
90-day US-China pause sparks strategic rethink for US plastics
By Joseph Chang
As the US and China temporarily roll back tariffs, resin trade is showing early signs of recovery—but with long-term uncertainty still looming, the industry isn’t standing still.
In this deep-dive, explore:
- What the new US-China tariff agreement includes and when it takes effect
- How polyethylene (PE), polypropylene (PP), and ethylene glycol (EG) exports are responding
- What early trade data reveals about resin shipments resuming to China
- Why plastics producers and converters are rethinking sourcing and supply chain strategies
- How MDI imports from China could shift under the new tariff structure
- What Dow and other industry leaders are saying about sentiment and buyer behaviour
- What risks remain if negotiations stall after 90 days
- What new strategies are emerging around inventory, regional sourcing, and pricing volatility
This is more than a brief reprieve—it’s a chance to reassess exposure, improve resilience, and act before the market shifts again.

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