1. This week, Mysteel's Coal and Coke Division surveyed the profit per ton of coke at 30 independent coking plants nationwide. The national average profit was 9 yuan/ton; the average profit for near-grade coke in Shanxi was -32 yuan/ton, in Shandong it was 28 yuan/ton, in Inner Mongolia it was -92 yuan/ton, and in Hebei it was 10 yuan/ton.
2. Sources say that global commodities trader Mercuria is shipping more than 30,000 tons of aluminum from Port Klang, Malaysia to New Orleans, USA, believed to be to meet demand from its US customers.
3. The London Metal Exchange (LME) said on Thursday it plans to develop permanent rules to restrict members holding large positions in near-month contracts when inventory levels are low.
4. Chile's National Institute of Statistics and Geology (INE) said on Thursday that Chile, the world's largest copper producer, saw its copper production fall 4.5% year-on-year in September to 456,663 tons. The agency added that Chilean manufacturing output rose 5% year-on-year in September, but this was lower than the 6.9% increase expected by economists.
5. According to foreign media reports, Statistics Canada released oilseed crushing data on Thursday, showing that in September 2025, Canadian canola crushings totaled 1,007,389 tons, up 16.07% from the previous month and 7.97% from the same period last year.
6. Data released by the Brazilian Sugarcane Industry Association (Unica) showed that in the first half of October, sugarcane crushings in Brazil's south-central region totaled 34.037 million tons, compared to 33.937 million tons in the same period last year, an increase of 0.3%; sugar production was 2.484 million tons, compared to 2.454 million tons in the same period last year, an increase of 1.25%.
7. According to foreign media reports, the Department of Agricultural Economics (Deral) under the Secretariat of Agriculture (Seab) of Paraná State, Brazil, stated that the estimated soybean production in Paraná State for 2025/26 is 21.96 million tons, higher than the 21.94 million tons predicted in September.
