Sep 14, 2026 10:31 a.m.
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News Insight & Analysis

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Malaysian producer executed $270/ton LDPE hike to Vietnam on severe supply squeeze
17 Aug 2026 A major Malaysian producer has implemented a steep $270/ton increase across its August LDPE offers to Vietnam, sharply reversing the steep price cuts executed last month as acute regional supply constraints shift market leverage firmly back to sellers.
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17 Aug 2026 LL C4 Film PPH Raf

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China Morning Snapshot — 17 August 2026

PP and LLDPE September 2026 futures on the Dalian Commodity Exchange (DCE) posted significant gains throughout Monday’s morning session, with PP futures touching their highest level since early June 2026 and LLDPE reaching a fresh peak since early May 2026.
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14 Aug 2026

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US LLDPE breaks ranks as widening discount puts Asian premiums at risk

The Asian LLDPE film market concluded the trading week on 14 August 2026 increasingly divided, with US-origin cargoes sliding while material from China and the Middle East remained firm
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14 Aug 2026

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Shenhua Auction: LLDPE clears full allocation despite steep price hike as PP encounters pre-weekend resistance

PP and LLDPE futures on the Dalian Commodity Exchange (DCE) rebounded from an initially sluggish open through Friday’s morning session, consolidating modest weekly gains.
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14 Aug 2026

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China PVC rebound struggles to gain traction as demand holds back

China's PVC market made a tentative attempt to recover this week, supported by firmer crude oil prices, stronger PVC futures and a $20/ton increase in fresh offers from a major Taiwanese producer.
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14 Aug 2026

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China Morning Snapshot — 14 August 2026

PP and LLDPE September 2026 futures on the Dalian Commodity Exchange (DCE) rebounded from an initially softer opening through Friday’s morning session, consolidating modest weekly gains.
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13 Aug 2026

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Shenhua Auction: Reduced allocations and resilient paper market sustain strong deals amid inventory relief

PP and LLDPE futures on the Dalian Commodity Exchange (DCE) extended their rebound during Thursday’s morning session, providing continued cost-push support for coal-to-olefin auction cargoes despite elevated opening offers.
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13 Aug 2026 PET Bottle

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China’s PET export offers secure $1,000/ton structural floor as resilient overseas arbitrage offsets domestic autumn slowdown

This sustained pricing plateau, achieved alongside steady outbound volumes, signals a critical market pivot: the $1,000/ton FOB threshold has transitioned from a cyclical resistance ceiling into a defended structural floor, anchored by inelastic global demand and regional trade arbitrage.
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