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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 04 Nov. 2025

The Malaysian PVC market saw fresh offers for Chinese ethylene-based cargoes inch lower this week, in line with expectations. Prices were revised down by $10/ton from the previous week

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 Nov. 2025

China’s LDPE film market continued to weaken over the past week, even as the country’s HDPE and LLDPE film segments showed signs of stabilisation. The sustained decline was largely attributed to expectations of increased domestic supply

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 Oct. 2025

Vietnam’s homo-PP market showed signs of stabilisation on Wednesday, 29 October 2025, as domestic suppliers lifted selling prices by VND 200,000–400,000/ton week-on-week on the back of tightening supply expectations
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 Oct. 2025

Export offers for Chinese bottle-grade PET chips strengthened moderately on Tuesday, 28 October 2025, as producers adopted a firmer pricing stance in anticipation of a government-led meeting aimed at tackling overcapacity
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 Oct. 2025

Despite a major domestic producer keeping its weekly price list unchanged, Indonesian buyers reported receiving higher offers for localised Malaysian PE cargoes from trading houses
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Oct. 2025

Market sources anticipate PP and LLDPE to lead the downtrend, with potential price cuts of MYR 100–200/ton from October levels amid comfortable supply conditions.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Oct. 2025

After weeks of hesitation, a leading Chinese producer has finally lowered export homo-PP offers below the key $800/ton mark on an FOB China basis, reflecting ongoing pressure from lackluster overseas demand.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 Oct. 2025

A key concern among market participants is that Chinese suppliers may have little choice but to accept lower bids in order to conclude deals ahead of India’s upcoming anti-dumping duty implementation.
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