1. According to Mysteel, major steel mills in Tangshan plan to raise prices by 100 yuan/ton for wet-quenched coke and 110 yuan/ton for dry-quenched coke. Some steel mills in Xingtai are also raising prices by 100 yuan/ton for wet-quenched coke and 110 yuan/ton for dry-quenched coke, all effective from midnight on September 10, 2026.
2. According to the Dalian Commodity Exchange (DCE), it has been decided that, starting from the trading session on September 9, 2026 (i.e., the night trading session on September 8), non-futures company members or clients may not open more than 5,000 lots of new iron ore futures contracts per day. From the settlement on September 9, 2026 (Wednesday), the daily price limit for iron ore futures contracts will be adjusted from 9% to 6%, and the trading margin level will be adjusted from 11% to 8%.
3. According to Mysteel's research, one coal mine in Qinyuan County, Changzhi City, resumed production on September 5th, with a approved capacity of 1.2 million tons of low-sulfur lean coking coal. The county now has a total of 7 resumed coal mines, with a total capacity of 9.3 million tons. The county has a total of 24 coking coal mines, with a total capacity of 27.7 million tons; excluding 4 long-term shutdown mines (capacity 5.7 million tons), 13 coal mines are currently shut down, involving a total capacity of 12.7 million tons.
4. According to foreign media reports, due to India's recent aggressive vegetable oil procurement strategy, major ports are experiencing severe congestion. Because all shore-side storage tanks are full and refiners are struggling to process arriving cargo, ship unloading delays have reached up to 10 days.
5. Data from the Southern Peninsula Palm Oil Crushers Association (SPPOMA) shows that from September 1st to 5th, 2026, Malaysian palm oil yield per hectare increased by 32.92% compared to the same period last month, oil extraction rate increased by 0.43%, and production increased by 35.88% compared to the same period last month.
6. Consulting firm AgRural stated that with the end of the soybean planting ban and the arrival of favorable rainfall, some areas in Paraná state, Brazil, have begun planting, marking the official start of the 2026/27 soybean planting season in Brazil. As of last Thursday, the planted soybean area in Brazil accounted for 0.05% of the total projected area, compared to 0.02% in the same period last year.
7. Overseas media reports that Rio Tinto has agreed to acquire the Aurukun bauxite project in Cape York, Australia, from Glencore and its joint venture partner Mitsubishi. The transaction price was not disclosed. According to the plans developed by Glencore and Mitsubishi, the project has an annual production capacity of 15 million tons, with 8 million dry tons exported annually.
8. According to CONAB, the national commodity supply company under the Brazilian Ministry of Agriculture, as of September 4, 2026, the first crop of corn planted in Brazil was 11%, compared with 6.3% last week, 9.6% at the same time last year, and a five-year average of 6.1%.
