April 21 — Xinjiang Lanshan Tunhe's BDO settlement price for April 2026 is 8,325 yuan/ton in East China and 8,525 yuan/ton in South China. The listed price for May 2026 is 8,600 yuan/ton in East China and 8,800 yuan/ton in South China. The first-phase 100,000-ton unit is currently shut down, while the second- and third-phase units, each with a capacity of 104,000 tons, are operating stably.

Chempricehub analysis of 1,4-butanediol (BDO) shows a bullish-bearish score of 1.5. The article indicates that the shutdown of Xinjiang Lanshan Tunhe's first-phase 100,000-ton BDO unit, combined with the stable operation of the second- and third-phase units, each with a capacity of 104,000 tons, has led to a reduction in supply, while demand is expected to remain stable or grow. The listed price for May 2026 (8,600 yuan/ton in East China and 8,800 yuan/ton in South China) has increased significantly compared to the April settlement price (8,325 yuan/ton in East China and 8,525 yuan/ton in South China), with a rise of approximately 3.3%. This indicates tight market supply and strong bullish sentiment. This will provide strong support for spot prices and benefit short-term market conditions, but attention should be paid to the potential restart of the shut-down unit.