
Push It: Supply Risk Keeps Prices Moving, but Demand Sets the Ceiling
General Thoughts: Supply risk is keeping many chemical chains biased upward, with MDI markets showing how outage timing and system availability can sustain hikes even as input signals moderate.
Supply Chain/Commodities: Benzene prices have eased from their 1H26 highs, but production and feedstock cost concerns will likely keep non-integrated buyers






