1. According to Mysteel, the national average profit per ton of coke for independent coking plants was 49 yuan/ton this week.
2. According to Mysteel, as of the week ending July 9, rebar production and apparent demand shifted from increase to decrease, mill inventories shifted from decrease to increase, and social inventories increased for the third consecutive week. Rebar production was 2.0516 million tons, a decrease of 113,600 tons from the previous week.
3. Indonesia's Energy Minister stated on Thursday that Indonesia's B50 policy will increase the country's crude palm oil consumption from the current 15.2 million tons to between 16.3 million and 17 million tons.
4. According to USDA agricultural drought monitoring data, as of July 7, 2026, the drought rate in U.S. soybean producing areas was 19%, unchanged from the previous week; an increase of 10% compared to the same period last year.
5. Data released by the USDA shows that private exporters reported sales of 136,000 tons of soybeans to China, all for delivery in the 2026/2027 marketing year. 6. According to PanSugar Technology, during Tropical Storm Maysak, most sugarcane growing areas experienced flooding for 1-3 days, with minimal impact on sugarcane growth.
7. According to SMM, on July 9th, a 1000-ton/day kiln in Jiangxi province underwent cold repairs, reducing domestic operating capacity by 1500 tons/day in July.
8. According to Mysteel statistics, as of July 9th, the spot inventory of lithium ore from 32 sample lithium ore traders was 99,000 tons, a decrease of 4,000 tons compared to the previous week.
9. Data from Fubao Information's survey shows that as of the week ending July 9th, lithium carbonate production was 24,900 tons, 700 tons less than the previous period, a decrease of 2.7%; lithium carbonate inventory was 93,100 tons, 2,253 tons less than the previous period, a decrease of 2.6%.
