1. According to data from the Shanghai Shipping Exchange, as of November 17, 2025, the Shanghai Export Containerized Freight Index (Europe route) was 1357.67 points, a decrease of 9.8% compared to the previous period.
2. From November 10 to November 16, 2025, Mysteel's global iron ore shipments totaled 35.164 million tons, an increase of 4.474 million tons compared to the previous period. Shipments of iron ore from Australia and Brazil totaled 29.087 million tons, an increase of 3.601 million tons compared to the previous period.
3. According to Mysteel, a coal mine in Zhongyang area of Lüliang resumed production on November 16, after a 63-day shutdown. The mine has a rated capacity of 1.2 million tons and mainly produces low-sulfur prime coking coal with internal ash content of 10, S0.45, V22, and G91. It is currently in the commissioning phase and has not yet produced coal; production is expected to resume this week.
4. According to data released by shipping surveyor SGS, Malaysia's palm oil exports from November 1st to 15th are estimated at 334,295 tons, a 44.9% decrease compared to the 606,292 tons exported during the same period last month.
5. According to foreign media reports, consulting firm AgRural stated on Monday that as of last Thursday, Brazil's soybean planting area for the 2025/26 marketing year had reached 71% of the expected area. The corn planting area in Brazil's south-central region for the first quarter of the 2025/26 marketing year has reached 85% of the expected area.
6. According to data from the National Development and Reform Commission, as of November 12th, the national average ex-farm price of live pigs was 12.44 yuan/kg, a decrease of 0.80% compared to November 5th; the price of corn in major wholesale markets was 2.26 yuan/kg, a decrease of 0.89% compared to November 5th; and the pig-to-corn price ratio was 5.50, a decrease of 1.79% compared to November 5th.
7. According to CONAB, the Brazilian National Supply Company under the Ministry of Agriculture, as of November 15, the soybean planting rate in Brazil was 69%, compared to 58.4% last week, 73.8% at the same time last year, and a five-year average of 67.2%.
8. The U.S. Department of Agriculture issued a correction today to its previous cumulative daily sales report. The initial version of the report stated that 130,000 tons of corn were sold to Japan on October 24, 2025, which should not have been included and has been removed. The initial report also listed 232,000 tons of soybeans sold to China on November 3, 2025; the correct quantity is 132,000 tons, as 100,000 tons were cancelled. The corrected sales volume will be included in the weekly export sales report to be released on December 11, 2025.
9. According to data from Longzhong Information, as of November 17, 2025, the total inventory of domestic soda ash manufacturers was 1.6517 million tons, a decrease of 55,600 tons, or 3.26%, from last Thursday. Of these, light soda ash production was 769,900 tons, a decrease of 30,300 tons month-on-month, and heavy soda ash production was 881,800 tons, a decrease of 25,300 tons month-on-month.
10. According to Mysteel's research, a new bauxite mine in Guinea is operating smoothly, and export procedures are complete. The mine has an annualized production capacity of approximately 10 million tons. Coupled with the resumption of spot shipments from Nimba Mining to ports and widespread market expectations that the Axis mine will resume production around the end of the year, there is potential for further increases in Guinea's imported bauxite shipments.
