Jul 12, 2026 2:45 a.m.
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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 17 June 2026

For overseas markets, the implications could be significant. A weakening domestic market may prompt Chinese PP producers to lower export offers more aggressively,

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 June 2026

Asia's polyolefin markets opened the week under renewed downward pressure after a US-Iran ceasefire agreement raised expectations of restored feedstock flows through the Strait of Hormuz, sending crude benchmarks to a three-month low and pulling futures and spot offers across the region with them.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 June 2026

Unplanned outages at a major domestic producer, compounded by feedstock disruptions tied to ongoing Gulf shipping risks, have tightened India's PP availability and pulled in fresh import interest from South Korea and Vietnam at firming levels.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 12 June 2026

Malaysia's Pengerang complex is progressing toward phased polymer unit start-ups through late June and into July following a multi-month outage, though a minor CDU snag continues to delay feedstock flows to downstream plants.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 11 June 2026

Vietnamese homo-PP cargoes have returned to the Chinese import market for the first time since January, redirected from Southeast Asian outlets after sellers struggled to place material regionally and were forced to cut offers before buyers engaged.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 June 2026

Chinese homo-PP offers broke below a key threshold level into Malaysia this week, with mainland producers emerging at levels not seen in recent months and buyers remained largely unmoved.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 June 2026

SCG Chemicals significantly reduced its stake in PT Chandra Asri Pacific in early June, offloading shares across four trading sessions on the IDX in a transaction worth approximately IDR 14.1 trillion.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 June 2026

A major South Korean producer slashed homo-PP yarn offers to Vietnam to sub-$1,200 levels at the end of last week, wiping out most of the war-premium gains built since the Iran conflict escalated.
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