coast refinery costs tracked the global crude spike. Front-loaded buying from tyre manufacturers then tightened spot availability further.

TDAE Prices in India

India rose 12.9% to USD 1,184/MT from USD 1,049/MT in Q4.

Landed import costs jumped as global feedstock disruptions raised prices for Indian importers bringing in base-oil supply.

India's expanding tyre-export capacity kept demand solid straight through the disruption. If anything, that reinforced the upward move rather than cushioning it.

Why did the price of TDAE change in Q1 2026 in India?

Global feedstock disruptions raised import costs sharply. Growing tyre-export capacity kept demand firm rather than letting it soften.

TDAE Prices in Southeast Asia

Southeast Asia climbed 13.2% to USD 1,126/MT from USD 995/MT in Q4.

Crude and base-oil supply issues hit feedstock flows into the region's refining hubs, pushing production costs higher.

Tyre plants across the region kept buying at a steady pace even with costs rising, which supported rather than undercut the move to USD 1,126/MT.

Why did the price of TDAE change in Q1 2026 in Southeast Asia?

Supply disruption pushed regional refining costs up. Steady procurement from tyre manufacturing hubs supported the increase rather than pushing back against it.

Quarterly TDAE Price Trends

TDAE barely moved through the first three quarters of 2025, ticked up a little in Q4 as tyre plants started restocking early, then jumped hard in Q1 2026 when base-oil costs spiked, before settling back somewhat in Q2. Lay the numbers out: USD 918/MT in Q2 2025, USD 932/MT in Q3, USD 968/MT in Q4, a jump to USD 1,090/MT in Q1 2026, then USD 1,200/MT in Q2. That's a 30.7% gain across the six quarters, most of it coming from feedstock swings rather than any real shift in tyre demand.

What was TDAE Price in 2025?

Nothing sudden about 2025, just a slow climb built on steady tyre demand and base-oil costs that firmed a little every quarter. The global figure started near USD 897/MT in Q1 and ended the year at USD 968/MT, up 7.9%. Looking back, that gradual buildup in feedstock costs is exactly what set the stage for the much sharper spike once Q1 2026 arrived.

TDAE Prices in China in 2025

China went from roughly USD 705/MT in Q1 to USD 955/MT by Q4, up 35.5%, easily the biggest move of any market here. Demand from domestic tyre plants recovered steadily all year, but it was the back half where things really picked up speed, once base-oil costs started climbing hard.

TDAE Prices in Germany in 2025

Germany moved from about USD 1,310/MT to USD 1,450/MT, a 10.7% rise. Energy costs stayed high the whole year and tyre demand across Europe kept recovering, though the sharpest jump landed in Q4 as base-oil costs began tightening ahead of what turned into the 2026 spike.

TDAE Prices in United States in 2025

The US climbed from USD 1,080/MT to USD 1,233/MT, up 14.2%. Tyre-manufacturing demand stayed consistent through the year while domestic base-oil costs firmed gradually, and Gulf Coast refinery dynamics added extra pressure in the closing quarter.

TDAE Prices in India in 2025

India rose from USD 912/MT to USD 1,049/MT, a 15.0% gain. Tyre-export capacity kept growing, import costs rose right along with it, and demand kept strengthening as manufacturers built out more export lines through the year.

TDAE Prices in Southeast Asia in 2025

Southeast Asia moved from USD 865/MT to USD 995/MT, also up 15.0%. Regional tyre-hub demand recovered well and refining costs firmed in parallel, a sign of how much bigger a role this region is playing now as a process-oil supply base.

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