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The Polymer Compass

Prix quotidiens des polymères, signaux de marché et orientation temporelle livrés sur votre téléphone. Gratuit pour les distributeurs.

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THE POLYMER COMPASS

SAMPLE

Three Corridors Down — One Left Standing

PP · PE · PVC — CFR Market Assessment

KANTOR INDICATIVE PRICING — CFR HCMC

PP T30S

Kunlun

$1,180

▼$10

Softening

HDPE 5000S

Yangzi

$1,210

▲$8

Tightening

LLDPE 7042

Dushanzi

$1,245

▲$5

Stable

PVC SG-5

Zhongtai

$940

▲$20

Tightening

TIMING SIGNAL

PP correction has further to run. HDPE tightening on Hormuz-dependent supply. Wait on PP, act on HDPE.

Sample issue — subscribe for live daily updates

CE QUE VOUS RECEVEZ

Trois piliers d'intelligence marché

Direction des prix

Prix indicatifs Kantor pour les grades clés avec signaux directionnels — hausse, baisse ou stabilité.

Intelligence temporelle

Quand acheter — et quand attendre. Votre fournisseur actuel ne dit jamais « attendez ». Kantor le fait.

Contexte d'approvisionnement

Alertes de perturbation, congestion portuaire, calendriers de maintenance des producteurs et dynamiques de stocks.

Pourquoi c'est important

Votre fournisseur actuel partage des prix. Kantor partage de l'intelligence. La différence : un prix vous dit où était le marché. Un signal vous dit où il va.

WHAT YOU RECEIVE

Two Products, One Subscription

Daily pricing keeps you current. Weekly analysis tells you why it matters and what to do next.

EVERY MORNINGSAMPLE

Daily Pricing & Signals

Kantor Indicative Pricing — CFR Assessment (USD)

PP T30S

Kunlun

$1,180

▼$10

HOLD

HDPE 5000S

Yangzi

$1,210

▲$8

BUY

LLDPE 7042

Dushanzi

$1,245

▲$5

HOLD

TODAY'S OBSERVATION

Nansha port congestion easing — container dwell time down from 5d to 3d. PE freight from Guangzhou normalizing. No impact on PP routes ex-Ningbo.

EVERY MONDAYSAMPLE

Weekly Deep Analysis

Market direction, supply context, timing guidance

Three Corridors Down — One Left Standing

Three of four polymer supply corridors to SE Asia now disrupted. Middle East routes via Hormuz face transit risk premiums. Indian Ocean shipping stretched. Korean producers delaying bookings. China-origin product via South China Sea remains the only unimpeded route.

PP correction has further to run. CTO/MTO producers quoting flat into weak domestic demand. $40-60/MT downside from panic highs.

HDPE tightening on Hormuz supply risk. Non-China sources face 15-20 day transit delays. Act now on PE requirements.

PVC export rebate expiring April 1. $20-40/MT FOB impact. Buyers with Q2 PVC needs should book before deadline.

WEEKLY TIMING SIGNAL

PP: WAIT — correction ongoing. HDPE: BUY — supply tightening. PVC: BUY — rebate deadline.

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RECENT ANALYSIS

From The Polymer Compass

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March 25, 2026|Kantor Materials Research

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