Global Application Status and 2026 Development Trend Analysis of Diesel Anticoagulants

I. Current Global Application Status of Diesel Anticoagulants

(I) Application Scenarios and Demand Structure

As a core additive ensuring the low-temperature fluidity of fuel oil, diesel anticoagulants have penetrated various fields. The traditional transportation sector remains the main consumption scenario, with road freight, railway locomotives, and ocean shipping accounting for over 70% of the global market share. Among them, logistics fleets in northern frigid regions have a single-quarter consumption volume 3-4 times that of summer due to winter low-temperature demands. The industrial and special fields show significant demand growth; diesel-powered equipment in heavy industries such as steel and electricity, as well as machinery operating in extreme environments like frigid zone mining and polar scientific research, have an annual demand growth rate of over 10% for ultra-low-temperature anticoagulants.

Notably, biodiesel blending has spawned new demands. As many countries around the world have raised the mandatory biodiesel blending ratio to over 10%, the abnormal wax precipitation problem caused by fatty acid methyl esters (FAME) has made compatible anticoagulants a rigid demand. Data in 2025 shows that the consumption of special anticoagulants for B10 and above biodiesel has accounted for 15% of the global total.

(II) Regional Distribution Characteristics

The global market presents a pattern of "Asia-Pacific dominance and Europe-America high-end":

Asia-Pacific Region: China and India, with their large refining capacity and consumer markets, have become core production and consumption areas. China's diesel anticoagulant consumption reached 47,000 tons in 2023, of which East China accounted for 42%, and the winter demand in northern frigid provinces accounted for over 60%;

Europe and America: Driven by stringent emission standards such as Euro 7 and China VI b, the demand for high-end composite anticoagulants is strong, and the preference for bio-based and low-VOCs products is significantly higher than in other regions;

Emerging Markets: Frigid zone countries such as Russia and Canada, as well as Southeast Asian agricultural countries, have become the fastest-growing regional markets due to the demand for construction machinery and agricultural machinery, with a year-on-year demand increase of 8.5% in 2025.

(III) Technological Application Characteristics

The current mainstream technology is dominated by polymer compound systems:

Product Structure: Polyalphaolefins account for 35% of the global market, and poly(methyl methacrylate) (PMA) and ethylene-vinyl acetate copolymer (EVA) compound systems account for over 40%. Such products can reduce the cold filter plugging point (CFPP) of diesel by 7-12℃;

Performance Upgrade: In response to the wax crystal sensitivity problem caused by the aromatic content limit (≤8%) of low-sulfur diesel, breakthroughs have been made in multi-component compound technology. For example, the EVA/PMA/PAO ternary system can increase the CFPP reduction to 12.8℃, a 30% improvement compared to single-component products;

Green Transformation: Bio-based anticoagulant technology has become increasingly mature. Products such as cardanol-modified PMA show excellent compatibility in biodiesel, with a CFPP reduction of 11.2℃ and a biodegradation rate of over 80%.

II. 2026 Development Trends and Usage Scale

(I) Core Development Trends

Policy-Driven Environmental Transformation

Global "dual carbon" goals and environmental regulations are reshaping the industry path: China's "Industrial Structure Adjustment Guidance Catalog (2024 Edition)" classifies high-VOCs solvent-based products as restricted, and the EU REACH regulation strengthens chemical traceability requirements, promoting the industry's transformation towards water-based and high-solid-content processes. It is expected that the proportion of environmentally friendly products will increase from 45% in 2025 to 60% in 2026.

Technology Evolution towards "High-Efficiency Compound + Intelligent Adaptation"

Molecular design and digital technology are deeply integrated: on the one hand, technologies such as nano-composite and molecular imprinting improve anticoagulation efficiency, enabling the yield of products within the optimal molecular weight range (5,000-20,000 Da) to exceed 90%; on the other hand, intelligent formulation platforms realize virtual screening of over 2,000 components, and combined with IoT sensors, achieve "precision dosing", reducing usage costs by more than 30%.

Business Model Extension from Products to Services

Faced with the pressure of rising raw material costs, the industry is accelerating the transformation from single sales to a "technology + service" model. For example, providing customized low-temperature oil management solutions for logistics enterprises, covering compliance costs through service premiums. It is expected that the market share of such solutions will exceed 25% in 2026.

(II) 2026 Usage Scale Forecast

Global Market Total

Based on the 2025 global market size base and a compound annual growth rate of 5-7%, the global diesel anticoagulant usage is expected to reach 550,000-600,000 tons in 2026, with the market size exceeding 9 billion US dollars. Among them, the Asia-Pacific region contributes 45% of the share, and China and India together account for over 25%.

Segmented Field Increment

Biodiesel-specific anticoagulants: Benefiting from the increase in blending ratio, demand is expected to grow by 20% in 2026, accounting for 18% of the global total;

Industrial and special fields: Demand growth in scenarios such as frigid zone mining and polar scientific research reaches 12%, and the proportion of ultra-low-temperature (-30℃ and below) products increases to 10%;

Automotive field: Despite the impact of new energy vehicles, the growth in commercial vehicle ownership supports demand, and consumption is still expected to reach 320,000-350,000 tons in 2026.

Regional Growth Differences

Emerging markets have become growth engines: demand in frigid zone countries such as Russia and Canada grows by over 9%, and demand in Southeast Asian agricultural countries increases by 8% due to agricultural machinery upgrading; the European and American markets maintain steady growth, with high-end products accounting for over 70%; the Chinese market benefits from domestic substitution, and consumption is expected to reach 58,000-62,000 tons in 2026, with the import dependency ratio dropping to below 20%.