1. According to data from the Shanghai Shipping Exchange, as of August 10, 2026, the Shanghai Export Containerized Freight Index (Europe route) was 3383.88 points, down 3.9% compared to the previous period. The Shanghai Export Containerized Freight Index (US West Coast route) was 3646.37 points, up 3.3% compared to the previous period.
2. Maersk announced that the AE19 route will now transit through the Suez Canal instead of the Cape of Good Hope, effective immediately.
3. According to Mysteel, from August 3 to August 9, 2026, the total global iron ore shipments were 32.012 million tons, a decrease of 1.382 million tons compared to the previous period. Total iron ore shipments from Australia and Brazil were 25.685 million tons, a decrease of 1.685 million tons compared to the previous period. Australian shipments were 17.973 million tons, an increase of 0.621 million tons compared to the previous period, of which 15.505 million tons were shipped to China, an increase of 1.213 million tons compared to the previous period. 4. Brazil's shipments totaled 7.712 million tons, a decrease of 2.306 million tons compared to the previous week.
5. According to USDA data, for the week ending August 6, 2026, U.S. soybean export inspections totaled 399,201 tons, revised from 347,246 tons the previous week (initial figure 343,941 tons); U.S. shipments to China (mainland) totaled 65,935 tons of soybeans. The previous week saw no U.S. shipments to mainland China.
6. MPOB data shows that Malaysia's palm oil stocks in July were 2.63 million tons, an increase of 3.32% month-on-month; crude palm oil production was 1.79 million tons, an increase of 9.41% month-on-month; and palm oil exports were 1.39 million tons, an increase of 14.50% month-on-month.
7. According to AmSpec, a Malaysian independent inspection agency, Malaysia's palm oil exports from August 1-10 totaled 432,742 tons, an increase of 9.2% compared to the 396,261 tons exported in the same period last month. Data from shipping surveyor ITS shows that Malaysia's palm oil exports from August 1st to 10th totaled 445,466 tons, a 2.6% increase compared to 434,090 tons exported during the same period last month.
7. The U.S. Department of Agriculture (USDA) released its weekly and monthly crop progress reports on Tuesday, showing that as of the week ending August 9, 2026, the U.S. soybean condition was rated 62% good to excellent, compared to market expectations of 63%, the previous week's 63%, and 68% at the same time last year.
8. According to Longzhong Information, as of August 10, 2026, the total inventory of soda ash produced by domestic manufacturers this week was 1.8627 million tons, an increase of 13,200 tons from last Thursday, a rise of 0.71%. Of this, light soda ash was 1.0512 million tons, a decrease of 7,400 tons week-on-week, while heavy soda ash was 811,500 tons, an increase of 20,600 tons week-on-week.
9. According to foreign media reports, data shows that in July, the proportion of available copper inventory originating from China in London Metal Exchange (LME) warehouses fell to 42% from 59% in the previous month, while overall available inventory nearly halved.
10. According to Mysteel, in July 2026, Chinese polysilicon production reached 105,100 tons, an increase of 12.29% month-on-month and flat year-on-year. It is projected that polysilicon production in August 2026 will reach 111,500 tons, an increase of 6.09% month-on-month.
11. Indonesia stated that after resolving the dispute related to rare earth elements (LTJ), nearly 400,000 tons of mineral products (including nickel products) have been approved for export, and more than 100 ships have resumed operations.
