1. The Shanghai Futures Exchange and the Shanghai International Energy Exchange issued announcements stating that the recent complex and volatile situation in the Middle East has led to significant market fluctuations. All relevant entities are requested to take appropriate measures to remind investors to take precautions against risks, invest rationally, and jointly maintain the stable operation of the market.
2. According to Mysteel, at 10:00 AM on March 2, 2026, Anshan City activated a yellow (Level III) alert for heavy air pollution. Currently, steel companies in Anshan are implementing production restrictions or shutdowns, with some companies reducing production by 40%.
3. According to foreign media reports, a spokesperson for the Indonesian Forestry Task Force stated that the task force has confiscated 5 million hectares of palm oil plantations and industrial forest concessions, of which 1.7 million hectares have been transferred to the state-owned enterprise Agrinas Palma Nusantara.
4. Data from the Southern Peninsula Palm Oil Crushers Association (SPPOMA) shows that from February 1st to 28th, 2026, Malaysian palm oil yield per hectare decreased by 19.2% compared to the same period last month, oil extraction rate decreased by 0.03%, and production decreased by 19.35% compared to the same period last month.
5. According to CONAB, the national commodity supply company under the Brazilian Ministry of Agriculture, as of February 28th, Brazil's soybean harvest rate was 41.7%, compared to 31.9% the previous week, 48.4% at the same time last year, and a five-year average of 38.4%.
6. Floods caused a bridge to collapse south of the border between the Democratic Republic of Congo and Zambia, cutting off a major copper export corridor and disrupting shipments from the world's second-largest copper producer. The Zambian Revenue Authority stated in a notice on Sunday that transporters should use alternative routes, as the bridge collapse has affected traffic to and from the Kasumbalesa-Zambian border.
7. According to the ITA (International Tin Association), the Wa State Industrial and Mineral Resources Administration issued a "Notice on the Process of Sharing Pumping Costs in Deep Mines" on February 27th, clarifying the process for sharing pumping costs and accelerating the resumption of production in high-grade tin mines at low altitudes. Overall, Wa State mines have initially achieved full resumption of production. With the progress of pumping and the resumption of operations in more mines, ore production is expected to increase further from March.
8. JPMorgan's commodities team stated that crude oil exports via the Strait of Hormuz have fallen to 4 million barrels per day, compared to the usual 16 million barrels per day.
