{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Plastic Resin Buyer Brief","title":"The Long Weekend's Over. Check Your Inbox. | Week of September 7, 2026","html":"","width":"100%","height":180,"duration":679,"description":"Three nylon 6 producers sent increase letters as Labor Day weekend approached. The feedstock most directly tied to nylon 6 pricing moved in the opposite direction the same week.\nIn this episode of Resin Market Moves, Michael Workman starts there — then works through every major resin market with a single question in mind: before you respond to anything in your inbox this week, what do you actually need to know?\nThe cleaner calls first — polypropylene, polyethylene, PET, and PVC — where buyer leverage is intact and the action is clear. Then the benzene-linked materials — polystyrene, ABS, polycarbonate, and nylon 6/6 — where the crude move and September benzene settlement gave producers fresher arguments than they had before Labor Day. And finally nylon 6, where three producers coordinated simultaneously and only one piece of data holds up under scrutiny.\nEvery major resin. Buyer-side only. The action priorities for the week.\nEpisode Notes:\n\nCrude oil surged nearly 10% on the week on direct US-Iran military escalation and Strait of Hormuz disruption concerns, closing above $91 per barrel. That move hit benzene and butadiene heading into final September contract settlements — giving producers in five resin families fresher cost arguments than they had entering the holiday weekend.\nThe central call of the episode: AdvanSix, BASF, and NYCOA all announced September nylon 6 increases citing upstream cost pressure — in the same week caprolactam dropped sharply in spot markets. Michael breaks down why those two facts don't reconcile on cost grounds, and what buyers should put in front of their supplier before responding to anything in their inbox.\nChapter Markers:\n\n[00:00] The number nylon 6 producers don't want you to have — cold open, caprolactam contradiction teased\n[01:30] The setup — crude above $91, Strait of Hormuz, the week's feedstock context, the two-market split\n[04:00] The cleaner calls — polypropylene, polyethylene, PET, PVC: where leverage is intact and the...","thumbnail_url":"https://img.transistorcdn.com/9sQKF90z4mZMcXCjKzZYFM5EfH2MoBWVj1RDIOBqoTM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NDZm/ZDZjZDg5MWQwNTVm/NWFiYjczODZhMTYw/NGVjNS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}