1. According to Shanghai Customs, Shanghai Port's container throughput reached 50.56 million TEUs from January to November 2025, a year-on-year increase of 6.7%, surpassing 50 million TEUs one month ahead of schedule. It is expected to set a new historical record for the year, maintaining its position as the world's largest container port for 16 consecutive years.
2. According to foreign media reports, Mongolia's coal export target for 2026 is 90 million tons (striving for 100 million tons in 2027). This will involve significantly increasing the capacity of ETT mines and the Gashuun-Sukhait railway, and utilizing off-peak road transport for copper concentrate.
3. According to Mysteel's survey, this week, the average profit per ton of coke for 30 independent coking plants nationwide was 44 yuan/ton. The highest profit was 100 yuan/ton for first-grade coke in Shandong, while second-grade coke in Inner Mongolia was only 5 yuan/ton.
4. According to China National Grain Reserves Corporation (CNGRC), four rounds of central reserve frozen pork rotation transactions will be held from December 15th to 18th, with a total of 25,000 tons released and 24,600 tons stored.
5. According to SPPOMA, Malaysian palm oil production increased by 6.87% week-on-week from December 1st to 10th, with yield per hectare increasing by 7.24%.
6. According to Williams (Brazil), as of the week ending December 10th, 44 sugar vessels were waiting to load sugar at Brazilian ports, with a total loading capacity of 1.5131 million tons, a decrease of 17.14% week-on-week.
7. According to CONAB (Brazil), Brazil's soybean production for 2025/26 is projected to reach 177.1 million tons (+3.3%), with an area of 48.9356 million hectares (+3.4%).
8. According to the Malaysian Department of Statistics, natural rubber production in October was 29,673 tons (+11.4% month-on-month), exports were 52,932 tons (+57.8%), and stocks decreased by 8.9% to 145,400 tons.
9. According to Longzhong Information, as of December 11, the total inventory of soda ash manufacturers in China was 1.4943 million tons (down 0.55% week-on-week), while production increased by 4.48%; the sample inventory of pulp at ports was 2.036 million tons, marking the third consecutive week of destocking.
10. According to Mysteel, as of the week ending December 11, rebar production was 1.7878 million tons (down 105,300 tons, -5.56%), and apparent demand was 2.0309 million tons (down 138,900 tons, -6.40%), with both factory and social inventories declining for the ninth consecutive week. This week, the average profit per ton of coke for 30 independent coking plants nationwide was 44 yuan/ton, with the highest profit of 100 yuan/ton for quasi-first-grade coke in Shandong, while the profit for second-grade coke in Inner Mongolia was only 5 yuan/ton.
