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MORNING BRIEFING

CommoPlast                   Monday, 24 August 2026

                                                                                                                             commoplast.com

MARKET MOVEMENT

Closing prices, previous trading day. Monomers show direction only.

TODAY’S DEVELOPMENTS

POLYVINYL CHLORIDE ·  CHINA

Supply squeeze lifts China PVC past a critical marker

China's PVC market firmed last week, with stocks slipping below a key psychological threshold. The move was driven more by tightening supply than by any real pickup in downstream demand, as feedstock costs climbed and producers pulled back output to defend margins. Some export channels stayed sluggish, as regulatory headwinds left buyers in no rush to chase higher offers.

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China PVC breaches sub-million-ton stock threshold on cost push, but demand ceiling holds

POLYETHYLENE ·  VIETNAM

Buyers caught short as Vietnam's PE market firms

Vietnam's PE market closed the week sharply firmer, as a widening supply gap left buyers with little room to negotiate. A combination of production and logistics disruptions has tightened availability just as demand picked up, tilting leverage firmly toward sellers. Distributors describe a scramble for material that shows no signs of easing.

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Vietnam PE squeezed as domestic outages and port snarls trump forward inertia

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