February 3rd News
It is reported that Kumho Plant in South Korea has suspended the supply of liquid MDI to the Chinese market. Chempricehub's analysis of MDI, with a bullish-bearish score: +1.5.
Kumho Plant's suspension of liquid MDI supply to China signifies a disruption in MDI availability for the Chinese market. As a bulk commodity, MDI is primarily used in polyurethane production, and a reduction in supply is likely to directly drive up spot prices, given that demand is expected to remain stable or even increase. This event represents a short-term supply shock, which is favorable for the market. However, considering that the suspension may be a temporary measure (such as plant maintenance or strategic adjustments), its impact is expected to be limited. Therefore, a score of +1.5 (moderately bullish) has been assigned.