Jun 21, 2026 3:17 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 June 2026

SCG Chemicals significantly reduced its stake in PT Chandra Asri Pacific in early June, offloading shares across four trading sessions on the IDX in a transaction worth approximately IDR 14.1 trillion.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 June 2026

A major South Korean producer slashed homo-PP yarn offers to Vietnam to sub-$1,200 levels at the end of last week, wiping out most of the war-premium gains built since the Iran conflict escalated.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 05 June 2026

Saudi’s PE sellers are running out of runway in Vietnam, having cut offers twice in 10 days with diminishing returns.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 04 June 2026

Indonesia's proposed anti-dumping duties on imported homo-PP could reshape one of Southeast Asia's biggest polymer markets.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 June 2026

The naphtha market is steadily unwinding the supply fears that dominated trading during the Strait of Hormuz disruption. What began as a supply-driven rally is now reversing as Middle Eastern export flows recover and shipping routes normalise.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 02 June 2026

Vietnam’s import PP and PE markets opened the week on firmer footing as major Chinese suppliers raised offers following a strong rebound in futures prices.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 01 June 2026

After several months of dominating supply flows into Southeast Asia, China-origin homo-PP has begun to lose its competitive advantage as the return of previously absent cargoes
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 May. 2026

Price capitulation is accelerating across Malaysia’s LDPE film market as suppliers sacrifice margins to defend market share against a wave of cheaper Chinese cargoes.
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