On January 4, Xinjiang Lanshan Tunhe announced its BDO listed prices for January: the settlement price for December 2025 was 7,400 yuan/ton in East China and 7,600 yuan/ton in South China, while the listed price for January 2026 is 7,500 yuan/ton in East China and 7,700 yuan/ton in South China. The Phase I 100,000-ton unit is currently shut down, while the Phase II and Phase III units, each with a capacity of 104,000 tons, are operating stably.
PriceSeek analysis of 1,4-butanediol (BDO) shows a bullish-bearish score of 1.5. The article indicates that Xinjiang Lanshan Tunhe's BDO listed price for January 2026 is 7,500 yuan/ton in East China and 7,700 yuan/ton in South China, representing an increase of 100 yuan/ton compared to the December 2025 settlement price (7,400 yuan/ton in East China and 7,600 yuan/ton in South China), a rise of approximately 1.35%. This suggests a strengthening bullish sentiment in the market.
At the same time, the shutdown of the Phase I 100,000-ton unit reduces supply by approximately 32.5% of total capacity, while the stable operation of the Phase II and Phase III units supports a tighter supply structure. This is favorable for spot prices and is expected to drive short-term market gains. The score of 1.5 reflects the significant price increase and supply reduction, though not an extreme event, indicating a relatively strong positive impact.
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