January 12th — It is reported that a major TDI producer in northern China offered a fixed price of 15,200 yuan/ton for its distribution channels in early January, with a 20% discount and no assessment requirements. Chempricehub analyzed TDI with a long-short score of -1.5. The article mentioned that the northern TDI producer’s distribution channels supplied at a fixed price of 15,200 yuan/ton, with a 20% promotional discount and no assessment, indicating that the manufacturer is actively reducing prices to destock or that supply is ample. This may increase spot supply in the market and put downward pressure on spot prices. Considering the current chemical market backdrop, when TDI demand is weak or inventories are high, such low-price strategies will intensify price competition, leading to significant short-term downward pressure on spot prices. The score of -1.5 reflects a moderately bearish impact, as although it is not an extreme event, the substantial promotional discount and lack of restrictions may trigger a market-wide price decline.
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