SunSirs: BDO market remains stagnant
September 12 2025 15:29:43 SunSirs (John)
Price trend
According to the SunSirs commodity market analysis system, the average domestic BDO price remained at 7,542 RMB/ton from September 5th to 12th, a month-on-month decrease of 8.97% and a year-on-year decrease of 0.75%. The BDO market remains stagnant, with downstream industries experiencing overall increased production and increased raw material consumption. Factories are experiencing a reasonable pace of shipments, and given the industry's long-term losses, suppliers are actively stabilizing the market. Negotiations between supply and demand continue to escalate the market.
Analysis review
On the supply side, Wanhua Chemical's plants experienced reduced capacity for some reasons, while some previously overhauled plants have been restarted and are operating stably. Overall industry output has increased slightly, but supply-side support is relatively modest. BDO supply is providing negative factors for the market.
Statistics on plant operation at selected production companies:
|
Region |
Device dynamics |
|
Xinjiang Lanshan Tunhe |
The first phase will be parked on August 27, 2024. The second and third phases are in stable operation |
|
Shaanxi Heimao |
It was stopped on August 28 and restarted on September 1, with a current load of 70% |
|
Xinjiang Meike |
The third phase of the plant is stopped, and the first, second, fourth and fifth phases are operating normally |
|
Xinjiang Xinye |
The first phase will be parked on the evening of August 16; The second phase of 140,000 tons is in 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% |
|
Wuheng chemistry |
The first phase is running stably, and the maintenance is planned for 15 days on September 15; The second phase is loaded at 5-6% |
|
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 is rising, with manufacturers experiencing smooth shipments and overall tight supply. The domestic methanol market remains weak. As of 10:00 PM on September 11th, the Taicang price of methanol was 2,285 RMB/ton. While calcium carbide prices have risen, methanol prices are consolidating, bringing mixed results to BDO costs.
On the demand side, with some units restarting or increasing capacity after maintenance, downstream PTMEG, GBL-NMP, PBAT, and PU slurry industries are seeing increased capacity utilization, leading to a continued increase in raw material consumption. Contract orders are being followed up, but spot purchasing intentions are weak due to cost pressures. BDO demand is also providing negative factors.
Future outlook:
The BDO market remains in a state of stalemate, with supply decreasing and demand increasing. Negotiations and negotiations continue. Some plants are expected to undergo maintenance, reducing BDO supply. Furthermore, industry losses persist, prompting suppliers to actively stabilize the market. Overall downstream production is increasing, boosting raw material consumption. However, resistance to high prices is suppressing raw material prices. BDO analysts of SunSirs predict a period of consolidation and a wait-and-see approach in the domestic BDO market.
If you have any inquiries or purchasing needs, please feel free to contact SunSirs with support@sunsirs.com.
- 2025-09-02 SunSirs: Domestic BDO Market Continued to Decline in August
- 2025-08-22 SunSirs: BDO Market Consolidates After Falling
- 2025-08-15 SunSirs: BDO Market Prices Fell Significantly
- 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
