Mar 28, 2026 1:48 p.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Mar. 2026

Asian naphtha surges as Middle East disruption tightens supply chain globally while shortages intensify as demand lags with Malaysian PE hitting historic highs.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 26 Mar. 2026

Divergent supply extremes are currently driving Asian polyolefin markets, balancing massive Chinese overcapacity against localized structural tightness in Indonesia.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 25 Mar. 2026

Hormuz supply shocks are paralyzing Southeast Asian petrochemical markets and forcing South Korea to consider emergency naphtha export limits.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 24 Mar. 2026

Participants across Asia’s petrochemical markets increasingly view the latest developments as a signal that a ceasefire scenario is plausible.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Mar. 2026

Twenty-three days into the Iran conflict, there are no signs of de-escalation. Traffic through the Strait of Hormuz has effectively stalled, choking off the flow of critical energy and petrochemical feedstocks into Asia.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 19 Mar. 2026

Direct military strikes on Iranian energy infrastructure have sent crude oil surging past $110 a barrel, triggering a severe regional supply squeeze that is driving Asian petrochemical prices to multi-year highs and stalling downstream manufacturing demand.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 18 Mar. 2026

Fresh import offers in the Vietnamese PVC market have surged to multi-year highs, but the pace has stalled buying interest, leaving the market firm yet thin.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 17 Mar. 2026

Driven by severe domestic supply rationing and firm upstream energy costs, both Malaysian PE and Chinese PET markets have aggressively surged back to historic 2022 price peaks.
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