Vietnam's Long Son Petrochemical said on November 11 it will restart its 1.4 million tonne polyolefin complex only in Q2 2027, after a shutdown since May 2026 tied to Middle East feedstock disruption. Several Chinese PE units also entered unplanned or scheduled maintenance.
The extended Vietnamese outage tightens Southeast Asian polyolefin supply, a petrochemical rather than feed market. Its relevance to feed buyers is limited, though it reflects continued feedstock stress linked to Middle East disruption.
Not enough comparable past events yet for a historical read.
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