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Home > Commodity Intelligence

Last five days 7-11 7-10 7-9 7-8 7-7

07-11 17:15

【Cotton Lint】

Ministry of Agriculture and Rural Affairs: This month's forecast for China's cotton supply and demand situation remains consistent with last month. The current total cotton inventory continues to decline, but the downstream market has obvious off-season characteristics. Textile companies are cautious in purchasing raw materials and need to continue to pay attention to the impact of weather disturbances and tariff uncertainty.

07-11 17:12

【Galvanized sheet】

On July 11, 2025, statistics showed that 154 national galvanizing enterprises had a total transaction of 18187 tons, an increase of 417 tons from the previous trading day, an increase of 2.35%. The region with the largest increase was the Southwest region, with an increase of 281 tons or 7.53% from the previous trading day.

07-11 17:11

【Agricultural & sideline products】

The Brazilian Grain Exporters Association (ANEC) predicts that Brazil's corn exports in July 2025 will be 4.34 million tons, much higher than the 567,000 tons in June, but lower than the 4.7 million tons in the same period last year.

07-11 17:06

【Agricultural & sideline products】

Brazil's National Grain Exporters Association (ANEC) said that Brazil's soybean exports in July 2025 are estimated to be 11.93 million tons, an increase of 24% from July last year.

07-11 17:03

【Agricultural & sideline products】

Brazil's National Commodity Supply Corporation (CONAB) released its July report on Thursday, predicting Brazil's soybean production in 2024/25 to be 169.487 million tons, down 120,000 tons from the previous month's forecast. The soybean planting area remains unchanged at 47.61 million hectares, and the yield forecast remains at 3.56 tons/hectare.

07-11 15:50

【Galvanized sheet】

On July 11, the inventory of key domestic cities was monitored. The social inventory of galvanized sheet coils this week was 1.2715 million tons, a month-on-month decrease of 1,800 tons and a month-on-month decrease of 2,400 tons.

07-11 15:32

【Corrugated paper】

Starting from July 15, the corrugated paper at the Quanzhou base of Nine Dragons Paper has increased by RMB30 yuan/ton.

07-11 15:20

【Corrugated paper】

Starting from July 15, the price of Dilong brand corrugated paper at Nine Dragons Dongguan Base has been increased by 30 yuan/ton (USD4).

07-11 14:28

【Galvanized sheet】

On July 11, according to incomplete statistics, among the 130 galvanizing production companies this week, 55 production lines were suspended for maintenance, and the overall operating rate was 81.29%. The capacity utilization rate was 62.37%, down 0.53% from last week; The weekly output was 889,600 tons, a decrease of 7,600 tons from last week; the steel mill's inventory was 466,700 tons, a decrease of 2,700 tons from last week.

07-11 14:26

【Galvanized sheet】

On July 4,2025, Malaysia's Ministry of Investment, Trade and Industry issued an announcement to make a positive preliminary anti-dumping determination on galvanized sheets originating in or imported from China, South Korea and Vietnam, and decided to impose provisional anti-dumping duties of no more than 120 days on the products involved in the above-mentioned countries, which are 3.86%-26.80% for China, 8.97%-31.47% for South Korea and 11.41%-57.90% for Vietnam respectively. This measure will take effect from July 7, 2025. The final ruling on this case is expected to be made no later than November 3, 2025.

07-11 13:56

On July 11, Shandong Lihuayi Group Co., Ltd. produced an annual output of 140,000 tons of isooctanol. The ex-factory price of isooctanol was 7550 yuan/ton, which was 150 yuan/ton lower than the previous trading day.

07-11 13:56

On July 11, CNPC Northeast Sales Company increased the price of emulsion styrene butadiene rubber by 300 yuan/ton: currently, Jilin Chemical 1502 reported 12000 yuan/ton, and the Northeast Warehouse increased the price; Fushun 1502 reported 12000 yuan/ton, and the Northeast Warehouse increased the price.

07-11 13:39

【Caustic soda】

As of 20250710, the inventory of factories and warehouses of enterprises with fixed liquid alkali samples of 200,000 tons and above nationwide was 374,300 tons (wet tons), a month-on-month decrease of 2.58% and a year-on-year increase of 2.64%.

07-11 13:28

Shenhua Xinjiang PP plant production capacity is 450,000 tons/year, the current load is normal, and there is a shutdown maintenance plan in August. The spot prices of merchants follow the market, and trading is acceptable.

07-11 13:25

(20250704-0710) The operating rate of bromine enterprises in this period was 60.52%, a month-on-month increase of 1.62% from last week.

07-11 11:34

The U.S. Department of Agriculture report shows that from June 27 to July 3, 2025, the U.S. land cotton export contract volume in 2024/25 was 17,100 tons, a significant increase from the previous week and a 55% increase from the average level of the previous four weeks. Shipments were 54,700 tons, down 6% from the previous week and 9% from the average level of the previous four weeks.

07-11 11:02

【Silicomanganese】

The price of silicon-manganese alloy bidding by a group is: Hubei 5820 yuan/ton, with a quantity of 3300 tons; Jiangsu 5800 yuan/ton, with a quantity of 500 tons; Yunfu 5820 yuan/ton, with a quantity of 2700 tons; Guangdong Heyuan 5900 yuan/ton, with a quantity of 1500 tons; all arrived at the factory in cash including tax.

07-11 10:53

On July 11, Yankuang Guotai Chemical Co., Ltd. ethyl acetate was operating normally. The current price is 5650 yuan/ton, the price is reduced by 50 yuan/ton, and the manufacturer's equipment production capacity is 400,000 tons.

07-11 10:20

On July 10, the quoted price at China's main port rose slightly. The international cotton price index (SM) is 77.03 cents/pound, up 0.40 cents/pound, which is converted to the general trading port pick-up price of 13616 yuan/ton (calculated based on the 1% tariff, and the exchange rate is calculated based on the central parity rate of the Bank of China, the same below); the international cotton price index (M) is 75.31 cents/pound, up 0.40 cents/pound, which is converted to the general trading port pick-up price of 13316 yuan/ton.

07-11 10:20

【Natural rubber】

On July 11, the market for natural rubber raw materials in Thailand's producing areas was stable: tobacco tablets were reported at 66.00 baht/kg, stable; glue was reported at 54.30 baht/kg, stable; cup glue was reported at 51.75 baht/kg, stable.

07-11 10:17

【Lithium carbonate】

The Western Australia government recently announced that the world's first dedicated underground lithium mine, the Catherine Valley Lithium Mine Project, has been officially put into operation.

07-11 10:10

【Wood pulp】

As of July 10, 2025, the sample inventory of mainstream pulp ports in China was 2.179 million tons, a month-on-month decrease of 1.5%. The inventory showed a trend of being removed from the warehouse during this cycle. The inventory of Qingdao Port, the domestic mainstream pulp port, showed a slight trend of being de-stocked; the inventory of Changshu Port showed a slight trend of accumulating; the inventory of Gaolan Port was de-stocked to less than 100,000 tons; and the inventory of other ports basically remained within the normal range.

07-11 09:56

In this cycle (July 4 - 10), the maintenance loss of PE units was approximately 123,200 tons, an increase of 7,500 tons from the same period last week.

07-11 09:55

Malaysia's Palm Oil Board (MPOB) said that Malaysia's palm oil inventories rose to an 18-month high at the end of June 2025 as exports fell sharply. Analysts expected a decline in inventories before the report was released. The MPOB report showed that palm oil inventories at the end of June were 2.03 million tons, a month-on-month increase of 2.41%.

07-11 09:52

【Agricultural & sideline products】

In 2025, the country's total summer grain output will reach 299.48 billion kilograms, of which wheat output will be 276.32 billion kilograms, achieving a stable and bumper harvest. Wei Fenghua, deputy director of the Rural Department of the National Bureau of Statistics, said that although summer grain production has been reduced slightly this year, the reduction is very small and overall remains stable.

07-11 09:51

【Non-ferrous metals】

The U.S. Department of Defense will invest US$400 million in U.S. rare earth miner MP Materials to become its largest shareholder. The new factory is expected to be put into operation in 2028, with an annual production capacity of 10,000 tons. The company also received US$1 billion in financing commitments from JPMorgan Chase and Goldman Sachs Group.

07-11 09:46

【Soybean meal】

In 2024/25 (September to June of the following year), Ukraine's soybean meal exports reached 1.07 million tons, a year-on-year increase of 82%, setting a record high.

07-11 09:40

On July 10, China's soda ash companies shipped 655,100 tons this week, a month-on-month decrease of 1.69%, and the overall soda ash shipment rate was 92.40%.

07-11 09:39

【Hot rolled coil】

This week, the output of the five major varieties of steel was 8.7272 million tons, a month-on-month decrease of 124,400 tons; the total inventory of the five major varieties of steel was 13.3958 million tons, a month-on-month decrease of 3,500 tons; the consumption of the five major varieties of steel was 8.7307 million tons, down 1.4%.

07-11 09:39

On July 10, the total inventory of domestic soda ash manufacturers was 1.8634 million tons, an increase of 15,300 tons or 0.83% from Monday; of which, the inventory of light soda ash was 791,300 tons, and the inventory of heavy soda ash was 1.0721 million tons.

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