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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 11 Dec. 2025

Several carbide-based PVC producers in China have begun implementing unplanned shutdowns or lowering operating rates amid bearish near-term demand prospects both domestically and in export markets.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Dec. 2025

Market sentiment softened as ample LLDPE film availability coincided with the lacklustre performance of key futures contracts on the Dalian Commodity Exchange.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 Dec. 2025

China’s export homo-PP market turned lower again after a brief two-week period of stability, with major producers trimming offers by $5/ton amid persistently weak overseas demand.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 Dec. 2025

China’s domestic LDPE film market has continued its prolonged decline, extending a weakening trend that has persisted for nearly 15 weeks amid muted demand and ongoing substitution by cost-conscious converters.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 05 Dec. 2025

ExxonMobil plans to permanently shut the older of its two steam crackers on Singapore’s Jurong Island from March 2026, marking another step in Asia’s ongoing capacity rationalisation
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 04 Dec. 2025

A major Taiwanese PVC producer has introduced an additional $20/ton volume discount for December shipments to India, after receiving a lukewarm market response to its earlier offers announced last week.
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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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