1. According to the National Bureau of Statistics: In June 2026, crude steel output was 83.67 million tons, a year-on-year increase of 0.4%; cumulative output from January to June was 499.95 million tons, a year-on-year decrease of 3%. From January to June, the construction area of houses by real estate development enterprises was 554.049 million square meters, a year-on-year decrease of 12.5%. New house starts totaled 232.39 million square meters, a decrease of 23.4%. Completed house area was 172.21 million square meters, a decrease of 23.7%.
2. As of the week ending July 15, according to data from Zhaogang.com, national building material output was 4.3884 million tons, a decrease of 800 tons from the previous week; total inventory was 11.6302 million tons, an increase of 46,500 tons from the previous week; apparent demand was 4.3419 million tons, a decrease of 67,500 tons from the previous week.
3. Data released by the Indonesian Palm Oil Association (GAPKI) on Wednesday showed that Indonesia's palm oil exports in May totaled 1.996 million tons, a decrease of 28.12% month-on-month and a 25.1% decrease compared to 2.664 million tons in the same period last year. Crude palm oil production in May was 4.165 million tons, a 7% decrease compared to the previous month. Palm oil stocks were 3.042 million tons, an increase of 18.9% compared to the previous month.
4. Data from shipping surveyor ITS showed that Malaysia's palm oil exports from July 1st to 15th totaled 739,282 tons, an increase of 12.43% compared to 657,557 tons exported in the same period last month.
5. The National Oilseed Processors Association (NOPA): U.S. soybean oil stocks in June were 1.501 billion pounds, below market expectations of 1.653 billion pounds and May's 1.735 billion pounds; U.S. soybean crush in June was 214.34 million bushels, below market expectations of 203.989 million bushels and May's 208.785 million bushels.
6. BHP Billiton's fourth-quarter iron ore production was 68.1 million tons, a 3% year-on-year decrease. Fourth-quarter metallurgical coal production was 5.7 million tons, a 10% year-on-year increase; thermal coal production was 4.2 million tons, a 3% year-on-year increase.
7. According to Longzhong Information, as of July 15, 2026, China's total methanol port inventory was 401,500 tons, a decrease of 45,200 tons from the previous period. Specifically, East China saw a decrease in inventory of 79,500 tons, while South China saw an increase of 34,300 tons.
8. The latest report released by the World Bureau of Metal Statistics (WBMS) shows that in May 2026, global refined copper production was 2.2741 million tons, while consumption was 2.2529 million tons, resulting in a supply surplus of 21,200 tons; in May, global refined nickel production was 301,300 tons, while consumption was 314,700 tons, resulting in a supply deficit of 13,400 tons; and in May, global refined tin production was 29,600 tons, while consumption was 35,000 tons, resulting in a supply deficit of 5,400 tons.
