The 100,000-ton BDO unit of Xinjiang Lanshan Tunhe's Phase I is currently shut down; the 104,000-ton unit of Phase II was shut down on January 6 for catalyst replacement and is expected to restart on January 14; the 104,000-ton unit of Phase III is operating stably. PriceSeek analysis of 1,4-butanediol: Bull-Bear Score: +1.5.
The 100,000-ton BDO unit of Xinjiang Lanshan Tunhe's Phase I is shut down, and the 104,000-ton unit of Phase II has been shut down since January 6 for catalyst replacement, with an expected restart on January 14. Only the 104,000-ton unit of Phase III is operating stably. This results in a total supply reduction of approximately 204,000 tons, accounting for 66% of the company's total capacity. The short-term supply tightness may drive up spot prices. The score of +1.5 indicates a relatively strong positive impact, as the supply disruption is significant but not permanent. If demand remains stable, it will support upward price movement.