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Commodity Intelligence (January 21, 2026)
 Jan 21, 2026|View:396|

Chemical industry


1. Recently, the National Energy Administration deployed green liquid fuel technology research and industrialization pilot projects, and 9 projects including 30000 tons/year cellulose fuel ethanol from China National Investment Corporation were selected. It is required to be completed and put into operation by the end of December 2026, and achieve high load stable production by the end of June 2027, promoting breakthroughs in green technologies such as cellulose ethanol.

2. Recently, it was learned from the Xingshan Economic Development Zone Management Committee that the Hubei Yiheng 80000 ton annual production of organic silicon new materials project is advancing equipment installation and commissioning at full speed, and the project will soon enter mass production. The project will be constructed in three phases, with the upcoming first phase having a production capacity of 20000 tons. After completion, the total production capacity can reach 80000 tons.

3. On January 20th, the Department of Industry and Information Technology of Qinghai Province issued a notice on the reduction of potassium chloride production capacity of Golmud Zangge Potassium Fertilizer Co., Ltd. The potassium chloride production capacity of Golmud Zangge Potassium Fertilizer Co., Ltd. has been officially reduced from 2 million tons per year to 1.2 million tons.

4. Recently, Changshu Sanaifu Fluorine Chemical Co., Ltd. approved the annual production of 12000 tons of the new refrigerant TKG, with 7900 tons of by-product hydrochloric acid and 6800 tons of by-product hydrofluoric acid on relevant websites.

5. Recently, Elsewedy Industrial Development signed a cooperation agreement with Kunming Chuanjinnuo Chemical Co., Ltd. The two sides will carry out in-depth cooperation around the phosphorus chemical industry and promote the construction of an integrated phosphorus chemical industry comprehensive project in the Suhena Industrial Zone of Egypt.

6. Recently, the environmental impact assessment documents for Wanhua Chemical's two major lithium battery material projects - the Laizhou 650000 ton annual production of lithium iron phosphate project and the Green Power Industry Park Phase II 200000 ton annual production of lithium iron phosphate project - were accepted and published by the Ecology and Environment Bureau of Yantai City, Shandong Province.

7. Recently, the first phase of the high-performance silicon-based negative electrode material project of Suining Tiannuo New Material Technology Co., Ltd., a subsidiary of Sichuan Tiannuo Juneng New Energy Development Co., Ltd., was officially put into operation in the Shehong Lithium Battery Chemical Industrial Park. This project is a 100 ton high-performance pre lithium silicon oxide material production line. The product model of the first phase project put into operation this time is TNSO1580, which belongs to pre lithium silicon oxide silicon-based negative electrode materials. According to the data disclosed by the company, the specific capacity of this product is about 1580mAh/g, and it can maintain over 80% capacity even after a cycle life of more than 1200 cycles, with a first effect of about 89%.

8. Recently, Jinpu Titanium Industry disclosed that due to intensified market competition in the titanium dioxide industry, in order to reduce the company's operating costs, the company has decided to reduce production, that is, its wholly-owned subsidiary Xuzhou Titanium Dioxide Chemical Co., Ltd. has stopped production.

9. In December 2025, China exported a total of 50200 tons of TDI, a decrease of 11.23% compared to the previous month and an increase of 25.15% year-on-year; The export unit price in December was 1486.27 US dollars per ton. The total export in 2025 is 556400 tons, an increase of 51.83% compared to 2024.

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