Mar 22, 2026 5:36 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 19 Mar. 2026

Direct military strikes on Iranian energy infrastructure have sent crude oil surging past $110 a barrel, triggering a severe regional supply squeeze that is driving Asian petrochemical prices to multi-year highs and stalling downstream manufacturing demand.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 18 Mar. 2026

Fresh import offers in the Vietnamese PVC market have surged to multi-year highs, but the pace has stalled buying interest, leaving the market firm yet thin.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 17 Mar. 2026

Driven by severe domestic supply rationing and firm upstream energy costs, both Malaysian PE and Chinese PET markets have aggressively surged back to historic 2022 price peaks.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Mar. 2026

As global crude benchmarks surge toward multi-year highs following the US strike on Iran's Kharg Island, Southeast Asian downstream polyolefin buyers are adopting a highly defensive posture against structurally tightening supply and an impending holiday slowdown.
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Rochelle Nguyễn CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 13 Mar. 2026

After a subdued start to March, Chinese PVC suppliers turned sharply more aggressive this week, rolling out multiple intraday price revisions
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 12 Mar. 2026

A historic 572-million-barrel reserve release offers merely a 16-day buffer against the Strait of Hormuz blockade, while severe margin inversions and feedstock starvation structurally cripple China's ethylene-based PVC production.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 11 Mar. 2026

Asia’s petrochemical sector is sliding into a period of mounting disruption and changing landscape as force majeure declarations and operating cuts spread across the region.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Mar. 2026

A violent surge in Asian monomer costs is colliding with a defensive retreat in the Indonesian distribution market, as record-high feedstock inflation forces converters into a premature holiday lull.
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