Polyol markets in the United States moved higher through April as tighter domestic availability converged with stronger downstream buying. Early April trading remained orderly, but replenishment demand and spot liquidity progressively tightened balances. Softer upstream feedstock trends offered limited relief, leaving buyers to accept higher offers for near-term cargoes. ChemAnalyst data show the market shifting from a sideways start to a firmer posture by April. Demand for Polyol across markets underpinned the upswing, with construction and insulation robust and driving tighter spot availability. Flexible polyurethane applications, including furniture foam and bedding, supported brisk activity and lifted volumes. The lift was not uniform: discount-driven automotive procurement and logistics pressures kept some buyers from fully participating, while coatings demand provided steady support. On the supply side, U.S. production met needs through mid-April, with tightening spot availability. Propylene oxide costs eased modestly but did not offset firm downstream demand, underscoring a near-term outlook that remains stable to firm as replenishment continues.
