February 2 News: On February 2, Xinjiang Lanshan Tunhe announced its BDO listing prices for February: the settlement price for January 2026 is 7,400 RMB/ton in East China and 7,600 RMB/ton in South China; the listing price for February 2026 is 7,500 RMB/ton in East China and 7,700 RMB/ton in South China. The first-phase 100,000-ton unit is currently shut down, while the second and third phases, each with 104,000 tons, are operating stably. Chempricehub analysis of 1,4-butanediol, long-short rating: +1.5. Xinjiang Lanshan Tunhe's BDO listing prices for February have been raised, with East China increasing from 7,400 RMB/ton to 7,500 RMB/ton and South China from 7,600 RMB/ton to 7,700 RMB/ton, representing an increase of approximately 1.35%–1.32%. Meanwhile, the shutdown of the first-phase 100,000-ton unit, while the second and third phases, totaling 208,000 tons, remain stable, has reduced overall supply by about 32.5%, leading to tight market supply. This is expected to drive up spot prices, as limited capacity may exacerbate the supply-demand gap, favoring the long side. Therefore, the rating is +1.5 (moderate to significant positive).