Jul 12, 2026 1:38 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdb Bhd

[FREE] Morning Briefing - 10 July 2026

Vietnam's PE market is slowly showing signs of a rebound, with domestic LLDPE staging the clearest turnaround this afternoon after eight straight weeks of decline.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 Jul 2026

Vietnamese buyers have largely shifted to the sidelines, betting on further softening before committing to forward cover. With demand cues from China now the key swing factor

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 July 2026

A major domestic producer is making headway in restoring output after prolonged disruption, with one of its PE units back in production, though another line remains sidelined by ongoing technical issues.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 7 July 2026

Against most market expectations, a leading Indonesian producer extended price reductions further this week, with certain grades seeing some of the sharpest cuts in months as the domestic major moves to defend share against incoming cargoes.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 6 July 2026

China's PVC market continued to soften last week even as production curtailments in Inner Mongolia offered a rare supply-side lifeline, with demand across both domestic and export channels too weak to absorb the reduced availability.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 2 July 2026

Chinese polyolefin export prices into Southeast Asia extended their slide even as PP and LLDPE futures on the Dalian Commodity Exchange rebounded, as sellers cut price lists aggressively to defend market share ahead of July shipments.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 1 July 2026

Asian propylene has unwound most of the geopolitical premium built up during the Iran conflict, with CFR China values down for a ninth straight week, and participants see little sign the correction is nearing a floor.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 June 2026

Propylene values have now fallen consecutively in more than 2 months, and traders say the gap between production costs and prevailing offers has narrowed to a point where sellers are running out of room to absorb further losses.
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