1. The fourth round of coking coal price increases has been fully implemented, with a cumulative increase of 350-385 yuan/ton so far.
2. Malaysian palm oil stocks are expected to increase for the fifth consecutive month in August, reaching 2.76 million tons, a 4.9% increase from July.
3. As of September 1, 2026, the drought rate in US soybean producing areas is 30%, an increase of 2 percentage points from the previous week.
4. Saudi Arabia has set its official selling price for Arab Light crude oil to Asia in October at a discount of $2/barrel to the Oman/Dubai average price.
5. As of September 3, lithium ore spot inventory of 33 sample lithium ore traders was 134,000 tons, a decrease of 15,000 tons from the previous week.
6. Driven by traders continuing to import large quantities of copper ahead of potential US tariffs, US imports of refined copper and copper alloys reached a record high of 225,094 tons in July.
7. The U.S. Department of Agriculture (USDA) released data showing that private exporters reported sales of 192,000 tons of soybeans to China for delivery in the 2026/2027 marketing year.
8. As of the week ending September 2, the amount of sugar awaiting shipment at Brazilian ports was 2.4784 million tons, compared to 2.2607 million tons the previous week.
9. As of September 3, the total inventory of float glass sample enterprises nationwide was 73.675 million weight boxes, a decrease of 374,000 weight boxes, or 0.5%, compared to the previous week.
10. As of September 3, methanol inventory at East China ports was 344,700 tons, compared to 381,400 tons on August 27, a decrease of 36,700 tons.
11. Data from Fubao Information's survey shows that as of September 3, lithium carbonate production for the week was 24,700 tons, an increase of 4.22% week-on-week.
