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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Oct. 2025

Renewed trade tension between China and the US has rekindled uncertainty across the PE market, with reports of order cancellations for previously booked US cargoes prompting buyers and sellers to reassess near-term prospects.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 Oct. 2025

After weeks of resistance, a major Chinese producer has finally lowered export homo-PP offers to the $800/ton threshold on an FOB basis, underscoring the deepening bearish sentiment across the Asian PP market.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 13 Oct. 2025

Southeast Asian buyers remained cautious this week as a steady influx of competitively priced US-origin PE cargoes kept sentiment tilted to the downside.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Oct. 2025

Market sentiment remained cautious on the first trading day, with participants closely monitoring the impact of surging US-origin PE inflows and the pace of downstream demand recovery.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 Oct. 2025

The Southeast Asian PE market resumed its downward trajectory this week, as regional suppliers issued new offers with modest reductions from the previous round.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 07 Oct. 2025

The Indonesian PP and PE markets opened the week on a softer note after a key domestic producer reduced spot offers by IDR 180,000–390,000/ton, bringing an end to a two-week uptrend.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 06 Oct. 2025

A major Indonesian PVC producer opted to roll over its October delivery offers to the domestic market, resisting regional bearish pressure and subdued local demand.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 Oct. 2025

The move widened the price gap between LLDPE and LDPE film of the same origin to $190–200/ton, raising concerns among buyers and curbing interest in Middle Eastern LDPE cargoes.
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