Qilu Petrochemical's 80,000-ton/year high-cis polybutadiene rubber (BR) plant is scheduled to produce approximately 5,300 tons of high-cis BR in February 2026. PriceSeek analysis of BR: Bull-Bear Score: 1.5. Qilu Petrochemical's planned production of 5,300 tons of high-cis BR in February 2026 is lower than its monthly average capacity of approximately 6,667 tons, calculated based on its annual capacity of 80,000 tons, representing a decrease of 20.5%. This indicates a significant contraction in supply, which may lead to tight supply in the spot market and drive up spot prices, especially against the backdrop of stable current demand. Combined with futures data for butadiene rubber (corresponding to BR), the recent closing price of the main contract 2605 was 13,450 yuan/ton, with a settlement price of 13,620 yuan/ton, an increase of 395 yuan/ton compared to the previous day. The trading volume was 93,431 lots, and open interest increased by 682 lots, reflecting bullish sentiment in the market. This news of reduced supply may strengthen the upward trend in futures and support further price increases.