1. According to the China Coal Transportation and Marketing Association, in early October, the average daily output of 30 key monitored coking coal enterprises reached 514,000 tons, a 1.2% increase compared to late September and a 4.1% decrease year-on-year.
2. According to Mysteel, as of October 19th, a total of 48 coal mines remained shut down, a decrease of 6 mines week-on-week; their total capacity was 53.05 million tons, a decrease of 3.65 million tons week-on-week.
3. According to Mysteel, the Ganqimaodu Port will gradually resume normal customs clearance levels starting in November, with the expected number of passing vehicles between 1,100 and 1,500.
4. According to Mysteel, on October 19th, coke prices in Shandong's Weifang, Binzhou, Dezhou, Jining, Zaozhuang, Heze, Rizhao, Tai'an, and Linyi markets are planned to increase. Wet-quenched coke will increase by 50 yuan/ton, and dry-quenched coke by 55 yuan/ton, effective from 00:00 on October 21st.
5. According to the National Food and Strategic Reserves Data Center, soybean imports are expected to decline in October, with total crushing volume for the month around 9.5 million tons, an increase of approximately 700,000 tons year-on-year.
6. Data released by the U.S. Department of Agriculture (USDA) shows that private exporters reported sales of 114,000 tons of soybeans to China and 261,000 tons to unknown destinations.
7. Agricultural consulting firm AgRural stated that as of last Thursday, Brazilian farmers had planted 26% of the expected soybean acreage for the 2026/27 marketing year, up from 15% a week earlier and also higher than 24% at the same time last year.
8. USDA data shows that for the week ending October 15, 2026, U.S. soybean export inspections totaled 2,001,750 tons, revised from 1,109,385 tons the previous week (initial figure 1,096,555 tons).
9. The U.S. Department of Agriculture (USDA) released its weekly crop progress report on Tuesday, showing that as of the week ending October 18, 2026: the U.S. soybean harvest was 64% complete, compared to market expectations of 66%, 46% the previous week, and a five-year average of 65%.
10. The CME Group announced the launch of tungsten futures to meet growing market demand for its range of metal products.
11. At a London Metal Exchange (LME) symposium on Monday, attendees unanimously agreed that copper had the best upside potential among industrial metals, making it the undisputed top choice.
12. Goldman Sachs raised its year-end 2026 copper price forecast to $14,700 per ton from $13,735.
