January 23 — In January 2026, U.S.-based Genomatica achieved 10,000-ton-scale commercial production of bio-based BDO technology. The product is used in PBS and spandex, has obtained EU low-carbon certification, and export orders to Asia have surged. Chempricehub analysis of 1,4-butanediol, Bull-Bear Score: 2. Genomatica has realized large-scale production of bio-based 1,4-butanediol (BDO) at a 10,000-ton level, with applications in PBS (biodegradable plastics) and spandex manufacturing, and has secured EU low-carbon certification. A sharp increase in export orders to Asia indicates significantly rising demand. This enhances the market appeal of BDO, and the anticipated supply increase is expected to align with strong demand, driving a substantial rise in spot prices. Therefore, it is rated as a significant positive development.