1. The U.S. Department of Agriculture (USDA) released its weekly crop progress report early Tuesday morning, showing that as of the week ending September 20, the U.S. soybean condition was rated 58% good to excellent, in line with market expectations and the previous week's rating. The rating for U.S. corn was 57% good to excellent, in line with market expectations and the previous week's rating. The rating for corn was 57% good to excellent, in line with market expectations and the previous week's rating. The rating for corn was 66% good to excellent at the same time last year.
2. Data from the Southern Peninsula Palm Oil Pressors Association (SPPOMA) shows that from September 1-20, 2026, Malaysian palm oil yield increased by 18.58% month-on-month, oil extraction rate increased by 0.45% month-on-month, and production increased by 21.32% month-on-month.
3. Chile's lithium exports in August totaled 26,401 tons, of which lithium carbonate exports amounted to 24,082 tons. Lithium carbonate exports to China that month totaled 14,261 tons.
4. According to Longzhong Information, as of September 21, 2026: Domestic soda ash manufacturers' total inventory this week was 1.8311 million tons, a decrease of 57,700 tons from last Thursday, a drop of 3.05%.
5. According to Mysteel's research and verification, due to system issues at the Mandula border crossing on the 21st, normal customs clearance was not resumed until around 3 PM, with the number of vehicles expected to drop to between 200 and 300.
6. Inner Mongolia's beet sugar production for the 2026/27 crushing season is expected to decrease by approximately 130,000 to 180,000 tons year-on-year.
7. According to data from the China Nonferrous Metals Industry Association Lithium Branch, in August, national lithium carbonate production was approximately 96,000 tons, a decrease of 2.5% month-on-month; national lithium hydroxide production was approximately 33,000 tons, an increase of 2.5% month-on-month.
8. The Russian Ministry of Agriculture announced on Monday that it will reduce grain export tariffs to zero, a policy that will continue until the end of 2026. According to a new decree, the "floating" export tariffs on Russian wheat, barley, and corn have been abolished, a policy that will remain in effect until December 31st of this year.
9. The Guangzhou Futures Exchange announced that, effective from the settlement on Tuesday, September 29, 2026, the daily price fluctuation limit for lithium carbonate futures contracts will be adjusted to 15%, and the margin requirement for speculative trading will be adjusted to 17%.
