Print

MORNING BRIEFING

CommoPlast                 Monday, 14 September 2026

                                                                                                                             commoplast.com

MARKET MOVEMENT

Closing prices, previous trading day. Monomers show direction only. Other monomers than naphtha are unavailable today.

TODAY’S DEVELOPMENTS

POLYVINYL CHLORIDE · ASIA

Taiwanese major hikes October PVC export offers as crude rally feeds through

A major Taiwanese PVC producer has lifted export offers sharply across regional markets, with India seeing the steepest increase at $40/ton, while broader regional offers stay just below the $900/ton mark. The move tracks last week's crude rally, with Brent settling at $104 and posting a weekly gain of 8.7%, giving the producer fresh cost justification to push prices higher.

With regional offers exc. India still holding below the psychological $900/ton threshold, market participants are weighing the probability sellers could test that level next if crude strength persists while regional port congestions lending further support, though buyer resistance near round-number thresholds could slow the pace of further gains.

PLANT ·  RUSSIA

Rosneft's Ryazan refinery halts again after fourth drone strike since May

The refinery has stopped operations following a September 6 drone attack, the third such strike since May to knock out the plant. Two primary units, together accounting for close to three-quarters of the refinery's capacity, were halted after the assault, with repairs expected to take several weeks based on the pattern of prior outages.

The recurring strikes on a facility that normally supplies Moscow with fuel underscore the sustained pressure Ukraine is placing on Russian refining infrastructure well into the conflict's fifth year, adding to the string of disruptions already weighing on the country's downstream output this year.

DON’T READ IT LATE

Get the briefing first on Telegram: https://t.me/commoplast

About CommoPlast Asia Sdn Bhd
Your empowering market insight site.