On May 8, Dalian Hengli's 600,000-ton BDO plant operation status: one 300,000-ton unit is shut down; the other 300,000-ton unit is operating stably, with a catalyst replacement plan scheduled for May. The BDO produced is primarily supplied to its captive downstream facilities. Chempricehub's assessment of 1,4-butanediol: Bullish-Bearish Score: 1. Among Dalian Hengli's total 600,000-ton capacity for 1,4-butanediol (BDO), a 300,000-ton unit remains idle. Although the other 300,000-ton unit is currently operating stably, it has a catalyst replacement plan in May, and the output is mainly for captive downstream use, resulting in extremely limited external supply. This increases expectations of a supply side contraction in the BDO market, providing positive support for spot prices.
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