PRODUTO DE INTELIGÊNCIA DE MERCADO

The Polymer Compass

Preços diários de polímeros, sinais de mercado e orientação de timing — direto no seu celular. Grátis para distribuidores.

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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

O QUE VOCÊ RECEBE

Três Pilares de Inteligência de Mercado

Direção de Preços

Preços indicativos Kantor para grades principais com sinais direcionais — em alta, em baixa ou estável. Saiba para onde o mercado está indo antes de se comprometer.

Inteligência de Timing

Sinais COMPRAR / MANTER / ESPERAR para os próximos 7–14 dias. Seu fornecedor atual nunca diz "espere." Kantor Materials diz — porque nosso incentivo é o seu resultado, não a transação.

Contexto de Oferta

Alertas de interrupção, atualizações de congestionamento portuário, cronogramas de manutenção de produtores e dinâmicas de estoque. O contexto que transforma um preço em uma decisão.

Por Que Isso Importa

Sua empresa comercial atual compartilha preços. Kantor Materials compartilha inteligência. A diferença: um preço diz como o mercado estava. Um sinal diz para onde está indo. Melhor timing significa melhores margens — e quando você estiver pronto para comprar, Kantor Materials já é sua fonte mais confiável.

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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