An interesting article on the chemistry behind TDI/MDI and blending. Looks like GNFC is planning to make TDI and blend it with MDI in different proportions going forward. In polyurethane chemistry, everything depends upon how the blending is done. Different sort of foams are manufactured and the thickness, density and usage depends on the blending mix. This to me looks like the possible future direction GNFC might be taking as has been hinted by the management in q3 concall. All RM are readily available at Dahej (Some of it are being produced by GNFC/GSFC). Basic RM for MDI is benzene.
It makes sense as the two chemicals have very similar chemistry, similar RM requirements and similar set of buyers (end usage industry). One more thing which is why this seems highly probably future direction is that GNFC would again be the sole producer of MDI in India like TDI, if this project goes ahead. So, incentives can be good.
Here is a link to the chemistry behind the two chemicals -