On January 29, 2026, Gujarat Narmada Valley Fertilizers & Chemicals Ltd. (GNFC) in India urgently shut down its TDI unit located in Dahej, Gujarat, due to technical issues. With an annual production capacity of approximately 67,000 tons, this unplanned shutdown is preliminarily expected to last for about one week. PriceSeek's analysis of TDI, with a long-short rating: +1. The emergency one-week shutdown of GNFC's TDI unit in India, caused by technical problems and with an annual capacity of 67,000 tons, has led to a short-term reduction in supply. The supply disruption may drive up spot prices, as TDI is a key chemical raw material with stable demand. However, given the limited scale of the incident and the non-long-term nature of the shutdown, the impact is rated as moderately positive, with a score of +1.
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