May 01, 2026 12:17 a.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Mar. 2026

As global crude benchmarks surge toward multi-year highs following the US strike on Iran's Kharg Island, Southeast Asian downstream polyolefin buyers are adopting a highly defensive posture against structurally tightening supply and an impending holiday slowdown.

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Rochelle Nguyễn CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 13 Mar. 2026

After a subdued start to March, Chinese PVC suppliers turned sharply more aggressive this week, rolling out multiple intraday price revisions

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 12 Mar. 2026

A historic 572-million-barrel reserve release offers merely a 16-day buffer against the Strait of Hormuz blockade, while severe margin inversions and feedstock starvation structurally cripple China's ethylene-based PVC production.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 11 Mar. 2026

Asia’s petrochemical sector is sliding into a period of mounting disruption and changing landscape as force majeure declarations and operating cuts spread across the region.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Mar. 2026

A violent surge in Asian monomer costs is colliding with a defensive retreat in the Indonesian distribution market, as record-high feedstock inflation forces converters into a premature holiday lull.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 09 Mar. 2026

Escalating Middle East supply disruptions and domestic feedstock constraints have propelled Saudi homo-PP past $1,300/ton in India, spearheading a broader, China-led Asian polyolefin rally that is now colliding with cautious downstream price resistance.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 06 Mar. 2026

Severe supply-side friction, triggered by widespread force majeure declarations and the effective blockade of the Strait of Hormuz, is rapidly shifting Asian petrochemical flows and driving Chinese PP export offers to a 16-month high above $1,000/ton FOB as regional buyers scramble for replacement cargoes.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 05 Mar. 2026

Hormuz blockade triggers severe supply shocks and defensive buying across Southeast Asian polyolefin markets
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