1. Shanxi Coking Coal announced on August 27 that its Xiqu Mine had suspended production since August 5, 2026, due to a safety accident. Recently, the company received a notice from the Taiyuan Emergency Management Bureau and the Taiyuan Local Coal Mine Safety Supervision Bureau approving the resumption of production at the Xiqu Mine of Shanxi Xishan Coal and Electricity Co., Ltd.
2. Industry insiders stated that up to 70 ships are waiting near the Sulina Canal on the Danube River to enter Ukrainian ports to load export grain. Russian attacks have effectively blocked Ukraine's Black Sea ports, forcing some cargo ships to divert to Danube ports with much lower handling capacity.
3. According to Mutian Technology, on August 23, affected by the heavy rainfall of Typhoon Zitan, the sugarcane areas under the jurisdiction of Daxin Sugar Company experienced flooding, with some sugarcane fields submerged and sugarcane lodging and other damage.
4. According to Longzhong Information, the total inventory of domestic soda ash manufacturers this week was 1.8727 million tons, an increase of 0.27 million tons from Monday, a rise of 0.14%. Of these, light soda ash production was 1.017 million tons, a decrease of 9,600 tons compared to the previous week, while heavy soda ash production was 855,700 tons, an increase of 12,300 tons compared to the previous week.
5. Zhang Wenbin, Head of China Market Development at the World Platinum Investment Council, believes that the logic of a long-term platinum supply shortage remains unchanged. Considering the limited new mining capacity and resilient demand throughout 2026, the market will still face a supply-demand gap of 92,000 tons.
6. According to Mysteel statistics, as of this week (August 27), the spot inventory of lithium ore from 33 sample lithium ore traders was 149,000 tons, a decrease of 1,000 tons compared to the previous week, of which 102,000 tons were available for sale, an increase of 11,000 tons compared to the previous week.
