Episode 24
Resin Market Moves – January 2026: Supply Events Drive Selective Tightening
January 26, 20262m 56s
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Show Notes
In this episode, Michael Workman reviews the key signals shaping resin procurement through late January 2026: cautious macro conditions, energy/feedstock volatility, and supply disruptions that are tightening select resin chains.
Key topics:
- PE: winter storm disruption risk + Ineos FM tightening HD pipe/film
- PP: PDH outages lifting PGP and pushing contracts higher
- PS: benzene-driven cost pressure vs. sluggish demand
- PVC: capacity reductions vs. weak construction demand
- Engineering resins: stable base prices but rising RMC
- PET: slow fundamentals, limited pricing power
This is a year where signals matter more than narratives—and discipline will determine who holds leverage. Get started today at resinsmart.ai.
Topics
Plasticsplastic manufacturingplastic resin