Huntsman Corporation disclosed that an unplanned outage at its Rotterdam, Netherlands Polyurethanes plant has halted production on the larger methylene diphenyl diisocyanate (MDI) line. The outage began on December 1 2025 and is expected to resume by mid‑December, after which the facility should return to normal operating rates.
The interruption is projected to reduce the company’s fourth‑quarter 2025 adjusted EBITDA by roughly $10 million, moving the guidance to the lower end of the $25 million to $50 million range that was previously communicated on November 6. The $10 million hit represents a modest portion of the company’s projected Q4 earnings but underscores the exposure to plant‑specific risks in a business that relies heavily on continuous MDI production for its polyurethane portfolio.
The Rotterdam facility is a critical hub for Huntsman’s European MDI supply chain, and the larger MDI line accounts for a significant share of the company’s polyurethanes output. While the exact cause of the outage was not disclosed, management indicated it was a mechanical failure that was not anticipated. The company’s focus on cost‑reduction and resilience initiatives is intended to mitigate the impact of such isolated events.
In context, Huntsman’s Q4 2024 adjusted EBITDA was $71 million and Q3 2025 adjusted EBITDA was $94 million. The $10 million reduction therefore represents a 10–15 % drag on the current quarter’s earnings relative to the prior year, but it is still within the range of normal operational variance for a global chemical manufacturer.
Management emphasized that the outage is a temporary, isolated incident and that the company’s overall outlook for the quarter remains consistent with earlier guidance. The incident highlights the importance of ongoing maintenance and risk management in sustaining the company’s production capacity and financial performance.
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