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News Insight & Analysis

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Shenhua Auction: Aggressive baseline hikes and softer futures trigger transactional paralysis as the arbitrage window violently closes
17 Mar 2026 Shenhua’s auction floor experienced a severe structural rejection on Tuesday as the macroeconomic tailwinds that drove Monday's near-total clearance rapidly evaporated.
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17 Mar 2026

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Shandong Yulong Auction: Aggressive premiums and softer futures trigger transactional paralysis amid refinery outage rumours

The physical auction floor experienced a severe structural rejection on Tuesday, as heavily inflated starting blocks collided with a cooling macroeconomic environment.
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17 Mar 2026 SPVC k67-68

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Ethylene-based PVC rose above $1100/ton in Vietnam on deepening feedstock squeeze

Vietnam’s PVC market surged to multi-year highs on 16 March 2026, with fresh import offers from major Far East Asian producers breaching the $1100/ton mark amid widespread feedstock disruptions.
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17 Mar 2026

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China Morning Snapshot – 17 March 2026

Weaker PP and LLDPE 2605 futures ended a four-session rally, prompting sellers to offer selective discounts while some arbitrage players aggressively lowered indications and opened negotiations to stimulate buying.
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16 Mar 2026

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Shenhua Auction: Strategic baseline cuts reopen arbitrage window, driving near-total clearance as export demand surfaces

The physical auction floor witnessed a robust revival of liquidity on Monday as the market successfully shook off Friday's pre-weekend transactional paralysis.
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16 Mar 2026 HD Film

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Malaysian HDPE market breaches historic MYR 7,000/ton threshold as indefinite plant outage triggers spot-only transition

The domestic Malaysian PE market has violently breached the MYR 7,000/ton threshold for HDPE film, a historic pricing peak not witnessed since the severe structural supply shocks of mid-2022, according to CommoPlast data.
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16 Mar 2026

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China Morning Snapshot – 16 March 2026

Traders were more active, seeking cargoes for restocking, particularly to meet export commitments.
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13 Mar 2026

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Shenhua Auction: Massive baseline hikes choke the arbitrage window, fracturing liquidity as buyers retreat ahead of tense weekend

The Shenhua auction floor experienced a stark cooling of momentum on Friday as the hyper-bullish frenzy of the previous session gave way to intense pre-weekend caution.
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