Oct 28, 2025 9:06 p.m.
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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 Oct. 2025

Despite a major domestic producer keeping its weekly price list unchanged, Indonesian buyers reported receiving higher offers for localised Malaysian PE cargoes from trading houses

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Oct. 2025

Market sources anticipate PP and LLDPE to lead the downtrend, with potential price cuts of MYR 100–200/ton from October levels amid comfortable supply conditions.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Oct. 2025

After weeks of hesitation, a leading Chinese producer has finally lowered export homo-PP offers below the key $800/ton mark on an FOB China basis, reflecting ongoing pressure from lackluster overseas demand.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 Oct. 2025

A key concern among market participants is that Chinese suppliers may have little choice but to accept lower bids in order to conclude deals ahead of India’s upcoming anti-dumping duty implementation.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 Oct. 2025

Two major Saudi Arabian producers have unveiled November PE shipment offers to Vietnam with reductions of $40–50/ton for LLDPE film, bringing offers down amid persistent pressure from competitively priced US-origin cargoes.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 20 Oct. 2025

After a subdued start to the week, a major international trading house lowered import offers for US-origin LLDPE film to Vietnam toward the weekend, pushing prices below the $800/ton threshold.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Oct. 2025

Renewed trade tension between China and the US has rekindled uncertainty across the PE market, with reports of order cancellations for previously booked US cargoes prompting buyers and sellers to reassess near-term prospects.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 Oct. 2025

After weeks of resistance, a major Chinese producer has finally lowered export homo-PP offers to the $800/ton threshold on an FOB basis, underscoring the deepening bearish sentiment across the Asian PP market.
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