January 5th — Xinjiang Lanshan Tunhe’s BDO Phase I 100,000-ton unit is currently shut down; the Phase II 104,000-ton unit is expected to undergo a catalyst replacement shutdown starting January 6th, lasting approximately 7–10 days; the Phase III 104,000-ton unit is operating stably.
Chempricehub Analysis on 1,4-Butanediol (BDO), Bull-Bear Score: +1
Xinjiang Lanshan Tunhe’s BDO Phase I 100,000-ton unit is shut down, and the Phase II 104,000-ton unit is expected to undergo a 7–10 day shutdown for catalyst replacement starting January 6th, resulting in a short-term reduction of approximately 204,000 tons in production capacity. The Phase III 104,000-ton unit remains in stable operation. However, overall supply is tight, and against a backdrop of steady demand, this is expected to drive an increase in the spot price of 1,4-butanediol.
The score of +1 (moderately positive) reflects the supportive effect of supply contraction on prices, though the shutdown duration is relatively short and part of the capacity remains stable, preventing it from reaching a major positive level.
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