January 12th — According to recent statistics from the Secretariat of the Titanium Dioxide Industry Technology Innovation Strategic Alliance, in 2025, there were 36 full-process titanium dioxide production enterprises with or essentially having normal production conditions in the industry (excluding enterprises solely engaged in post-processing or finishing of purchased crude products), a decrease of 9 compared to the previous year. The total output of rutile-type titanium dioxide (including sulfuric acid-based full-process crude products, finished products, and chloride-based products), anatase-type titanium dioxide, and other related products from these 36 enterprises reached 4.720 million tons, a decrease of 47,000 tons from the previous year, representing a decline of 1.0%. Chempricehub’s analysis of titanium dioxide, with a bullish-bearish score: 1. The article reports that the number of titanium dioxide production enterprises in the industry decreased by 9 to 36, and the total output fell by 1.0% year-on-year to 4.720 million tons, indicating a significant contraction in supply. This reflects an acceleration in industry capacity consolidation. Against the backdrop of relatively stable demand, reduced supply will support an upward trend in spot prices and may drive up market quotations. Therefore, a moderately bullish score of +1 is assigned, suggesting that spot prices may experience a moderate short-term increase.
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