1. Major steel mills in Tangshan plan to lower prices by 50 yuan/ton for wet-quenched coke and 55 yuan/ton for dry-quenched coke, effective from midnight on July 29, 2026. Some steel mills in Xingtai also plan to lower prices by 50 yuan/ton for wet-quenched coke and 55 yuan/ton for dry-quenched coke, effective from midnight on July 29, 2026.
2. Data from the Southern Peninsula Palm Oil Pressors Association (SPPOMA) shows that from July 1-25, 2026, Malaysian palm oil yield decreased by 1.32% compared to the same period last month, oil extraction increased by 0.23%, and production decreased by 0.11% compared to the same period last month.
3. Data released by the U.S. Department of Agriculture (USDA) shows that private exporters reported selling 132,000 tons of soybeans to China and 126,000 tons to unknown destinations for delivery in the 2026/2027 marketing year.
4. The U.S. Department of Agriculture (USDA) released its weekly crop progress report early Tuesday morning, showing that as of the week ending July 26, the U.S. soybean condition was rated 63% good to excellent, below market expectations of 64%, 66% the previous week, and 70% at the same time last year.
5. According to Longzhong Information, as of July 27, 2026, the total inventory of soda ash produced by domestic manufacturers this week was 1.7924 million tons, an increase of 11,100 tons from last Thursday, a rise of 0.62%. Of this, light soda ash was 1.0622 million tons, an increase of 7,700 tons week-on-week, and heavy soda ash was 730,200 tons, an increase of 3,400 tons week-on-week.
6. From July 20 to July 26, 2026, Mysteel shipped a total of 48,000 tons of Australian lithium concentrate to China, a decrease of 37,000 tons week-on-week, with a weekly average shipment of 69,700 tons to China. An additional 43,000 tons were shipped to Indonesia.
7. London Metal Exchange (LME) aluminum inventories have fallen to their lowest level this century due to supply constraints in the Middle East caused by geopolitical conflicts, leading consumers to withdraw metal from their inventories to ensure supply.
8. According to SMM, some shipments carrying Indonesian nickel pig iron (NPI) have recently experienced export customs delays because these goods are subject to new strategic mineral element testing.
9. According to Futures Daily, on July 27, a price adjustment letter from EVE Energy regarding the transmission of consumption tax costs circulated in the lithium battery industry. The letter indicates that, according to Announcement No. 20 of 2026 issued by the Ministry of Finance, the General Administration of Customs, and the State Taxation Administration, the national consumption tax on lithium primary batteries and lithium-ion batteries will be gradually reinstated starting September 1, 2026.
