Resin To Riches: Weekly Plastic Market Insights

Polymer Global Analysis

Resin To Riches: Weekly Plastic Market Insights

• General Thoughts: Plastic alternatives give brands more packaging choices, pushing polymer producers toward direct collaboration with brands or leaving converters with greater control over future packaging decisions.
• Polyethylene (PE): Global spot PE prices weakened last week as buyers gained cargo options, film grades fell more sharply than the broader PE market, and new capacity could further loosen 2H26 conditions globally.
• Polypropylene (PP): Lower propylene and upstream feedstock values broadly provided global PP producers with temporary cost relief last week; without higher feedstock costs, 2H26 prices face downward pressure absent rate cuts.
• Polyvinyl Chloride (PVC): Global PVC pricing is weakening as major Asian suppliers cut July offers, giving buyers more reason to wait while carbide supply pressures import bids, US export netbacks, and Europe’s lagged contracts.
• Other Sector Developments: Crude and naphtha pulled back last week relative to gas and NGLs, while energy capital continues to target regional arbitrage opportunities and chemical producers keep growth spending largely on hold.

Exhibit 1 – Chart of the Day: Plastic Alternatives Give Brands More Choices and Shift Package Control.

Source: Graphic Packaging – June 2026 Investor Presentation