Caustic soda falls 4.5% in night session; palm oil down 3%, PVC 2%

The split within one session is the story: energy-linked contracts like bitumen, LPG and methanol firmed while caustic soda, palm oil and PVC sold off, pointing to demand-side or product-specific pressure rather than a broad commodity move. Caustic soda's outsized drop matters most for chlor-alkali producers and downstream alumina and chemical users, while palm oil's slide touches edible-oil importers and refiners. Whether this divergence persists into the next session, or reflects thin night-session liquidity, is the open question worth tracking.