1. According to Mysteel, as of the week ending October 22, rebar production was 1.7473 million tons, an increase of 8,400 tons from the previous week; apparent demand was 2.0103 million tons, a decrease of 212,400 tons from the previous week, a drop of 9.56%.
2. This week, Mysteel's statistics show that the verified capacity utilization rate of 523 sampled coking coal mines was 72.5%, an increase of 1.1% week-on-week. The average daily output of raw coal was 1.633 million tons, an increase of 26,000 tons week-on-week.
3. According to Mysteel, this week, the physical inventory of red dates at 36 sample points was 9,275 tons, a decrease of 75 tons from the previous week, a decrease of 0.80% week-on-week, and an increase of 2.95% year-on-year.
4. The chairman of the Indonesian Palm Oil Farmers Association believes that the current drought is unlikely to drag down national palm oil production next year: the drought in many provinces is currently only lasting 1-2 months.
5. Copper inventories in London Metal Exchange (LME) US warehouses have climbed to their highest level in 12.5 years, with the metal continuing to flow into the US ahead of the potential imposition of copper import tariffs early next year.
6. USDA data shows that net export sales of US soybeans for the 2026/2027 marketing year totaled 2.841 million tons in the week ending October 15, compared to 575,000 tons the previous week.
7. According to USDA drought monitoring data, as of October 20, 2026, the drought rate in US soybean-producing areas was 27%, compared to 26% the previous week.
8. According to Mysteel's port survey, as of this week (October 22), domestic port lithium ore inventories totaled 392,000 tons, an increase of 45,000 tons from the previous week, with Zhenjiang Port holding 282,000 tons.
9. An official notice from India indicates that the deadline for allowing duty-free imports of 1 million tons of raw sugar has been extended from October 31st to December 31st, giving importers more time to ship the sugar into India.
10. According to Longzhong Information, as of October 22nd, the total inventory of float glass sample enterprises nationwide was 71.028 million weight boxes, a decrease of 765,000 weight boxes compared to the previous period, a decrease of 1.07% month-on-month, and an increase of 6.63% year-on-year.
11. According to a Zhengzhou Commodity Exchange announcement, effective from the settlement on October 26th, 2026, the trading margin standard for methanol futures contracts 2612 and 2701 will be adjusted to 9%, and the daily price fluctuation limit will be adjusted to 8%.
12. According to an announcement from the Yichun Municipal Bureau of Ecology and Environment, in accordance with the relevant provisions of the environmental impact assessment approval procedures for construction projects, after review, the bureau intends to issue an approval opinion on the ecological and environmental impact report of the Yichun Times New Energy Mining Co., Ltd.'s Jiangxi Province Yifeng County Zhenkouli-Fengxin County Jianxiawo lithium mine mining project.
