Aug 05, 2026 5:49 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 June 2026

Propylene values have now fallen consecutively in more than 2 months, and traders say the gap between production costs and prevailing offers has narrowed to a point where sellers are running out of room to absorb further losses.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 June 2026

Vietnam's import LLDPE film market extended its correction sharply towards the end of last week, with an accelerating influx of competitively priced US-origin cargoes resetting regional benchmarks and erasing much of the premium built up during the Iran conflict.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 26 June 2026

Across China's PP, PE, and PVC segments, a common inflection point is taking shape as the supply disruptions that had distorted regional trade flows through much of the first half begin to reverse.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 25 June 2026

Indonesian LLDPE film import prices have crossed a crucial level for the first time since the Strait of Hormuz blockade, as a wave of redirected Western supply meets near-absent buyer appetite across Southeast Asia.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 24 June 2026

Malaysian PP and PE markets are heading into July under broad-based downward pressure, with buyers widely expecting a major domestic producer to announce significant price reductions when its official July lists are released in the coming days.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 June 2026

India's government has reached a decision on its anti-dumping duty on bottle-grade PET resin from China, with implications for Chinese exporters targeting one of Asia's most active packaging markets.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 June 2026

Homo-PP markets across ASEAN are repricing sharply lower at the end of last week as progress toward a US-Iran deal drives crude toward multi-month lows, feeding expectations that upstream polymer costs will retrace toward pre-conflict levels.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 19 June 2026

North American PE cargoes under trader packaging emerged widely across Southeast Asian markets this week, with offers observed across multiple regions from at least four trading houses currently inviting bids.
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