Since the beginning of 2026, the market for butadiene rubber has fluctuated and risen significantly. As of January 26th, according to the Commodity Market Analysis System of SunSirs, the market price of butadiene rubber in East China was 12,930 RMB/ton, an increase of 11.66% from 11,580 RMB/ton at the beginning of the month; As of January 26th, the main BR2603 contract of BR Futures closed at 13,265 RMB/ton, with a cumulative increase of over 14.75% compared to the opening of 11,560 RMB/ton at the beginning of the month. Overall, while the market is exploring gains, the hedging of cost support and inventory pressure has led to small fluctuations such as market volatility and pullbacks.
Since the beginning of the month, domestic butadiene prices have risen significantly, and the cost support of butadiene rubber has strengthened. According to the Commodity Market Analysis System of SunSirs, as of January 26th, the price of butadiene was 10,733 RMB/ton, an increase of 28.80% from 8,333 RMB/ton at the beginning of the month
At the beginning of the month, there was no significant increase in domestic butadiene production, and there were expectations of a reduction in imports from South Korea. The market supply was tight, and prices quickly rose, driving up the price of butadiene rubber. In the middle and late of this month, the inventory of butadiene in East China ports decreased significantly by 10,100 tons to around 34,500 tons, providing strong support for the cost side from accumulated inventory to depleted inventory.
In January, the construction of domestic butadiene rubber plants increased from 76% to around 80%. The relatively loose supply of small inventories has accumulated to around 35,000 tons, which has a certain negative impact on the BR market.
Since the beginning of the month, downstream tire production has slightly increased, providing strong support for the butadiene rubber market. As of January 26th, the construction of semi steel tires by domestic tire companies has increased from 67% at the beginning of the month to around 75%; The construction of all steel tires by tire enterprises in Shandong region has increased from 58% at the beginning of the month to about 63%.
From a fundamental perspective, SunSirs analysts believe that the supply of raw material butadiene will significantly increase, downstream tire production will slightly rise, and the supply of butadiene rubber will be loose. Overall, it is expected that butadiene rubber will consolidate at a high level in the later period.
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