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Summary Historical Data Capacity

1,4-Butanediol Price Information

Newest Price 1,201.57
Price Date 20260831
Day's Change 0
Day's Range 1,201.57 - 1,201.57
Month's Change +1,201.57
Month's Range 0 - 1,201.57
Year's Change +143.77
Year's Range 1,212.16 - 1,068.38

Opinions

Why is BDO capacity expansion in China creating such severe oversupply and what does it mean for prices?

The oversupply is not uniform across regions or processes. Coal-based producers in the northwest with captive calcium carbide still hold a cost advantage, while natural gas-based plants in eastern China are far less competitive. This cost divergence means rationalization will likely hit higher-cost capacity first, potentially tightening supply in specific regional markets even as national oversupply persists.

What are the cost differences between BDO production routes and which technology is most competitive?

Looking ahead, bio-based BDO is emerging as a niche but growing alternative. Global capacity is only around 60,000 tons, mostly from Novamont and BASF using Genomatica's fermentation technology. While costs remain higher than fossil-based routes, tightening carbon regulations and brand demand for sustainable materials could justify a green premium, especially in Europe where anti-dumping duties don't apply to bio-based product.