Weekly Analysis of Theoretical Profit for Butadiene in China (October 22–28, 2026)

I. Qualitative Analysis of Sample Trends

During the current period (October 22–28, 2026), the profit for the C4 extraction process was RMB 3,629.35/ton, an increase of RMB 121.70/ton compared to the previous period. The profit for the oxidative dehydrogenation process was RMB 380/ton, an increase of RMB 743/ton from the previous period. The profit for the coal-to-oil process was RMB 1,010/ton, an increase of RMB 704/ton from the previous period. During the week, market conditions for key downstream products strengthened, leading suppliers to raise prices. Sinopec adjusted its butadiene price upward, and other oxidative dehydrogenation butadiene producers as well as Ningxia Coal Industry Group’s butadiene prices followed suit with increases. Consequently, profits across the extraction, oxidative dehydrogenation, and coal-to-oil processes all improved.

Table: Production Profit by Butadiene Process (Unit: RMB/ton)

Data Source: Chempricehub Information

II. Forecast Analysis of Sample Trends

Currently, cost-side support for the market remains intact. Additionally, downstream unit operating rates are gradually recovering, creating expectations for increased demand. Coupled with anticipated reductions in butadiene supply, these factors continue to support the butadiene market. Therefore, a slight improvement in butadiene production profits is expected.

III. Comparison of Sample Product Trends and Prices

Sample Description: This analysis monitors theoretical profits based on raw material costs required for various Chinese butadiene production processes, sample enterprise prices, and market prices, as compiled by Chempricehub Information.

Statistical Scope: The statistical period for production profits across different butadiene processes covers data from Thursday of the current week. Data is released before 17:00 on Fridays (working days).