Mar 26, 2026 10:21 p.m.
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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 05 Feb. 2026

Buyers remained actively engaged in the domestic distribution market, driven by worsening delivery delays from key local producers and an urgent need to the bridge the supply gap

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 04 Feb. 2026

The Southeast Asian homo-PP market remained on a firm footing despite recent softness in China, with regional producers rolling out fresh price lists showing week-on-week increases

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 03 Feb. 2026

The Chinese PP and PE markets lost momentum at the start of February as a sharp retreat in futures prices curtailed arbitrage-led buying and dampened spot market activity.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 02 Feb. 2026

Even so, the sustainability of export demand remains in question. With FOB offers hovering near 15-month highs, suppliers face growing resistance from international buyers reluctant to commit to large volumes.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 Jan. 2026

China’s Shandong Yulong Petrochemical has begun marketing on-spec LDPE cargoes from its newly commissioned swing unit in Shandong, according to market sources.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 Jan. 2026

Indonesian PP block copolymer imports climbed to five-month highs in the week under review, supported by constrained availability, firm upstream costs and lingering festive demand, although signs of demand fatigue are emerging.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 Jan. 2026

That said, the widened price gap is beginning to reopen arbitrage opportunities for more competitively priced Chinese LLDPE film into Vietnam, a development that could intensify competitive pressure in the weeks ahead.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 Jan. 2026

Several petrochemical units in Texas were taken offline ahead of the Arctic blast that swept across the US over the weekend, driving temperatures to sub-zero levels and bringing heavy snowfall.
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