1. According to Jiaolian.com, coking plants are facing significant cost pressures and are generally operating at a loss due to persistently high upstream coking coal prices. To cope with these losses, coking plants in major regions have proactively reduced production to 40%-50%, maintaining low operating rates and further contracting coke supply.
2. Indonesia's Ministry of Energy and Mineral Resources stated at a parliamentary hearing on Tuesday that with the nationwide rollout of B50 blended fuels, palm oil-based biodiesel consumption in Indonesia reached 10.7 million kiloliters from January to early September this year. Indonesia has increased its 2026 biodiesel quota to 16.75 million kiloliters to meet demand under the B50 program.
3. Data from the U.S. Department of Agriculture shows that for the week ending September 3, 2026, U.S. soybean export inspections totaled 422,016 tons, revised from 284,051 tons the previous week (initial figure 250,801 tons).
4. The U.S. Department of Agriculture (USDA) released its weekly crop progress report on Wednesday, showing that as of the week ending September 6, the U.S. soybean condition was rated 58% good to excellent, below market expectations of 57%, the previous week's 58%, and 64% at the same time last year. Leaf drop was 26%, compared to 13% the previous week, 20% at the same time last year, and a five-year average of 20%.
5. To strictly enforce enterprises' primary responsibility for safe production and promote the effective implementation of key tasks related to mine safety, on September 7, 2026, the Inner Mongolia Autonomous Region Mine Safety Supervision Bureau, together with the Chifeng City and Xilingol League Mine Safety Supervision Bureaus, conducted a warning interview with the principal responsible persons of Inner Mongolia Xingye Yin-Tin Mining Co., Ltd. and its seven affiliated mining companies within the region.
6. Zimbabwe has immediately banned the export of antimony and tungsten, as part of the government's measures to encourage mining companies to process raw materials more locally. According to a letter from Mining Minister Tomás Ush to the state-owned Zimbabwe Minerals Marketing Corporation (responsible for selling all Zimbabwean minerals except gold and silver), shipments of ore and concentrates have also been suspended.
7. Chile's National Copper Commission (Cochilco) stated that, given the increasing global competition for copper concentrates, Chile should first improve the operational performance of its existing copper smelters before considering building new ones. Cochilco pointed out that Chile has the largest copper smelting capacity in Latin America, but its plants are currently operating at only about 60% capacity utilization.
