1. According to data from the Shanghai Shipping Exchange, as of August 31, 2026, the Shanghai Export Containerized Freight Index (Europe route) was 3047.62 points, a decrease of 5.9% compared to the previous period.
2. The Shanghai Futures Exchange announced that hot-rolled coil options and stainless steel options will be listed for trading from 9:00 AM on September 10, 2026. The Shanghai International Energy Exchange announced that low-sulfur fuel oil options will be listed for trading from 9:00 AM on September 10, 2026.
3. Major steel mills in East and North China accepted a price increase of 100-110 yuan/ton for coking coal, marking the full implementation of the third round of coking coal price increases, with a cumulative increase of 250-275 yuan/ton to date.
4. Western Gold announced that the Baiyuanfeng Ortokanes manganese mine and the Mengxin Tianba mine officially resumed production on August 28, 2026.
5. According to statistics and monitoring data from the Ministry of Agriculture and Rural Affairs, the slaughter volume of designated pig slaughterhouses in July 2026 was 36.1 million heads, a decrease of 5.5% month-on-month and an increase of 14.0% year-on-year.
6. A regulation from the Indonesian Ministry of Trade on Monday showed that Indonesia has raised the reference price for crude palm oil in September to $1007.51 per ton from $996.52 in August.
7. Crop progress reports show that as of the week ending August 30, the US soybean condition was rated 58% good/excellent, compared to market expectations of 59%; the US corn condition was rated 57% good/excellent, compared to market expectations of 56%; and the US spring wheat harvest was 77% complete, compared to market expectations of 75%.
8. Data from Longzhong Information shows that as of August 31, 2026, the total inventory of soda ash produced by domestic manufacturers was 1.9084 million tons, an increase of 35,700 tons from the previous Thursday, a rise of 1.91%.
9. The Association of Natural Rubber Producing Countries (ANRPC) stated that global natural rubber production is projected to reach 15.279 million tons in 2026, a 2.1% increase from 14.971 million tons in 2025.
10. The Chilean labor union of Albemarle held a strike vote on collective bargaining. Under current procedures, if neither labor nor management requests compulsory mediation, the strike could begin as early as 8:00 AM on September 2nd.
11. According to SMM, August's polysilicon monthly production is expected to increase by approximately 1.2 million tons month-on-month, with the operating rate potentially rising to around 41.6%.
12. Chile's National Institute of Statistics and Geology (INSEE) stated on Monday that Chile's copper production in July fell to 403,424 tons from 445,322 tons in the same period last year, a year-on-year decrease of 9.4%, due to severe storms hitting mining operations.
