1. In July, Hesteel Group produced 14,600 tons of silicon manganese. In June, the production volume was 11,700 tons. (In July 2024, the production volume was 14,100 tons). In July, Hesteel tendered 2,700 tons of 75B ferrosilicon, and the previous round of tenders was 2,200 tons, an increase of 500 tons from the previous round.
2. According to Centennial Construction Network, a new round of staggered production of Shandong cement enterprises has started, and only 7 of the 83 kiln lines in the province are in production. Among them, there are 1 in Jinan, Zibo, Zaozhuang, Tai'an, Yantai, Jining, and 1 in Weifang. This staggered production will effectively alleviate the pressure of excess cement production capacity in the region and help balance the supply and demand of the industry.
3. The Malaysian Minister of Plantation and Commodities said on Tuesday that US importers will bear the costs of the increase in palm oil tariffs because the United States has no substitutes for palm oil.
4. According to Zhengzhou Commodity Exchange, propylene futures will be listed for trading from July 22, 2025 (Tuesday). The call auction time on that day is 8:55-9:00 in the morning, and the trading time is 9:00-11:30 and 13:30-15:00. Night trading will be carried out from the evening of July 22, and the night trading time is 21:00-23:00. The trading margin standard for propylene futures contracts is 8%, and the price limit range is ±7%. The price limit range of propylene futures contracts on the day of listing is ±14% of the contract listing base price.
5. Yesterday, the price of polysilicon market increased significantly. According to Mysteel’s survey, the price of polysilicon enterprises is above 40 yuan/kg. According to feedback from downstream crystal pulling enterprises, the previous price of enterprises was cancelled. Although the latest price of some enterprises has not yet been released, the price is expected to be 40+ yuan/kg. Silicon wafer enterprises also have the intention to increase prices, but the overall price is temporarily stable. In the component link, companies and dealers reported that component prices will be raised in the near future.
6. According to the Daily Economic News, an executive of a leading photovoltaic company told reporters that the supply and demand structure of the silicon material market has not changed significantly, but the monthly supply and demand are basically balanced, and it is still in the stage of destocking. Both the executive and the above-mentioned industry association mentioned that there is no new inventory in the silicon material market.
7. Leng Bing, deputy general manager of the Guangzhou Futures Exchange, revealed at the 2025 Shanghai Platinum Week and China Platinum Group Metals Market Summit that after two years, the research and development of platinum and palladium futures has entered the final stage. Next, the Guangzhou Futures Exchange will accelerate the solicitation of opinions, filing of contract rules, registration of brands and on-site inspection of delivery warehouses under the guidance of the China Securities Regulatory Commission.
8. According to four refining industry sources, India plans to import about 10% of cooking liquefied petroleum gas (LPG) from the United States each year starting in 2026, which is part of India's efforts to expand energy purchases from the United States and narrow the trade deficit with the United States.
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