1. According to the China Coal Transportation and Marketing Association, nine institutions have a bullish outlook on the coking coal market in September 2026, with an average quantitative assessment strength of 1.02, the highest monthly assessment since 2026.
2. According to Jiaolian.com, yesterday major steel mills in East and North China raised their coking coal purchase prices by 100-110 yuan/ton, marking the full implementation of the second round of coking coal price increases, with a cumulative increase of 150-165 yuan/ton so far. Meanwhile, rumors circulate online that a third round of coking coal price increases will be announced soon, and the coking coal spot market continues its strong performance.
3. According to the Ministry of Agriculture and Rural Affairs, from the production side, the reduction in breeding sow capacity is showing results. According to the National Bureau of Statistics, at the end of June, the national breeding sow inventory was 37.8 million head, a decrease of 6.5% compared to the same period last year. It is expected that the number of pigs slaughtered in the near future will decrease compared to the same period last year, alleviating the pressure of a temporary oversupply in the pork market.
4. Data from the Southern Peninsula Palm Oil Pressors Association (SPPOMA) shows that from August 1st to 25th, 2026, Malaysian palm oil yield decreased by 5.58% compared to the same period last month, oil extraction rate increased by 0.17%, and production decreased by 4.69% compared to the same period last month.
5. According to data released by the Malaysian Palm Oil Association (MPOA), Malaysian palm oil production from August 1st to 20th increased by 1.08% compared to the same period last month. Specifically, production in Peninsular Malaysia increased by 6.02%, Borneo decreased by 6.18%, Sabah decreased by 9.87%, and Sarawak increased by 2.53%.
6. Data released by the U.S. Department of Agriculture (USDA) shows that private exporters reported selling 333,000 tons of soybeans to China, all for delivery in the 2026/2027 marketing year.
7. The latest monthly report released by the International Lead and Zinc Study Group (ILZSG) shows that the global lead market will shift to a surplus of 25,200 tons in June 2026, revised from a deficit of 6,200 tons in May. The global zinc market will shift to a deficit of 31,400 tons in June 2026, after a surplus of 22,400 tons in May.
8. According to the Securities Times, on August 26, the Yichun Municipal Bureau of Ecology and Environment issued a statement that during the public announcement period for the environmental impact report of the Yichun Times New Energy Mining Co., Ltd.'s Jiangxi Yifeng County Zhenkouli-Fengxin County Jianxiawo lithium mine project, the public raised questions about the website used for the initial public announcement. The proposed public announcement has now been withdrawn, and will be re-announced after subsequent approvals meet the requirements. When asked about the next steps for the Jianxiawo mine, a source close to CATL said that they will cooperate with the government's approval arrangements.
9. The latest monthly report from the International Lead and Zinc Study Group (ILZSG) shows that the global lead market will shift to a surplus of 25,200 tons in June 2026, revised from a deficit of 6,200 tons in May. The global zinc market will shift to a deficit of 31,400 tons in June 2026, compared to a surplus of 22,400 tons in May.
