1. The Dalian Commodity Exchange (DCE) announced that, effective from the settlement on February 12, 2026 (Thursday), it will adjust the price limits and trading margin levels for iron ore, coking coal, and coke futures contracts.
2. The European Commission has launched a public consultation on the draft amendments to the Authorizing Regulation (EU) 2019/807, which proposes to phase out biofuels produced from palm oil and soybean oil.
3. Data from the Malaysian Palm Oil Board (MPOB) shows that Malaysia's palm oil exports in January reached 1,484,267 tons, an increase of 11.44% month-on-month. Palm oil stocks were 2,815,493 tons, a decrease of 7.72% month-on-month.
4. The U.S. Department of Agriculture maintained its 2025/2026 soybean production forecast for Argentina at 48.5 million tons, compared to market expectations of 48.38 million tons; it raised its 2025/2026 soybean production forecast for Brazil from 178 million tons to 180 million tons, compared to market expectations of 179.39 million tons.
5. Satellite data shows that from February 2nd to February 8th, 2026, total iron ore inventories at seven major ports in Australia and Brazil reached 11.502 million tons, a decrease of 2.201 million tons compared to the previous period.
6. The Chairman of the Malaysian Palm Oil Plantation Council (MPOC) stated that by 2027, over 2 million hectares of Malaysian palm oil plantations will have palm trees aged 19 years or older. Crude palm oil prices this year are expected to be between RM3,900 and RM4,000 per metric ton.
7. As of February 4, 2026, the price of live pigs was 13.18 yuan/kg, the price of corn was 2.32 yuan/kg, and the pig-to-corn price ratio was 5.68.
8. According to Wind data, as of February 10, the national port inventory of soybean oil was 885,000 tons, compared to 879,000 tons on February 3, an increase of 6,000 tons month-on-month.
9. According to SMM, PLS announced a two-year offtake agreement with Tianyi Lithium for spodumene concentrate, with an annual supply of 150,000 tons, and an option for an additional 12-month extension.
10. According to Mysteel survey statistics, as of February 9, 2026, the national social inventory of zinc ingots in major markets was 128,100 tons, an increase of 9,800 tons compared to February 5.
