Jan 05, 2026 9:39 a.m.
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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 21 Oct. 2025

Two major Saudi Arabian producers have unveiled November PE shipment offers to Vietnam with reductions of $40–50/ton for LLDPE film, bringing offers down amid persistent pressure from competitively priced US-origin cargoes.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 20 Oct. 2025

After a subdued start to the week, a major international trading house lowered import offers for US-origin LLDPE film to Vietnam toward the weekend, pushing prices below the $800/ton threshold.

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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 16 Oct. 2025

Renewed trade tension between China and the US has rekindled uncertainty across the PE market, with reports of order cancellations for previously booked US cargoes prompting buyers and sellers to reassess near-term prospects.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 15 Oct. 2025

After weeks of resistance, a major Chinese producer has finally lowered export homo-PP offers to the $800/ton threshold on an FOB basis, underscoring the deepening bearish sentiment across the Asian PP market.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 13 Oct. 2025

Southeast Asian buyers remained cautious this week as a steady influx of competitively priced US-origin PE cargoes kept sentiment tilted to the downside.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 10 Oct. 2025

Market sentiment remained cautious on the first trading day, with participants closely monitoring the impact of surging US-origin PE inflows and the pace of downstream demand recovery.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 08 Oct. 2025

The Southeast Asian PE market resumed its downward trajectory this week, as regional suppliers issued new offers with modest reductions from the previous round.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 07 Oct. 2025

The Indonesian PP and PE markets opened the week on a softer note after a key domestic producer reduced spot offers by IDR 180,000–390,000/ton, bringing an end to a two-week uptrend.
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