SunSirs: BDO Market Prices Fell Significantly
August 15 2025 11:02:22 SunSirs (John)
Price trend
According to the SunSirs’commodity market analysis system, the average domestic BDO price fell from 8,342 RMB/ton to 7,914 RMB/ton from August 8 to 14, a 5.14% decrease over the period, a 9.40% month-over-month drop, and a 9.48% year-over-year drop. Increased supply, coupled with declining production in major downstream industries and reduced demand for raw materials, had intensified supply and demand in the BDO industry, leading to a continued bearish outlook among traders. Holders were offering discounts and negotiating with potential buyers, leading to a continued decline in the domestic BDO market.
Analysis review
On the supply side, some facilities, including Shaanxi Heimao, had restarted after maintenance, while other facilities were operating stably. Industry supply has increased, and supply-side support has weakened again. BDO supply is being negatively impacted by factors.
Statistics on the operating status of some production companies:
|
Region |
Device dynamics |
|
Xinjiang Lanshan Tunhe |
The first phase was parked on August 27, 2024. The second and third phases will be overhauled for one month in late July |
|
Shaanxi Heimao |
On August 3, it will be overhauled for 20 days |
|
Xinjiang Meike |
The third phase of the plant is stopped, and the first, second, fourth and fifth phases are operating normally |
|
Xinjiang Xinye |
Due to boiler problems, it was temporarily suspended on August 5, and it is expected to last for 3-5 days |
|
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, raw material calcium carbide: With the completion of PVC maintenance, companies were more motivated to ship goods, shifting the focus of domestic calcium carbide transactions downward. To expedite shipments, some companies were adopting flexible trading strategies. Raw material methanol: The domestic methanol market remained weak. As of 3:00 PM on August 14th, the reference price of domestic methanol in Taicang was 2,340 RMB/ton. Raw material calcium carbide and methanol were consolidating, and BDO costs were being impacted by negative factors.
On the demand side, operating rates for major downstream products such as PTMEG and PBAT decreased, while PBT operating rates increased. In the NMP industry, new production capacity at Hualu Hengsheng was commissioned, while other industries saw no significant changes in load. Overall demand decreased month-over-month, exacerbating supply-demand imbalances and leading to a bearish purchasing and sales sentiment among major players. BDO demand was also impacted by negative factors.
Market outlook
BDO market supply increased, while demand also saw a slight increase. This imbalance between supply and demand in the industry persisted, negatively impacting market sentiment. However, prices had already fallen to a low level, and BDO analysts of SunSirs predict that the domestic BDO market will consolidate and weaken .
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- 2025-08-13 SunSirs: On August 12, the Domestic BDO Market Was Weak and Volatile
- 2025-08-11 SunSirs: BDO Market Was Consolidating and Weakened
- 2025-08-07 SunSirs: On August 6, the Domestic BDO Market Was Weak and Volatile
- 2025-08-05 SunSirs: BDO Market Continued to Fall
- 2025-08-01 SunSirs: Domestic BDO Market Fell from High Level in July
