January 4th News: On January 4th, Xinjiang Lanshan Tunhe announced its BDO listing prices for January: the settlement price for December 2025 was 7,400 RMB/ton in East China and 7,600 RMB/ton in South China; the listing price for January 2026 is 7,500 RMB/ton in East China and 7,700 RMB/ton in South China. The first-phase 100,000-ton unit is currently shut down, while the second and third-phase units, each with a capacity of 104,000 tons, are operating stably. Chempricehub analysis of 1,4-butanediol, bullish-bearish score: 1.5. The article indicates that Xinjiang Lanshan Tunhe's BDO listing price for January 2026 is 7,500 RMB/ton in East China and 7,700 RMB/ton in South China, representing an increase of 100 RMB/ton compared to the December 2025 settlement price (7,400 RMB/ton in East China and 7,600 RMB/ton in South China), a rise of approximately 1.35%. This suggests a strengthening of market bullish expectations. Meanwhile, the shutdown of the first-phase 100,000-ton unit reduces supply by about 32.5% of total capacity, while the stable operation of the second and third-phase units supports a tight supply structure. This is favorable for spot prices and is expected to drive short-term market gains. The score of 1.5 reflects significant price increases and supply reductions, though not extreme events, indicating a relatively strong positive impact.
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