1. According to the Shanghai International Energy Exchange (INE) announcement, effective from the closing settlement on Wednesday, March 4, 2026, the daily price fluctuation limit for the container shipping index (European route) futures contracts EC2604-2609 and EC2612 will be 20%, the margin ratio for hedging positions will be 22%, and the margin ratio for general positions will be 22%.
2. According to Mysteel, major steel mills in Tangshan and some steel mills in Xingtai have lowered their prices for wet-quenched coke by 50 yuan/ton and dry-quenched coke by 55 yuan/ton, effective from midnight on March 6, 2026.
3. Market reporters learned from multiple sources that relevant departments convened a meeting yesterday with several pig farming companies. The meeting mainly focused on supporting farmers and controlling production capacity, emphasizing the accuracy of early warning information.
4. According to data released by the Malaysian Palm Oil Association (MPOA), Malaysian palm oil production in February is estimated to have decreased by 16.24%, with a 12.00% decrease in Peninsular Malaysia, a 21.05% decrease in Sabah, a 19.59% decrease in Sarawak, and a 20.70% decrease in East Malaysia.
5. According to Mantan Paper, foreign media reports that Metsä Fibre, a subsidiary of the Finnish Metsä Group, will begin shutting down its pulp mill in Joutseno on March 31, 2026. This shutdown is to adjust pulp production to adapt to the current uncertain demand situation in the Asian market.
6. The Shanghai Futures Exchange (SHFE) announced that, effective from the closing settlement on Wednesday, March 4, 2026, the daily price limits and margin requirements will be adjusted as follows: the daily price limit for fuel oil futures contracts fu2605, fu2606, fu2607, and fu2608 will be 14%; the margin requirement for hedging positions will be 15%; and the margin requirement for general positions will be 16%.
7. JPMorgan analysts stated in a report that if the Strait of Hormuz remains closed, crude oil supplies from Iraq and Kuwait could be forced to reduce within days, with a potential reduction of up to 3.3 million barrels per day by the eighth day of the Middle East conflict.
8. Data released by Chilean customs shows that Chile's lithium exports in February totaled 27,791 tons, of which lithium carbonate exports amounted to 26,849 tons. Lithium carbonate exports to China that month totaled 22,380 tons. 9. The World Platinum Investment Council (WPIC) said on Wednesday that the global platinum market will experience a supply shortage for the fourth consecutive year in 2026, with a deficit of 240,000 troy ounces, narrowing from the 1.1 million ounce deficit in 2025. In its quarterly report, the WPIC stated that total platinum demand in 2026 is expected to decline by 8% year-on-year to 7.6 million ounces.
10. Aluminium Bahrain declared force majeure, which will affect the fulfillment of its supply contracts.
