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Opinion Insights From Industry Experts

Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 01 June 2026

After several months of dominating supply flows into Southeast Asia, China-origin homo-PP has begun to lose its competitive advantage as the return of previously absent cargoes

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 May. 2026

Price capitulation is accelerating across Malaysia’s LDPE film market as suppliers sacrifice margins to defend market share against a wave of cheaper Chinese cargoes.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 28 May. 2026

Asia’s ethylene market continues to weaken as the geopolitical premium from the Strait of Hormuz disruption fades alongside softer energy markets and weak downstream demand.
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Rochelle Nguyen CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 27 May 2026

A major Saudi Arabian producer has lowered June PE shipment offers to Vietnam by $300/ton for HDPE and LLDPE film and by $250/ton for LDPE film from May levels,
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Farid Muzaffar Morning Briefing - 26 May. 2026

[FREE] Morning Briefing - 26 May. 2026

Asian producers continue to face mounting pressure from new capacity additions across the continent, keeping margins compressed even as supply disruptions periodically tighten availability.
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Farid Muzaffar CommoPlast Asia Sdn Bhd.

[FREE] Morning Briefing - 25 May. 2026

China’s April 2026 data confirms that the Iran conflict has fundamentally reshaped the Asian petrochemical landscape.
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Farid Muzaffar CommoPlast Asia Sdn Bhd.

[FREE] Morning Briefing - 20 May. 2026

Asia’s PVC market is slipping into a deeper demand-led correction as a major Taiwanese producer signals a decisive downward repricing cycle for ethylene-based PVC, particularly into India.
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Farid Muzaffar CommoPlast Asia Sdn Bhd.

[FREE] Morning Briefing - 19 May. 2026

A major Malaysian producer cut June LDPE offers to Vietnam across all grades, underscoring how poor packaging demand, margin pressure, and cautious buying behaviour are eroding market confidence despite still-controlled regional availability
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