Current Status of Titanium Dioxide in 2025 and Outlook for 2026
Import and Export
According to customs data, China's total import volume of titanium dioxide from January to November 2025 was only 67.8 thousand metric tons, a significant year-on-year decrease of 19.88%. Chloride process products remained the main import category, with cumulative imports of 40.8 thousand metric tons from January to November, a decline of 27.49% year-on-year, accounting for 60.2% of total imports. Imports of sulfate process products were relatively smaller, with a cumulative volume of 27.0 thousand metric tons from January to November, a slight decrease of 4.77% year-on-year.
This export pattern of "overall volume decline, structural optimization" clearly points to the Chinese titanium dioxide industry being at a critical stage of transition from "competing on quantity" to "breaking through on quality."

Capacity and Production
Public information indicates that in 2025, the titanium dioxide industry is undergoing profound adjustments with continued capacity expansion. China's titanium dioxide capacity in 2025 reached 6.217 million metric tons, representing a growth rate of approximately 3.62% compared to 2024. The primary regions for capacity additions were Inner Mongolia and Anhui. The top three regions by capacity in 2025 were Sichuan (accounting for 19%), Shandong (13%), and Henan (10%).
Data shows that in November 2025, China's titanium dioxide production was 400.4 thousand metric tons, a slight increase of 0.36% year-on-year. The cumulative production from January to November 2025 was 4.3504 million metric tons, a decrease of 0.72% year-on-year, representing a reduction of approximately 31.5 thousand metric tons in output.

Summary and Forecast
For the Chinese titanium dioxide industry, 2025 has been a year marked by challenges including overcapacity, international trade frictions, fluctuations in raw material prices, and environmental protection pressures. This year also represents a critical turning point for the industry, shifting from scale expansion to high-quality development. Driven by a combination of policies, market forces, and technology, the titanium dioxide industry is undergoing deep adjustments and upgrades.
Looking ahead to 2026, the titanium dioxide industry will enter a new cycle characterized by "policy-driven, technology-driven, and market-driven" dynamics. The market focus will shift from "volume growth" to "quality improvement." The supply-demand landscape is expected to improve, and the transition towards high-end, green, and intelligent development will accelerate.




