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Opinion Insights From Industry Experts

Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Apr. 2025

Trading sentiment in Malaysia’s PE market has remained subdued over the past week, mirroring broader trends across Southeast Asia. Uncertainty in the global economic outlook has prompted many buyers to adopt a wait-and-see approach,

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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 Apr. 2025

A growing volume of re-exported PE cargoes from China has begun to surface in the Vietnamese market over the past week, as sellers divert shipments to more profitable destinations in response to the escalating US-China trade tensions.

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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 14 Apr. 2025

Chinese converters remain under intense pressure as the United States formalised reciprocal tariffs on Chinese imports, now set at a staggering 145%. The move has triggered a wave of order cancellations from American buyers
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 11 Apr. 2025

China’s spot PP and PE markets experienced a tentative lift in sentiment, following the US government’s unexpected decision to stall reciprocal tariffs on most trading partners. Buying interest improved as fears of an immediate global economic slowdown cooled
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Apr. 2025

In a rare contrarian move, select Vietnamese traders stepped in to snap up cargoes, viewing the sharp correction as a fleeting opportunity to replenish inventories at bargain prices.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 Apr. 2025

Despite heightened anxiety across Asia over the deepening global trade war, Chinese PP exporters remained largely unfazed, adopting a measured approach to pricing. Offers were trimmed by a modest $7/ton week-on-week
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 07 Apr. 2025

However, market sentiment took a sharp downturn following the US announcement of reciprocal tariffs, casting a shadow over the near-term demand outlook and stoking fears of an intensifying trade conflict.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 04 Apr. 2025

Trading activities in the Vietnamese PP and PE market came to a near standstill on 3 April following the US’s announcement of sweeping reciprocal tariffs totalling 46% on Vietnamese exports.
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