Apr 11, 2026 7:02 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Apr. 2026

China’s PE market is tightening beyond a cyclical squeeze, as geopolitical disruptions compound heavy maintenance, unresolved outages, and energy constraints.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 Apr. 2026

Despite a ceasefire agreement, persistent strikes across the region and uncertainty over its scope continue to reinforce downside limits, while delays in restoring production or clearing logistics bottlenecks are likely to keep prices supported in the near term.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 Apr. 2026

Oil has pulled back from crisis highs as US-Iran two-week ceasefire eases immediate fears over disruption through the Strait of Hormuz, but the risk premium remains firmly embedded.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 07 Apr. 2026

The outage at major cracking units, including Rayong, has sharply reduced local output, triggering a rapid spike in spot resin prices.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 06 Apr. 2026

The longer the conflict persists, the more it pushes the petrochemical sector away from a stable footing, as repeated shutdowns, damaged facilities and constrained logistics extend recovery timelines.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 Apr. 2026

Market participants are learning to expect new disruptions almost daily, as polymer availability in Asia is reshaped by rolling outages.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 02 Apr. 2026

US President Donald Trump signalled that the Iran conflict is nearing its endgame, but struck a markedly hawkish tone by warning of potential escalation targeting critical infrastructure if no deal is reached.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 01 Apr. 2026

Southeast Asian polyolefin markets are accelerating into a synchronised, cost-driven upswing amid deepening supply crunches , while Chinese PVC offers ease as a post-VAT lull dampens regional demand.
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