Weekly Analysis of Theoretical Profit for Butadiene in China (October 8–14, 2026)

I. Qualitative Analysis of Sample Trends

During the current period (October 8–14, 2026), the profit margin for the C4 extraction process stood at RMB 3,892.42 per ton, a decrease of RMB 245.56 per ton compared to the previous period. The oxidative dehydrogenation process recorded a loss of RMB 15 per ton, while the coal-to-liquids (CTL) process yielded a profit of RMB 1,266.67 per ton. Throughout the week, crude oil and naphtha prices experienced slight increases, leading to modestly higher cost pressures for butadiene production. However, weak downstream demand dragged supplier prices down. Sinopec’s reduction in butadiene pricing further compressed margins for both the extraction and oxidative dehydrogenation processes. Meanwhile, rising feedstock costs negatively impacted the profitability of the CTL process.

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

Data Source: Chempricehub Information

II. Forecast Analysis of Sample Trends

Currently, domestic supply is expected to increase, offering limited support to market conditions. With downstream demand recovering slowly, butadiene production profits are projected to see a slight contraction.

III. Comparison of Sample Trends and Prices

Note: Figure 2 presents a comparison between sample process profits and prices for Chinese butadiene (Unit: RMB/ton). Data source: Chempricehub Information.

Sample Description: This analysis monitors theoretical profits based on feedstock prices required for various butadiene production processes, as well as sample enterprise prices and market prices for different butadiene production technologies in China, compiled by Chempricehub Information.

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