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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 Dec. 2025

China’s import LLDPE film market witnesses a moderate uptick in procurement as major international suppliers cut prices for non-US cargoes to below $800/ton, drawing buying interest.

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Rochelle Nguyen & Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 02 Dec. 2025

HD Hyundai Oilbank and Lotte Chemical have submitted a formal restructuring plan to the Ministry of Trade, Industry and Energy (MOTIE), marking a key milestone in their bid to streamline naphtha cracker operations

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Rochelle Nguyen & Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 01 Dec. 2025

Spot availability of PP film in Malaysia tightened noticeably in the week ending 28 November 2025 as ongoing production restrictions at key domestic plants continued to curb supply.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 Nov. 2025

Vietnamese buyers showed limited appetite for new LDPE film purchases, even as a major Saudi Arabian supplier introduced steep December-loading reductions of $50–60/ton.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Nov. 2025

China’s LLDPE film market saw a notable pickup in buying interest this week, driven largely by improved activity on the import side.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 26 Nov. 2025

Vietnam’s imported homo-PP market regained some ground this week as international and regional suppliers adopted a firmer pricing stance, citing the recent upswing in ocean freight rates.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 25 Nov. 2025

Vietnam’s PE market opened the week on a softer footing after two major Saudi Arabian producers issued December loading offers with reductions. Even so, conversations among buyers and traders have increasingly turned to whether the market may be nearing a cyclical floor.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 24 Nov. 2025

Attention has shifted to methanol supply disruptions in Iran, where gas shortages have curtailed output. Market participants are watching operating rates at domestic methanol-to-olefin (MTO) plants closely
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