1. According to Mysteel, Baosteel Desheng has been controlling crude steel production since the second quarter of this year, and the production restrictions are still in effect.
2. According to Mysteel, a 63,000 KVA furnace at a major ferrosilicon plant in Inner Mongolia is scheduled for a 15-day overhaul, with an estimated impact of over 2,000 tons.
3. Data from the China Iron and Steel Association shows that in July 2026, key steel enterprises produced a total of 64.7837 million tons of crude steel, a year-on-year decrease of 2.9%, with a daily output of 2.0898 million tons, a month-on-month decrease of 8.1%.
4. The Malaysian Palm Oil Council (MPOC) predicts that crude palm oil prices will remain above 4,600 ringgit per ton in September due to tightening supply and geopolitical instability.
5. ProFarmer, a crop survey company under Farm Futures magazine, predicts that the average number of soybean pods in Indiana in 2026 will be 1318.64, and in Nebraska, it will be 1219.62, both lower than in 2025.
6. Hedgepoint Global Markets, in a report, predicts that Brazil's soybean production in 2026/27 will be 181.7 million tons, almost unchanged from the previous year's 181.5 million tons.
7. A notice issued by the Indian government indicates that sugar dealers using more than 10 tons per month are limited to a 15-day supply of inventory. This order will take effect on September 1st and remain in effect until November 30th.
8. According to Longzhong Information, as of August 19, 2026, the total methanol port inventory in China was 667,000 tons, a decrease of 67,000 tons from the previous period.
9. On August 19th, London Metal Exchange copper registered warehouse receipts surged by 35,650 tons, the largest increase since 2024.
10. A second severe winter storm hit northern Chile, prompting Undin to lower Caserones' 2026 copper production guidance from 130,000-140,000 tons to 120,000-130,000 tons.
11. The latest report from the World Bureau of Metal Statistics (WBMS) shows that in June 2026, global refined copper production will be 2.2847 million tons, while consumption will be 2.2514 million tons, resulting in a supply surplus of 33,200 tons.
