Aug 16, 2026 4:36 a.m.
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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 Apr. 2026

Southeast Asian PP and PE markets opened the week on a stable-to-softer trajectory, as renewed geopolitical tensions undercut earlier optimism over a potential reopening of the Strait of Hormuz.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 20 Apr. 2026

Three Indian producers implemented price reductions last week as post-stocking demand erosion and rising import pressure continued to erode sentiment and unwind part of the previous month’s gains.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 17 Apr. 2026

China’s polyolefin markets have hit an inflection point, as a sharp Dalian Commodity Exchange-led correction collides with tightening supply, halting the recent uptrend. Futures losses have dragged spot PP and PE lower, tempering sentiment, yet softer prices are cautiously drawing buyers back, signalling selective restocking rather than a broader demand recovery.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Apr. 2026

PVC markets are testing the limits of cost pass-through, as Taiwanese producers push sharply higher offers into a demand environment that is no longer responsive.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 Apr. 2026

Indonesia’s polyolefin market opened with a decisive move from a major domestic producer, lifting PE offers despite softening demand to defend margins against tightening ethylene supply.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 14 Apr. 2026

Combined PP and PE inventories held by CNPC and Sinopec are now approaching the one-million-ton mark, reinforcing the sense of a market increasingly saturated at the top end.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 13 Apr. 2026

China’s PVC market remains entrenched in a demand-led downcycle, with carbide-based weakness continuing to anchor the complex despite firmer upstream ethylene conditions.
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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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