Udeesha Tomar
AVP - Strategy and Solutions
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Toluene Diisocyanate Price Trend Analysis 2026: Price Drivers, Market Insights, Supply Demand Analysis, Latest News & Historical Prices
Written ByUdeesha Tomar
Toluene Diisocyanate Price Trend Q1 2026
- Toluene Diisocyanate (TDI) prices moved firm in Q1 2026 as supply availability tightened, freight risk increased, and buyers faced higher replacement-cost pressure across Asia, Europe, and North America.
- Feedstock pressure came from crude-linked aromatics, toluene, aniline, and energy costs after the Iran war disrupted Strait of Hormuz flows.
- Downstream demand from flexible polyurethane foam, furniture, bedding, automotive seating, coatings, adhesives, and elastomers stayed need-based.
Asia
In Asia, TDI prices moved higher during Q1 2026, led by tighter supply and stronger export interest from China. Chinese producers gained support from regional supply gaps as buyers in Asia looked for replacement cargoes amid overseas plant limitations and freight uncertainty. India remained exposed to imported TDI and polyurethane raw materials, so higher freight, longer routing, and Middle East-linked shipping risk added pressure for foam and furniture manufacturers. Demand from bedding, furniture, footwear, and automotive seating stayed steady, but buyers largely purchased for immediate consumption.
Europe
Europe recorded a firm TDI trend in Q1 2026 as supply-chain risk and feedstock pressure increased. The region faced higher replacement-cost pressure after the Iran conflict raised energy and freight uncertainty. A major European producer completed modernization work at its Dormagen TDI plant during the quarter, supporting long-term supply reliability, but near-term sentiment remained cautious. Higher freight and limited import visibility affected polyurethane raw material buyers, while downstream consumption from flexible foam, bedding, insulation, and automotive seating remained moderate.
North America
North America was comparatively more balanced, supported by stronger domestic chemical logistics and lower direct dependence on Middle East TDI flows. However, global trade uncertainty still affected buyer sentiment as chemical transactions from Asia and the Middle East to the Americas slowed in early March. US Gulf Coast chemical container exports rose 12.0% in March, and 20.0% surge capacity was available to manage disruptions, supporting regional export flexibility. Local demand from foam, coatings, adhesives, and automotive uses stayed steady but cautious.
Analyst Insight
According to Procurement Resource, near-term TDI prices may remain firm if freight, aromatics, and energy risks persist. Any easing in supply restrictions or logistics pressure could slow further gains.
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Asia
During H2’25, Asian TDI price movement shifted from a Q3 recovery to a more balanced tone in Q4. In Q3, the market strengthened as regional availability tightened, intra-Asia procurement improved, and automotive polyurethane demand offset weak construction activity. Exporters adjusted offers in response to changing global demand and logistics conditions. In Q4, the market became steadier as production remained stable and distributors managed inventories carefully. Demand from automotive and selected construction applications supported consumption, but year-end destocking and softer feedstock pressure limited further gains. By December, Asia reflected a largely range-bound market.
Europe
In Europe, TDI prices showed a mixed but firmer direction across H2’25. Q3 began with some softness, as production costs eased and automotive demand remained uneven. Later in the quarter, supply tightened due to maintenance, labor shortages, port disruption, and reduced availability, allowing spot sentiment to improve. Q4 brought a clearer firming trend, supported by tighter regional supply, lower operating rates, maintenance activity, and higher winter logistics and energy costs. Furniture demand stayed weak, but automotive and construction restocking helped sustain consumption. The market closed the year firmer, with supply constraints driving most of the support.
North America
In North America, TDI prices stayed broadly range-bound during H2’25. Q3 was supported by steady automotive seating demand, balanced production, and moderate inventories, though softer polyurethane offtake in some applications capped stronger gains. August saw firmer sentiment as downstream polyurethane consumption improved and market confidence strengthened. In Q4, the market stabilized again as healthy domestic supply and elevated inventories limited upward pressure. Higher energy and feedstock costs added some support, but winter slowdowns in construction and bedding-related demand kept buyers cautious. Overall, H2’25 ended on a stable-to-soft note.
About Toluene Diisocyanate
Toluene diisocyanate, or TDI, is an organic molecule produced in vast quantities. It's a colourless to pale yellow liquid with a strong, pungent odour that's mostly used to make polyurethanes.
Toluene Diisocyanate Product Detail
Chemical Formula
C9H6N2O2
Molecular Weight
174.2 g/mol
Industrial Uses
Adhesives and Sealants, Flexible Foam, Paints & Coatings, Binders , Elastomers
Synonyms
Diisocyanatomethylbenzene, Diisocyanatotoluene, Methylphenylene Isocyanate
Supplier Database
Overseas Polymers Pvt. Ltd., Huntsman Corporation., BorsodChem, The Dow Chemical Company, Mitsui Chemicals, Inc, Bayer, Lyondell Chemical Company
Note: Our supplier search experts can assist your procurement teams in compiling and validating a list of suppliers indicating they have products, services, and capabilities that meet your company's needs.
Toluene Diisocyanate Production Processes
- Production of TDI from Toluene via Phosgenation
The nitration of toluene with nitric acid to make dinitrotoluene occurs before the catalytic hydrogenation to produce toluene diamine (TDA) in the liquid-phase phosgenation process. TDA is then dissolved in an inert solvent and treated with phosgene to get a crude TDI solution. Before being distilled under vacuum, this crude TDI solution is fractionated to remove any unreacted phosgene, solvent, and hydrogen chloride.
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