- Market Overview
- Strategic Analysis
- Key Features
Market Overview
Duration: Short-term – 2-year price forecast and market outlook
The global polyurethane (PU) feedstocks market, spanning isocyanates (MDI and TDI) and polyether polyols, is undergoing severe structural instability driven by persistent oversupply and exceptionally tight producer margins, necessitating immediate strategic realignment. Profitability across the value chain remains under intense pressure as chronic global overcapacity, particularly from Mainland China, accelerates price erosion and redirects trade flows in response to new tariff regimes.
This sustained oversupply is forcing producers worldwide, particularly in Europe, to respond with prolonged operating rate reductions, temporary plant shutdowns, and active capacity rationalization to stabilize increasingly fragile supply-demand balances. Downstream markets remain weak, constrained by muted consumption in the construction, appliance, and automotive sectors, while volatility in key upstream feedstocks, such as aniline, continues to undermine integrated economics.
To navigate this prolonged low-margin environment, market participants must rely on high-resolution market intelligence to optimize supply chain strategy, control rising inventory burdens, and reposition ahead of future recovery cycles. Long-term opportunities are expected to emerge from the accelerating shift toward green polyurethane technologies, sustainability-led reformulations, and tightening global regulatory frameworks, factors that will reshape competitiveness across the polyurethane feedstocks industry.
Key Products Covered
- MDI
- TDI
- Propylene oxide
- Polyether polyols
Strategic Analysis
Duration: Short-term – 2-year price forecast and market outlook
This service provides strategic market intelligence through comprehensive polyurethane feedstock cash cost comparisons, forward-looking price forecasts, and detailed supply-demand analyses, enabling informed decision-making across the entire polyurethane value chain, from upstream aromatics and base chemical producers to downstream manufacturers and automotive end-users.
A detailed understanding of the polyurethane industry requires full visibility from core base chemicals, through PU feedstocks (MDI, TDI, and polyols), to evolving end-use consumption trends. Chemical Market Analytics’ global experts bring deep industry experience and technical insight across these interconnected markets, delivering actionable intelligence to help companies navigate market volatility, strengthen competitive positioning, and identify emerging strategic opportunities within the global polyurethane ecosystem.
Key Features
Duration: Short-term – 2-year price forecast and market outlook
PRICES COVERED
Contract and spot price summary with a brief review of current market conditions
Chemicals covered MDI, Polyols, Propylene Oxide and TDI
WEEKLY MARKET SNAPSHOT
This document encompasses an analysis of weekly data on Global Polyurethane Feedstocks. It delves into notable changes in pricing, market trading ranges, supply/demand dynamics, and import/export activities. Additionally, a short-term projection of polymer prices is provided, considering imminent market influences such as supply/demand fluctuations, feedstock conditions, market momentum, and other factors affecting prices.
GLOBAL MONTHLY MARKET REPORT
The Global Polyurethane Feedstocks Market Advisory Service Summary Report delivers accurate price analysis, actionable market intelligence, and detailed strategic insights into the global polyurethane (PU) feedstock markets, including MDI, TDI, propylene oxide, and polyether polyols. Coverage spans North America, Europe, Northeast Asia, and all other major regions, equipping clients with the clarity and foresight needed to navigate growing market uncertainty and make informed decisions across the PU value chain.
Key country focus: Americas, Asia, China, Europe, Middle East, Africa
DATA SUPPLEMENT
The Global Polyurethane Feedstocks Market Advisory Service Supplement provides a monthly statistical update featuring short-term analysis of plant-by-plant operating activity and trade flows across the polyurethane feedstocks markets, including MDI, TDI, propylene oxide, and polyether polyols. This concise update offers timely insights into operational shifts and evolving supply–demand dynamics within the global PU feedstocks value chain
ACCESS TO SUBJECT MATTER EXPERTS
Clients receive direct, one-on-one access to industry experts through phone consultations, email support, or scheduled meetings to discuss the key insights featured in the monthly market report. This personalized advisory service enables subscribers to deepen their understanding of market fundamentals, price drivers, and supply–demand dynamics, while clarifying complex data points and analysis. It also provides tailored perspectives on region-specific aromatics market trends, empowering clients to make more informed, strategic decisions across the global petrochemical value chain