Energy:
1. Data shows that Russia's seaborne petroleum product exports increased by 17% in December compared to November.
2. Preliminary plans indicate that Angola's crude oil exports in March are expected to reach 1.09 million barrels per day.
3. Industry sources say that oil exports via the Caspian Pipeline Union (CPC) in December fell to 3.98 million tons from 5.09 million tons in November.
4. A control rod extraction test at Japan's Kashiwazaki-Kariwa Nuclear Power Plant's Unit 6 reactor recently resulted in a failure in the anti-extraction function, potentially delaying the restart of Unit 6.
5. China's National Bureau of Statistics: From January to December, industrial natural gas production by enterprises above designated size reached 261.9 billion cubic meters, a year-on-year increase of 6.2%.
6. Venezuela officially launched liquefied petroleum gas (LPG) exports.
7. The Philippine president announced the discovery of natural gas and condensate in a well near the existing Malapaya gas field near Palawan Island, marking the country's first natural gas discovery in over a decade.
Precious Metals and Mining:
1. According to sources, the premium for Japanese aluminum was set at $195 per tonne from January to March, a 127% increase from the previous quarter.
2. China's National Bureau of Statistics: From January to December, the output of raw coal by industrial enterprises above designated size reached 4.83 billion tons, a year-on-year increase of 1.2%.
3. The first shipment of Simandou iron ore arrived at China Baowu Majishan Port.
4. South Korea's Blue House: South Korean President Lee Jae-myung and Italian Prime Minister Meloni agreed to strengthen joint efforts to develop a resilient and reliable supply chain for critical minerals.
Agriculture:
1. A Reuters survey: Palm oil prices are expected to average 4,125 ringgit per tonne in 2026, a year-on-year decrease of 2.55%. Malaysian palm oil production is projected to reach 19.75 million tons in 2026, a year-on-year decrease of 2.61%. Indonesian palm oil production is projected to reach a record 51.2 million tons in 2026, a year-on-year increase of 0.39%.
2. China's National Bureau of Statistics: China's total grain output in 2025 reached 714.88 million tons, an increase of 1.2%.
Middle East Situation:
1. Syrian forces seized the country's largest oil field in the east, OMAR, and gas field, CONOCO.
Tariffs:
1. Several EU countries are considering imposing tariffs on €93 billion worth of US goods exported to the EU.
2. Mercosur and the EU formally signed a free trade agreement.
Others:
1. Turkish Energy Minister: Turkey plans to sign an agreement with some Gulf states in February for a 2,000 MW solar power plant.
2. Panama's Maritime Authority stated that its port container throughput will reach 9.9 million TEUs in 2025, a 3.6% increase from 2024.
3. Libyan Prime Minister: Libya will sign strategic partnership agreements with companies from Qatar, Italy, and Switzerland to invest approximately $2.7 billion in expanding and developing the Misrata Free Zone.
