WEEKLY MARKET BRIEF / 001
October opening brief
Published · September developments and the October watchlist
Two recent producer announcements provide context for October purchasing. Refrigerant prices remain unquoted in this edition; the appliance watchlist tracks the next scheduled results release.
MDI & TDI / PRICE ANNOUNCEMENT
BASF announces a regional USD 250/t increase
On 11 September, BASF announced a USD 250 per metric ton increase for its Lupranate MDI basic products and TDI in ASEAN and South Asia, effective immediately or as contracts permit. BASF cited raw-material, transport and energy costs.
DASTEL purchasing watch: Reconfirm quotation validity and delivery terms. This regional producer announcement is not a UAE or Iran spot-price assessment.
Source: BASF · 11 Sep 2026MDI / SUPPLY DEVELOPMENT
Potential MDI production investment in India
On 21 September, BASF said it was evaluating an MDI complex in Dahej, Gujarat, and had secured land. The final investment decision remains subject to the feasibility study and necessary approvals.
DASTEL supply watch: Track the investment decision and any future commissioning timeline. The announcement does not establish new capacity available for current orders.
Source: BASF · 21 Sep 2026REFRIGERANTS / PRICE WATCH
R134a, R600 and R600a
No verified market-price assessment for these refrigerants is included in this edition. Future price entries will identify the refrigerant, region, date, currency, unit, packaging and delivery basis.
DASTEL purchasing watch: Request comparable supplier quotations before assessing a weekly change. R600 and R600a will be tracked separately.
HOME APPLIANCES / UPCOMING EVENT
Electrolux results scheduled for 23 October
Electrolux lists 23 October 2026 for its January–September interim report. Its silent period runs from 1 to 22 October.
DASTEL industry watch: Review the published results for demand and regional trading commentary after release. No results are available in this brief.
Source: Electrolux · reporting calendarSources and reporting basis
DASTEL summaries link to the original publisher and distinguish source announcements from DASTEL watchlist commentary. This opening edition includes earlier September developments; their original dates are shown above. Later editions will retain their own publication dates in the weekly archive. Producer price changes are not transaction prices. No subscription-only ICIS assessments have been reproduced.