PRODUK INTELIJEN PASAR

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MORNING TERMINAL
SAMPLE
Three Corridors Down — One Left Standing
PP · PE · PVC — CFR Market Assessment
KANTOR INDICATIVE PRICING — CFR HCMC
PP T30S
Kunlun
$1,180
▼$10
HOLD
HDPE 5000S
Yangzi
$1,210
▲$8
BUY
LLDPE 7042
Dushanzi
$1,245
▲$5
HOLD
PVC SG-5
Zhongtai
$940
▲$20
BUY
TIMING SIGNAL
PP correction has further to run. HDPE tightening on Hormuz-dependent supply. Wait on PP, act on HDPE.

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Tiga Pilar Intelijen Pasar

Arah Harga

Harga indikatif Kantor untuk grade utama dengan sinyal arah — menguat, melemah, atau stabil. Ketahui arah pasar sebelum Anda memutuskan.

Intelijen Waktu

Kapan harus beli — dan kapan harus tunggu. Pemasok Anda saat ini tidak pernah bilang "tunggu." Kantor Materials bilang — karena insentif kami adalah hasil Anda, bukan transaksi.

Konteks Pasokan

Peringatan gangguan, pembaruan kemacetan pelabuhan, jadwal pemeliharaan produsen, dan dinamika inventaris. Konteks yang mengubah harga menjadi keputusan.

Mengapa Ini Penting

Perusahaan dagang Anda saat ini membagikan harga. Kantor Materials membagikan intelijen. Perbedaannya: harga memberi tahu Anda kondisi pasar kemarin. Sinyal memberi tahu Anda arah pasar ke depan. Waktu yang lebih tepat berarti margin yang lebih baik — dan ketika Anda siap membeli, Kantor Materials sudah menjadi sumber paling tepercaya Anda.

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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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