Are We Ready for a New World? | Reflections from the 7th Annual GEX Conference 2026 #167
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Are We Ready for a New World? | Reflections from the 7th Annual GEX Conference 2026 #167

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Are We Ready for a New World? | Reflections from the 7th Annual GEX Conference 2026 #167 It was a privilege to attend Dr Patrick Liew’s 7th Annual GEX Conference 2026, where diplomats, economists and business leaders shared their perspectives on navigating an increasingly uncertain world. A key takeaway was that today’s geopolitical landscape bears…

Polymer Compression May Trigger the Next Consolidation Wave #160
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Polymer Compression May Trigger the Next Consolidation Wave #160

Byw3382467

📉 Southeast Asia’s plastics market is now showing deeper signs of stress. Recent regional data suggests PE and PP prices continue moving sharply lower, driven by weak downstream demand, aggressive US / Chinese / South Korean cargoes, falling crude and feedstock costs, and buyers maintaining hand-to-mouth purchasing strategies. For manufacturers and converters, cheaper virgin resin…

#156 We are pleased to share that iMerv Digital Pte Ltd is now a Green 100 SME
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#156 We are pleased to share that iMerv Digital Pte Ltd is now a Green 100 SME

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#156 We are pleased to share that iMerv Digital Pte Ltd is now a Green 100 SME, TR 149 Essential aligned, issued by the Singapore Environment Council (SEC). For us, this is not just a badge. It is a practical step in strengthening our sustainability governance as we continue developing The Thousand Ships ecosystem across…

When Cost Support Breaks #153 The ASEAN polymer market is no longer just soft.
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When Cost Support Breaks #153 The ASEAN polymer market is no longer just soft.

Byw3382467

📉 When Cost Support Breaks #153The ASEAN polymer market is no longer just soft. It is testing its floor. Recent market signals show a sharper deterioration across both PE and PP chains. C2 has fallen heavily. C3 has resumed weakness. PE film grades continue compressing. PP categories, including BOPP, injection, yarn, block and random, are…

#152 Right time, right moment
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#152 Right time, right moment

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Right time, right moment; a candid shot turns out just right. How candid can family, business and pleasure be? Depends on who you are with. How right a time can a business be? At the cusp of the next 100 years trend. Be onboard and set sail. The Thousand Ships This post is also published…

Cheap Plastics, Expensive Consequences #150
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Cheap Plastics, Expensive Consequences #150

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Across ASEAN, polymer prices continue facing mounting compression pressure. 🌏 US cargoes.🌏 Chinese exports.🌏 South Korean producers re-entering aggressively.🌏 Middle Eastern suppliers cutting prices to defend market share. At first glance, cheaper plastics may sound beneficial for businesses and consumers. But there is a hidden downstream risk few are discussing. When virgin polymer prices fall…

#149 The Polymer Compression Is Accelerating
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#149 The Polymer Compression Is Accelerating

Byw3382467

Over the past few weeks, stakeholders and market participants connected to The Thousand Ships ecosystem have been observing a growing convergence reshaping ASEAN’s plastics landscape. What began as isolated pricing softness is now evolving into a broader regional compression cycle. 🌏 US cargoes.🌏 Chinese exports.🌏 South Korean producers re-entering aggressively.🌏 Middle Eastern supply disruptions no…

#146 The Great Polymer Compression: Why ASEAN Waste Infrastructure May Become Strategic 《大聚合物压缩时代：为何东盟废弃物基础设施或将成为战略关键》
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#146 The Great Polymer Compression: Why ASEAN Waste Infrastructure May Become Strategic 《大聚合物压缩时代：为何东盟废弃物基础设施或将成为战略关键》

Byw3382467

Over the past few weeks, various stakeholders, partners, traders, and industrial contacts connected to The Thousand Ships ecosystem have been quietly reporting a growing trend emerging across Southeast Asia’s polymer markets. What initially appeared to be temporary pricing softness is beginning to resemble something more structural. Across multiple categories of PE and PP plastics —…

Cross-border capital flows across ASEAN are gradually evolving beyond traditional transactional models. #145
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Cross-border capital flows across ASEAN are gradually evolving beyond traditional transactional models. #145

Byw3382467

Cross-border capital flows across ASEAN are gradually evolving beyond traditional transactional models. Over the past weeks, I’ve been having meaningful discussions with various stakeholders across the Philippines ecosystem around several long-term themes: • Capital flows and regional diversification• ASEAN positioning and connectivity• Residency-linked ecosystems• Long-term wealth infrastructure and preservation What is becoming increasingly clear is…

#140 Racism Within and Beneath Each Racial Line 🔷 种族之内、种族之下的歧视
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#140 Racism Within and Beneath Each Racial Line 🔷 种族之内、种族之下的歧视

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In Singapore and at a Larger Civilisation Scale 中文版在下方 In Singapore, we pride ourselves on racial harmony. But harmony across races often hides a more uncomfortable truth: There are fractures within each race—and we rarely talk about them. The Silent Hierarchy Within the Majority As a Chinese Singaporean, I have experienced something many will not…