As the sixth-most-produced and -used polymer globally with an annual production of around 25 million tonnes (the global plastics and polymer market was estimated to account for 460m/t in 2024), polyurethanes are facing challenges regarding recycling and end-of-life disposal.
About 52% of global PU products are manufactured as foams (flexible and rigid), and the rest are used in CASE (coatings, adhesives, sealants and elastomers) and binders; this makes their recycling and disposal very complicated.
Bio-based isocyanates using natural oils, lignin, amino acids, algae, saccharides and cashew nutshell oil, to name a few, are available in the market. The bio-based content in the products is measured using the mass balance approach, allowing manufacturers to attribute the final isocyanate product as bio-based even though the renewable feedstock is mixed with fossil-based feedstock.
Mass balance reduces the carbon footprint by 60-70%, and major manufacturers like BASF, Huntsman, Evonik and Covestro now have portfolios of mass balance-certified isocyanates in their ranges.
Similarly, bio-based polyols are also manufactured using many similar feedstocks to isocyanates, but natural oil polyols are the most prevalent ones. Polyols based on a range of vegetable oils – soya, castor, palm and rapeseed – are readily available in the market, especially in the Europe and Americas regions. However, natural oils also face competition from other sources of ‘natural’ polyols, such as those made from sugars (sorbitol and sucrose), or from bio-based diols and diacids, including bio-succinic acid.
In the PU industry, natural oil polymers (NOPs) are used in flexible and rigid foams (furnishings and insulation, respectively), elastomers, sealants, paints and coatings. However, consumption levels are still small in Western Europe and virtually negligible in Eastern Europe and the Middle East. Raw material producers in Europe seem to have a propensity for recycled and carbon dioxide-based polyols, as opposed to NOPs.
In Asia Pacific (APAC), NOPs based on soybean, castor and palm oil account for the largest proportion of sustainable polyols due to the abundant vegetable oil feedstocks available in the region. Competing bio-polyol technologies include those based on sugars and bio-based diols like 1,3-propanediol and 1,4-butanediol and diacids like succinic acid. NOPs have attracted attention from the PU industry as a greener alternative to synthetic polyols due to the cost savings incurred when importing petroleum-derived polyols.
In China, bio-based PU foam has struggled to gain market share due to its lack of price advantage and custom requests. Domestic suppliers struggle to provide consistent quality products, and there is limited consumption of soybean oil polyols in the country.