MARKET INTELLIGENCE PRODUCT

The Morning Terminal

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MORNING TERMINAL
SAMPLE
Three Corridors Down — One Left Standing
PP · PE · PVC — CFR SE Asia
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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WHAT YOU RECEIVE

Three Pillars of Market Intelligence

Pricing Direction

Kantor indicative pricing for key grades with directional signals — firming, softening, or stable. Know where the market is heading before you commit.

Timing Intelligence

BUY / HOLD / WAIT signals for the next 7–14 days. Your current supplier never says "wait." Kantor Materials does — because our incentive is your outcome, not the transaction.

Supply Context

Disruption alerts, port congestion updates, producer maintenance schedules, and inventory dynamics. The context that turns a price into a decision.

Why This Matters

Your current trading company shares prices. Kantor Materials shares intelligence. The difference: a price tells you what the market was. A signal tells you what it’s becoming. Better timing means better margins — and when you’re ready to buy, Kantor Materials is already your most trusted source.

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 SE Asia (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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