SunSirs: BDO Market Continued to Fall
August 05 2025 15:44:21 SunSirs (John)
Price trend
According to the SunSirs’ commodity market analysis system, the average domestic BDO price fell from 8,685 RMB/ton to 8,400 RMB/ton from July 25 to August 1, a 3.29% decrease over the period, a 3.84% month-over-month drop, and a 5.92% year-over-year decline. This significant drop in domestic BDO prices reflected a decrease in supply, while operating rates in key downstream industries decreased, reducing raw material consumption and maintaining a supply-demand imbalance. Holders were actively offering discounts to sell, causing the market center to fluctuate downward.
Analysis review
On the supply side, the Lanshan Tunhe Phase II and III units remained under maintenance, while other units were operating stably. This had reduced industry supply, and there was no positive support on the supply side. BDO supply provided negative impact for the market.
Statistics on the operation of equipment of some production enterprises:
|
Regions |
Device dynamics |
|
Xinjiang Lanshan Tunhe |
The first phase will be parked on August 27, 2024. The second and third phases will be overhauled for one month in late July |
|
Shaanxi Heimao |
The load is 50%, and it is planned to be overhauled for 20 days near August 3 |
|
Xinjiang Meike |
The third phase of the plant is stopped, and the first, second, fourth and fifth phases are operating normally |
|
Xinjiang Xinye |
Stable operation |
|
Inner Mongolia Junzheng |
The load is 70% |
|
Inner Mongolia Dongjing Biotechnology |
In the first phase of parking, the load of the second phase is 70% |
|
Yongying, Sichuan |
The starting load of the plant is 50% |
|
Inner Mongolia Huaheng |
Two sets of devices operate stably |
|
Sinopec Great Wall Energy |
Two sets of BDO units with a capacity of 100,000 tons/year are currently operating stably |
On the cost side, the domestic calcium carbide market continued to decline at a low level, impacted by the diversion of supporting calcium carbide to foreign markets. To expedite shipments, some companies were adopting flexible transaction strategies and actively shipping, resulting in an increasing supply of low-priced goods. Regarding the raw material methanol, the domestic methanol market had seen some recovery. As of 10:00 AM on August 1st, the reference price of methanol in Taicang was 2,395 RMB/ton. The market for raw materials calcium carbide and methanol was consolidated weakly, and the BDO cost side provided negative impact for the market.
On the demand side, downstream PTMEG and PBT industries were experiencing reduced loads, while other industries were operating stably. Overall demand-side operations were declining, resulting in reduced raw material consumption and continued supply and demand pressures in the industry. BDO demand also provided negative impact for the market.
Future outlook:
BDO market supply was decreasing while demand was increasing, but industry inventory was accumulating, exacerbating the supply-demand imbalance. BDO analysts at SunSirs predict that the domestic BDO market will mainly be weakly consolidated.
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- 2025-08-01 SunSirs: Domestic BDO Market Fell from High Level in July
- 2025-07-24 SunSirs: Business Dynamics of Some Domestic BDO Manufacturers
- 2025-07-23 SunSirs: The Domestic BDO Market Demand Was Weak On July 23
- 2025-07-21 SunSirs: The BDO Market Was Weaker
- 2025-07-17 SunSirs: On July 16th, the Domestic BDO Market Saw a Narrow Consolidation
