Economy June 18, 2026 09:09 AM

Canada's Industrial Prices Rise Sharply in May as Shipping Disruptions Pressure Commodities

Industrial Product Price Index posts a stronger-than-expected monthly gain while raw material costs continue to climb year over year

By Marcus Reed
Share
Twitter Reddit Facebook LinkedIn

Canada's Industrial Product Price Index (IPPI) rose 1.2% in May from April, outpacing the 1.0% consensus. The IPPI increased 13.6% on an annual basis, marking the 20th consecutive month of year-over-year gains. The Raw Materials Price Index (RMPI) advanced 0.7% month over month and 33.4% year over year. Continued shipping disruptions through the Strait of Hormuz were cited as a factor affecting global commodity and crude oil markets in May.

Canada's Industrial Prices Rise Sharply in May as Shipping Disruptions Pressure Commodities
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • Canada's Industrial Product Price Index rose 1.2% month over month in May and 13.6% year over year, the 20th consecutive annual increase.
  • Raw Materials Price Index increased 0.7% monthly and 33.4% annually; notable monthly sector gains included chemicals (up 7.0%) and energy and petroleum products (up 2.5%).
  • Large year-over-year price moves were concentrated in select commodities: unwrought silver (+135.4%), diesel fuel (+61.0%), finished motor gasoline (+47.9%), conventional crude oil (+58.7%), and precious metal ores (+71.7%).

Statistics Canada reported Thursday that the Industrial Product Price Index climbed 1.2% in May compared with the previous month, surpassing the 1.0% estimate. On a year-over-year basis the index rose 13.6% in May, representing the 20th straight month of annual increases.

The Raw Materials Price Index also posted gains, increasing 0.7% month over month and 33.4% versus May of last year. Statistics Canada highlighted ongoing disruptions to shipping through the Strait of Hormuz as continuing to influence global commodity markets in May, with effects on crude oil prices and wider supply chains that have been in evidence since March.


Monthly sector movements

Chemicals and chemical products recorded a large monthly advance, jumping 7.0% in May. This marked the fifth consecutive monthly rise for the sector and was driven largely by a sharp increase in plastic resins, which surged 33.1% during the month.

Energy and petroleum products rose 2.5% in May, the fifth straight monthly gain for that grouping. Finished motor gasoline prices were a notable contributor, increasing 7.2%.

Primary non-ferrous metal products were up 1.1% month over month, led by stronger prices for unwrought copper and copper alloys which rose 4.5% in May.


Raw materials detail

Within the raw materials index, crop products advanced 2.2% and metal ores, concentrates and scrap increased 0.5%. By contrast, crude energy products eased 0.5% in May after large increases in both April and March, with synthetic crude oil declining 4.3%.


Year-over-year drivers

Annual increases in the industrial index were concentrated in a handful of commodities. Unwrought silver and silver alloys surged 135.4% year over year, diesel fuel rose 61.0%, and finished motor gasoline was up 47.9% compared with May of last year.

On the raw materials side, conventional crude oil led the 12-month gains, up 58.7%, while gold, silver and platinum group metal ores and concentrates climbed 71.7% year over year.


The Statistics Canada release underscores persistent upward pressure on producer-level prices across a range of commodities and processed goods. Continued disruptions to shipping lanes and sizable month-to-month swings in specific energy products contributed to the volatility visible in the May readings.

Risks

  • Ongoing shipping disruptions through the Strait of Hormuz continue to affect global commodity markets and crude oil costs, creating uncertainty for energy and trade-dependent sectors.
  • Volatility in crude energy products was evident in May, with a 0.5% monthly decline following large increases in April and March, indicating potential short-term price swings for fuel-sensitive industries.
  • Sharp, concentrated annual gains in a small number of commodities, such as silver and diesel, point to sector-specific exposure and potential uneven impacts across manufacturing, transportation, and commodity-exposed firms.

More from Economy

Berlin Weighs Keeping Partial Release of Strategic Oil Stocks Beyond August Jun 18, 2026 Bailey underscores need for stability as political questions loom over UK markets Jun 18, 2026 Brazil signals room for more rate cuts but leaves decision to central bank Jun 18, 2026 U.S. Weekly Jobless Claims Dip as Layoffs Remain Low Jun 18, 2026 Brazil Finance Chief Says Further Rate Reductions Are Possible as Inflation Outlook Worsens Jun 18, 2026