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Home > Commodity Intelligence
Last five days12-1512-1212-1112-1012-9

12-10 17:15

【Diethylene glycol】
Market rumors that a 1 million tons/year ethylene glycol/diethylene glycol plant in Jiangsu has begun to be shut down for maintenance. It is initially planned to maintain it until the second quarter of next year. The current load of another 900,000 tons/year production line in the plant is basically stable.

12-10 17:15

【Silicomanganese】
South32 announced its price for manganese ore in China in January 2026. Among them, the price for Mn42% Australia lump ore was US$4.85/ton (CIF China main port), up US$0.3/ton month-on-month; the price for Mn37% South African semi-carbonate manganese ore was US$4.15/ton (CIF China main port), which was flat month-on-month.

12-10 17:15

【Agricultural & sideline products】
Data released by SECEX showed that the pace of Brazilian soybean exports in early December was significantly higher than the level of the same period last year. From December 1 to 5, Brazil's soybean exports were 971,000 tons, compared with 2.006 million tons in December last year.

12-10 17:14

【Soybean】
China Grain Reserve Group will auction 512,500 tons of imported soybeans on December 11, the company's first such auction in three months. China Grain Reserve previously auctioned 22,500 tons of soybeans on September 11.

12-10 17:14

【Petroleum coke】
On December 10, Qirun Petrochemical's petroleum coke quoted price was 1680 yuan/ton, down 50 yuan/ton from the previous trading day, sulfur was 4.3, and delayed coking unit was 1.6 million tons/year, with a daily output of 700 tons.

12-10 16:48

【Cotton Lint】
The latest report released by the Cotton Association of India (CAI) Association shows that in 2025/26 (October 2025-September 2026), India's cotton imports may increase to a record of 5 million bales (170 kilograms per package, a total of 850,000 tons), which is higher than the cotton import volume of 900,000 bales in 2024/25, a year-on-year increase of 21.95%.

12-10 16:30

【Potassium chloride】
On December 6, Asia Potassium International's third million-ton potash project in Laos was put into trial running, taking a critical step in the strategy of an annual production capacity of 5 million tons, and the regional potash industry rose to a high ground; Asia Potassium International owns Dongtai and Pengxia in Laos-Three major Kuangqu, Nongbo and Nonglong, with a total area of 263.3 square kilometers, and reserves of approximately 1 billion tons of pure potassium chloride.

12-10 16:18

【Energy】
South Korea's "Finance Today" reported on December 4 that the South Korean government is promoting the long-term reliance on coal generation in order to achieve a plan to completely shut down coal-fired power plants in 2040 and achieve the national greenhouse gas emission reduction target in 2035 (a reduction of 68.8% to 75.3% compared with 2018). The five major power generation companies (South-East, Southern, Central, Western, and East-West) that have long relied on coal are accelerating business restructuring.

12-10 15:49

【Non-ferrous metals】
The Indonesian Ministry of Finance has officially confirmed that an export tax of 7.5%-15% will be imposed on gold products starting from 2026.

12-10 15:39

【Cotton yarn】
Jiangsu Jingyi Green Energy New Material Technology Co., Ltd., a subsidiary of Jingyi Group, was put into production in the first phase of vortex spinning yarn. The Jingyi Green Energy New Materials Project has a total investment of 6 billion yuan and will be constructed in two phases. After being fully put into operation, it will have an annual output of 400,000 tons of air-jet vortex spinning yarn. The first phase of the project introduced 280 sets of vortex spinning machine equipment, which increased the spinning speed by 25 times compared with traditional ring spinning, reduced labor capacity by 80%, and reduced energy consumption by more than 20%. The company currently has 70 smart devices installed and debugged, and produces approximately 120 tons of yarn per day. Orders cover markets such as the Yangtze River Delta and Henan and Shandong.

12-10 15:37

【macroscopic】
The year-end report released by the United Nations Conference on Trade and Development shows that driven by East Asia, Africa and South-South trade, global trade volume will increase by about 7% in 2025, adding US$2.2 trillion, setting a record of US$35 trillion. Among them, manufacturing, especially electronic products, is the main engine of growth, but the energy and automobile industries lag behind relatively, and the trade prospects in 2026 are still affected by uncertainty.

12-10 15:35

【macroscopic】
On December 10, the International Monetary Fund (IMF) successfully completed its 2025 Article IV consultation visit to China. The latest forecast released by the IMF shows that China's economic growth is expected to reach 5.0% and 4.5% in 2025 and 2026 respectively. Compared with the initial forecast in the October World Economic Outlook report, the above two growth forecasts are raised by 0.2 and 0.3 percentage points respectively. The IMF pointed out that this increase was mainly due to a series of positive and effective macroeconomic stimulus measures launched by China. At the same time, the US implemented tariffs on China less than expected, creating a more favorable external environment for China's economic growth.

12-10 15:35

【Cotton yarn】
According to feedback from some Xinjiang cotton enterprises and relevant departments, Xinjiang cotton industry policies and related documents have been issued in 2026. The target price area control target for Xinjiang cotton in 2026/27 is about 36 million acres (the actual cotton sowing area in Xinjiang in 2025 will be about 41 million ~ 43 million acres), a decrease of 5 million to 7 million acres compared with the previous year, a decrease of more than 10%.

12-10 15:28

【White granulated sugar】
On December 10, the delivery price of Yunnan New Sugar in sugar mills was lowered to 5,150 - 5,240 yuan/ton, which was 20-30 yuan/ton lower than the price on the 9th. The total number of sugar mills in Yunnan Province in the 2025/26 crushing season has reached nearly 20.

12-10 15:22

【Glass】
As of the beginning of December, there were 24 float glass production lines that had not resumed production after cold repair this year, with a total production capacity of 12260 tons. There are 14 resumed production and new ignition production lines, with a total production capacity of 10950 tons.

12-10 15:21

【Textile】
The monthly supply and demand report released by China's Ministry of Agriculture on Tuesday showed that the forecast for China's cotton consumption in 2025/26 was raised by 2.7% to 7.6 million tons due to improving Sino-US trade prospects. Production forecasts were raised by 1.3% to 6.7 million tons.

12-10 15:21

【Polyester DTY】
Rongsheng (including Shengyuan) Petrochemical Polyester Filament DTY local quotation has been lowered by 100. DTY:75/36 low-elasticity 8700, 150/48 low-elasticity 7850, 150/96 low-elasticity 8050, 300/96 low-elasticity 7250, 300/96 light mesh 7300, and 300/96 heavy mesh 7700.

12-10 15:16

【Vinyl cyanide】
During the cycle, the market maintained a situation of oversupply, and the inventories of some companies increased. According to statistics, as of December 10, the inventory of domestic acrylonitrile plants was about 58,000 tons,+02,500 tons from last week.

12-10 15:09

【Seamless tube】
On December 10, the ex-factory price of Shandong Jinbaocheng seamless pipe temporarily stabilized: the current cold-drawn 32*3 factory is 4650 yuan/ton; the hot-rolled 42*3.5 factory is 4000 yuan/ton.

12-10 14:34

【Kraft cardboard】
Liansheng Paper (Longhai) Due to frequent market changes, the cost of our products remains high. In order to ensure product quality and service level, based on the business philosophy of long-term honest service and common development, our company decided to adjust the product price as follows: On December 13, A3 grade cattle cards and T-paper were increased by 50 yuan/ton.

12-10 14:28

【Corrugated paper】
Since December 10, Dongguan Jintian Paper has increased the price of Jinbo brand recycled cattle cardboard and Jinbo brand high-strength corrugated paper produced by Dongguan city Jintian Paper Co., Ltd. by 50 yuan/ton based on the original price.

12-10 14:25

【Kraft cardboard】
The shutdown arrangements during the Spring Festival of Guangdong Li & Man Papermaking will be suspended for a total of 22 days from February 2 to February 23; the machine PM11, PM12 and PM15 will be suspended for a total of 22 days; the machine PM9 will be suspended for 15 days from February 9 to February 23; The machine PM17 will be suspended for 17 days from February 7 to February 23, involving paper products including cow cardboard, paper core, and powder and gray cardboard.

12-10 14:23

【BR】
On December 10, the market for butadiene rubber in the northwest region rose slightly. The futures price of butadiene rubber fluctuated upward, and merchants 'offers increased slightly by around 50 - 100 yuan/ton. At present, the mainstream price of cis-1,000 yuan/ton in Sichuan, Dushanzi, and Lande is 10,550 - 10,900 yuan/ton.

12-10 14:21

【Steel】
In November 2025, the actual metal output of Indonesia's nickel pig iron was 157,200 tons, a month-on-month increase of 0.83% and a year-on-year increase of 13.5%. Indonesia's total nickel pig iron output from January to November 2025 was 1.6824 million tons, a year-on-year increase of 23.17%.

12-10 14:20

【Stainless Steel Plate】
In November 2025, the actual metal output of nickel pig iron in China and Indonesia totaled 179,300 tons, a month-on-month increase of 0.27% and a year-on-year increase of 9.13%. The output of medium and high nickel pig iron was 172,900 tons, a month-on-month increase of 0.33% and a year-on-year increase of 9.69%. From January to November 2025, the total metal output of nickel pig iron in China and Indonesia was 1.9329 million tons, a year-on-year increase of 17.98%, of which the output of nickel metal in medium and high nickel pig iron was 1.8634 million tons, a year-on-year increase of 18.85%.

12-10 14:20

【Natural rubber】
On December 10, the natural rubber market in Qingdao rose slightly. Downstream on-demand inquiries, raw material prices were slightly adjusted, and futures markets fluctuated within a narrow range. Merchants 'offers were slightly increased by 100 - 200 yuan/ton. In 24 years, Yunbao's mainstream report was 14,850 - 15,150 yuan/ton. Vietnam's 3L mainstream newspaper is 15250~15400 yuan/ton.

12-10 14:18

【Nickel】
Yuliot Tandjung, Deputy Minister of the Indonesian Ministry of Energy and Mines (ESDM), disclosed on December 7 that six provinces in Indonesia currently hold a total of 365 nickel mining business licenses (IUP), namely Central Sulawesi, Southeast Sulawesi, South Sulawesi, Maluku, North Maluku and West Papua. In terms of domestic nickel processing (smelter), 79 smelters have been put into operation, 74 are in the construction stage, and 17 are in the planning and licensing stage. He introduced that domestic nickel processing is part of the development of the downstream industrial chain and is also the implementation requirement of Law No. 2 of 2025 (the fourth amendment to the Minerals and Coal Mining Law No. 4 of 2009)--The law clearly stipulates that all mineral commodities must be processed domestically. By 2024, exports of nickel and its downstream products will increase more than tenfold to US$3.39 billion. He predicted that by 2040, the downstream industrial chain development plan will attract approximately US$618 billion in investment.

12-10 14:15

【Phosphoric acid】
On December 10, Xingfu Electronics announced that the company plans to invest 480 million yuan to build a 40,000-ton/year electronic-grade phosphoric acid project.

12-10 13:22

【Corrugated paper】
Starting from December 18, the Dongguan base of Nine Dragons Paper will increase the price of Nine Dragons Cattle Card (including special), Hailong High-Quality V Cattle Card, Hailong High-Quality Cattle Card, Hailong Cattle Card 300 grams, Dilong High-Quality V Cattle Card, Dilong Cattle Card, Regenerated Cattle Card and corrugated paper prices by 50 yuan/ton.

12-10 13:09

【Kraft cardboard】
The PM48 machine at Nine Dragons Paper's Beihai Base will be shut down for maintenance from January 20 to January 30, with 11 days of downtime, involving cattle cardboard production.
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