1. The Zhengzhou Commodity Exchange (ZCE), Dalian Commodity Exchange (DCE), Shanghai Futures Exchange (SHFE), and Shanghai International Energy Exchange (INE) issued notices regarding adjustments to margin requirements and price limits for certain futures contracts during the 2026 Labor Day holiday.
2. The ZCE announced that there are many uncertainties affecting the urea market recently. Member units are requested to fully inform investors of the risks, further strengthen investor education, and remind investors to participate in trading in accordance with regulations, prudently, and rationally.
3. According to data released by the Malaysian Palm Oil Association (MPOA), Malaysian palm oil production is estimated to increase by 17.52% from April 1st to 20th.
4. According to SMM, driven by the recent continued strength in LME nickel prices and stainless steel futures, a leading Indonesian stainless steel mill announced a trading halt and cessation of quotations over the weekend.
5. From April 20th to April 26th, 2026, Mysteel's total shipments of Australian lithium concentrate to China amounted to 25,000 tons, a decrease of 69,000 tons compared to the previous week, with a weekly average shipment to China of 69,400 tons. 6. As of the week ending April 26, the US soybean planting rate was 23%, higher than the market expectation of 22%, compared to 12% the previous week, 17% at the same time last year, and a five-year average of 12%.
7. On April 27, the Daqin Railway, my country's main coal transport artery from west to east, completed its 2026 spring maintenance three days ahead of schedule, laying a solid foundation for peak summer coal demand. This maintenance lasted 27 days. It is reported that the Daqin Railway transports approximately 400 million tons of coal annually, and during the maintenance period, the average daily transport volume still reached 1 million tons.
8. Century Aluminum's Norðurál smelter in Grundartangi, Iceland, has resumed production on its No. 2 electrolytic cell production line, several months ahead of schedule. The smelter has already started the first batch of electrolytic cells on the No. 2 production line and will continue to accelerate the restart of the remaining electrolytic cells, aiming to reach near full capacity production by the end of July.
9. According to data from the Indonesian Ministry of Trade, Indonesia exported 4,655.03 tons of refined tin in March 2026, an increase of 28.08% month-on-month and a decrease of 19.47% year-on-year; cumulative refined tin exports in the first quarter of 2026 totaled 10,943.33 tons, a decrease of 2.93% year-on-year.
10. Data from the International Aluminium Institute (IAI) shows that global alumina production in March 2026 was 12.647 million tons, compared to 12.778 million tons in the same period last year, with the previous month's figure revised to 11.816 million tons. China's alumina production in March is projected to be 7.53 million tons, with the previous month's figure revised to 7.05 million tons.
