In early January 2026 in the United States Butanediol (BDO) Market it has remained in balance due to stable domestic production, as well as no interruptions from imports arriving via Asia or Europe. All Gulf Coast plants are running normally, Texas inventory levels are adequate, and all logistics are being done with little or no congestion. Reasonable feedstocks and energy pricing has allowed US manufacturers to keep consistent operational economics for the foreseeable future. From a demand perspective, there is some seasonality in end-use consumption levels for BDO initially related to polyurethane, spandex, and biopolymers. Most buyers have used a "hand to mouth" purchasing strategy after end of year destocking. With regard to automotive and construction, those sectors have yet to begin their restocking process. Due to the very low demand level relative to supply, market sentiment is neutral and reflects the requirement for continued robust supply over the next several months.
