China’s Titanium Dioxide (TiO₂) Market in January: A Return to “Certainty” at the Start of the Year; Tailwinds from Three Main Themes
Entering January 2026, the focus of discussion in the titanium dioxide market has clearly shifted: instead of fixating only on short-term fluctuations, people are paying more attention to whether supply can be stable, whether quality can be consistent, and whether deliveries can be reliable. Based on publicly available information and industry moves, the overall trend in January looks more like it is “laying the foundation” for the full year—the industry is repairing expectations with a more unified rhythm. The main positive signals come from three themes: the export window, industrial upgrading, and compliance-driven factors.
One high-profile development in early January was that multiple companies released price-adjustment notices or market-support signals in a concentrated manner. The core objective is to reverse the low-profit situation of the previous period and bring the market back to a healthier competitive order.
The second tailwind comes from reduced uncertainty on the export side, especially policy changes in the Indian market. According to public information, India’s Central Board of Indirect Taxes and Customs (CBIC) issued Instruction No. 33/2025-Customs on December 5, 2025, requiring local authorities to immediately stop levying anti-dumping duties on imports of titanium dioxide originating in or exported from China. Such a clear and enforceable policy adjustment is often reflected more quickly in January’s order intake and shipment rhythm.
The third tailwind is more long-term but already evident in January: the industry is accelerating its shift toward higher-end and greener development. Public disclosures show that some enterprises are planning new chloride-process titanium dioxide projects combined with green transformation and integrated circular industrial layouts. Compared with the sulfate process, the chloride process offers advantages in product quality and overall energy efficiency. As domestic enterprises continue to increase investment, competitiveness is steadily improving.
Post time: Jan-17-2026
