Jun 18, 2025 6:44 p.m.
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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 Apr. 2025

Earlier this month, Petronas was forced to shut down its Kerteh plant unexpectedly due to an unspecified technical issue, severely disrupting delivery schedules for previously sold cargoes.

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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Apr. 2025

Ethane imports from the US — previously the sole supplier to China — are now subject to punitive tariffs of 125%. This sharp escalation in duties has significantly inflated feedstock costs for Chinese ethane crackers

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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 Apr. 2025

At least two leading Saudi producers have announced their May PE shipment offers to Southeast Asia with sharp reductions, marking a more aggressive price correction than initially anticipated.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 Apr. 2025

In a surprising turn amid prevailing bearish sentiment across Asia, Chinese PVC suppliers adopted a bold pricing strategy during the week ending 18 April. Domestic spot offers were raised by CNY 50/ton for ethylene-based PVC
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 18 Apr. 2025

With May shipment offers from overseas suppliers expected soon, the persistent softness in India’s local market is being closely watched as a potential indicator of international pricing trends.
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Rochelle Nguyen CommoPlast Asia Sdn Bd

[FREE] Morning Briefing - 17 Apr. 2025

As key international suppliers prepare to announce May PVC shipment offers in the coming week, discussions across Asian markets have turned to demand prospects and potential pricing trends.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Apr. 2025

Trading sentiment in Malaysia’s PE market has remained subdued over the past week, mirroring broader trends across Southeast Asia. Uncertainty in the global economic outlook has prompted many buyers to adopt a wait-and-see approach,
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 Apr. 2025

A growing volume of re-exported PE cargoes from China has begun to surface in the Vietnamese market over the past week, as sellers divert shipments to more profitable destinations in response to the escalating US-China trade tensions.
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