1. According to data from the Shanghai Shipping Exchange, as of January 12, 2026, the Shanghai Export Containerized Freight Index (Europe route) was 1956.39 points, up 8.9% compared to the previous period.
2. A relevant official from the Guangzhou Futures Exchange pointed out that there are many uncertainties affecting market operations recently, leading to significant price fluctuations in related commodities. All market participants are urged to strengthen market risk prevention, participate in the market rationally and compliantly, and maintain stable market operation.
3. The Dalian Commodity Exchange (DCE) issued a public notice soliciting opinions on adjusting the standards cited in the inspection methods of iron ore delivery quality standards.
4. According to Mysteel, from January 5th to January 11th, 2026, the total iron ore arrivals at 47 Chinese ports reached 30.15 million tons, an increase of 1.903 million tons compared to the previous period; the total iron ore arrivals at 45 Chinese ports reached 29.204 million tons, an increase of 1.64 million tons compared to the previous period.
5. Last week, the online auction failure rate for coking coal decreased. The total listed quantity was 1.4694 million tons, with 1.2616 million tons sold, resulting in a failure rate of 14.1%, a two-month low and a 16.8% decrease week-on-week. Auction prices for coking coal mostly declined.
6. According to AmSpec, an independent inspection agency in Malaysia, Malaysia's palm oil exports from January 1st to 10th totaled 466,457 tons, a 17.65% increase compared to the 396,477 tons exported in the same period last month.
7. Data from the Malaysian Palm Oil Board (MPOB) shows that Malaysia's palm oil stocks in December were 3,050,598 tons, a 7.58% increase month-on-month. Exports were 1,316,522 tons, an 8.52% increase month-on-month. Production was 1,829,761 tons, a 5.46% decrease month-on-month.
8. Data from the U.S. Department of Agriculture indicates that the global soybean outlook for 2025/26 includes increased production, higher crush volumes, reduced exports, and increased ending stocks. Global soybean production has been revised upward by 3.1 million tons to 425.7 million tons.
9. Data from the U.S. Department of Agriculture shows that the 2025/26 U.S. corn outlook indicates increased production, higher feed and loss usage, lower food, seed, and industrial usage, and higher ending stocks.
10. The Shanghai Gold Exchange (SGE) issued a notice stating that recent price volatility in precious metals has significantly increased due to multiple factors, with uncertainty continuing to rise. All member units are requested to closely monitor market changes, continue to refine and improve risk contingency plans, and maintain stable market operations.
11. According to the Shanghai Securities News, data from Fluorine Online shows that on January 12, the market price of battery-grade lithium fluoride rose by 10,000 yuan/ton to 210,000-220,000 yuan/ton. This price increase was mainly driven by improved raw material prices; lithium carbonate futures hit their daily limit of 156,000 yuan/ton, and spot prices followed suit at 152,000 yuan/ton.
