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Glove raw material costs entered Q4 2026 on two tracks: butadiene, acrylonitrile and PVC resin have stabilized after the September spike while Brent holds above $100/bbl under Hormuz risk, and natural rubber (TSR20) is up ~12%. Data, drivers and Q4 scenarios for glove buyers. Glove raw material costs entered Q4 2026 on two tracks. Petrochemical inputs for nitrile and PVC gloves - butadiene, acrylonitrile and PVC resin - have stabilized or eased from their September spike as Gulf crude exports partially recovered, while Brent crude still holds above $100 per barrel under persistent Strait of Hormuz security risks. Natural rubber is moving the opposite way: TSR20 has climbed roughly 12% from late August on supply-side concerns. For buyers, the practical takeaway is that nitrile glove cost pressure is plateauing at a high level, vinyl is stable, and latex-linked products face renewed upward pressure. All prices below were collected on October 8, 2026. 1. Price Snapshot - October 2026 Commodity Benchmark / region Latest price Data date Direction Source Brent crude ICE Brent, spot/futures $100.20-102.91 per barrel (intraday range across trackers) Oct 8, 2026 Down from ~$107.55 mid-September peak; holding above $100 OilPrice.com via Gulf News; EnergyRiskIQ Butadiene CFR China $1,600 per ton (range 1,595-1,605) Oct 2, 2026 Flat vs mid-September (~$1,600) ChemPriceHub; ECHEMI Butadiene China domestic (East China) 13,550 yuan per ton Oct 5, 2026 Down ~9% vs ~14,950 yuan/t on Sep 14 ECHEMI Acrylonitrile Shandong spot, China ~10,100 yuan per ton (producer quotes 8,400-10,900) Oct 7, 2026 Slightly softer, ~2-3% below mid-September reference (~10,333 yuan/t) 100ppi (SunSirs network) PVC resin SG-5 China domestic; East China calcium-carbide process SG-5 premium ~5,000 yuan/t (Zhengzhou, Oct 1); East China carbide ~4,850 yuan/t; FOB export $710-720/t Oct 1-8, 2026 Stable vs ~4,900 yuan/t in mid-September 100ppi; replasinfo; Plas.com Natural rubber TSR20 SGX SICOM futures $2,562 per ton; SHFE NR main contract 19,710 yuan/t Oct 2 / Sep 30, 2026 Up ~12% vs $2,289 in late August SGX SICOM via RegionAlert; SHFE Note on methodology: commodity quotes vary by region, specification and reporting agency. The figures above are the best available published benchmarks on the collection date and are intended for procurement planning, not trading. 2. What Moved the Market in September and October Driver What happened Cost signal for gloves Hormuz security risk At least 12 attacks, attempted attacks or harassment incidents involving oil, LNG and LPG tankers around the Strait of Hormuz between September 28 and October 5 - the highest weekly level since the regional conflict escalated, per maritime-security sources cited by Reuters Keeps freight, war-risk insurance and crude risk premium elevated; Brent anchored above $100 Gulf export recovery Gulf crude and condensate exports excluding Iran reached at least 16.5 million bpd in September, roughly matching pre-conflict averages (Kpler), but only about 60% crossed Hormuz versus 83% before the conflict Petrochemical feedstock availability improving; supports butadiene and acrylonitrile stabilization Butadiene supply-demand balance October cargoes negotiated at $1,500-1,600 per ton CFR China in the week of September 21-25; rising synthetic rubber futures provided support while weak downstream demand capped gains Nitrile rubber (butadiene + acrylonitrile) input cost high but plateauing Acrylonitrile supply Shandong spot softened to ~10,100 yuan/t; producer quotes ranged 8,400-10,900 yuan/t; supply described as loose Mild downward pressure on the acrylonitrile share of nitrile cost Natural rubber supply Indonesian NR exports fell 21% year-on-year in the first seven months of 2026; ANRPC estimates July global production at 1.321 million tons, down 5.15% year-on-year; El Nino risk in focus Upward pressure on latex-linked glove costs; TSR20 +12% in five weeks 3. Impact by Glove Type Glove type Key input October signal Q4 implication Nitrile (examination and industrial) Nitrile rubber: butadiene + acrylonitrile Butadiene flat at $1,600/t CFR China; domestic down ~9% from September peak; ACN slightly softer Cost pressure high but plateauing; lock Q4 needs with index-linked formulas Vinyl / PVC PVC resin SG-5 Stable: SG-5 ~4,850-5,000 yuan/t; FOB export $710-720/t Few surprises expected; verify freight and surcharge pass-throughs Latex Natural rubber latex (NR benchmark) TSR20 $2,562/t, up ~12% since late August; supply-constrained Renewed upward pressure; keep latex commitments shorter-dated 4. Q4 2026 Outlook Scenarios Scenario Trigger Likely price path Buyer move Base case Gulf exports hold near 16.5 million bpd; Hormuz incidents remain harassment-level rather than closure-level Brent $95-105; butadiene $1,450-1,650/t; PVC SG-5 stable; TSR20 firm to slightly higher Cover Q4 with index-linked contracts; quarterly resets Escalation Major export route disruption or infrastructure strike; incident rate stays at or above the 12-per-week level Brent above $115; butadiene retest of $1,700-1,800/t; freight and war-risk premiums surge Activate pre-agreed surcharge caps; avoid spot panic buying; verify allocations De-escalation Diplomatic progress and corridor security improvement Brent drifts toward $85-95; butadiene eases into the $1,400s; buyers regain re-quote leverage Use re-opener clauses to capture downside on H1 2027 volumes 5. Buyer Actions for Q4 2026 Use index-linked pricing: Reference published benchmarks for butadiene and PVC with quarterly resets instead of fixed annual quotes Cover Q4 nitrile needs early: Plateau conditions favor locking volumes before winter turnaround and flu-season demand peaks Shorten latex exposure: With TSR20 up ~12%, keep latex commitments shorter-dated or shift specs to nitrile where clinically acceptable Watch the incident count, not just price: Weekly Hormuz incident reports lead freight and insurance moves that feed into landed cost Verify quote validity windows: In two-track markets, quotes older than 7 days deserve re-confirmation before PO issuance Ask for surcharge transparency: Freight, energy and war-risk surcharges should be itemized, capped and contractually defined Data sources and collection date: OilPrice.com via Gulf News (October 8, 2026); EnergyRiskIQ Brent tracker (October 8, 2026); Mettis Global (October 8, 2026); ChemPriceHub Asia butadiene daily (October 2, 2026); ECHEMI 1,3-butadiene price database (October 2-5, 2026); 100ppi / SunSirs network acrylonitrile quotes (October 7, 2026); 100ppi PVC SG-5 quotes (October 1, 2026); replasinfo East China PVC quotes (October 8, 2026); Plas.com PVC SG-5 FOB export prices (October 1-2, 2026); SGX SICOM settlements via RegionAlert (October 2, 2026); SHFE / INE settlements (September 30, 2026); GAPKINDO and ANRPC supply data via industry reports; Kpler Gulf export data and maritime-security sources cited by Reuters (October 8, 2026). Prices collected October 8, 2026; please verify against live market data before finalizing Q4 contracts. FAQ Q: What is the butadiene price in China right now? A: As of October 2, 2026, butadiene CFR China was quoted at about $1,600 per ton (range $1,595-1,605), while the domestic East China price was about 13,550 yuan per ton on October 5, 2026 - roughly 9% below the mid-September peak. Butadiene is volatile, so verify live quotes from sources such as ChemPriceHub or ECHEMI before contracting. Q: Why does Brent crude matter for nitrile glove prices? A: Nitrile rubber is produced from butadiene and acrylonitrile, both petrochemicals co-produced in steam crackers alongside fuels. Crude oil sets the feedstock cost floor and drives energy, freight and insurance costs. With Brent holding above $100 per barrel under Hormuz risk, the whole nitrile cost chain stays elevated even when individual chemical quotes plateau. Q: Is PVC resin price going up or down in October 2026? A: It is essentially stable. SG-5 premium grade was quoted around 5,000 yuan per ton in Zhengzhou on October 1, East China calcium-carbide PVC around 4,850 yuan per ton on October 8, and FOB export prices at $710-720 per ton - close to mid-September levels of about 4,900 yuan per ton. Q: Why are natural rubber prices rising while petrochemicals cool? A: Natural rubber is an agricultural commodity with its own cycle. Indonesian exports fell 21% year-on-year in the first seven months of 2026, ANRPC estimates July global production down 5.15% year-on-year, and weather risks including a possible El Nino are in focus. Supply-side tightness pushed TSR20 up about 12% from late August even as butadiene and PVC stabilized. Q: Should glove buyers lock Q4 2026 prices now? A: If budget certainty matters, yes for nitrile and vinyl - via index-linked formulas or capped quarterly resets rather than rigid fixed prices, since the market is plateauing at a high level rather than falling. Keep latex exposure shorter-dated given the supply-driven rubber rally. The scenario table in this article maps actions to escalation and de-escalation paths.