MDI and TDI in 2026: When Tight Supply Masks Weak DemandRegina Sousa
MDI and TDI markets have been shaped by an unusual combination of forces in 2026. Demand recovery has remained uneven, with several important polyurethane end-use sectors continuing to face subdued conditions. At the same time, supply disruptions, geopolitical conflict, volatile feedstocks costs and changing trade flows have repeatedly altered market conditions.