1. The Zhengzhou Commodity Exchange (ZCE) announced that there are many uncertainties affecting the urea market recently, and all member units are requested to strengthen investor education and risk prevention.
2. According to Reuters, an official decree shows that the Democratic Republic of Congo has banned the export of copper and cobalt concentrates.
3. According to Mysteel, WBN, one of Indonesia's largest nickel ore suppliers, has been approved for an additional quota of approximately 25 million tons of wet-tonnes of nickel ore (RKAB) for the second half of 2026.
4. Data from the U.S. Department of Agriculture (USDA) shows that as of August 4, 2026, the drought rate in U.S. soybean producing areas was 26%, unchanged from the previous week.
5. USDA data shows that for the week ending July 30, U.S. net soybean export sales for the 2025/2026 marketing year were 32,000 tons, significantly lower than the market expectation of 100,000-400,000 tons.
6. A Saudi official stated that multiple intelligence reports indicate that the Houthi rebels, Iraqi militias, and the Iranian Revolutionary Guard Corps are coordinating and planning attacks against Saudi Arabia. 7. According to Mysteel, as of the week ending August 6th, rebar production decreased for the second consecutive week, social inventories increased for the third consecutive week, mill inventories shifted from decrease to increase, and apparent demand shifted from increase to decrease.
8. According to Mysteel, Hebei Iron & Steel Group's first round of inquiries for ferrosilicon manganese in August 2026 was 5800 yuan/ton, and inquiries for ferrosilicon tenders were 6000 yuan/ton.
9. Mysteel's statistics show that the verified capacity utilization rate of 523 coking coal mines was 67.0%, a decrease of 0.1% week-on-week. The average daily output of raw coal was 1.504 million tons, a decrease of 2,000 tons week-on-week.
10. According to data released by the Malaysian Palm Oil Association (MPOA), Malaysian palm oil production is estimated to have increased by 7.54% from July 1st to 31st.
11. Data from Longzhong Information shows that as of August 6th, the total inventory of domestic soda ash manufacturers was 1.8495 million tons, an increase of 26,900 tons from Monday, a rise of 1.48%. 12. According to Mysteel statistics, as of August 6, the spot inventory of lithium ore of 32 sample lithium ore traders was 124,000 tons, an increase of 15,000 tons compared with the previous week.
