Feb 04, 2026 11:58 a.m.
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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 Jan. 2026

China’s Shandong Yulong Petrochemical has begun marketing on-spec LDPE cargoes from its newly commissioned swing unit in Shandong, according to market sources.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 Jan. 2026

Indonesian PP block copolymer imports climbed to five-month highs in the week under review, supported by constrained availability, firm upstream costs and lingering festive demand, although signs of demand fatigue are emerging.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 Jan. 2026

That said, the widened price gap is beginning to reopen arbitrage opportunities for more competitively priced Chinese LLDPE film into Vietnam, a development that could intensify competitive pressure in the weeks ahead.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Jan. 2026

Several petrochemical units in Texas were taken offline ahead of the Arctic blast that swept across the US over the weekend, driving temperatures to sub-zero levels and bringing heavy snowfall.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 26 Jan. 2026

Export activity gathered pace as Chinese suppliers capitalised on renewed buying interest from India. In contrast, domestic market sentiment stayed soft.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Jan. 2026

The producer was reported to have sold out its February allocations of HDPE and LLDPE film, while LDPE film met comparatively weaker buying interest.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 Jan. 2026

Spot LDPE film offers in northern China fell sharply by CNY 150–250/ton mid-week, tracking a five-day slump in LLDPE futures on the Dalian Commodity Exchange and subdued buying interest.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 Jan. 2026

The Indonesian PET bottle market climbed to a 13-month high this week, extending a rally of around 10% from the cyclical low seen in mid-November 2025.
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