{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Plastic Resin Buyer Brief","title":"September Nominations Are In — Here's What the Supply Data Actually Says | August 29, 2026","html":"","width":"100%","height":180,"duration":571,"description":"Six resins are carrying September price increase nominations simultaneously — the broadest coordination since early Q2. The supply and demand picture says something different than the letters in your inbox.\n \nThis week, Michael Workman breaks down the two-track market that's running through the back half of 2026: commodity resins where buyer leverage is structural and real, and benzene-linked resins where the window is narrower and the mechanism for capturing relief is negotiation, not announcement.\n \nThe most important story right now: ABS and PC give-back totaling 11–12 cents has happened over July and August without a single decrease announcement. Buyers who asked in writing with market data got it. Buyers who waited for an announcement didn't. The same pattern is still in play heading into September — and the accounts that act this week will finish the quarter in a materially different cost position than the ones that don't.\n \nAlso this week: what crude oil's sharp reversal does and doesn't mean for September nominations, a resin-by-resin watch list through the end of the month, and a buyer action checklist by family.\n \nCHAPTER MARKERS\n \n0:00   Open — September nomination overview: broadest activity since Q2\n0:35   Polyethylene — 4 consecutive inventory builds, Golden Triangle capacity online, challenge both initiatives\n1:15   Polypropylene — zero resin-side initiatives, PGP down 1.5¢ to 45¢/lb, PP follows feedstock\n1:45   PVC — 3rd straight inventory build, India pull-forward confirmed not demand, one nomination ≠ a market\n2:15   PET — demand underperformed peak season, PX/PTA floor firming, hurricane season the only watch item\n2:50   Benzene-linked transition — why the approach is different in these categories\n3:05   Polystyrene — August BZ settled higher, inventories still building, 11¢ initiatives carry real cost support\n3:30   PA66 — BASF targeting 8¢ for September; benzene up but butadiene down limits the case\n3:45   PA6 — AdvanSix August initiative...","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}