Polyurethane Supply Chain Disruption Report 2026

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The Polyurethane Supply Chain Disruption Report 2026 by Stefan Hermes provides a comprehensive executive-level analysis of the global polyurethane industry’s supply-chain challenges since early 2026. The report explains how disruptions in energy, logistics, feedstocks, freight, and raw materials such as isocyanates, propylene oxide (PO), and polyols are creating pressure across the entire polyurethane value chain. It highlights that the industry challenge is no longer only about raw material price increases, but also about availability, lead-time reliability, logistics access, inventory management, customer commitments, and business continuity. The report also examines regional impacts across Europe, China, India, APAC, and the US, while outlining practical management strategies for purchasing, production planning, inventory control, supplier coordination, and risk management. Overall, the report emphasizes the importance of supply-chain visibility, internal coordination, and proactive decision-making to maintain resilience in a highly uncertain global operating environment.

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