Recently, significant changes have occurred in the supply and demand situation of the titanium dioxide market, having a profound impact on the industry pattern.
From the supply side, according to incomplete statistics, at least 5 titanium dioxide projects will be put into production in 2025, with an expected new production capacity of 1.3 million tons. By then, China’s annual titanium dioxide production capacity will reach 7.13 million tons. On the demand side, in 2024, the actual total production of titanium dioxide in China was 4.29 million tons, and the export volume was around 1.8 million tons. The export volume of titanium dioxide accounted for 40% of the total production. However, at the beginning of 2025, the EU imposed high – value anti – dumping duties on Chinese titanium dioxide, and the obstruction of the export market has intensified. The domestic demand growth is relatively slow, which may lead to the problem of domestic overcapacity. Currently, the prices of titanium dioxide manufacturers have approached the cost line, and many enterprises are even in a loss – making situation, with a severe situation.
The increase in production capacity and the slowdown in demand have further intensified the competition among titanium dioxide enterprises. In order to compete for market share, enterprises may adopt strategies such as price wars, improving product quality, and optimizing services. This has also accelerated the survival of the fittest in the industry, and some small – scale and less competitive enterprises may face survival difficulties.
Under such a trend, the Chinese titanium dioxide industry has迎来了 an opportunity for transformation and upgrading. Titanium dioxide manufacturers will pay more attention to the improvement of product quality and added value, increase investment in technological innovation and research and development, and promote the high – end and refined development of the industry. For example, some enterprises have made breakthroughs in the chloride process technology, and the production volume and market share of chloride – process titanium dioxide are expected to gradually increase in the future. Enterprises are also actively expanding emerging markets, reducing their dependence on traditional export markets, enhancing their competitiveness in the international market with strength, and meeting the new demands of domestic and international markets.