1. The National Development and Reform Commission and other departments issued a notice on launching a three-year action plan for energy conservation and carbon reduction in key industries, deciding to organize a three-year action plan for energy conservation and carbon reduction in key industries such as steel, electrolytic aluminum, cement, flat glass, oil refining, ethylene, synthetic ammonia, methanol, and coal-fired power.
2. According to data from the Shanghai Shipping Exchange, as of June 15, 2026, the Shanghai Export Containerized Freight Index (Europe route) was 2821.72 points, up 12.8% compared to the previous period.
3. According to the latest survey results from Mysteel: As of May 23, a total of 148 coking coal mines in Shanxi Province were shut down, with a total capacity of 171.7 million tons. As of June 15, a total of 97 mines had resumed production, with a total capacity of 115.9 million tons; 51 mines remained shut down, with a total capacity of 55.8 million tons. The latest results show that the resumption of production in Shanxi coal mines is still ongoing, but the resumption time for some mines remains uncertain.
4. The Malaysian Palm Oil Board (MPOB) announced on its website on Monday that the approved reference price for crude palm oil in Malaysia for July is RM4,346.79 per tonne (approximately US$1,074.61). In comparison, the reference price for June was RM4,372.64 per tonne, with an applicable tax rate of 10%.
5. As of June 12, 2026 (week 24), commercial palm oil stocks in key regions of Malaysia totaled 682,500 tons, a decrease of 40,300 tons from the previous week, a decrease of 5.58%; and an increase of 272,900 tons from 409,600 tons last year, an increase of 66.63%.
6. Data from shipping survey agency ITS shows that Malaysia's palm oil exports from June 1-15 totaled 657,557 tons, an increase of 9.6% compared to the 600,175 tons exported in the same period last month. According to AmSpec, an independent Malaysian inspection agency, Malaysia's palm oil exports from June 1st to 15th totaled 621,704 tons, a 23.79% increase compared to 502,228 tons exported during the same period last month.
7. USDA data shows that as of the week ending June 14th, the US soybean condition rating was 66% good/excellent, in line with market expectations, compared to 65% the previous week and 66% at the same time last year. Planting was at 95%, in line with market expectations, compared to 92% the previous week, 93% at the same time last year, and a five-year average of 93%.
8. India stated that its tender for importing 1.7 million tons of urea is underway.
9. According to Longzhong Information, as of June 15th, 2026, domestic soda ash manufacturers' total inventory this week was 1.7065 million tons, a decrease of 5,600 tons from last Thursday. Of this, light soda ash was 1.0508 million tons, an increase of 11,000 tons week-on-week, while heavy soda ash was 655,700 tons, a decrease of 16,600 tons week-on-week.
10. According to Mysteel, from June 8 to June 14, 2026, the total amount of Australian lithium concentrate shipped to China was 71,000 tons, a decrease of 57,000 tons compared to the previous week, with a weekly average of 69,700 tons shipped to China.
