1. According to Mysteel, satellite data shows that from October 12th to 18th, 2026, the total iron ore inventory at seven major ports in Australia and Brazil was 11.852 million tons, a decrease of 732,000 tons compared to the previous period.
2. According to the Shanxi Provincial Energy Bureau, as of now, 220 coal mines have completed rectification and successfully resumed production, with raw coal output continuing to rise, and the positive trend of stable production and supply being continuously consolidated.
3. According to Jiaolian Information, the coking coal spot market is generally stable. Coking plants, facing comprehensive losses, have been forced to initiate the first round of price increases of 50-55 yuan/ton, planned to be implemented from the 21st, but steel mills have not yet responded due to their own meager profits; some coking plants in Shanxi and Hebei have voluntarily reduced production by 30%-40%.
4. Data from shipping survey agency ITS shows that Malaysia's palm oil exports from October 1st to 20th were 1,131,813 tons, an increase of 58.51% compared to 714,012 tons in the same period last month. 5. Analysts say that Malaysia's proposed palm oil export tax reduction policy could help the country regain some market share from Indonesia.
6. According to a Dalian Commodity Exchange (DCE) announcement, hog prices have fluctuated significantly recently. All member units are requested to strengthen investor education and risk prevention, reminding investors to participate rationally and trade in compliance with regulations.
7. Data released by the U.S. Department of Agriculture (USDA) shows that private exporters reported sales of 612,000 tons of soybeans to China, all for delivery in the 2026/2027 marketing year.
8. The weekly forecast released by the Brazilian National Grain Exporters Association (Anec) shows that Brazil's soybean exports in October are expected to reach 6.4 million tons, up from the previous week's estimate of 6.55 million tons.
9. According to Longzhong Information, as of now, all coastal MTO (methanol-to-gas) plants have shut down, an unprecedented situation. We tentatively assess that non-Iranian methanol shipments arriving next month will be around 350,000 tons.
10. According to data from the International Aluminium Institute (IAI), global primary aluminum production in September 2026 was 6.014 million tons, compared to 6.1 million tons in the same period last year, with the previous month's figure revised to 6.188 million tons.
