Oct 28, 2026 11:21 p.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Sdn Bhd.

[FREE] Morning Briefing - 07 May. 2026

Vietnam’s PE market is approaching an inflection point as the prospect of a reopening Strait of Hormuz threaten to upend the pricing advantage Chinese suppliers captured during the conflict.

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Farid Muzaffar CommoPlast Sdn Bhd.

[FREE] Morning Briefing - 06 May. 2026

PT Chandra Asri Pacific (CAP) has lifted its force majeure on feedstocks effective 4 May, marking a turning point for Indonesia’s supply outlook after weeks of disruption.

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Farid Muzaffar CommoPlast Sdn Bhd.

[FREE] Morning Briefing - 05 May. 2026

Southeast Asia’s polyolefin market is undergoing a sharp recalibration, as Indonesia’s aggressive discounting collides with Malaysia’s return to monthly pricing, exposing a region that firmed too quickly in April and is now correcting.
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Farid Muzaffar CommoPlast Sdn Bhd.

[FREE] Morning Briefing - 04 May. 2026

Elevated Chinese inventories, typically a bearish signal, have not triggered pre-holiday discounting, contributing to a wait-and-see stance across the region.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 Apr. 2026

A tie-up between two of Thailand’s largest chemical producers signals a decisive shift toward scale and integration, as naphtha-dependent players grapple with feedstock insecurity following Middle East transit disruptions.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 Apr. 2026

Indonesia has moved to temporarily eliminate import duties on LPG and key polymers, cutting tariffs from 5% to 0% for a six-month period starting May. The measure, which covers PP, LLDPE and HDPE, is aimed at easing feedstock constraints.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 Apr. 2026

Rising sanctions scrutiny threatens the discounted crude flows anchoring China’s polymer exports, while Malaysian producers signal stabilising regional supply by returning to monthly pricing cycles.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Apr. 2026

Indonesian PP and PE markets start the week on the back foot, as fresh domestic price cuts reinforce a downcycle already set in motion by aggressive spot market corrections and softer regional sentiment.
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