1. Indonesia's Ministry of Energy and Mines plans to lower the HMA threshold for nickel ore royalties.
2. A Freeport representative responded that the resumption of operations at the Grasberg copper mine is consistent with the official disclosures made during the Q1 earnings call.
3. In April 2026, China's polysilicon production was 85,300 tons, a decrease of 4.16% month-on-month and 9.45% year-on-year.
4. According to data released by the Malaysian Palm Oil Association (MPOA), Malaysian palm oil production is estimated to have increased by 18.17% from April 1st to 30th.
5. Surveys show that as of May 7th, imported cotton inventories at major ports decreased by 0.68% week-on-week, with total inventories at 585,200 tons.
6. The latest data released by the Food and Agriculture Organization of the United Nations shows that global food commodity prices rose for the third consecutive month in April.
7. Some steel mills in Xingtai and major steel mills in Tangshan plan to raise prices by 50 yuan/ton for wet-quenched coke and 55 yuan/ton for dry-quenched coke, effective at midnight on May 11, 2026.
8. Mysteel statistics show that the total inventory of imported iron ore at 45 ports nationwide is 165.2671 million tons, a decrease of 150,900 tons compared to the previous period.
9. Several coal dealers stated that tight imported supplies and rising shipping costs have directly led to a significant increase in imported coal prices.
