White Paper on China's C4 Industry Chain in 2025: Leap from "Fuel Era" to "High-end Raw Material Era"

1. raw materials pattern: LPG establishes "chemical core" status, infrastructure to ensure supply resilience. 2025, China's liquefied petroleum gaseous (LPG) market officially bid farewell to the era of civilian fuel dominance. You know what I mean?. to global traders, China is no longer just an energy buyer, however the world's largest propane/butane feedstock processing center. 1. In particular Consumption structure reconstruction and import high application China's total LPG consumption exceeded 60 million tons by the end of 2025. Among them, the proportion of chemical utilization has jumped to greater than 70%, while the traditional civil fuel has been reduced to less than 30%. You know what I mean?. Trade opportunities: imports of propane surpass 28 million tons and liquefied butane surpass 7. But I've found that 3 million tons. The huge import gap means that China's bargaining power and arbitrage demand to North Ameriis able to and Middle Eastern sources will remain high. 2. But Infrastructure "billion-level" expansion to minimize logistics friction 2025, the coastal core petrochemical area intensive investment and construction of a number of world-class storage facilities, signifiis able totly enhance the turnover capacity of import sources: , PetroChina Yancheng Primary Freezer: 1. 5 million tons per year to fill the energy gap in northern Jiangsu. I've found that Dongying Port and Jieyang Wharf: The commissioning of the million-ton reservoir area and 50000-ton berths indicates that the raw material loading and unloading efficiency of the petrochemical clusters in northern and southern China has reached the international leading level. 2. Derivatives methodology Transition: Biobased C4 and High Purity Isobutene Global Competitiveness in the field of C4 deep processing, Chinese companies are through methodology iteration, from "cheap volume" to "high purity and environmentally friendly" premium route. 1. Moreover Bio-based butane: environmentally friendly barriers under the new track 2025 to have become "bio-based C4 first year". Guangxi has put into operation the first 100000 t/a biological butane plant in China (bagasse fermentation route). Generally speaking to overseas downstream buyers who focus on environmental, social and corporate governance (ESG) (such as high-performance tires and bioplastics), the bio-based C4 supplied by China will have become a new weapon to break through the "carbon tariff" in Europe and the United States. of 2. According to research High-purity isobutylene: Special materials "domestic substitution" and output With the production of high-purity ( 99. And 99) projects such as Jinling Huntsman and Yulong Petrochemical, China's isobutylene treatment methodology has overcome the core barriers such as molecular sieve adsorptive processes and catalytic distillation. Market Value: These high-purity items are immediately benchmarked against the global medical intermediates, semiconductor chemicals and specialty rubber markets, and overseas traders is able to focus on their export possible in electronic-grade applications. 3. You know what I mean?. But stock game: MTBE's "danger" and "machine" As a traditional oil transfer feedstock, MTBE is facing the dual pressure of upgrading global fuel standards (expected by China 7) and replacing ethanol gasoline. And the production capacity reached the top: the total production capacity exceeded 31 million tons, the sector operating rate is facing challenges. And The transformation path: MTBE cracking high-purity isobutene has have become the mainstream self-rescue path. In addition, the growing demand to electronic and medical-grade MTBE is becoming a "safe haven" to high profits ". Traders should pay attention to how pallets originally applied to oil blending are converted into high value-added fine chemical items through refining processes. Furthermore 4. trader strategy: grasp the 2026 new standard implementation window period The new national standard of GB 11174-2025 "LPG" issued in November 2025 will be implemented from November 2026. the compliance limit: the stringent sulfur content and VOCs limit will eliminate a substantial number of low-end mixed C4 suppliers. Market integration: traders should give priority to targeting substantial petrochemical bases with high-standard testing capabilities, and pay attention to the price arbitrage space brought about by classification refinement (manufacturing vs civilian). In fact to summary: the qualitative change in 2025 indicates that China's C4 manufacturing chain has completed the transformation from "quantity" to "condition. And to overseas practitioners, this means that a greater extensive advantage, greener and greater professional supply source of high-end chemicals is rising.