Sep 19, 2026 7:12 p.m.
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News Insight & Analysis

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Shenhua Auction: Steeper baseline offers spark buyer resistance as LLDPE deal conversion eases
18 Aug 2026 Emboldened by firm paper market cues and rising domestic spot distributions, Shenhua implemented substantial upward adjustments on its baseline auction thresholds.
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18 Aug 2026

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Malaysian September polyolefin offers eye moderate gains as feedstock surge collides with sluggish demand ceiling

Malaysian domestic polyolefin pricing is set to extend its upward trajectory into September, with PP poised to outperform PE on the back of acute upstream monomer inflation and prolonged regional supply bottlenecks.
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18 Aug 2026

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China Morning Snapshot — 18 August 2026

PP and linear LLDPE September 2026 futures on the Dalian Commodity Exchange (DCE) sustained an upward trajectory through Tuesday’s morning session, with LLDPE noticeably outperforming PP.
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17 Aug 2026

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Shenhua Auction: Discounted baseline offers and surging futures spark brisk deals amid downstream caution

Capitalising on the bullish paper momentum, Shenhua adjusted its opening auction thresholds by reducing baseline offers by CNY 150–200/ton compared to last Friday.
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17 Aug 2026

insight

Saudi major tests Vietnamese PE market with elevated August offers as distant lead times deter buyers

A major Saudi Arabian producer has released its fresh PE offers to Vietnam for August shipment at elevated levels, but extended delivery lead times and restrictive logistical clauses have met with lukewarm buying interest.
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17 Aug 2026

insight

Malaysian producer executed $270/ton LDPE hike to Vietnam on severe supply squeeze

A major Malaysian producer has implemented a steep $270/ton increase across its August LDPE offers to Vietnam, sharply reversing the steep price cuts executed last month as acute regional supply constraints shift market leverage firmly back to sellers.
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17 Aug 2026 LL C4 Film PPH Raf

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China Morning Snapshot — 17 August 2026

PP and LLDPE September 2026 futures on the Dalian Commodity Exchange (DCE) posted significant gains throughout Monday’s morning session, with PP futures touching their highest level since early June 2026 and LLDPE reaching a fresh peak since early May 2026.
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14 Aug 2026

insight

US LLDPE breaks ranks as widening discount puts Asian premiums at risk

The Asian LLDPE film market concluded the trading week on 14 August 2026 increasingly divided, with US-origin cargoes sliding while material from China and the Middle East remained firm
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