1. According to Mysteel, as of 11:40 AM on October 8th, 210,500 tons of coking coal were listed for online auction in Shanxi (including auctions held during the National Day holiday), with 193,500 tons sold, resulting in an 8.1% failure rate. The sales rate increased somewhat after a general decrease in starting prices. Typical auction prices are as follows: Dengmaotong's transaction price was 2214 yuan/ton, down 184 yuan/ton; Huasheng's transaction price was 1599 yuan/ton, down 222 yuan/ton; and Sanyuan's transaction price was 1612 yuan/ton, down 89 yuan/ton.
2. According to Mysteel, during this period (September 29th - October 5th), China's total steel export shipments were 2.0838 million tons, a decrease of 676,200 tons, or 24.5%, compared to the previous period. The National Day holiday effect was significant, with shipments falling to a near two-month low; year-on-year, it decreased by 230,400 tons, or 10.0%.
3. China Iron and Steel Association (CISA): In late September, social inventory of five major steel products in 21 cities totaled 9.14 million tons, a decrease of 180,000 tons (1.9%) month-on-month, a slight decline; an increase of 1.93 million tons (26.8%) compared to the beginning of the year; and an increase of 120,000 tons (1.3%) compared to the same period last year.
4. According to Mysteel survey, as of October 2, 2026, commercial palm oil inventory in key regions nationwide was 968,000 tons, a decrease of 400 tons (0.04%) month-on-month.
5. The latest agricultural situation report from the Ministry of Agriculture and Rural Affairs shows that over 40% of the autumn grain harvest nationwide has been completed. Specifically, over half has been completed in the Huang-Huai-Hai Plain, 25% in the Northeast, over 70% in the Southwest, nearly 50% in the Northwest, over half in the middle and lower reaches of the Yangtze River, and over 20% in South China.
6. According to Longzhong Information, as of October 8, 2026: This week, the total inventory of domestic soda ash manufacturers was 1.7787 million tons, an increase of 19,400 tons (1.10%) compared to last week. Among them, light soda ash production was 932,200 tons, an increase of 2,000 tons month-on-month, and heavy soda ash production was 846,500 tons, an increase of 17,400 tons month-on-month.
7. According to Longzhong Information, as of October 8, 2026, the total inventory of float glass sample enterprises nationwide was 73.186 million weight boxes, an increase of 2.689 million weight boxes month-on-month, up 3.81%, and up 16.49% year-on-year.
8. According to foreign media reports, Indonesia is considering imposing a suspension order on the industry producing semi-finished nickel products as part of efforts to expand domestic processing to higher-value finished products and ensure sustainable management of natural resources.
9. Data from Fubao Information's survey shows that as of October 8, the weekly lithium carbonate production was 22,700 tons, a decrease of 0.87% month-on-month (a decrease of 200 tons compared to the previous period); lithium carbonate inventory was 65,700 tons, a decrease of 0.57% month-on-month (a decrease of 377 tons compared to the previous period). 10. According to Mysteel statistics, as of this week (October 8th), the spot inventory of lithium ore from 33 sample lithium ore traders was 181,000 tons, a decrease of 13,000 tons compared to last week. Of this, 101,000 tons were available for sale, a decrease of 18,000 tons compared to last week.
11. According to foreign media reports, as of October 2nd, the soybean planting area in Mato Grosso Sultanate for the 2026/2027 season has reached 18% of the planned area. Moisture conditions in the central and southern regions are suitable, and planting is progressing rapidly. The planted area in Mato Grosso Sultanate is 4.874 million hectares, an increase of 5.5% compared to the previous year. The average yield is estimated at 52.4 bags per hectare, a decrease of 13.2%. Total production is estimated at 15.331 million tons, a decrease of 8.4%.
