How is the EU anti-dumping duty and China's export tax rebate cancellation reshaping BDO trade flows?

How is the EU anti-dumping duty and China's export tax rebate cancellation reshaping BDO trade flows?
China's BDO export landscape has shifted dramatically in 2026. The EU imposed provisional anti-dumping duties in February 2026, with Chinese producers facing rates above 100% — far higher than Saudi Arabia's 52.4% or US rates. Since the EU accounted for 21.4% of China's BDO exports, this effectively closes off a key market. Compounding the blow, China removed the 13% export tax rebate for BDO from April 2026, citing its link to the photovoltaic supply chain. Together, these measures double the cost of exporting to Europe, squeezing already thin margins. Producers are now scrambling to redirect volumes to Southeast Asia, India, and other markets, but those destinations cannot absorb the surplus quickly, adding downward pressure on domestic prices and accelerating capacity rationalization.