China’s local industrial chain continues to expand, and the market demand for titanate coupling agents will be huge in the future

Titanate coupling agents are widely used in the fields of plastics, rubber, coatings, pigments, oil fields and magnetic materials. They have good coupling effects in filler systems such as thermoplastics, thermosetting plastics and rubber. Titanate coupling agents will decompose and fail when exposed to water, and the cost of long-distance transportation is high. A large number of companies adopt the mode of self-production and use. In the global titanate coupling agent market, leading companies such as Evonik, Shin-Etsu Chemical and Dow Corning account for a larger share. However, there are still many small and medium-sized enterprises in the market. These small and medium-sized enterprises have small production capacity and output. In addition to Companies other than leading companies have a very small share and the market is relatively fragmented.

In 2020, affected by the outbreak of the global new coronavirus epidemic, global industrial production was restricted, and the demand for titanate coupling agent products in the downstream sector decreased, resulting in a decrease in consumption in the global titanate coupling agent market in 2020. decline. At the same time, due to the downturn in the market operating environment, some small and medium-sized enterprises in the industry have withdrawn from the market, and the industry’s production capacity has declined in 2021. Industrial Research Center issued the Global and Chinese Titanium Industry in 2023 The “Acid Ester Coupling Agent Industry In-depth Research Report” shows that the global titanate coupling agent market is expected to grow steadily from 2023 to 2030. The COVID-19 epidemic has been effectively controlled, the negative impact on the global market is weakening, and industrial production will return to normal. In the downstream application fields of titanate coupling agents, markets such as plastics, rubber, coatings, pigments, and oil fields are Its demand will also continue to increase, and its output and consumption will continue to rise, thereby promoting the increase in industry production capacity. It is estimated that in 2030, the global titanate coupling agent market will have a production capacity of 254,300 tons, an output of 152,600 tons, and a consumption of 151,400 tons.

​​ ​Filled plastic is the most important downstream application scenario of titanate coupling agent

The downstream application fields of titanate coupling agents include filled plastics, rubber industry, coating industry, paper industry, oil exploration and other fields. Among them, filled plastics are the most important downstream application fields of titanate coupling agents. Compared with other additives, the performance and cost of titanate coupling agents are more suitable for adding to plastic masterbatch, so titanate coupling agents are used very frequently in this scenario. In other application scenarios, there are other substitute products for titanate coupling agents, and the demand for titanate coupling agents in other scenarios is relatively low.

​ ​ ​The price fluctuations of titanate coupling agents are mainly affected by the fluctuations in raw material prices

The titanate coupling agent industry has a close relationship with its upstream and downstream industries. The titanate coupling agent upstream industry provides the raw materials required for its production, which is the foundation for the development of the titanate coupling agent industry. Changes in the price of upstream raw materials have a greater impact on the production costs and production sustainability of titanate coupling agent companies. Increases in raw material prices will lead to an increase in the production costs of titanate coupling agent products, and production companies usually increase titanate coupling agent prices through Coupling agent product prices to alleviate its own cost pressure. For example, from the second half of 2020 to 2022, the price of the upstream raw material stearic acid has increased significantly, and the price of titanate coupling agent has also risen rapidly.

The future demand for China’s titanate puppets in China

China’s basic industrial production scale is huge. In the global market, China’s demand for titanate coupling agents accounts for more than half of the global market. Although China is weak in the upstream raw material link of titanate coupling agents, the production process of titanate coupling agents is mature. China’s titanate coupling agent production capacity layout is complete, with large production capacity and sufficient output, and it is satisfying the domestic market. Along with the demand, some products are also exported. It is expected that from 2023 to 2030, the downstream application fields of China’s titanate coupling agent market will continue to develop, and the production and demand for titanate coupling agents will increase simultaneously. With the improvement of China’s industrial production capacity, titanate coupling agents will continue to develop. The application of titanate coupling agents will further increase, and China’s production and consumption of titanate coupling agents will further increase its global share. It is estimated that in 2030, China’s titanate coupling agent production capacity will be 172,900 tons, output will be 103,700 tons, and consumption will be 101,200 tons.