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The Polymer Compass

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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

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ทิศทางราคา

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ข่าวกรองจังหวะซื้อ

สัญญาณ ซื้อ / ถือ / รอ สำหรับ 7–14 วันข้างหน้า ซัพพลายเออร์ปัจจุบันไม่เคยบอก "รอ" Kantor Materials บอก — เพราะแรงจูงใจของเราคือผลลัพธ์ของคุณ ไม่ใช่ธุรกรรม

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แจ้งเตือนการหยุดชะงัก อัปเดตความแออัดท่าเรือ ตารางซ่อมบำรุงผู้ผลิต และพลวัตสินค้าคงคลัง บริบทที่เปลี่ยนราคาให้เป็นการตัดสินใจ

ทำไมจึงสำคัญ

บริษัทการค้าปัจจุบันของคุณแชร์ราคา Kantor Materials แชร์ข่าวกรอง ความแตกต่างคือ: ราคาบอกคุณว่าตลาดเป็นอย่างไร สัญญาณบอกคุณว่าตลาดกำลังจะเป็นอย่างไร จังหวะที่ดีกว่าหมายถึงกำไรที่ดีกว่า — และเมื่อคุณพร้อมซื้อ Kantor Materials ก็เป็นแหล่งข้อมูลที่คุณไว้วางใจที่สุดแล้ว

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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