SunSirs: BDO Market Prices Consolidated Within a Narrow Range
February 13 2026 13:38:19 SunSirs (John )
Price trend
According to the commodity market analysis system of SunSirs, from February 6th to 13th, the domestic BDO price rose from 7,357 RMB/ton to 7,371 RMB/ton, an increase of 0.19% during the period, a month-on-month increase of 0.19%, and a year-on-year decrease of 11.95%. Supply decreased slightly, while some downstream factories suspended operations for holidays, resulting in weak overall demand and a continued supply-demand gap. With the Spring Festival approaching, many industry players withdrew from the market for holidays, leading to a quiet trading atmosphere and fluctuating prices in the domestic BDO market.
Market analysis
On the supply side, regarding plant operations, the Dongjing Phase II plant is operating at reduced capacity, while other plants are operating stably, resulting in a slight decrease in supply. This is a slightly positive factor affecting the BDO market.
Statistics on the operating status of some production plants:
|
Regions |
Device dynamics |
|
Xinjiang Lanshan Tunhe |
The first phase was parked on August 27, 2024. The second and third phases are in stable operation |
|
Xinjiang Meike |
The third phase of the plant is stopped, and the first, second, fourth and fifth phases are running steadily |
|
Inner Mongolia Sanwei |
300,000 tons/year BDO plant load 70-80% |
|
Xinjiang Guotai Xinhua |
The two sets of 200,000-ton units are relatively stable in operation |
|
Xinjiang Xinye |
The first phase of the 60,000-ton plant and the second phase of the 70,000+70,000 tons/year plant are running stably |
|
Ningxia Wuheng Chemical |
The load of the device is 60-70% |
|
Sichuan Wanhua |
The 100,000-ton plant is running steadily |
On the cost side, for raw material calcium carbide: the calcium carbide market remained stable, with smooth shipments from producers and increased regional supply shortages. Overall market supply was stable before the holiday, with some companies undergoing sporadic maintenance. Downstream procurement was active, with downstream companies stocking up as the Spring Festival approached, but vehicle shortages exacerbated uneven regional deliveries. For raw material methanol: the methanol market fluctuated and consolidated. As of 10:00 AM on February 13th, the domestic methanol price in Taicang was around 2,200 RMB/ton. With the prices of raw materials calcium carbide and methanol fluctuating and consolidating, the impact of BDO costs was mixed.
On the demand side, some downstream PBT plants were shut down for maintenance until the Spring Festival holiday, and the operating rates of the PBAT, TPU, and PU slurry industries also declined, significantly reducing the consumption of raw materials. This increased supply and demand pressure in the industry, and market sentiment was generally weak. Furthermore, with the Spring Festival holiday approaching, major players gradually withdrew from the market for vacation, resulting in sluggish actual transaction negotiations. This negatively impacted BDO demand.
Market outlook:
With the Spring Festival holiday approaching, industry players are taking a break, resulting in a stagnant market. BDO production remains stable with no fluctuations in supply; however, some downstream plants continue maintenance or are shut down, further reducing raw material consumption and widening the supply-demand gap, leaving the fundamentals unsupported. SunSirs' BDO analyst predicts that the domestic BDO market will enter holiday mode, with no actual transactions and a stable market focus.
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- 2026-02-09 SunSirs: The BDO Market Was Weak and Wait-and-See
- 2026-01-23 SunSirs: The BDO Market Was Mainly in a Wait-and-See Mode
- 2026-01-20 SunSirs: The BDO Market Remained in a Wait-and-See Mode
