1. According to Mysteel research, coal mines in Shanyin County, Shuozhou City, will cease production starting October 20, 2025, affecting a total production capacity of 34 million tons. Normal production is expected to resume on October 24.
2. According to China News Service, data from the General Administration of Customs shows that China did not import any soybeans from the United States in September of this year. This marks the first time that China's monthly soybean imports from the United States have fallen to zero since November 2018.
3. Due to recent meetings and the impact of electricity prices during wet and dry seasons, some polysilicon production bases in southwest China have recently begun to gradually reduce raw material inputs and are expected to completely cease production in late October or early November.
4.
According to the China Futures Market Monitoring Center, as of October 9, 2025, the total amount of funds in my country's futures market exceeded 2 trillion yuan, reaching approximately 2.02 trillion yuan, a 24% increase from the end of 2024. Following the breakthrough of 1 trillion yuan in February 2021 and 1.5 trillion yuan in June 2022, the total amount of funds in the futures market has reached a new high. 5.
According to Mysteel, based on market feedback, from now until midnight on October 23rd, Tangshan-area steel mills will implement production controls and will cease the use of vehicles with National V emissions standard or lower (including blue-plate trucks) transporting goods in and out of factories. Non-road mobile machinery with National II emissions standard or lower will also be suspended.
6.
According to the National Bureau of Statistics, pig stocks and slaughter continue to grow. In the first three quarters, national pig slaughter reached 529.92 million head, an increase of 9.62 million head year-on-year, or 1.8%. The growth rate increased by 1.2 percentage points compared to the first half of the year, maintaining growth for three consecutive quarters. Pork production reached 43.68 million tons, an increase of 1.28 million tons year-on-year, or 3.0%.
7. According to CONAB, the national commodity supply company under the Brazilian Ministry of Agriculture, as of October 18th, Brazil's soybean planting rate was 21.7%, compared to 11.1% last week, 17.6% in the same period last year, and the five-year average of 27.7%. 8.
According to an announcement from the Dalian Commodity Exchange, with the approval of the China Securities Regulatory Commission, starting from the evening trading session on October 28, 2025, the Dalian Commodity Exchange will expand the range of tradable products for qualified foreign institutional investors and RMB qualified foreign institutional investors (collectively, "qualified foreign investors") to include new monthly average price futures contracts for linear low-density polyethylene, polyvinyl chloride, and polypropylene.
9. Martin Ma, General Manager of the International Lithium Association, China, spoke on the topic of "Opportunities and Challenges of the Global Lithium Carbonate Supply Chain from an ESG Perspective." He stated that driven by demand for power batteries and energy storage batteries, global lithium demand is expected to maintain an average annual growth rate of approximately 20% to 4 million tons by 2030.
10.
According to Longzhong Information, as of October 20, 2025, the total inventory of domestic soda ash manufacturers was 1.7107 million tons, an increase of 10,200 tons, or 0.60%, from the previous Thursday. Among them, light soda ash was 770,500 tons, an increase of 10,700 tons month-on-month, and heavy soda ash was 940,200 tons, a decrease of 500 tons month-on-month.
