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Indicative price brief for TDI - Asia. Methodology: trade publications, broker reports, and industry sources reviewed by Nexchem. This is directional intelligence, not a regulated benchmark assessment.
CFR China and NE Asia TDI 80/20 isomer blend spot and contract pricing. Wanhua Chemical TDI capacity and pricing strategy, Chinese furniture and automotive foam demand, European export arbitrage assessment, and 3-scenario price outlook. Published monthly.
Asian TDI at USD 1,320 per metric tonne CFR China is down 6.8% year on year - the exact mirror of European TDI which is up 13.5% - because Wanhua Chemical at Yantai sets the Asian TDI floor through domestic pricing decisions that reflect Chinese furniture demand weakness and Wanhua's strategy of running at high utilisation to maintain market share, creating a EUR 360 per metric tonne delivered cost differential that is the commercial foundation of the European TDI anti-dumping case.
Asian TDI supply is dominated by Wanhua Chemical at Yantai with approximately 1.4 million MT per year of capacity - the world largest single TDI facility - supplemented by BASF at Chongqing with approximately 300 KT per year and Cangzhou Dahua with approximately 200 KT per year of Chinese domestic TDI capacity. South Korean Hanwha Solutions adds approximately 180 KT per year of Asian TDI supply. The combined Chinese domestic TDI capacity of approximately 1.9 million MT per year significantly exceeds Chinese domestic demand of approximately 1.4 million MT per year, creating a structural export potential that is the basis for the European anti-dumping case against Chinese TDI imports. Demand for TDI in Asia is structured across multiple end-use segments with differentiated price sensitivity, from commodity polymer and rubber applications to specialty chemical intermediates where performance requirements limit substitution and create defensible pricing above commodity benchmarks. Chinese Market Floor Setting - Wanhua Chemical at Yantai is the largest single TDI producer globally with approximately 1.4 million MT per year of capacity. Wanhua ex-works pricing decisions effectively set the floor for CFR China TDI pricing.
The CNY 9,560 per metric tonne ex-. In the current 2026 supply and demand environment, TDI pricing in Asia reflects both structural market conditions and active geopolitical supply chain disruption. The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply. For CFR China TDI, the Hormuz disruption has a limited direct impact - Wanhua Chemical TDI production at Yantai uses Chinese domestic toluene and chlorine feedstocks that are not significantly affected by Middle Eastern aromatics import disruption. The primary pricing variables for Asian TDI are Wanhua Chemical ex-works pricing decisions and Chinese furniture demand conditions, both of which are determined by Chinese domestic factors rather than by Middle Eastern geopolitics. Flexible Foam TDI Headwind - Chinese furniture production - the largest single TDI end use at approximately 62% of Chinese TDI demand - remains weak in 2026 as property sector stress reduces consumer spending on ho.
The paid report is a professionally formatted PDF with structured sections, colour-coded grade price tables, alert boxes, capacity atlas tables, a 3-scenario price outlook, and analyst cards. The accompanying Excel file contains all price data in editable format for direct integration into procurement models.
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Every Nexchem Intelligence price report includes field-level analyst commentary covering supply shortages, qualification timelines, geopolitical friction, and pricing pressure - not generic market narrative. Nexchem analysts are active in the market and attribute all field intelligence to verifiable primary sources.
The paid report includes full scenario assumptions, quarterly price ranges for Q3 2026, Q4 2026, and Q1 2027, probability weighting for each scenario, and a procurement recommendation tailored to each case - covering what to do if the bull case materialises, what to hedge in the base case, and how to protect exposure in the bear case.
The IMF confirmed in March 2026 that the closure of the Strait of Hormuz had disrupted approximately 20% of global seaborne oil and LNG supply. For CFR China TDI, the Hormuz disruption has a limited direct impact - Wanhua Chemical TDI production at Yantai uses Chinese domestic toluene and chlorine feedstocks that are not significantly affected by Middle Eastern aromatics import disruption. The primary pricing variables for Asian TDI are Wanhua Chemical ex-works pricing decisions and Chinese furniture demand conditions, both of which are determined by Chinese domestic factors rather than by Middle Eastern geopolitics.
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