ChemOrbis

Stay on top of global plastics news, daily prices and market trends

[ChemOrbis @ChemOrbis]

What we should be discussing now: Will this new three-year energy-efficiency campaign finally accelerate capacity rationalization in China's petrochemical sector - or will subsidies allow most smaller crackers to remain in the market? 👀

🔗 Full analysis: https://t.co/g6ExQVWuCJ

#China #ethylene #petrochemicals #olefins #polyethylene #refining #decarbonization #energyefficiency #ChemOrbis

[ChemOrbis @ChemOrbis]

Europe and Asia naphtha prices are still above pre-war levels - but not by much.

➡️ Check out the latest price comparisons and see how far each market has come from its peak: https://t.co/x6vVK8z4eL

The big question now:

Will polymer markets finally catch up with naphtha's losses - or will producers continue to defend margins despite falling feedstock costs? 👀

#naphtha #petrochemicals #polymers #polyethylene #polypropylene #feedstocks #oilmarkets #Europe #Asia #ChemOrbis

[ChemOrbis @ChemOrbis]

The market keeps moving lower - but where are the latest price levels now?

🔗 Check the full analysis and latest assessments: https://t.co/GbMboHCK0s

#PP #PE #polypropylene #polyethylene #Türkiye #petrochemicals #plastics #imports #ChemOrbis

[ChemOrbis @ChemOrbis]

The correction in import and export prices remains surprisingly limited.

Domestic PP prices are still holding firm, supported by more than 1 million tons of June maintenance shutdowns and tighter local availability.

The big question now:

Can China’s supply constraints keep PP elevated — or will softer imports, exports, and weak demand finally drag the market lower? 👀

🔗 Full analysis: https://t.co/YeDfYNcKTC

#PP #polypropylene #China #petrochemicals #plastics #MiddleEast #Asia #exports #imports #ChemOrbis

[ChemOrbis @ChemOrbis]

Plastics News Monthly April/May 2026

Click to read free plastics news: https://t.co/o518VHm25l

These articles may include news about maintenance, plant shutdowns, turnarounds and new capacities as well as prices, market trends, supply-demand changes and import-export statistics.

#plastics #polymer #plasticsindustry #petrochemicals

[ChemOrbis @ChemOrbis]

➡️ European PVC prices posted their first monthly decline after three straight months of gains
➡️ Weak construction demand continues to cap buying interest
➡️ Asian PVC is back in the game, with offers sitting up to €300-350/ton below Italian domestic levels
➡️ Producers are trying to defend margins, but import pressure is building
The big question now:

Will rising freight rates slow the import wave — or is Europe’s PVC correction only just beginning? 👀

🔗 Full analysis: https://t.co/vKhfSI78a8

#PVC #Europe #petrochemicals #plastics #construction #imports #Asia hashtag#freight #ChemOrbis

[ChemOrbis @ChemOrbis]

The proposed removal of import duties on PP, HDPE and LLDPE is still awaiting official approval. Buyers remain cautious as improving supply and potential tariff changes cloud the outlook.

The market is now watching one thing: Will Indonesia's long-awaited import-duty cuts finally get the green light — and if they do, how much further could PP and PE prices fall? 👀

🔗 Full analysis: https://t.co/83uHxQlgpa

#PP #PE #polypropylene #polyethylene #Indonesia #petrochemicals #plastics #Asia #ChemOrbis

[ChemOrbis @ChemOrbis]

Ex-China freight rates to US near 12-month highs, Europe lanes test 2026 peaks

What's driving the move?

Early peak season buying, tighter vessel space, carrier rate hikes, and ongoing Red Sea disruptions are all adding fuel to the market.

The key question now:

Is this the start of a genuine cargo demand recovery — or are carriers simply winning the capacity management game? 👀

🔗 Full analysis: https://t.co/5mdVai4Voy

#shipping #containerfreight #logistics #freight #supplychain #China #Europe #USA #RedSea #ChemOrbis

[ChemOrbis @ChemOrbis]

China is no longer just absorbing PE supply — it’s reshaping global trade flows.

➡️ China’s April PE exports surged 164% from March and 479% year on year
➡️ Imports fell to multi-year lows as Middle East disruptions reshuffled flows
➡️ Southeast Asia increasingly turned to Chinese cargoes amid tight regional supply
➡️ The gap between China’s PE imports and exports hit the narrowest level on record

What started as a war-driven arbitrage window may be accelerating a much bigger shift:

Is China becoming the world’s new swing PE supplier? 👀
🔗 Full analysis: https://t.co/Yj1c3zZzzi

#PE #polyethylene #China #Asia #petrochemicals #plastics #trade #exports #MiddleEast #ChemOrbis

[ChemOrbis @ChemOrbis]

➡️ Local PP and PE prices in Vietnam have fallen 6-9% from April record highs
➡️ Panic buying faded as supply fears eased
➡️ Weak downstream demand keeps buyers cautious
➡️ Yet current prices still sit 44-62% above pre-war levels

The frenzy may be over. But the market is still carrying the scars of the war-driven shock. 👀

🔗 Full analysis: https://t.co/3U35RVj2fm

#Vietnam #PP #PE #polyethylene #polypropylene #petrochemicals #plastics #Asia #ChemOrbis

[ChemOrbis @ChemOrbis]

Taiwan’s latest PVC cuts may look aggressive on paper — but India isn’t rushing back.

➡️ June offers dropped below the key $1000/ton CIF mark
➡️ Buyers fear the return of India’s 7.5% import duty after June 30
➡️ Early monsoon disruptions could delay cargo arrivals and raise real landed costs
➡️ Chinese carbide cargoes still hold a massive cost advantage
The big question now:

Will Taiwan’s discounts revive buying — or are Indian buyers already recalculating for a post-duty market? 👀

🔗 Full analysis: https://t.co/3U3EvT2Dqu

#PVC #India #China #Taiwan #petrochemicals #plastics #imports #Asia #ChemOrbis

[ChemOrbis @ChemOrbis]

Türkiye’s war-driven polymer premiums are still melting away — and June may bring another reality check.

➡️ PP and PE prices keep sliding after the panic rally
➡️ Buyers sidelined amid weak demand and liquidity stress
➡️ Some Middle East restarts ease supply fears
➡️ But outages, freight risks, and Hormuz uncertainty still linger

The market is no longer asking “Will supply recover?”

It’s asking: “Will demand recover fast enough to stop the fall?” 👀

What do you think? Have we shifted from a supply crisis to a demand crisis?

🔗 Full analysis: https://t.co/gm3ZdEtNsP

#PP #PE #polyethylene #polypropylene #Türkiye #petrochemicals #plastics #MiddleEast #ChemOrbis

[ChemOrbis @ChemOrbis]

Türkiye’s PVC market is rapidly giving back its war-driven gains.

After five straight weeks of erosion, import and local K67 prices have retreated close to early-March levels as weak demand, holiday slowdown, and ample supply continue to outweigh firmer energy costs.

➡️ Buyers keep pushing for lower bids ahead of Eid holidays
➡️ Local PVC loses over 13% from late-March peak
➡️ PVC bubble burst earlier than any other polymer

Yet one mystery continues to dominate the market:

Why are European PVC suppliers officially staying “silent” on Türkiye… while the market somehow remains well supplied? 👀

Are discounted bonded warehouse deals quietly shaping the market behind the scenes? What’s your view? 👀

🔗 Full analysis: https://t.co/i4p49DW7RS

#PVC #Türkiye #petrochemicals #plastics #vinyl #imports #China #Europe #ChemOrbis

[ChemOrbis @ChemOrbis]

Türkiye’s PVC market is rapidly giving back its war-driven gains.

After five straight weeks of erosion, import and local K67 prices have retreated close to early-March levels as weak demand, holiday slowdown, and ample supply continue to outweigh firmer energy costs.

➡️ Buyers keep pushing for lower bids ahead of Eid holidays
➡️ Local PVC loses over 13% from late-March peak
➡️ PVC bubble burst earlier than any other polymer

Yet one mystery continues to dominate the market:

Why are European PVC suppliers officially staying “silent” on Türkiye… while the market somehow remains well supplied? 👀

Are discounted bonded warehouse deals quietly shaping the market behind the scenes? What’s your view? 👀

🔗 Full analysis: https://t.co/ufBR0902xH

#PVC #Türkiye #petrochemicals #plastics #vinyl #imports #China #Europe #ChemOrbis

[ChemOrbis @ChemOrbis]

India’s PVC recovery hopes are fading.

Chinese carbide-based offers are flooding the world's largest PVC buyer, sharply undercutting the local market — just as the monsoon slowdown arrives earlier than expected.

➡️ Import PVC down 11% from early-April peak
➡️ Domestic hikes lose traction against cheap Chinese cargoes
➡️ Buyers stay sidelined amid oversupply and weak demand
➡️ Early rains and fragile construction activity deepen caution

The big question now: How will the Taiwanese major respond in June under mounting pressure from Chinese carbide cargoes and weakening Indian demand?

🔗 Full analysis: https://t.co/BKo92SWUDE

#PVC #India #China #petrochemicals #plastics #imports #vinyl #Asia #ChemOrbis

[ChemOrbis @ChemOrbis]

Europe’s PP rally is finally cracking.

After soaring nearly 115% from late February to early May, the market is now slipping from 4-year highs as buyers push back and imports return.
➡️ Spot discounts emerge across Europe, especially Italy
➡️ Asian and Middle Eastern cargoes regain competitiveness
➡️ Buyers retreat to hand-to-mouth purchasing
➡️ Demand fatigue deepens after weeks of sharp hikes
The rally may have peaked in early May — but lingering supply constraints and high propylene costs could still slow the downside.

🔗 Full analysis: https://t.co/e8oE26ExVh

#PP #polypropylene #Europe #petrochemicals #plastics #imports #China #Italy #ChemOrbis

[ChemOrbis @ChemOrbis]

Asian PS and ABS markets are no longer following the war-driven script.
The rally that pushed prices to multi-year highs is now unraveling under sharply lower feedstock costs, weak downstream demand, and mounting pressure from competitive Chinese cargoes.
➡️ Styrene slumps, but butadiene crashes 
➡️ ABS comes under heavier pressure than PS
➡️ Southeast Asia struggles with weak demand and monsoon concerns
The market mood has clearly shifted from panic buying to cautious waiting.

🔗 Full analysis: https://t.co/UbnitMSNZN

#PS #ABS #styrene #butadiene #China #SoutheastAsia #petrochemicals #plastics #ChemOrbis

[ChemOrbis @ChemOrbis]

Two months after the war-driven polymer rally, the mood in Türkiye has shifted fast.

Panic buying faded. Demand cracked. Chinese cargoes still pressured the market.

Yet supply is still far from normal.

So, what’s really driving the correction — improving availability or demand destruction?

➡️ PP and PE prices ease further in Türkiye
➡️ Buyers retreat to hand-to-mouth purchasing
➡️ Chinese cargoes and partial Middle East restarts cool sentiment
➡️ But Hormuz disruptions and force majeures still linger

The next phase may depend less on supply fears — and more on whether demand comes back after the holidays.

🔗 Full analysis: https://t.co/ErPDflSJ6U

#PP #PE #polyethylene #polypropylene #Türkiye #petrochemicals #plastics #MiddleEast #China #ChemOrbis