Navigating the Geopolitical Supply Shock for Polyurethane Markets
Navigating the Geopolitical Supply Shock for Polyurethane Markets
Geopolitical disruptions are reshaping the global polyurethane value chain. From feedstock volatility and supply chain disruptions to shifting trade flows, understanding the latest market dynamics is essential for staying ahead.
In this new insight, discover:
- How the Q1 2026 geopolitical crisis impacted propylene oxide (PO), polyols, MDI and TDI markets.
- Why feedstock flexibility, integration and capacity optimization are becoming critical competitive advantages.
- What the latest market developments mean for sourcing strategies, supply resilience and the future competitiveness of polyurethane producers.
Download now for more insights on the evolving polyurethane landscape.
Authors:
- See Yan Wong, Director, Asia Polyurethane Feedstocks
- Terence Peh, Director, Asia Polyurethane Feedstocks
- Abhishek Srivastava, Senior Research Analyst, Asia Polyurethane Feedstocks
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