1. According to Jiaolian.com, to cope with cost pressures, coking plants in many regions have generally adopted production restrictions and reductions, leading to a decrease in average daily coke output and a decline in operating rates. On August 24th, some coking plants in Shaanxi Province issued letters indicating they would further increase production restrictions by 10%-20% on top of existing limits, resulting in a contraction in coke supply.
2. According to Mysteel research, Qinyuan County in Changzhi City is expected to resume production at one coal mine yesterday, with a approved capacity of 1.2 million tons. The mine mainly produces high-sulfur lean coal, and after resumption, daily raw coal production will be halved and primarily for self-consumption. The county had previously resumed production at four coal mines with a total capacity of 5.7 million tons.
3. Indonesia is launching a direct challenge to Malaysia regarding palm oil pricing. However, analysts point out that dominance in physical supply does not automatically translate into pricing power.
4. Muyuan Foods stated on its interactive platform that the company is actively responding to the national policy on controlling hog production capacity. As of the end of June 2026, the company's breeding sow inventory was 3.113 million head, and it plans to reduce it to below 3 million head by the end of September, a decrease of approximately 600,000 head from last year's peak.
5. The U.S. Department of Agriculture (USDA) released its weekly crop progress report early Tuesday morning, showing that as of the week ending August 23, the U.S. soybean condition was rated 60% good to excellent, compared to market expectations of 61%, the previous week's 61%, and 69% at the same time last year.
6. Indonesian Coordinating Minister for Economic Affairs Airlangga Hattato stated that the government will not impose export taxes or windfall profits taxes on key commodities such as coal and nickel this year. Airlangga said in an interview at his office on Friday (August 21, 2026): "The windfall profits tax has not been implemented this year." When asked whether it would be implemented next year, he responded that the relevant policy had not yet been discussed in detail.
7. According to China Securities Network, CATL's Jianxiawo lithium mine, which has attracted much attention in the lithium market, has recently seen new developments. On August 24, the official website of the Yifeng County People's Government released the "Environmental Impact Assessment Information Announcement (Draft for Public Comment) for the Jiangxi Yifeng County Zhenkouli-Fengxin County Jianxiawo Lithium Mine Mining Project," and the public can submit their opinions within ten working days from the date of the announcement.
8. According to Mysteel, from August 17 to August 23, 2026, the total shipment of Australian lithium concentrate to China was 76,000 tons, a decrease of 83,000 tons compared to the previous week, with a weekly average shipment to China of 70,000 tons. An additional 40,000 tons were shipped to Indonesia.
9. Major steel mills in the Tangshan market plan to raise the price of wet-quenched coke by 100 yuan/ton and dry-quenched coke by 110 yuan/ton, effective at midnight on August 26, 2026.
