According to the BDO anti-dumping document disclosed by the European Commission on January 8, 2026, provisional anti-dumping duties will be imposed on BDO sourced from the People's Republic of China, the Kingdom of Saudi Arabia, and the United States of America. The provisional anti-dumping duties are expected to take effect on February 6, 2026. The anti-dumping investigation began on June 6, 2025, and the final anti-dumping duties will come into force on August 5, 2026. The anti-dumping duties imposed on BDO plants in mainland China range from 105.6%, 107.5%, to 113.7%.
PriceSeek Analysis on 1,4-Butanediol (BDO), Bull-Bear Score: -1.5
The imposition of high provisional anti-dumping duties ranging from 105.6% to 113.7% by the EU will restrict China's BDO exports to the European market starting from February 6, 2026. This is expected to result in oversupply in the domestic Chinese market and downward pressure on spot prices. The score of -1.5 reflects the extremely high tariff rates and their immediate effect. Although production will not be completely halted, it is anticipated that domestic inventory accumulation in the short term will lead to significant price reduction pressure, classifying this as a generally significant bearish event.
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