Jul 12, 2026 3:46 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 Apr. 2026

Oil has pulled back from crisis highs as US-Iran two-week ceasefire eases immediate fears over disruption through the Strait of Hormuz, but the risk premium remains firmly embedded.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 07 Apr. 2026

The outage at major cracking units, including Rayong, has sharply reduced local output, triggering a rapid spike in spot resin prices.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 06 Apr. 2026

The longer the conflict persists, the more it pushes the petrochemical sector away from a stable footing, as repeated shutdowns, damaged facilities and constrained logistics extend recovery timelines.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 Apr. 2026

Market participants are learning to expect new disruptions almost daily, as polymer availability in Asia is reshaped by rolling outages.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 02 Apr. 2026

US President Donald Trump signalled that the Iran conflict is nearing its endgame, but struck a markedly hawkish tone by warning of potential escalation targeting critical infrastructure if no deal is reached.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 01 Apr. 2026

Southeast Asian polyolefin markets are accelerating into a synchronised, cost-driven upswing amid deepening supply crunches , while Chinese PVC offers ease as a post-VAT lull dampens regional demand.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 31 Mar. 2026

Relentless upstream costs are pushing Indonesian polyolefins to extremes , while a fleeting pre-VAT export rush temporarily masks fundamental fragility in China's PVC market.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 Mar. 2026

Escalating Middle Eastern conflicts are driving energy markets higher, compounding a severe regional petrochemical supply squeeze triggered by South Korea's abrupt naphtha export ban.
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