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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.
| 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.
| 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 |
| 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 |
| 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 |
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.
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.
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