Four consecutive months of PP contracts finishing higher. Benzene up 62 cents in a month. PVC at 16 days of supply. It feels like you're killing a penalty that never ends.
But disciplined buyers don't drop the stick.
This week, Michael Workman breaks down the market across PP, PS, ABS, PC, and PVC — and more importantly, where buyers still have leverage right now before May nominations fully land.
Key topics:
- The 6¢ margin enhancement buried inside PP's April increase — and what your contract language says about it
- Why PC and ABS are cost stories, not scarcity stories — and why that matters for how hard you push back
- The ABS window: at least one major producer not taking new orders through year-end
- Four specific actions for this week
- Why protecting the crease is the right procurement posture right now
Also: the kids show up exactly when they were told to. Penalty killing at home is a different sport.
If you're at Flex Forum next week — come find us.
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