Sep 11, 2026 7:08 p.m.
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Opinion Insights From Industry Experts

Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 2 July 2026

Chinese polyolefin export prices into Southeast Asia extended their slide even as PP and LLDPE futures on the Dalian Commodity Exchange rebounded, as sellers cut price lists aggressively to defend market share ahead of July shipments.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 1 July 2026

Asian propylene has unwound most of the geopolitical premium built up during the Iran conflict, with CFR China values down for a ninth straight week, and participants see little sign the correction is nearing a floor.

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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 30 June 2026

Propylene values have now fallen consecutively in more than 2 months, and traders say the gap between production costs and prevailing offers has narrowed to a point where sellers are running out of room to absorb further losses.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 29 June 2026

Vietnam's import LLDPE film market extended its correction sharply towards the end of last week, with an accelerating influx of competitively priced US-origin cargoes resetting regional benchmarks and erasing much of the premium built up during the Iran conflict.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 26 June 2026

Across China's PP, PE, and PVC segments, a common inflection point is taking shape as the supply disruptions that had distorted regional trade flows through much of the first half begin to reverse.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 25 June 2026

Indonesian LLDPE film import prices have crossed a crucial level for the first time since the Strait of Hormuz blockade, as a wave of redirected Western supply meets near-absent buyer appetite across Southeast Asia.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 24 June 2026

Malaysian PP and PE markets are heading into July under broad-based downward pressure, with buyers widely expecting a major domestic producer to announce significant price reductions when its official July lists are released in the coming days.
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Farid Muzaffar CommoPlast Asia Sdn Bhd

[FREE] Morning Briefing - 23 June 2026

India's government has reached a decision on its anti-dumping duty on bottle-grade PET resin from China, with implications for Chinese exporters targeting one of Asia's most active packaging markets.
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