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Opinion Insights From Industry Experts

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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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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