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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 May 2025

Despite a temporary 90-day tariff truce and a surge in rush orders from American buyers, domestic converters continue to adopt a cautious approach to raw material replenishment.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 13 May 2025

The announcement of a 90-day pause in tariffs between the US and China has injected fresh optimism into the Asian polyolefin market, with industry participants anticipating a surge in short-term demand—particularly from American buyers looking to place rush orders.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 12 May 2025

This bearish shift has prompted heightened scrutiny in Southeast Asia, where buyers are closely tracking China’s pricing direction to inform their June procurement strategies.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 May 2025

Market participants have warned that this could lead to rising outbound freight costs from the US. For US-origin PE, this presents a critical threat: higher logistics costs could undermine its competitive edge in global markets.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 May 2025

Following a sluggish start, trading sentiment in the Chinese PP and PE market showed slight improvement, underpinned by a rebound in futures contracts and encouraging macroeconomic signals. The uptick in transactions, however, was accompanied by additional price discounts.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 Apr. 2025

After weeks of muted activity, trading sentiment in Indonesia’s PP and PE markets is showing tentative signs of revival, with buyers cautiously stepping back in to replenish stocks amid a sharp drop in domestic prices.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 Apr. 2025

Earlier this month, Petronas was forced to shut down its Kerteh plant unexpectedly due to an unspecified technical issue, severely disrupting delivery schedules for previously sold cargoes.
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Derek Yong CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 Apr. 2025

Ethane imports from the US — previously the sole supplier to China — are now subject to punitive tariffs of 125%. This sharp escalation in duties has significantly inflated feedstock costs for Chinese ethane crackers
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