Market Report
1. Titanium Dioxide (TiO₂) Market Analysis
- This week China’s titanium dioxide market entered a second round of price increases, led by top manufacturers of titanium dioxide, including LB Group, with around 23 producers announcing price hikes.
- Leading producers initiated price increases of about USD 72.61/ton domestically and USD 100/ton for export markets, with multiple manufacturers following, confirming strong cost-driven upward momentum.
- Most producers currently have order backlogs extending into April, significantly reducing spot availability.
- Anatase TiO₂ supply is tightening further, with some producers limiting sales or prioritizing long-term customers.
- Downstream buyers remain cautious in the short term, but supply-side tightening is becoming the dominant market driver.
| Product | Price Index (11th Week, 2026) |
|---|---|
| Rutile | 108 to 110 |
| Anatase | 110 to 112 |
Price Index Methodology: The Price Index is calculated based on the average prices of the top 10 producers in China, with the base value set at 100 as of January 1, 2026.
2. Titanium Dioxide Pigment Market Trends
- The market is now primarily driven by sulfuric acid supply disruption rather than normal cost fluctuation.
- In key regions such as Guangxi, acid supply has tightened significantly, with some TiO₂ plants facing raw material shortages.
- Some producers are at risk of reducing operating rates or temporary shutdowns due to insufficient sulfuric acid supply.
- Sulfuric acid prices have already risen by USD 14.52–29.04/ton this week and are expected to exceed USD 217+/ton in the near term.
- This structural shortage is directly pushing TiO₂ production costs higher and constraining effective supply.
3. Market Forecast
- The TiO₂ market has entered a clear cost-driven upward cycle, with sulfuric acid shortages becoming the key bottleneck.
- Supply disruptions at the production level are likely to tighten spot availability further in the coming weeks.
- Price increases are expected to continue, with a high probability of additional rounds of hikes in the short term.
- The market is shifting from a “cost push” phase to a “supply constraint + cost push” dual-driven uptrend.
Market Notice: Due to high market volatility, prices are subject to frequent adjustments.
For the most accurate and up-to-the-minute data, please consult
[email protected].
- For more reports: TiO₂ Market Report
