MDI and TDI Market Outlook 2026: Supply Disruptions Meet Weak DemandRegina Sousa
Regional outages and logistics disruption tightened MDI and TDI supply in H1 2026, while weak downstream demand kept buyers focused on immediate needs.
Key Takeaways
- US MDI supply tightened because of force majeure, maintenance and reduced Chinese import availability.
- The shutdown of Sadara’s Al Jubail complex reduced exports into Europe.
- Construction, furniture, bedding, automotive and other durable-goods sectors underperformed.
MDI: The US Remained More Constrained
US MDI supply tightened because of force majeure, maintenance and reduced Chinese import availability. Covestro’s Baytown disruption, Huntsman’s Geismar turnaround and BASF maintenance progressively reduced flexibility. Europe also received cost and supply support in Q2, but persistently weak construction, furniture and automotive demand allowed conditions to soften toward mid-year.
