1. According to data from the Shanghai Shipping Exchange, as of September 22, 2025, the Shanghai Export Containerized Settlement Freight Index (European routes) was 1254.92 points, down 12.9% from the previous period.
2.
Mysteel's global iron ore shipments from September 15 to 21, 2025, totaled 33.248 million tons, a decrease of 2.483 million tons from the previous month. Total iron ore shipments from Australia and Brazil were 27.728 million tons, a decrease of 2.050 million tons from the previous month. Australian shipments totaled 19.188 million tons, a decrease of 1.658 million tons from the previous month. Of this, Australian shipments to China totaled 15.712 million tons, a decrease of 2.650 million tons from the previous month. Brazilian shipments totaled 8.540 million tons, a decrease of 392,000 tons from the previous month. 3.
Data from the Southern Peninsula Palm Oil Pressers Association (SPPOMA) indicates that from September 1 to 20, 2025, Malaysia's palm oil yield per unit area decreased by 6.57% month-on-month, oil extraction decreased by 0.25%, and production decreased by 7.89%.
4.
According to data from the National Development and Reform Commission, as of September 17, the national pig farm gate price was 13.71 yuan/kg, down 1.58% from September 10; the corn price in major wholesale markets was 2.36 yuan/kg, unchanged from September 10; and the pig-to-grain price ratio was 5.81, down 1.53% from September 10.
5.
Brazil's agricultural consulting firm AgRural stated that as of last Thursday, the country's soybean planting area for the 2025/26 marketing year had reached 0.9% of the projected total. The report noted a significant increase in fieldwork intensity in the states of Paraná, Mato Grosso, Rondônia, and São Paulo. The current progress is on par with the same period last year.
6.
According to foreign media reports, the Argentine government has temporarily lifted export taxes on soybeans and their derivatives (soybean meal and soybean oil), corn, and wheat, aiming to increase domestic foreign exchange supply and curb the depreciation of the local currency. A presidential decree indicates that the measure will last until October 31 or until total exports reach $7 billion.
7.
The International Aluminum Institute (IAI) projected global primary aluminum production to be 6.277 million tons in August 2025, compared to 6.222 million tons in the same period last year and a revised figure of 6.268 million tons from the previous month. China's primary aluminum production is projected to be 3.764 million tons in August, a revised figure from the previous month. 8.
According to data from the China Timber Industry Association, from September 22 to September 28, 2025, 10 New Zealand logs were expected to arrive at 13 Chinese ports, an increase of 4 ships from the previous week, a 67% increase from the previous week. The total volume of New Zealand logs arriving at the ports was approximately 336,000 cubic meters, an increase of 126,000 cubic meters from the previous week, a 60% increase from the previous week.
