Metlen, an energy and mining group, warned Europe may face the risk of incremental gallium supplies flowing to overseas markets.

Seasonal demand ahead of Mid‑Autumn and National Day and cooler weather have pushed Chinese beef consumption higher, lifting both volumes and prices. A meat company in Binzhou, Shandong said beef tenderloin prices have moved from roughly 90 yuan/kg to above 100 yuan/kg. Ministry of Agriculture and Rural Affairs monitoring shows nationwide beef at 75.73 yuan/kg in the second week of September, up 0.5% MoM, 7.2% YoY and 6.1% year‑to‑date. Falling beef‑cattle stocks are tightening supply; a farm in Shahe, Xingtai (Hebei) with about 450 head recently sold ~30 head and reports per‑head profits of 2,000–2,500 yuan. A researcher at the Institute of Agricultural Economics and Development, Chinese Academy of Agricultural Sciences, Yang Chun, says higher international cattle prices in 2026 combined with peak‑season domestic demand point to further upside in beef prices.

Kpler周二公布的初步数据显示，周一经霍尔木兹海峡通行的散货船总数为4艘，较前一日的10艘下滑。