1. According to Mysteel data, from November 3rd to November 9th, 2025, the total iron ore arrivals at 47 Chinese ports amounted to 27.693 million tons, a decrease of 5.448 million tons compared to the previous month; the total arrivals at 45 Chinese ports amounted to 27.412 million tons, a decrease of 4.772 million tons compared to the previous month; and the total arrivals at the six northern ports amounted to 15.258 million tons, a decrease of 0.601 million tons compared to the previous month.
2. From November 3rd to November 9th, 2025, Mysteel's global iron ore shipments totaled 30.69 million tons, a decrease of 1.448 million tons compared to the previous month. Shipments from Australia and Brazil totaled 25.486 million tons, a decrease of 2.106 million tons compared to the previous month.
3. According to the latest statistics from the Mongolian customs agency, Mongolia's coal exports in October 2025 totaled 6.5799 million tons, a decrease of 26.52% compared to the previous month and a decrease of 2.07% year-on-year. 4. Mongolia's coal exports totaled 69.7343 million tons from January to October 2025, a year-on-year increase of 1.81%.
5. According to the Ministry of Agriculture and Rural Affairs, China's total soybean imports for the 2024-25 marketing year were 109.37 million tons, while exports totaled 80,000 tons.
6. Data from the Malaysian Palm Oil Board shows that Malaysia's palm oil stocks in October were 2,464,452 tons, a month-on-month increase of 4.44%, while palm oil production was 2,043,886 tons, a month-on-month increase of 11.02%.
7. Data from the China Cotton Association shows that from November 3rd to November 9th, the average purchase price of machine-picked cotton in Xinjiang was 6.21 yuan/kg, a decrease of 0.1 yuan/kg from the previous week and a decrease of 0.15 yuan/kg year-on-year.
8. According to foreign media reports, consulting firm AgRural stated on Monday that as of last Thursday, Brazil's soybean planting rate for the 2025/26 marketing year had reached 61% of the expected target. 8. According to Longzhong Information, as of November 10, 2025, the total commercial inventory of benzene at Jiangsu ports was 113,000 tons, a decrease of 8,000 tons from the previous period's 121,000 tons, representing a 6.61% decrease. The total inventory of domestic soda ash producers was 1,706,200 tons, a decrease of 8,000 tons from the previous Thursday, a drop of 0.47%.
9. To encourage market participants to engage in trading of Hong Kong-listed international board contracts, the Shanghai Gold Exchange (SGE) has decided to waive transaction fees for the iPAu99.99HK and iPAu99.5HK contracts. The waiver period is from November 11, 2025 to the end of 2026.
