MDI Prices Rise in North America Amid Supply Chain Strains

In June ****, Methylene Diphenyl Diisocyanate (MDI) prices increased in North America, driven by steady production and strong demand from the polyurethane industry. Mid-month, rising crude oil prices and tighter feedstock supply added pressure on costs. At the same time, trade policy changes, port delays, and global tensions made logistics more difficult and expensive. Despite these hurdles, demand stayed firm, especially from the electric vehicle and non-residential construction sectors. With summer construction in full swing, buyers stocking up ahead of hurricane season, and possible policy shifts ahead, MDI prices are likely to keep rising in the coming weeks.

In early June ****, MDI production in North America remained steady, thanks to good availability of benzene and lower upstream costs. However, the supply chain faced several challenges. Trade disruptions, including the return of Trump-era tariffs and new restrictions on Chinese imports, along...