On February 2, Xinjiang Lanshan Tunhe announced its BDO (1,4-butanediol) listing prices for February: the settlement price for January 2026 was 7,400 RMB/ton in East China and 7,600 RMB/ton in South China, while the listing price for February 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 phases, each with a capacity of 104,000 tons, are operating stably.

PriceSeek analysis of 1,4-butanediol, with a bullish-bearish score: +1.5
Xinjiang Lanshan Tunhe’s BDO listing prices for February have been raised, with East China increasing from 7,400 RMB/ton to 7,500 RMB/ton and South China from 7,600 RMB/ton to 7,700 RMB/ton, representing an increase of approximately 1.35%–1.32%. Meanwhile, the shutdown of the first-phase 100,000-ton unit, combined with the stable operation of the second and third phases totaling 208,000 tons, has resulted in an overall supply reduction of about 32.5%, leading to tight market supply. This is expected to drive up spot prices, as limited production capacity may exacerbate the supply-demand gap, favoring bullish sentiment. Therefore, the score is +1.5 (indicating a moderate to significant positive impact).