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Indicative price brief for TDI - North America. Methodology: trade publications, broker reports, and industry sources reviewed by Nexchem. This is directional intelligence, not a regulated benchmark assessment.
North American TDI 80/20 and 65/35 isomer blend delivered pricing. BASF Freeport and Covestro North American capacity tracker, toluene and aniline feedstock cost analysis, furniture and mattress flexible foam demand, IRA renovation demand for PU insulation, and 3-scenario price outlook. Published monthly.
North American TDI pricing is up 10.1% year on year - tracking European TDI in direction but at a more moderate level - as toluene feedstock cost elevation from Hormuz-related Middle Eastern aromatics import competition removal combines with strong flexible foam demand from US furniture and mattress production and IRA renovation-driven spray polyurethane foam insulation.
North American TDI supply is produced by BASF Corporation at Freeport Texas with approximately 280 KT per year, Covestro at New Martinsville West Virginia with approximately 240 KT per year, and Dow Chemical at Freeport Texas with approximately 160 KT per year. All three producers use toluene dinitration and hydrogenation to produce toluene diamine, then phosgenation to produce TDI - the standard two-step production route used globally. North American TDI is not subject to anti-dumping duties on Asian imports, making the market more directly exposed to Wanhua Chemical export pricing than European TDI, though the Asian TDI cost advantage at current pricing is not large enough to economically justify transatlantic freight without duty protection. Demand for TDI in North America 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. Hormuz Aromatics Impact on USGC TDI Cost - USGC toluene at USD 3.12 per gallon is elevated by Hormuz-related Middle Eastern aromatics import competition removal.
TDI requires approximately 1.8 to 1.9 MT toluene per MT TDI, meaning the USD 0.24 per gallon year on year toluene in. In the current 2026 supply and demand environment, TDI pricing in North America 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 North American TDI, the Hormuz disruption is transmitted through the toluene feedstock chain - elevated USGC toluene pricing from Middle Eastern aromatics import competition removal increases TDI production cost at BASF Freeport and Covestro New Martinsville. The toluene cost elevation accounts for approximately USD 104 per metric tonne of the USD 168 per metric tonne year on year price increase, with the remainder from IRA-driven demand and general North American chemical pricing strength. Flexible Foam Demand Support - US furniture and mattress production is growing at approximately 3.2% per year in Q2 2026, the fastest pace since Q3 2022, supported by strong housing market renovation activity from IRA .
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 North American TDI, the Hormuz disruption is transmitted through the toluene feedstock chain - elevated USGC toluene pricing from Middle Eastern aromatics import competition removal increases TDI production cost at BASF Freeport and Covestro New Martinsville. The toluene cost elevation accounts for approximately USD 104 per metric tonne of the USD 168 per metric tonne year on year price increase, with the remainder from IRA-driven demand and general North American chemical pricing strength.
Important: Nexchem Intelligence price reports are indicative price intelligence, not price assessments. We are not a Price Reporting Agency and our prices are not IOSCO-compliant. For contract settlement, mark-to-market valuation, or derivative pricing, use ICIS, Argus, or S&P Global Platts. Our reports are for procurement strategy, supply chain planning, and market analysis only.
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