1. According to Mysteel, the Emergency Management Bureau of Jungar Banner, Ordos, recently issued a notice that Yuchuan Coal Mine and Madiliang Coal Mine have been ordered to suspend production for rectification due to safety hazards. The two mines have a combined capacity of 11.2 million tons and are both thermal coal mines. According to investigations, the two mines are currently in the maintenance and rectification phase and are expected to resume production as early as the beginning of August, pending verification and acceptance by higher authorities and completion of resumption procedures.
2. According to Jiaolian.com, yesterday morning, representative coking enterprises in multiple regions held an analysis meeting, calling on coking enterprises to comprehensively limit production by 30%, proactively reduce supply, and promote a healthy balance in the coking coal market's supply and demand relationship.
3. The Director-General of the Indonesian Meteorological Agency stated on Thursday that as the El Niño phenomenon intensifies nationwide, the area of potential fires in Indonesia increased significantly in July, and this weather system is expected to continue until early 2027.
4. The Political Bureau of the CPC Central Committee held a meeting on July 30, emphasizing the need to continue to prioritize agriculture, rural areas, and farmers, consolidate and expand the achievements in poverty alleviation, establish and improve mechanisms for the construction, operation, and management of high-standard farmland, stabilize the production and prices of agricultural and livestock products such as hogs, and promote stable income growth for farmers.
5. An Indonesian Ministry of Trade regulation released on Wednesday showed that Indonesia has lowered its August reference price for crude palm oil from $1,000.90 per ton in July to $996.52.
6. A survey indicates that U.S. soybean production for 2026/27 is expected to reach 120.6 million tons, a slight decrease from the previous estimate, with a forecast range of 114.5-126.7 million tons.
7. According to Longzhong Information, as of July 30, 2026, the total inventory of float glass sample enterprises nationwide was 75.353 million weight boxes, an increase of 63,000 weight boxes month-on-month, up 0.08%, and up 26.65% year-on-year. The inventory days were 34.4 days, an increase of 0.3 days from the previous period.
8. According to data from Fubao Information's survey, as of July 30, the weekly lithium carbonate production was 22,600 tons, a decrease of 2.59% week-on-week (600 tons less than the previous period); lithium carbonate inventory was 85,600 tons, a decrease of 3.28% week-on-week (2,948 tons less than the previous period).
