1. According to the latest survey results from Mysteel on June 3, a total of 135 coal mines in Shanxi Province have suspended production since May 23, with a total capacity of 153.7 million tons. As of the morning of June 3, 59 coal mines have resumed production, with a total capacity of 77.65 million tons. 77 coal mines remain suspended, with a total capacity of 76.05 million tons.
2. According to foreign media reports, the median of a survey of 11 traders, growers, and analysts indicates that palm oil stocks are expected to climb to 2.36 million tons, a 2.2% increase compared to April.
3. Data from the Southern Peninsula Palm Oil Pressors Association (SPPOMA) shows that from May 1-31, 2026, Malaysian palm oil yield per hectare decreased by 7.07% compared to the same period last month, oil extraction rate decreased by 0.57% compared to the same period last month, and production decreased by 10.07% compared to the same period last month.
4. The Australian Bureau of Meteorology predicts significantly below-average rainfall and above-normal temperatures in Australia's major agricultural regions from June to August this year, raising concerns about oilseed crop growth. Prolonged water shortages exacerbate the risk of reduced rapeseed yields, potentially decreasing by 10% to 20% compared to last year.
5. According to the Silicon Industry Association, based on company production schedules, the polysilicon market will enter a phase of increased supply and demand in June. On the supply side, five companies are expected to resume production, while another company is scheduled for maintenance. Combined, domestic polysilicon production is expected to increase to 90,000-91,000 tons in June.
6. According to the Philippine Statistics Authority, the Philippines exported 8.3401 million wet tons of nickel ore in April 2026, a 52.32% increase month-on-month and a 53.81% increase year-on-year, marking the highest monthly export volume for Philippine nickel ore since 2021.
7. With the evolving situation in the Strait of Hormuz and the continuous depletion of port inventories, sulfur prices have risen.
According to SMM, the current auction price of sulfur at the Shandong factory has exceeded 8,000 yuan/ton, and the recent transaction focus in the Yangtze River port market is 7,800 yuan/ton.
