1. According to data from Zhaogang.com, as of the week ending July 22, national construction material output reached 4.5214 million tons, an increase of 133,000 tons from the previous week; apparent demand was 4.5385 million tons, an increase of 196,600 tons from the previous week.
2. According to JLC Network, in August, coal chemical enterprises in Northwest China will undergo maintenance shutdowns of 1.06 million tons of capacity, resulting in an expected reduction in monthly supply.
3. According to Mysteel, on July 22, steel mills in Hebei province lowered their coking coal purchase prices by 50/55 yuan/ton, and some steel mills in Shandong province lowered their coking coal (rammed coking coal) purchase prices by 55 yuan/ton.
4. The Malaysian Palm Oil Council (MPOC) stated that crude palm oil prices are expected to fluctuate between 4,400 and 4,650 ringgit per ton in August 2026.
5. AmInvestment Bank: Malaysian palm oil production is expected to exceed 20 million tons this year, although the effects of El Niño, which will bring hotter and drier weather, are not expected to be felt until next year.
6. The Canadian Agriculture and Fisheries Commission (AAFC) monthly supply and demand report shows that the 2026/27 rapeseed production forecast has been revised upward to 21 million tons from 19.2 million tons in the June report.
7. Data from the Southern Peninsula Palm Oil Pressors Association (SPPOMA) shows that Malaysian palm oil production from July 1-20, 2026, decreased by 0.77% compared to the same period last month.
8. Data from the Brazilian National Grain Exporters Association (Anec) shows that Brazilian soybean exports are expected to reach 13.5 million metric tons in July, compared to an estimate of 13.76 million metric tons last week.
9. According to a foreign media survey, net soybean export sales for the 2026/27 marketing year are expected to be 1-1.8 million tons for the week ending July 16, 2026. 10. According to Jubo Information, on July 22, Guangdong Yufeng's second production line (designed capacity 700 tons/day) plans to release water, and Shanxi Lihu Jiaocheng's first production line (designed capacity 600 tons/day) will release water.
11. Shanghai International Energy Exchange (INE) approved Thai Hua Rubber (Public) Co., Ltd. of Thailand as the first overseas delivery warehouse for TSR20 rubber futures, with an approved delivery capacity of 20,000 tons, extending the delivery network to major producing areas in Southeast Asia.
12. According to Longzhong Information, as of July 22, 2026, the total methanol port inventory in China was 548,700 tons, an increase of 147,200 tons from the previous period.
