1. According to Mysteel, a coal mine in Lishi, Lüliang, has ceased production since September 12th, having already completed its annual production targets.
2. According to SMM, Henan Yaxin Steel has suspended production on September 10th for maintenance on two 630m³ blast furnaces, affecting daily pig iron production by 4,000 tons. The maintenance is tentatively scheduled for two months, with the resumption date depending on market conditions.
3. According to SMM, several polysilicon production bases may resume production in September, leading to continued increases in output. Polysilicon production may decrease in October due to meetings and the approaching dry season.
4. Indonesia's Ministry of Energy and Mineral Resources (ESDM) stated that mining companies with outstanding receivables or unfulfilled reclamation obligations will be unable to continue their RKAB application process.
5. Canada's E3 Lithium has signed a non-binding memorandum of understanding with battery material manufacturer Epsilon CAM for long-term supply of battery-grade lithium carbonate. The framework aims to supply up to 5,000 tons annually from the Clearwater project over five years, starting September 1, 2026.
6. The USDA's weekly crop progress report released Tuesday showed that as of the week ending September 13, the U.S. soybean harvest was 6% complete, compared to market expectations of 4%; the good-to-excellent rating was 58%, in line with expectations.
7. Indonesian coal producer Bayan Resources declared force majeure as the proposed revisions to its 2026 mining quotas have not yet been released.
8. The National Food and Strategic Reserves Data Center estimates that soybean imports for the entire month of September will reach approximately 10 million tons.
9. Agricultural consultancy AgRural stated on Monday that as of last Thursday, Brazil's 2026/27 soybean planting rate was 0.4%, up from 0.05% a week earlier.
10. According to data from the U.S. Department of Agriculture, U.S. soybean export inspections totaled 672,759 tons in the week ending September 10, 2026, compared to a revised 464,732 tons the previous week (initial figure: 422,016 tons).
11. According to Longzhong Information, as of September 14, 2026, total inventory of soda ash produced by domestic manufacturers was 1.9062 million tons, a decrease of 24,900 tons from the previous Thursday, a drop of 1.29%.
