1. The Shanghai International Energy Exchange (INE) has decided to adjust the price limits and margin requirements for the following contracts from the date of listing as follows: The price limit for crude oil SC2903, low-sulfur fuel oil LU2703, and TSR20 rubber NR2702 contracts will be adjusted to 9%; the margin requirement for hedging positions will be adjusted to 10%; and the margin requirement for general positions will be adjusted to 11%.
2. The Guangzhou Futures Exchange (GZFE) issued a notice regarding adjustments to the price limits and margin requirements for relevant futures contracts during the Spring Festival holiday, mentioning that the price limit for lithium carbonate futures contracts will be adjusted to 15%.
3. It is understood that RKAB, one of Indonesia's leading mines, has received full approval; the approval results for other mines are expected to be released gradually.
4. According to SMM, due to the shutdown of leading companies, polysilicon production in February saw a significant month-on-month decline, and some other companies also reduced production.
5. According to Mysteel, global iron ore shipments totaled 25.353 million tons from February 2nd to February 8th, 2026, a decrease of 5.593 million tons compared to the previous week.
6. Ansteel Bayuquan plans to conduct maintenance on a 4000m³ blast furnace on February 25th, with the maintenance expected to last 26 days, impacting pig iron production by approximately 9,000 tons per day.
7. The Buenos Aires Grain Exchange (BAGE) stated that as of February 4th, soybean planting for the 2025/2026 season in Argentina was completed.
8. As of the week ending February 6th, domestic major oil mills crushed 2.48 million tons of soybeans, the second highest level on record, an increase of 190,000 tons week-on-week.
9. According to data from the U.S. Department of Agriculture, U.S. soybean export inspections totaled 1,136,099 tons in the week ending February 5, 2026, revised from 1,317,609 tons the previous week (initial figure: 1,310,559 tons).
10. According to Longzhong Information, the number of companies closing for the year-end holiday continues to increase. From January 31 to February 6, without excluding sample data, the operating rate of sample Chinese LOW-E glass enterprises decreased by 2.7% week-on-week to 68.2%.
