1. According to Jiaolian Information, the spot coke market saw its first round of price reductions on Tuesday. Steel mills in major producing areas such as Tangshan, Tianjin, and Changzhuang lowered prices by 100 yuan/ton for wet-quenched coke and 110 yuan/ton for dry-quenched coke, effective from 00:00 on October 1, 2026.
2. According to the General Office of the Shanxi Provincial People's Government, following the national safety production video conference on September 28, the provincial government convened a provincial safety production video conference to convey and implement the directives. The meeting emphasized focusing on key industries and sectors, deepening the special rectification of coal mine safety risks and hidden dangers, and fully implementing the "eight hard measures" for mine safety and the "seventeen new coal regulations."
3. Chen Bangxun, spokesperson for the Ministry of Agriculture and Rural Affairs and Director of the Development Planning Department, stated that the Ministry will continue to dynamically monitor market supply and demand, guide farms to rationally arrange production schedules, and consolidate the upward trend in pork prices.
4. A Reuters survey shows that Saudi Arabia is expected to raise its official selling price for crude oil to Asian customers in November, driven by supply disruptions that have strengthened the Middle East spot crude oil market. 5. According to the London Metal Exchange (LME) Commitment of Traders report, as of the week ending September 25, 2026, investment funds held 44,500 net long positions in LME copper, an increase of 4,740 contracts from the previous week; and 146,400 net long positions in LME aluminum, an increase of 2,351 contracts from the previous week.
6. The two main unions at Antofagasta Minerals' Centinela copper mine in Chile said on Tuesday they were prepared to strike, but hoped to avoid it if the company agreed to a deal during government-mandated mediation negotiations.
