Trade pact with US set to boost Malaysia’s polymers feedstock edge
Under the deal, Malaysia will grant expanded access to US exports in key industrial and agricultural sectors—including chemicals, metals, machinery, vehicles, and processed foods
Perjanjian Perdagangan Timbal Balik Malaysia–AS, ditandatangani di Kuala Lumpur pada 26 Oktober 2025, menandai fase baru dalam hubungan bilateral antara Amerika Serikat dan Malaysia. Perjanjian ini akan mulai berlaku enam puluh hari setelah ratifikasi dan bertujuan memperluas akses pasar, menyelaraskan kerangka regulasi, serta memperdalam kerja sama dalam keamanan rantai pasokan antara kedua negara.
Berdasarkan kesepakatan itu, Malaysia akan memberikan akses yang meluas bagi ekspor AS di sektor industri dan pertanian besar termasuk bahan kimia, logam, mesin, kendaraan, dan produk makanan olahan, sementara AS akan menahan tarif timbal balik rata-rata sebesar 19% dan memberikan pembebasan bea masuk (zero-duty) untuk sejumlah produk asal Malaysia tertentu.
Malaysia juga akan menyederhanakan hambatan non-tarif seperti perizinan impor baja, tumpang tindih sertifikasi halal, dan penilaian kesesuaian yang berulang.
Implikasinya terhadap industri petrokimia dan plastik Malaysia dinilai sangat signifikan. Produk di bawah HS Chapter 39 yang mencakup PE, PP, dan turunan resin lainnya berasal dari AS, akan mengalami liberalisasi tarif bertahap sebagaimana diuraikan dalam Jadwal TL Malaysia (MCDO 2022).
Jangka waktu liberalisasi bervariasi tergantung jenis polimer. PE dan bahan kemasan akan bebas bea sepenuhnya dalam lima tahun, sementara PP, PET, dan polimer khusus akan mengalami penurunan bertahap selama sembilan tahun.
Penghapusan bea masuk secara langsung berlaku untuk polistirena, resin teknis, dan plastik daur ulang, guna mendukung daya saing downstream dan tujuan ekonomi sirkular.
|
HS Code |
Description |
Unit |
MFN Import Duty Rate |
Staging Category |
|
3901101200 |
Polyethylene containing 5% or less alpha-olefin monomers |
kg |
0.1 |
EIF |
|
3901101900 |
Other |
kg |
0.1 |
EIF |
|
3901109200 |
Polyethylene containing 5% or less alpha-olefin monomers |
kg |
0.1 |
EIF |
|
3901109900 |
Other |
kg |
0.1 |
EIF |
|
3901200000 |
Polyethylene having a specific gravity of 0.94 or more |
kg |
0.1 |
EIF |
|
3901300000 |
Ethylene-vinyl acetate copolymers |
kg |
0 |
A |
|
3901400000 |
Ethylene-alpha-olefin copolymers, having a specific gravity of less than 0.94 |
kg |
0 |
A |
|
3901904000 |
In dispersion |
kg |
0 |
A |
|
3901909000 |
Other |
kg |
0 |
A |
|
3902103000 |
In dispersion |
kg |
0 |
A |
|
3902109000 |
Other |
kg |
0 |
A |
|
3902309000 |
Other |
kg |
0.1 |
EIF |
|
3902901000 |
Chlorinated polypropylene of a kind suitable for use in printing ink formulation |
kg |
0 |
A |
|
3902909000 |
Other |
kg |
0 |
A |
|
3903111000 |
In the form of granules |
kg |
0 |
A |
|
3903119000 |
Other |
kg |
0 |
A |
|
3903191000 |
In dispersion |
kg |
0 |
A |
|
3903192000 |
Granules, pellets, beads, flakes, chips and similar forms |
kg |
0 |
A |
|
3903199000 |
Other |
kg |
0 |
A |
|
3903204000 |
In aqueous dispersion |
kg |
0.1 |
R5 |
|
3903205000 |
In non-aqueous dispersion |
kg |
0.1 |
R5 |
|
3903209000 |
Other |
kg |
0 |
A |
|
3903304000 |
In aqueous dispersion |
kg |
0.1 |
R5 |
|
3903305000 |
In non-aqueous dispersion |
kg |
0.1 |
R5 |
|
3903306000 |
In the form of granules |
kg |
0.1 |
R5 |
|
3903309000 |
Other |
kg |
0 |
A |
|
3903903000 |
In dispersion |
kg |
0.1 |
A |
|
3903909100 |
Impact resistant polymers of styrene, having notched izod impact at 23°C less than 80 J/m |
kg |
0 |
A |
|
3903909900 |
Other |
kg |
0 |
A |
|
3904101000 |
Homopolymers, suspension type |
kg |
0.1 |
R5 |
|
3904109100 |
In the form of granules |
kg |
0.1 |
R5 |
|
3904109200 |
In the form of powder |
kg |
0.1 |
R5 |
|
3904109900 |
Other |
kg |
0.1 |
R5 |
|
3904211000 |
In the form of granules |
kg |
0.1 |
R5 |
|
3904212000 |
In the form of powder |
kg |
0.1 |
R5 |
|
3904219000 |
Other |
kg |
0.1 |
R5 |
|
3904221000 |
In dispersion |
kg |
0 |
A |
|
3904222000 |
In the form of granules |
kg |
0.1 |
R5 |
|
3904223000 |
In the form of powder |
kg |
0.1 |
R5 |
|
3904229000 |
Other |
kg |
0.1 |
R5 |
|
3904301000 |
In the form of granules |
kg |
0 |
A |
|
3904302000 |
In the form of powder |
kg |
0 |
A |
|
3904309000 |
Other |
kg |
0 |
A |
|
3904401000 |
In the form of granules |
kg |
0 |
A |
|
3904402000 |
In the form of powder |
kg |
0 |
A |
|
3904409000 |
Other |
kg |
0 |
A |
|
3904504000 |
In dispersion |
kg |
0.1 |
R5 |
|
3904505000 |
In the form of granules |
kg |
0 |
A |
|
3904506000 |
In the form of powder |
kg |
0 |
A |
|
3904509000 |
Other |
kg |
0 |
A |
|
3904611000 |
In the form of granules |
kg |
0 |
A |
|
3904612000 |
In the form of powder |
kg |
0 |
A |
|
3904619000 |
Other |
kg |
0 |
A |
|
3904693000 |
In dispersion |
kg |
0 |
A |
|
3904694000 |
In the form of granules |
kg |
0 |
A |
|
3904695000 |
In the form of powder |
kg |
0 |
A |
|
3904699000 |
Other |
kg |
0 |
A |
|
3904903000 |
In dispersion |
kg |
0 |
A |
|
3904904000 |
In the form of granules |
kg |
0 |
A |
|
3904905000 |
In the form of powder |
kg |
0 |
A |
|
3904909000 |
Other |
kg |
0 |
A |
|
3905120000 |
In aqueous dispersion |
kg |
0.1 |
R5 |
|
3905191000 |
In the form of liquids or pastes |
kg |
0 |
A |
|
3905199000 |
Other |
kg |
0 |
A |
|
3905210000 |
In aqueous dispersion |
kg |
0.1 |
R5 |
|
3905290000 |
Other |
kg |
0 |
A |
|
3905301000 |
In dispersion |
kg |
0.1 |
R5 |
|
3905309000 |
Other |
kg |
0 |
A |
|
3905911000 |
In dispersion |
kg |
0.1 |
R5 |
|
3905919000 |
Other |
kg |
0 |
A |
|
3905991000 |
In aqueous dispersion |
kg |
0.1 |
R5 |
|
3905992000 |
In non-aqueous dispersion |
kg |
0 |
A |
|
3905999000 |
Other |
kg |
0 |
A |
|
3906101000 |
In dispersion |
kg |
0 |
A |
|
3906109000 |
Other |
kg |
0 |
A |
|
3906902000 |
In dispersion |
kg |
0 |
A |
|
3906909200 |
Sodium polyacrylate |
kg |
0 |
A |
|
3906909900 |
Other |
kg |
0 |
A |
|
3907100000 |
Polyacetals |
kg |
0 |
A |
|
3907210000 |
Bis(polyoxyethylene) methylphosphonate |
kg |
0 |
A |
|
3907291000 |
Polytetramethylene ether glycol |
kg |
0 |
A |
|
3907299000 |
Other |
kg |
0 |
A |
|
3907302000 |
Of a kind used for coating, in powder form |
kg |
0 |
A |
|
3907303000 |
In the form of liquids or pastes |
kg |
0 |
A |
|
3907309000 |
Other |
kg |
0 |
A |
|
3907400000 |
Polycarbonates |
kg |
0 |
A |
|
3907501000 |
In the form of liquids or pastes |
kg |
0.1 |
R5 |
|
3907509000 |
Other |
kg |
0.1 |
R5 |
|
3907610000 |
Having a viscosity number of 78 ml/g or higher |
kg |
0.15 |
R10 |
|
3907691000 |
Granules and similar forms |
kg |
0.15 |
R5 |
|
3907699000 |
Other |
kg |
0.15 |
EIF |
|
3907700000 |
Poly(lactic acid) |
kg |
0.05 |
EIF |
|
3907912000 |
Granules and similar forms |
kg |
0 |
A |
|
3907913000 |
In the form of liquids or pastes |
kg |
0.1 |
R5 |
|
3907919000 |
Other |
kg |
0.1 |
R5 |
|
3907994000 |
Of a kind used for coating, in powder form |
kg |
0.1 |
R5 |
|
3907995000 |
Thermoplastic liquid crystal aromatic polyester copolymers |
kg |
0 |
A |
|
3907996000 |
Polybutylene succinate (PBS) |
kg |
0.1 |
R5 |
|
3907999000 |
Other |
kg |
0.1 |
EIF |
Category Key:
EIF (Entry Into Force) – Customs duties eliminated entirely (duty-free) immediately upon entry into force of the Agreement.
R5 – Duties reduced immediately to 5% ad valorem upon entry into force.
R10 – Duties reduced immediately to 10% or 15% ad valorem, respectively, upon entry into force.
A – Duties remain bound at current MFN rates (0%, 2%, 3%, or 5% ad valorem) upon entry into force.
Para analis mengatakan pemotongan tarif bertahap bagi ekspor AS ke Malaysia bisa mengubah arus perdagangan regional dengan memperkecil selisih biaya pengiriman antara kargo asal Pantai Teluk AS dan Asia. Hal ini bisa meningkatkan daya tarik Malaysia sebagai pusat redistribusi dan konversi (pengubah) produk berdasarkan polimer, khususnya dari AS. Namun, dampak waktu dekatnya masih belum pasti di tengah kelebihan pasokan regional dan lemahnya permintaan di China serta Asia Tenggara.
Namun demikian, para pengkritik memperingatkan pemberian akses luas bagi AS bisa mengurangi otonomi kebijakan Malaysia di sektor industri sensitif, dengan berpendapat penyelarasan ekonomi lebih dalam tidak boleh mengorbankan kedaulatan. Keberhasilan perjanjian ini, menurut mereka, akan bergantung pada kemampuan Malaysia menyeimbangkan keterbukaan pasar dengan penentuan arah strategis sendiri di tengah perubahan peta blok perdagangan global.
Written: Aiman Haikal