1. The Shanghai Futures Exchange (SHFE) and the Shanghai International Energy Exchange (INE) issued notices regarding market risk control. The Zhengzhou Commodity Exchange (ZCE) issued a risk warning letter, pointing out that market volatility has increased, with multiple contracts for related commodities hitting their daily price limits or experiencing one-sided market movements, leading to increased uncertainties affecting market operations. All member units are urged to attach great importance to risk prevention, strengthen investor education and protection, fully disclose risks, and guide investors to participate rationally and trade in compliance with regulations.
2. According to data from the Shanghai Shipping Exchange, as of March 9, 2026, the Shanghai Export Containerized Freight Index (Europe route) was 1545.46 points, up 5.6% compared to the previous period.
3. According to Mysteel, from March 2 to March 8, 2026, the total iron ore arrivals at 47 Chinese ports reached 26.975 million tons, an increase of 4.675 million tons compared to the previous period; the total arrivals at 45 Chinese ports reached 26.099 million tons, an increase of 4.63 million tons compared to the previous period; and the total arrivals at the six northern ports reached 14.645 million tons, an increase of 4.317 million tons compared to the previous period.
4. From March 2nd to March 8th, 2026, Mysteel's global iron ore shipments totaled 28.978 million tons, a decrease of 4.429 million tons compared to the previous period. Total iron ore shipments from Australia and Brazil reached 23.421 million tons, a decrease of 3.485 million tons compared to the previous period. Australian shipments totaled 17.532 million tons, a decrease of 1.953 million tons compared to the previous period, of which 14.659 million tons were shipped to China, a decrease of 1.051 million tons compared to the previous period. Brazilian shipments totaled 5.89 million tons, a decrease of 1.533 million tons compared to the previous period.
5. According to the latest report from the USDA's Foreign Agricultural Service (FAS), after a drought in January, timely rainfall in February stabilized crop conditions in Argentina, and the 2025-26 soybean production forecast remains at 48 million tons.
6. Agricultural consulting firm AgRural said on Monday that as of last Thursday, Brazilian farmers had harvested 51% of the 2025/26 soybean crop, a 12 percentage point increase from the previous week, but still below the 61% reached at the same time last year. This is the slowest pace for this period since 2020/21.
7. According to an announcement from the Zhengzhou Commodity Exchange, after research and deliberation, starting from the night trading session on March 9, 2026, the minimum order size for methanol futures contracts 2606, 2607, 2608, and 2609 will be adjusted to 8 lots; the minimum order size for PTA futures contracts 2604, 2605, 2606, 2607, 2608, and 2609 will be adjusted to 8 lots; and the minimum order size for caustic soda futures contracts 2604, 2605, 2606, 2607, 2608, and 2609 will be adjusted to 4 lots.
8. According to the Shanghai International Energy Exchange, the transaction fee for listed crude oil futures contracts has been adjusted to 40 yuan per lot, and the intraday closing transaction fee has been adjusted to 240 yuan per lot. The transaction fee for listed low-sulfur fuel oil futures contracts has been adjusted to 0.01% of the transaction amount, and the intraday closing transaction fee has been adjusted to 0.03% of the transaction amount.
9. According to the Dalian Commodity Exchange (DCE), effective from the trading session on March 10, 2026 (i.e., the night trading session on March 9), the minimum order size for each trading order will be adjusted to 8 lots for the following contracts: styrene futures (EB2604, EB2605, EB2606); ethylene glycol futures (EG2604, EG2605, EG2606); liquefied petroleum gas futures (PG2604, PG2605, PG2606); linear low-density polyethylene futures (L2604, L2605, L2606); polyvinyl chloride futures (V2604, V2605, V2606); and polypropylene futures (PP2604, PP2605, PP2606).
10. According to the Shanghai Futures Exchange, starting from March 10, 2026 (i.e., the night session of March 9), the trading limits for non-futures company members, overseas special non-brokerage participants, and clients in all fuel oil futures contracts will be adjusted as follows: the maximum number of intraday open positions for each fuel oil futures contract will be 1,500 lots.
11. From March 2 to March 9, 2026, the total shipment of Australian lithium concentrate to China was 88,000 tons, an increase of 42,000 tons compared to the previous week. The weekly average shipment to China was 69,000 tons. The total shipment of Australian ore to the world during that week was 124,000 tons.
