Chempricehub Alert: Analysis of Supply Disruption at Hanwha's TDI Plant

January 04 News
It is reported that South Korea's Hanwha 150,000-ton/year TDI plant experienced an unexpected temporary shutdown due to equipment issues starting January 2, initially expected to last at least one week. Chempricehub's analysis of TDI, with a bullish-bearish score: +1. South Korea's Hanwha 150,000-ton/year TDI plant experienced an unexpected temporary shutdown due to equipment issues, expected to last at least one week. This will lead to a short-term reduction in global TDI supply, intensifying market supply tightness and driving up spot prices. As a key raw material for polyurethane, TDI has stable demand, and supply disruptions are favorable for prices. However, the shutdown scale accounts for a limited proportion of global capacity (approximately 3%), and the expected recovery time is short, making the impact moderately positive. Therefore, the bullish-bearish score is +1.