Asia Polyols, Isocyanates: TDI firms on supply concerns; PMDI rises, polyol stable / PMDI rises amid firm selling indications, constrained availability / TDI strengthens on tighter supply, higher replacement costs / Polyol remains stable amid firm producer pricing, cautious buying Polymeric methylene

diphenyl diisocyanate CFR India polymeric methylene diphenyl diisocyanate up $55/metric ton week over week at $2,530/mt on Oct. 1, below selling indications heard and corroborated at $2,550-$2,650/mt CFR India. Domestic prices were heard at 250-260 Indian rupees/kg, with China-origin and South Korea-origin material heard within the same range, market participants said. The Indian PMDI market moved higher during the week, with firm selling indications and limited offer availability supporting prices, market participants said. Buyers continued to assess China- and South Korea-origin material, while sellers remained cautious on fresh commitments amid uncertainty around regional supply. “Availability is not very comfortable, particularly for prompt material,” a trader said. Buyers were largely covering immediate requirements and remained cautious about building inventory at higher replacement costs. “Buyers are checking their requirements before committing because...