1. According to Mysteel's research, the 44 coking coal mines in Jinzhong, Shanxi Province, have a total capacity of 41.4 million tons. Currently, 21 mines have resumed production, with a capacity of 23.41 million tons and a daily raw coal output of approximately 43,000 tons, representing 56% of the pre-shutdown level. Another 23 mines, involving a capacity of 18 million tons, remain shut down due to safety hazards, acceptance procedures, and long-term shutdowns, mostly concentrated in the Lingshi area.
2. According to foreign media reports, Malaysia will maintain its crude palm oil (CPO) export tax rate at 10% in September 2026, with a reference price set at 4392.32 ringgit/ton, corresponding to an export tax of 439.23 ringgit/ton, or approximately US$107.44/ton at an exchange rate of 4.0880.
3. The U.S. Department of Agriculture (USDA) projects U.S. soybean production for the 2026/2027 marketing year at 4.519 billion bushels in August, compared to market expectations of 4.472 billion bushels and a July forecast of 4.475 billion bushels. The August U.S. soybean ending stocks for the 2026/2027 marketing year are projected at 320 million bushels, compared to market expectations of 304 million bushels and a July forecast of 310 million bushels.
4. The USDA reported that private exporters sold 244,000 tons of soybeans to China for delivery in the 2026/2027 marketing year.
5. According to Jubo Information, regarding production lines, Qibin Glass's Pinghu line (designed capacity 600 tons/day) is scheduled to resume operation on August 12th. Regarding prices, Shijiazhuang Yujing large-format slab ex-factory price is planned to be reduced by 10 yuan/ton.
6. According to SMM, a domestic polysilicon manufacturer has raised its price from 37-38 yuan/kg to 40 yuan/kg based on market and cost considerations. The acceptance by other manufacturers and downstream users remains to be seen. The veracity of the rumored meeting of polysilicon companies tomorrow, circulating in the market today, needs further verification.
7. Macquarie stated that the lithium market faces a risk of softening in the first half of 2027 as concerns about oversupply resurface. The agency stated that this "could be further exacerbated by the accumulation of energy storage system (ESS) inventories across the entire value chain over the next six months."
8. According to Longzhong Information, as of August 12, 2026, the total methanol port inventory in China was 600,000 tons, a decrease of 92,600 tons from the previous period.
9. OPEC Monthly Report: OPEC lowered its 2026 global oil demand growth forecast to 580,000 barrels per day; it raised its 2027 global oil demand growth forecast to 2.16 million barrels per day (previously 1.94 million barrels per day). OPEC+ crude oil production (including former member UAE) averaged 37.66 million barrels per day in July 2026, an increase of approximately 1.42 million barrels per day from June, mainly due to increased production from Gulf oil-producing countries.
