China's BDO production capacity will reach 9 million tons in 2027
Source: China Chemical Information Weekly 
95,940 
December 14, 2023, 9:28 AM
On December 9, Huafeng Chemical issued a continuous announcement, announcing plans to invest a total of 7.06 billion yuan for spandex industry chain deepening projects and natural gas integration projects. It is reported that the above two projects belong to the integrated industrial chain project of 1.38 million tons of functional new materials built by Huafeng Group in Chongqing Huafeng New Materials Industrial Park. The main product of the Natural Gas Integration Project (Phase I) is 1BI 4-butanediol (BDO). Project content and scale: 250000 t / a BDO plant, 300000 t / an ammonia plant, supporting process equipment, public works and auxiliary facilities, etc. Process technology: this project uses acetylene, formaldehyde and hydrogen as raw materials to produce BDO by alkyne aldehyde method.
"plastic restriction order" spawned the popularity of the industry.
Since 2021, the upgrade version limited plastic order has given birth to the demand as a series of degradable plastics such as PBAT, PBS, etc., and the development of its raw material BDO has also ushered in a peak.
Driven by the high efficiency of BDO in recent years and the expansion expectations of downstream PBAT, PBS and PTMEG industries, the production capacity of BDO in China has increased steadily. The effective production capacity of China's BDO in 2017 is 1.805 million tons / year. After that, there are Xinjiang Meike Chemical Co., Ltd., Inner Mongolia Dongjing Bio-Environmental Protection Technology Co., Ltd., Xinjiang Lanshan Tunhe Technology Co., Ltd., Wuheng Chemical (Ningxia) Co., Ltd., Shaanxi Ronghe Chemical Group Co., Ltd., Xinjiang Xinye Energy and Chemical Co., Ltd., Xinjiang Guotai Xinhua Mining Co., Ltd., Inner Mongolia Huaheng Energy Technology Co., Ltd., Enterprises such as Shaanxi Yanchang Petroleum (Group) Co., Ltd., Wanhua Chemical (Sichuan) Co., Ltd., and Shaanxi Black Cat Coking Co., Ltd. have built or expanded BDO production facilities. By the end of October 2023 (hereinafter referred to as 2023), China's BDO production capacity has reached 3.453 million tons / year, making it the largest BDO producing country in the world.
In 2023, the distribution of BDO production capacity in China is highly concentrated, mainly in Northwest and North China, where the source of acetylene is abundant. The total production capacity of Northwest China (including Xinjiang Uygur Autonomous region, Shaanxi Province and Ningxia Hui Autonomous region) is 2.016 million tons / year, accounting for 58.38% of the total production capacity. The capacity of the southwest region (including Sichuan and Chongqing) is 245000 tons / year, accounting for about 7.10% of the total capacity; the capacity of the northeast region (including Liaoning Province) is 150000 tons / year, accounting for about 4.34% of the total capacity; and the capacity of East China (including Jiangsu Province) is 50000 tons / year, accounting for about 1.45% of the total capacity. The production capacity of central China (including Henan Province) is 260000 tons per year, accounting for about 7.53 percent of the total capacity, while that of South China (including Fujian Province) is 40000 tons per year, accounting for about 1.16 percent of the total capacity. Among them, Xinjiang Uygur Autonomous region is the largest production province and city of BDO in China, with a production capacity of 1.234 million tons per year, accounting for 35.74% of the total production capacity, followed by Inner Mongolia Autonomous region, with a capacity of 692000 tons per year, accounting for about 20.04% of the total capacity. The third is the Ningxia Hui Autonomous region, with a production capacity of 432000 tons, accounting for about 12.51% of the total capacity. In addition, the production capacity of Sichuan Province is 185000 tons / year, accounting for about 5.36% of the total capacity; the capacity of Fujian Province is 40000 tons / year, accounting for about 1.16% of the total capacity; the capacity of Shaanxi Province is 350000 tons / year, accounting for about 10.14% of the total capacity; the capacity of Chongqing is 60000 tons / year, accounting for about 1.74% of the total capacity, and the capacity of Liaoning Province is 100000 tons / year. , accounting for about 4.34% of the total capacity; Henan Province's capacity is 260000 tons / year, accounting for about 7.53% of the total capacity; and Jiangsu Province's capacity is 50000 tons / year, accounting for about 1.45% of the total capacity.
Although the production of BDO by maleic anhydride method has many advantages, the technical maturity remains to be improved, and what is more important is that the acetylene in the alkyne aldehyde process comes from the cheap calcium carbide, resulting in the low production cost of the alkyne aldehyde process BDO, which seriously presses the profit of the maleic anhydride process BDO plant. Resulting in 100000 tons / year of Sinopec Yizheng Chemical Fiber Co., Ltd., 110000 tons / year of Nanjing Blue Star Chemical New Materials Co., Ltd., 13000 tons / year of Dongying Shengli Central Asia Chemical Co., Ltd., 55000 tons / year of Shandong Huiying New material Technology Co., Ltd., The maleic anhydride BDO production units of Ningbo Zhejiang Tiejiangning Chemical Co., Ltd. and Zhejiang Huachen New Materials Co., Ltd. 55000 tons / year have been shut down successively. At present, there are only two production methods of BDO in China: propargyl aldehyde process and epoxide propane process. Except for Dalian Chemical (Jiangsu) Co., Ltd and Changchun Chemical (Panjin) Co., Ltd., other manufacturers all adopt propylene oxide process. In 2023, the total production capacity of China's BDO using alkyne aldehyde process is 3.253 million tons / year, accounting for about 94.21% of the total production capacity; the total production capacity of using propylene oxide process is 200000 tons / year, accounting for about 5.79% of the total production capacity. Inner Mongolia Dongjing Bio-Environmental Protection Technology Co., Ltd. is the largest BDO manufacturer in China, with a production capacity of 380000 tons / year, accounting for about 11.00% of the total production capacity, followed by Xinjiang Meike Chemical Co., Ltd., with a capacity of 360000 tons / year, accounting for about 10.43% of the total production capacity.
In order to maximize the benefit, improve the competitiveness of enterprises and reduce the market risk, among the existing BDO production enterprises in China, in addition to upstream supporting raw materials such as acetylene and formaldehyde, many enterprises also have downstream production facilities, among which Xinjiang Lanshan Tunhe Technology Co., Ltd. is equipped with PBT, PTMEG and PBAT production devices. Henan Coal Chemical Group Crane Coal Co., Ltd., Changchun Chemical (Panjin) Co., Ltd., Chongqing Jianfeng Qiyuan Chemical Co., Ltd., Sichuan Tianhua Fubon Co., Ltd., Xinjiang Guotai Xinhua Chemical Co., Ltd., Shaanxi Yanchang Petroleum (Group) Co., Ltd., and Chongqing Jianfeng Qiyuan Chemical Co., Ltd. are equipped with PTMEG production units. Sinopec Great Wall Energy and Chemical (Ningxia) Co., Ltd. is equipped with THF and PTMEG production units, Henan Kaixiang Fine Chemical Co., Ltd. is equipped with THF, PBT and PBAT production units, Xinjiang Meike Chemical Co., Ltd. is equipped with THF, PTMEG and GBL production units, Shaanxi Bidiou Chemical Co., Ltd. is equipped with PTMEG and GBL production units, and Wanhua Chemical (Sichuan) Co., Ltd. is equipped with PBAT production units. Fujian Meizhou Bay Chlor-Alkali Industry Co., Ltd. is equipped with PBT production equipment.
With the continuous improvement of production capacity, the core catalyst of BDO production process in China has also been localized. The BYD synthesis catalyst RK-17 (oxide type) developed by Dalian Ruike Technology Co., Ltd. has been successfully applied to the BDO plant of Henan Kaixiang Fine Chemical Co., Ltd. This is also the first BDO plant in China using domestic catalysts. The catalyst is mainly composed of oxides of copper, bismuth, magnesium and silicon, in which the mass fraction of copper oxide, bismuth oxide, magnesium oxide and silicon oxide are 45.0%, 3.5%, 4.5%, 6.5% and 45.0% respectively. Compared with the imported catalyst, the performance of the catalyst is stable. All opposites The formaldehyde concentration at the outlet of the reactor, the copper ion in the solution at the outlet of the reaction system, the particle size distribution of the extraction catalyst, the filtration time and the pressure difference of the reaction system are relatively stable, reaching the performance index of the imported catalyst. The catalyst accelerated the reaction rate of formaldehyde solution and acetylene gas in the alkynation reactor of BDO plant, and increased the reaction conversion rate at the same reaction time, and finally improved the production efficiency and quality of BDO products.
PBAT will be the biggest demand.
With the introduction of plastic restriction order and the expansion of green consumer market, biodegradable plastics such as PBAT show good market prospects and are the focus of investment and attention in the field of degradable plastics in China. The rapid rise of degradable plastics industry will have a strong pulling effect on BDO and become BDO. A new point of consumption growth. PBAT has the characteristics of poly (butylene adipate) (PBA) and PBT. It not only has good mechanical properties, but also has high ductility, elongation at break and excellent biodegradability. In addition, PBAT can be processed in many forms, such as injection molding, extrusion molding, blow molding and so on. It is widely used in the production of sheet, plastic film, packaging and foaming materials. At present, PBAT is mainly used in packaging materials (garbage bags, food containers and Film packaging), sanitary products (diapers and cotton swabs, etc.), compostable plastic bags for horticulture and agriculture, waterproof coatings for biomedical fields and other materials such as paper cups, etc. In 2022, China's PBAT production capacity will be 720000 tons / year. The main manufacturers are Xinjiang Lanshan Tunhe Technology Co., Ltd., Zhuhai Golden hair Biomaterials Co., Ltd., Shandong Rui'an Biotechnology Co., Ltd., and Wanhua Chemical (Sichuan) Group Co., Ltd. In the next few years The new or expanded production facilities planned by China PBAT include Shandong Ruifeng Polymer Materials Co., Ltd., Anhui Haoyuan Chemical Group Co., Ltd., Shandong Dawn Polymer Materials Co., Ltd., Jiangsu Dongfang Shenghong Co., Ltd., Anhui Huasu Co., Ltd., Inner Mongolia Sanwei New Materials Co., Ltd., Shanxi Tongde Chemical Co., Ltd., Wuheng Chemical (Ningxia) Co., Ltd., Guangdong Hongyuan Technology Co., Ltd. And Gansu Changhong Polymer Technology Co., Ltd. In 2022, China's PBS production capacity will be 186000 tons / year. In the next few years, many sets of PBS devices will still be completed and put into production in China, such as Xi'an Changqing Tongxin Petroleum Technology Co., Ltd., Hebei Bohang New Materials Co., Ltd., Fuzhou Wanjing New Materials Co., Ltd., Shaanxi Coal and Chemical Group Xinjiang Co., Ltd., Anhui Xuelang Biotechnology Co., Ltd., etc. It is estimated that the demand for BDO of PBS/PBAT in China will reach about 800000 tons in 2027.
It is expected that in the future, the products in China's BDO market will still be mainly provided by acetylene method, and the effective production capacity of China's BDO in 2027 will be about 9 million tons / year. Coupled with other applications, it is estimated that China's demand for BDO will reach about 3.7 million tons by 2027.
It is expected that for a period of time in the future, due to the continuous growth of China's BDO supply, the price of raw materials is relatively stable, and the downstream demand fluctuates little, the market price of China's BDO will change slightly as it aims in 2023, and the possibility of such a large fluctuation as in 2021 is very small. Source: China Chemical Information Weekly
"plastic restriction order" spawned the popularity of the industry.
Since 2021, the upgrade version limited plastic order has given birth to the demand as a series of degradable plastics such as PBAT, PBS, etc., and the development of its raw material BDO has also ushered in a peak.
Driven by the high efficiency of BDO in recent years and the expansion expectations of downstream PBAT, PBS and PTMEG industries, the production capacity of BDO in China has increased steadily. The effective production capacity of China's BDO in 2017 is 1.805 million tons / year. After that, there are Xinjiang Meike Chemical Co., Ltd., Inner Mongolia Dongjing Bio-Environmental Protection Technology Co., Ltd., Xinjiang Lanshan Tunhe Technology Co., Ltd., Wuheng Chemical (Ningxia) Co., Ltd., Shaanxi Ronghe Chemical Group Co., Ltd., Xinjiang Xinye Energy and Chemical Co., Ltd., Xinjiang Guotai Xinhua Mining Co., Ltd., Inner Mongolia Huaheng Energy Technology Co., Ltd., Enterprises such as Shaanxi Yanchang Petroleum (Group) Co., Ltd., Wanhua Chemical (Sichuan) Co., Ltd., and Shaanxi Black Cat Coking Co., Ltd. have built or expanded BDO production facilities. By the end of October 2023 (hereinafter referred to as 2023), China's BDO production capacity has reached 3.453 million tons / year, making it the largest BDO producing country in the world.
In 2023, the distribution of BDO production capacity in China is highly concentrated, mainly in Northwest and North China, where the source of acetylene is abundant. The total production capacity of Northwest China (including Xinjiang Uygur Autonomous region, Shaanxi Province and Ningxia Hui Autonomous region) is 2.016 million tons / year, accounting for 58.38% of the total production capacity. The capacity of the southwest region (including Sichuan and Chongqing) is 245000 tons / year, accounting for about 7.10% of the total capacity; the capacity of the northeast region (including Liaoning Province) is 150000 tons / year, accounting for about 4.34% of the total capacity; and the capacity of East China (including Jiangsu Province) is 50000 tons / year, accounting for about 1.45% of the total capacity. The production capacity of central China (including Henan Province) is 260000 tons per year, accounting for about 7.53 percent of the total capacity, while that of South China (including Fujian Province) is 40000 tons per year, accounting for about 1.16 percent of the total capacity. Among them, Xinjiang Uygur Autonomous region is the largest production province and city of BDO in China, with a production capacity of 1.234 million tons per year, accounting for 35.74% of the total production capacity, followed by Inner Mongolia Autonomous region, with a capacity of 692000 tons per year, accounting for about 20.04% of the total capacity. The third is the Ningxia Hui Autonomous region, with a production capacity of 432000 tons, accounting for about 12.51% of the total capacity. In addition, the production capacity of Sichuan Province is 185000 tons / year, accounting for about 5.36% of the total capacity; the capacity of Fujian Province is 40000 tons / year, accounting for about 1.16% of the total capacity; the capacity of Shaanxi Province is 350000 tons / year, accounting for about 10.14% of the total capacity; the capacity of Chongqing is 60000 tons / year, accounting for about 1.74% of the total capacity, and the capacity of Liaoning Province is 100000 tons / year. , accounting for about 4.34% of the total capacity; Henan Province's capacity is 260000 tons / year, accounting for about 7.53% of the total capacity; and Jiangsu Province's capacity is 50000 tons / year, accounting for about 1.45% of the total capacity.
Although the production of BDO by maleic anhydride method has many advantages, the technical maturity remains to be improved, and what is more important is that the acetylene in the alkyne aldehyde process comes from the cheap calcium carbide, resulting in the low production cost of the alkyne aldehyde process BDO, which seriously presses the profit of the maleic anhydride process BDO plant. Resulting in 100000 tons / year of Sinopec Yizheng Chemical Fiber Co., Ltd., 110000 tons / year of Nanjing Blue Star Chemical New Materials Co., Ltd., 13000 tons / year of Dongying Shengli Central Asia Chemical Co., Ltd., 55000 tons / year of Shandong Huiying New material Technology Co., Ltd., The maleic anhydride BDO production units of Ningbo Zhejiang Tiejiangning Chemical Co., Ltd. and Zhejiang Huachen New Materials Co., Ltd. 55000 tons / year have been shut down successively. At present, there are only two production methods of BDO in China: propargyl aldehyde process and epoxide propane process. Except for Dalian Chemical (Jiangsu) Co., Ltd and Changchun Chemical (Panjin) Co., Ltd., other manufacturers all adopt propylene oxide process. In 2023, the total production capacity of China's BDO using alkyne aldehyde process is 3.253 million tons / year, accounting for about 94.21% of the total production capacity; the total production capacity of using propylene oxide process is 200000 tons / year, accounting for about 5.79% of the total production capacity. Inner Mongolia Dongjing Bio-Environmental Protection Technology Co., Ltd. is the largest BDO manufacturer in China, with a production capacity of 380000 tons / year, accounting for about 11.00% of the total production capacity, followed by Xinjiang Meike Chemical Co., Ltd., with a capacity of 360000 tons / year, accounting for about 10.43% of the total production capacity.
In order to maximize the benefit, improve the competitiveness of enterprises and reduce the market risk, among the existing BDO production enterprises in China, in addition to upstream supporting raw materials such as acetylene and formaldehyde, many enterprises also have downstream production facilities, among which Xinjiang Lanshan Tunhe Technology Co., Ltd. is equipped with PBT, PTMEG and PBAT production devices. Henan Coal Chemical Group Crane Coal Co., Ltd., Changchun Chemical (Panjin) Co., Ltd., Chongqing Jianfeng Qiyuan Chemical Co., Ltd., Sichuan Tianhua Fubon Co., Ltd., Xinjiang Guotai Xinhua Chemical Co., Ltd., Shaanxi Yanchang Petroleum (Group) Co., Ltd., and Chongqing Jianfeng Qiyuan Chemical Co., Ltd. are equipped with PTMEG production units. Sinopec Great Wall Energy and Chemical (Ningxia) Co., Ltd. is equipped with THF and PTMEG production units, Henan Kaixiang Fine Chemical Co., Ltd. is equipped with THF, PBT and PBAT production units, Xinjiang Meike Chemical Co., Ltd. is equipped with THF, PTMEG and GBL production units, Shaanxi Bidiou Chemical Co., Ltd. is equipped with PTMEG and GBL production units, and Wanhua Chemical (Sichuan) Co., Ltd. is equipped with PBAT production units. Fujian Meizhou Bay Chlor-Alkali Industry Co., Ltd. is equipped with PBT production equipment.
With the continuous improvement of production capacity, the core catalyst of BDO production process in China has also been localized. The BYD synthesis catalyst RK-17 (oxide type) developed by Dalian Ruike Technology Co., Ltd. has been successfully applied to the BDO plant of Henan Kaixiang Fine Chemical Co., Ltd. This is also the first BDO plant in China using domestic catalysts. The catalyst is mainly composed of oxides of copper, bismuth, magnesium and silicon, in which the mass fraction of copper oxide, bismuth oxide, magnesium oxide and silicon oxide are 45.0%, 3.5%, 4.5%, 6.5% and 45.0% respectively. Compared with the imported catalyst, the performance of the catalyst is stable. All opposites The formaldehyde concentration at the outlet of the reactor, the copper ion in the solution at the outlet of the reaction system, the particle size distribution of the extraction catalyst, the filtration time and the pressure difference of the reaction system are relatively stable, reaching the performance index of the imported catalyst. The catalyst accelerated the reaction rate of formaldehyde solution and acetylene gas in the alkynation reactor of BDO plant, and increased the reaction conversion rate at the same reaction time, and finally improved the production efficiency and quality of BDO products.
PBAT will be the biggest demand.
With the introduction of plastic restriction order and the expansion of green consumer market, biodegradable plastics such as PBAT show good market prospects and are the focus of investment and attention in the field of degradable plastics in China. The rapid rise of degradable plastics industry will have a strong pulling effect on BDO and become BDO. A new point of consumption growth. PBAT has the characteristics of poly (butylene adipate) (PBA) and PBT. It not only has good mechanical properties, but also has high ductility, elongation at break and excellent biodegradability. In addition, PBAT can be processed in many forms, such as injection molding, extrusion molding, blow molding and so on. It is widely used in the production of sheet, plastic film, packaging and foaming materials. At present, PBAT is mainly used in packaging materials (garbage bags, food containers and Film packaging), sanitary products (diapers and cotton swabs, etc.), compostable plastic bags for horticulture and agriculture, waterproof coatings for biomedical fields and other materials such as paper cups, etc. In 2022, China's PBAT production capacity will be 720000 tons / year. The main manufacturers are Xinjiang Lanshan Tunhe Technology Co., Ltd., Zhuhai Golden hair Biomaterials Co., Ltd., Shandong Rui'an Biotechnology Co., Ltd., and Wanhua Chemical (Sichuan) Group Co., Ltd. In the next few years The new or expanded production facilities planned by China PBAT include Shandong Ruifeng Polymer Materials Co., Ltd., Anhui Haoyuan Chemical Group Co., Ltd., Shandong Dawn Polymer Materials Co., Ltd., Jiangsu Dongfang Shenghong Co., Ltd., Anhui Huasu Co., Ltd., Inner Mongolia Sanwei New Materials Co., Ltd., Shanxi Tongde Chemical Co., Ltd., Wuheng Chemical (Ningxia) Co., Ltd., Guangdong Hongyuan Technology Co., Ltd. And Gansu Changhong Polymer Technology Co., Ltd. In 2022, China's PBS production capacity will be 186000 tons / year. In the next few years, many sets of PBS devices will still be completed and put into production in China, such as Xi'an Changqing Tongxin Petroleum Technology Co., Ltd., Hebei Bohang New Materials Co., Ltd., Fuzhou Wanjing New Materials Co., Ltd., Shaanxi Coal and Chemical Group Xinjiang Co., Ltd., Anhui Xuelang Biotechnology Co., Ltd., etc. It is estimated that the demand for BDO of PBS/PBAT in China will reach about 800000 tons in 2027.
It is expected that in the future, the products in China's BDO market will still be mainly provided by acetylene method, and the effective production capacity of China's BDO in 2027 will be about 9 million tons / year. Coupled with other applications, it is estimated that China's demand for BDO will reach about 3.7 million tons by 2027.
It is expected that for a period of time in the future, due to the continuous growth of China's BDO supply, the price of raw materials is relatively stable, and the downstream demand fluctuates little, the market price of China's BDO will change slightly as it aims in 2023, and the possibility of such a large fluctuation as in 2021 is very small. Source: China Chemical Information Weekly