1. The Dalian Commodity Exchange issued an announcement soliciting public opinions on coking coal futures and options contracts, with a deadline of September 24, 2025.
2.
Tangshan's air quality situation is severe, ranking at the bottom and at risk of further decline. To address this situation, companies are required to prepare for mandatory emission reduction measures, with production restrictions from September 15 to 30. Coking plants will extend their coking time by 30%. According to SMM research, some steel companies in Tangshan have received notice, but the production restrictions are primarily voluntary, and the specific production restriction plan has not yet been determined.
3.
According to SMM, on September 16, the first meeting of the third chairman's office of the Jiangsu Iron and Steel Association was held in Tangshan, Hebei, hosted by the Jiangsu Iron and Steel Association and organized by China Metallurgical Construction Group Corporation No. 22. Faced with the current imbalance in supply and demand in the industry, delegates unanimously agreed that addressing "involutionary" competition is urgent and that companies should work together to maintain market order, expand overseas business, and strengthen international cooperation. 4.
Reporters from the China Business Network learned from multiple sources that a symposium on pig production capacity regulation was held in Beijing on September 16th. The president of a participating company revealed that the meeting discussed the task of pig companies in controlling sow production capacity. Reportedly, several companies, including Muyuan Foodstuff Co., Ltd. and Wens Foodstuff Group Co., Ltd., attended, and the implementation of pig slaughter weights was also discussed. Relevant departments have reportedly held a "pig production scheduling meeting" and plan to reduce the national sow inventory by approximately 1 million head from the current level, to approximately 39.5 million.
5.
Data from the Southern Peninsula Palm Oil Pressers Association (SPPOMA) shows that from September 1 to 15, 2025, Malaysia's palm oil yield per unit area decreased by 6.94% month-on-month, oil extraction decreased by 0.21% month-on-month, and production decreased by 8.05% month-on-month. 6.
Data released by the Brazilian Sugarcane Industry Association (Unica) show that sugarcane crushing in Brazil's central and southern regions reached 50.061 million tons in the second half of August, compared to 45.229 million tons in the same period last year, a year-on-year increase of 10.68%. Sugar production reached 3.872 million tons, compared to 3.276 million tons in the same period last year, an increase of 18.21%.
7. The latest data from the Fujairah Oil Industrial Zone in the United Arab Emirates shows that as of the week of September 15, total refined oil inventories at the Fujairah Port in the UAE reached 13.089 million barrels, a decrease of 2.935 million barrels from the previous week, reaching a historical low.
8. According to Aladdin (ALD), expectations for the resumption of production at Guinea's newly established Nimba Mining SA continue to strengthen. Formed through the restructuring of the former Guinea Alumina Company (GAC), the company boasts comprehensive infrastructure, ample spot reserves at its terminals, bauxite inventories exceeding one million tons, and an annual production capacity exceeding 14 million tons.
