Nov 09, 2026 12:23 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 24 Apr. 2026

Supply risks that recently underpinned Asian petrochemical markets are gradually unwinding, and could gradually shift sentiment from disruption to stabilisation.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Apr. 2026

The disruption, triggered by the early-April incident at the site, has already resulted in cancelled April liftings and tighter prompt availability, reinforcing a firmer supply backdrop even as demand remains relatively steady.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 Apr. 2026

Indian market is sliding further into correction territory, with a second consecutive round of PP and PE price cuts underscoring how swiftly March’s rally has unwound.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 Apr. 2026

Southeast Asian PP and PE markets opened the week on a stable-to-softer trajectory, as renewed geopolitical tensions undercut earlier optimism over a potential reopening of the Strait of Hormuz.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 20 Apr. 2026

Three Indian producers implemented price reductions last week as post-stocking demand erosion and rising import pressure continued to erode sentiment and unwind part of the previous month’s gains.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 17 Apr. 2026

China’s polyolefin markets have hit an inflection point, as a sharp Dalian Commodity Exchange-led correction collides with tightening supply, halting the recent uptrend. Futures losses have dragged spot PP and PE lower, tempering sentiment, yet softer prices are cautiously drawing buyers back, signalling selective restocking rather than a broader demand recovery.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Apr. 2026

PVC markets are testing the limits of cost pass-through, as Taiwanese producers push sharply higher offers into a demand environment that is no longer responsive.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 Apr. 2026

Indonesia’s polyolefin market opened with a decisive move from a major domestic producer, lifting PE offers despite softening demand to defend margins against tightening ethylene supply.
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