1. According to data from Zhaogang.com, as of the week ending April 22, national construction material output reached 4.602 million tons, an increase of 75,600 tons from the previous week; total inventory was 12.381 million tons, a decrease of 721,400 tons from the previous week; and apparent demand was 5.3234 million tons, an increase of 171,900 tons from the previous week.
2. Muyuan Foods stated at its Q1 2026 earnings conference that the company's total cost of pig farming in March had dropped to 11.6 yuan/kg, and current production indicators for its pig inventory are showing a continued positive trend. It is expected that costs will further decrease in the second quarter.
3. Due to global geopolitical instability leading to continuously rising energy prices, the Indonesian government is accelerating the implementation of its mandatory blending policy for B50 biodiesel to cope with soaring crude oil prices. The government aims to begin nationwide use of B50 by July 1, 2026. As of April 2026, preliminary road test results indicate that the use of B50 in diesel vehicles is safe, and no major problems have been found.
4. According to data released by shipping surveyor SGS, Malaysia's palm oil exports from April 1st to 20th are estimated at 647,521 tons, a 27.17% decrease compared to the 889,128 tons exported during the same period last month.
5. Due to the global fertilizer supply shortage caused by the Iran-Iraq war and the disruption of the Strait of Hormuz, Russia has extended its fertilizer export quotas to December.
6. According to Longzhong Information, as of April 22, 2026, China's total methanol port inventory was 975,700 tons, an increase of 15,600 tons from the previous period. Specifically, East China saw an increase of 47,300 tons in inventory, while South China saw a decrease of 31,700 tons.
7. According to sources, Potash Corporation of India, which imports crop fertilizers for the Indian government, has agreed to purchase 1.5 million tons of fertilizer at a price of US$935 per ton, to be delivered on the west coast; another 1 million tons will be delivered on the east coast at a price of US$959 per ton. These offers are nearly 90% higher than the prices India agreed to pay in its pre-conflict tender.
8. According to the Silicon Industry Association, as of this week, the number of domestic polysilicon producers remains at 10. Based on the production schedules of these companies, domestic polysilicon production in April is expected to be revised upwards to around 92,000 tons, while downstream demand is estimated at around 73,000 tons, resulting in a monthly inventory buildup of nearly 20,000 tons.
9. According to data tracked by Aladdin (ALD), Guinea's bauxite shipments last week were approximately 4.85 million wet tons, a slight decrease from the previous week, but still remaining at a high level overall. Regionally, Kamsar shipped approximately 3.38 million wet tons; Boffa shipped approximately 1.44 million wet tons.
