Tightening supply expectations, consolidation of aggregated MDI market

According to the Commodity Market Analysis System of Shengyi Society, the recent consolidation and operation of the MDI market has resulted in a mainstream quotation of 18300-18400 yuan/ton for Shanghai goods (44V20, M20S, 5005) and 1840-18500 yuan/ton for domestic goods (PM200). Due to the impact of the typhoon, the output of large factories in the north is limited, and shipments are delayed. At the same time, some factories in Shanghai unexpectedly shut down, leading to extreme supply expectations. Downstream demand has entered the market, and it is expected that the aggregated MDI market will operate strongly in the short term.

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