May 31, 2025 6:52 p.m.
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Opinion Insights From Industry Experts

Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 18 Feb. 2025

In Malaysia, market participants have reported receiving lower import offers for Chinese ethylene-based PVC compared to earlier this month, just ahead of major regional suppliers' announcements for March shipment offers. The latest price adjustments have failed to stimulate significant buying interest

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 17 Feb. 2025

One of the biggest questions at the moment is whether the market has reached the cyclical bottom, considering support from the agricultural film season while overseas supply remained limited. Market participants remain cautious, as persistent concerns over new domestic production startups weigh on buyer confidence.

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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 14 February 2025

Indonesia’s Anti-Dumping Committee (KADI) has proposed anti-dumping duty rates on PP block copolymer from five countries— South Korea, Vietnam, the UAE, Malaysia and Singapore.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 13 Feb. 2025

The Chinese LDPE film market extended its three-week recovery, rebounding from an eight-month low as domestic supply tightened following a series of production switches and stronger demand from the agricultural film sector.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 12 February 2025

The Chinese homo-PP export market stood on a stable-to-firmer track since the previous week, leveraging constraints in Southeast Asia supply. This pricing strategy may signal a shift in focus toward neighboring markets, particularly as freight rates to distant destinations, such as Latin America, have risen.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Feb. 2025

The Chinese LLDPE film market continued its downward trajectory, extending losses from the pre-Lunar New Year period. According to data from CommoPlast, spot offers on an EXW China basis have now fallen to their lowest levels since late September 2024, with no immediate signs of a rebound.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 07 Feb. 2025

the Vietnamese import PE market received limited new offers in the week following the Lunar New Year holiday. Among the few new offers, a Middle Eastern producer raised LLDPE film offers by a significant margin compared to January’s price list.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 06 Feb. 2025

Trading activity in China’s local PP and PE markets remained sluggish post-Lunar New Year, as participants grappled with escalating US-China trade tensions and an unexpectedly rapid rise in domestic inventories. During the weeklong break, CNPC and Sinopec’s combined stock surged over the critical 800,000-ton threshold
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