Syntex America

Moving Commodities. Delivering Reliability.

[Syntex America @Syntex_America]

Polymer prices hit all-time records before Trump even announced the Iran blockade.

Then he announced it.

[Syntex America @Syntex_America]

Full guide:

→ wall-thickness matrix
→ cycle-time deltas
→ ASTM D1238 CoA reading
→ RFQ template
→ P945J vs Y40 cross-reference

https://t.co/4LBtwBJAaV

[Syntex America @Syntex_America]

Going from SCGC P640J to P945J cuts your room-temp notched Izod by 34%.

Most converters know that.

What most miss: the biggest single drop happens on the FIRST step of the MFI ladder.

🧵

[Syntex America @Syntex_America]

The RFQ trap.

"P740J or equivalent" locks sourcing to one SKU.

Specify the envelope:
✓ MFI 27 ± 4
✓ Izod 23°C ≥75 J/m
✓ Izod −20°C ≥35 J/m
✓ Flex mod ≥1,200 MPa
✓ HDT ≥105°C

SCGC, Braskem, Lyondell, SABIC, Exxon all stay qualified.

8/9

[Syntex America @Syntex_America]

Full Week 6 analysis with region-by-region pricing, force majeure tracker, and buyer action plan:

https://t.co/ifhQvsoScG

[Syntex America @Syntex_America]

Polymer prices hit all-time records before Trump even announced the Iran blockade.

Then he announced it.

[Syntex America @Syntex_America]

220 vessels transited Hormuz in March. Normal: 4,200.

QatarEnergy force majeure extended to mid-June. LG Chem, Formosa, NSRP Vietnam all under force majeure.

Don't wait for oil dips to signal polymer relief. The molecules aren't coming back for months.

[Syntex America @Syntex_America]

Full Week 5 analysis:

→ Region-by-region price tracker
→ 6-point buyer action plan
→ What to watch next week

https://t.co/RNROZdTsZZ

[Syntex America @Syntex_America]

Israel just knocked out 85% of Iran's petrochemical capacity.

Physical Brent crude hit $141 — highest since 2008.

Futures say $109.

That $32 gap is the real story.

Thread 🧵

[Syntex America @Syntex_America]

Iran rejected the 45-day ceasefire today.

Trump set a Tuesday deadline.

Even if a deal happens tomorrow, Credendo says supply chains need "months or even years" to recover.

There's no quick fix.