1.
According to Mysteel, some coke producers in the Changzhi market plan to adjust coke prices on September 25th, with rammed dry-quenched coke increasing by 55 yuan/ton and top-loading dry-quenched coke by 85 yuan/ton. Coke prices in the Xingtai market are also planned to increase, with rammed wet-quenched coke by 50 yuan/ton and rammed dry-quenched coke by 55 yuan/ton. The adjusted price for rammed wet-quenched coke is 1,565 yuan/ton, ex-factory, including tax, effective at 00:00 on September 26th.
2.
According to Mysteel, as of the week ending September 25th, rebar production turned from decline to growth, with factory inventories declining for three consecutive weeks, apparent demand increasing for two consecutive weeks, and social inventory decreasing for two consecutive weeks. Rebar production reached 2.0646 million tons, an increase of 1,000 tons from the previous week; apparent demand for rebar reached 2.2044 million tons, an increase of 104,100 tons, or 4.96%, from the previous week. 3.
Data from the U.S. Department of Agriculture showed that net soybean export sales for the 2025/2026 marketing year were 724,000 tons, in line with market expectations of 600,000 to 1.6 million tons, and compared to 923,000 tons the previous week. Net soybean sales for the 2026/2027 marketing year were 0 tons, compared to 2,000 tons the previous week.
4.
Data from shipping survey agency ITS showed that Malaysia exported 1,288,462 tons of palm oil from September 1 to 25, a 12.9% increase from 1,141,661 tons exported in the same period last month. According to Amspec, an independent Malaysian inspection agency, Malaysia exported 1,185,422 tons of palm oil from September 1 to 25, compared to 1,065,005 tons in the same period last month, an 11.3% increase from the previous month.
5.
The Ministry of Agriculture and Rural Affairs held a video conference on increasing yields of grain and oil crops across the country and promoting the "three autumns" harvest. The conference called for efforts to strengthen winter wheat production, consolidate the achievements of winter rapeseed expansion, and ensure sufficient plantings of both winter wheat and rapeseed. We must stabilize the production and supply of essential food products, ensure stable production and supply of winter and spring vegetables, strengthen comprehensive regulation of pig production capacity, continue to provide relief to the beef and dairy industries, and effectively ensure supply and price stability.
6.
According to data released by the Malaysian Palm Oil Association (MPOA), Malaysia's palm oil production from September 1 to 20 is estimated to have decreased by 4.26% compared to the same period last month. This includes an 8.23% decrease in Peninsular Malaysia, an increase of 0.73% in Sabah, a 7.63% increase in Sarawak, and a 2.64% increase in East Malaysia.
7.
The U.S. Department of Agriculture (USDA) will release its quarterly grain stocks report at midnight Beijing time on Wednesday, October 1. Analysts estimate U.S. corn stocks on September 1 at 1.337 billion bushels, a four-year low and a 24% decrease from the same period last year. However, this figure is higher than the USDA's September supply and demand report's estimate of 1.325 billion bushels for U.S. corn year-end stocks in the 2024/25 marketing year. 8.
According to Longzhong Information, as of September 25, total inventory at domestic soda ash manufacturers reached 1.6515 million tons, a decrease of 104,100 tons, or 5.93%, from the previous Thursday. Of this total, light soda ash accounted for 729,100 tons, a decrease of 20,400 tons from the previous month, and heavy soda ash accounted for 922,400 tons, a decrease of 83,700 tons from the previous month. The operating rate and capacity utilization rate of the float glass industry were 76.01% and 80.08%, respectively, the same as in the previous two weeks. Daily output also remained unchanged at 160,200 tons.
9.
According to an announcement from Tibet Mining, the Zabuye Salt Lake Green Comprehensive Development and Utilization Project (10,000 tons of battery-grade lithium carbonate) in Tibet successfully completed a 120-hour functional assessment from September 20 to 24, 2025, marking the official start of production. 10.
According to the Guangzhou Futures Exchange, effective from the settlement date on Monday, September 29, 2025, the price limits for industrial silicon futures contracts will be adjusted to 10%, the price limits for polysilicon futures contracts will be adjusted to 11%, and the price limits for lithium carbonate futures contracts will be adjusted to 10%. The margin requirement for speculative trading will be adjusted to 12%, and the margin requirement for hedging trading will be adjusted to 11%.
