Sep 11, 2026 7:08 p.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 11 September 2026

Cumulative weekly gains showed homo-PP leading the advance. Tight prompt availability and firm feedstock costs remain the core drivers, reinforced by bullish upstream cues.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 September 2026

With Brent now trading above $100/barrel and prompt cargo availability in the domestic market running tight, the upward push looked all but inevitable.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 September 2026

The deal is seen as broadly constructive for domestic PVC and VCM output, with improved plant reliability potentially easing import dependence over time, while impact on PTA markets is expected to stay limited.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 September 2026

The push is aimed at securing outlets for its own and third-party crude while growing its fuel trading business, with the Middle East conflict's disruption to Strait of Hormuz flows adding urgency to diversifying beyond the Gulf.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 07 September 2026

The scale of the producer's increase caught the market off guard, with demand still lagging the pace of the price move.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 04 September 2026

Middle Eastern producers sold out their monthly quotas at rising price levels, while South Korean suppliers stayed absent from the market altogether, stripping converters of a key alternative source.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 September 2026

The firm up for now stays largely confined to HDPE, with underlying consumption still soft and many converters running at reduced rates.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 02 September 2026

Chinese export prices for PP, PE and PVC jumped sharply into September, as a domestic futures rally collided with depleted monthly allocations and firmer crude.
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