In August 2025, North American market players increased the prices of Toluene Diisocyanate (TDI). It was due to the consistent demand from the downstream Polyurethane sector amid moderate production rates. Meanwhile, supply rates were balanced for the regional buyers and importers. Steady air freight flows for time-sensitive shipments, along with the resolution of tariff negotiations, maintained the market confidence. On the demand side, consistent offtakes from the PU segment amid firm consumption of end-use materials in the automotive sector added pressure to the prices. However, it is expected that the TDI prices would ease in the North American market due to a decline in purchase rates in the coming weeks of Q3.
Key Highlights
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Consistent demand from the downstream Polyurethane sector raised the market offtakes of TDI.
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TDI supply rates were balanced to both regional and international market.
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Ease in TDI prices is expected towards the end of Qx due to seasonal slowdown in construction and industrial coating applications and delay in purchases from buyers.
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However, Trump’s investigation into imports of furniture from Asian countries could lead to an increase in domestic manufacturing of home furnishing, raising TDI demand to produce PU foam.
The demand for Toluene Diisocyanate (TDI) was steady in the U.S. during August xxxx, supported by consistent offtakes of downstream Polyurethane materials from the automotive sector. In the automotive segment, moderate growth in passenger vehicle sales—driven by strong demand for new energy vehicles and fuel-efficient models—along with...
