Oct 11, 2026 6:16 p.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 September 2026

China's import PE market is diverging by grade this week, with LLDPE film holding firm on peak agricultural film demand, while HDPE and LDPE film soften as converters defer bookings ahead of the holiday.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 September 2026

Malaysia's polyolefin market, long defined by its net exporter status, is leaning on overseas supply, with China the main beneficiary.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 25 September 2026

China's PVC complex showed a clear split this week, with export offers firming even as domestic spot prices softened under weak energy benchmarks and a pre-holiday buyer standstill. Warehouse inventories fell below a key threshold for the first time in a year.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 24 September 2026

Chinese homo-PP yarn and LLDPE film export offers pulled back this week, snapping a five-to-seven week uptrend that had lifted prices 12% and 15% respectively.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 September 2026

Brent and NYMEX both fell for a fifth straight session on 22 September, with Brent down $9.50 (8.7%) and NYMEX losing a steeper $11.24 (10.6%).
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 22 September 2026

Combined shipments from major Middle Eastern exporters, totaling over half of China's total LDPE imports, fell nearly half in the first seven months of the year, a gap the market has been unable to close even as hopes for fresh Iranian cargoes repeatedly fell short.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 September 2026

Rayong Olefins Company's naphtha cracker returned to operation last week, closing out a six month force majeure triggered when Middle East tensions cut off a route that had supplied significant amount of its feedstock.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 18 September 2026

The swift midday move reflects an effort to keep local pricing aligned with rapidly firming Southeast Asian import offers, driven by higher upstream benchmarks and Middle East logistics concerns.
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