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Home > Commodity Intelligence

Last five days 12-5 12-4 12-3 12-2 12-1

12-05 17:13

【Agricultural & sideline products】

ANEC said Brazil's corn exports will reach 4.99 million tons in December 2025, an increase of 37.8% from 3.62 million tons in December 2024, but lower than 5.92 million tons in November.

12-05 17:11

【Agricultural & sideline products】

According to the Ministry of Agriculture of Ukraine, as of December 3, Ukraine's grain exports in 2025/26 (starting in July) were 12.61 million tons, a decrease of 33.1% from the same period last year. So far this year, Ukraine has exported 7.33 million tons of wheat, a year-on-year decrease of 19.2%; exported 3.88 million tons of corn, a year-on-year decrease of 49.0%; and exported 1.2 million tons of barley, a year-on-year decrease of 35.9%.

12-05 17:05

【Cotton yarn】

The 1 million-spindle cotton spinning project of Xinjiang Wensu Xintou Textile Technology Co., Ltd. has entered the final sprint stage and is expected to be put into operation by the end of December this year. By then, it will become one of the large-scale and technologically advanced cotton spinning industry bases in Xinjiang. The project has a total investment of 4.233 billion yuan and a land area of nearly 1100 acres. It will be implemented in two phases. The first phase includes 2 spinning workshops and supporting facilities, focusing on the production of 32S-60S combed compact spun pure cotton yarn. After it is fully put into production, the annual output of cotton yarn will be approximately 170,000 tons.

12-05 17:04

ANEC said on Thursday that Brazil's soybean exports in the last month of 2025 are estimated at 2.81 million tons, a 91.7% increase from 1.47 million tons in the same period in 2024.

12-05 17:03

EU data shows that so far in 2025/26, EU soybean imports have dropped by 14%, the share of imports from Brazil and Ukraine has decreased, while the share of the United States has increased. As of November 30, 2025, the United States became the EU's largest soybean supplier in 2024/25 (from July to June of the following year), with a volume of 2.258 million tons, a year-on-year decrease of 4.1%, but its share increased from 40.9% to 45.5%.

12-05 16:34

【chemical fertilizer】

According to data from Brazil's Secretariat of Foreign Trade (Secex), in the first 10 months of this year, Brazil imported 9.77 million tons of chemical fertilizers from China, slightly exceeding the 9.72 million tons imported from Russia. China has become Brazil's largest supplier of chemical fertilizers.

12-05 16:29

China Sulfur Port Inventory (December 5): Total Inventory 2.2028 million tons: Fangcheng Port 590,000 tons, Beihai Port 97,000 tons, Zhanjiang Port 310,000 tons, Zhenjiang Port 840,000 tons, Nanjing Port 60,000 tons, Dafeng Port 263,000 tons.

12-05 16:05

On December 5, Dongtai China Glass's first-line glass (designed production capacity of 600 tons/day) was converted from plain white to ultra-white and was put into operation.

12-05 15:19

On December 5, 2025, the spot price of aluminum ingots (AL99.70) of China Aluminum Corporation increased in various regions, as follows: The external price for the East China market is 22090 yuan/ton, the external price for the South China market is 21970 yuan/ton, the external price for the Southwest market is 22000 yuan/ton, and the external price for the Central Plains market is 21940 yuan/ton; they are up 70 yuan/ton, 70 yuan/ton, 60 yuan/ton, and 50 yuan/ton respectively compared with the previous trading day.

12-05 15:13

【Wood pulp】

Domtar officially announced the permanent closure of its Crofton paper mill in British Colombia (BC), Canada on December 2. Crofton Paper Mill produces an annual output of 380,000 tons of Lion brand bleached softwood pulp.

12-05 15:10

【Rapeseed oil】

A production report released by Statistics Canada shows that rapeseed production in 2025 will increase by 13.3% to 21.8 million tons, exceeding the previous record in 2017, as yields reached a record 44.7 pu/acre, exceeding the impact of declining harvested area.

12-05 15:04

【Wood pulp】

As of December 4, 2025, the sample inventory of mainstream pulp ports in China was 2.101 million tons, a month-on-month decrease of 3.3%. The inventory volume continued to show a slight trend of de-warehousing in this cycle, and the sample port inventory has shown a trend of de-warehousing for two consecutive weeks.

12-05 14:50

【White granulated sugar】

Brazil exported approximately 3.3023 million tons of sugar in November, a year-on-year decrease of 2.48%. Brazil exported a total of 25.2591 million tons of sugar in the 2025/26 crushing season (April to March of the following year), a year-on-year decrease of 4.91%.

12-05 14:38

【Metal Silicon】

According to statistics, the raw material consumption of silicon metal by the silicone monomer factory in November was approximately 116,500 tons, an increase of 2,900 tons month-on-month. The cumulative consumption from January to November was 1.236 million tons, a year-on-year increase of 89,500 tons.

12-05 14:36

【Metal Silicon】

According to statistics, the weekly operating rate in Xinjiang (11.28-12.04) was 67.87%, an increase of 2.26% from the previous week.

12-05 14:19

In this cycle (November 28-December 4), the maintenance loss of PE units was approximately 84,200 tons, an increase of 0,900 tons from the same period last week.

12-05 14:00

【Caustic soda】

This week (20251128-1204), the average utilization rate of production capacity of China's caustic soda sample enterprises with 200,000 tons and above was 86.0%, which was +1.0% month-on-month from last week.

12-05 13:55

【Cotton yarn】

In the traditional off-season of the market, warm fabrics are the main commodities for shipment, orders for conventional fabrics are weakened, and the load of some small factories is reduced and suspended waiting for subsequent new orders to be implemented. According to statistics, as of December 4, the average operating rate of domestic cotton spinning weaving was 44.25%, a month-on-month ratio of-0.98%.

12-05 13:44

【Ethylene glycol】

On December 5, 2025, the intraday basis of the port ethylene glycol spot contract (starting from 500 tons) was weak and stable. Next week's contract opened on the basis of-10 to-7. As of the close of early trading, the basis of this week's contract fell to-11 to-10; Today's trading improved, the market fell more, more traders entered the market, and buying sentiment rose. More contracts were sold in December and January.

12-05 13:27

【Rubber & plastics】

On December 5, Lianyungang Petrochemical stopped the first-phase HDPE plant for maintenance. The start-up time is expected to be mid-December, and the second-phase HDPE plant will produce FS7000.

12-05 13:22

【Agricultural & sideline products】

EU data shows that EU rapeseed imports have dropped by 39% year-on-year so far in 2025/26, of which the share of imports from Australia and Ukraine has dropped significantly. As of November 30, 2025, Ukraine has become the EU's largest rapeseed supplier, with the quantity reaching 1.016 million tons, a year-on-year decrease of 43.2%, and its share dropped from 68.5% to 64.3%.

12-05 13:06

【Galvanized sheet】

On December 5, the inventory of coated coil warehouses in major domestic markets was monitored: galvanized was 1.3237 million tons, a month-on-month decrease of 0.03 million tons; colored coating was 257,500 tons, a month-on-month decrease of 4,900 tons. The total inventory of coating was 1.5812 million tons, a month-on-month decrease of 5,200 tons.

12-05 11:15

【Hydrogen peroxide】

According to the business community, Guangxi Hengyi New Materials Co., Ltd. has an annual output of 1.2 million tons of caprolactam-polyamide industry integration and supporting engineering project, the synthesis tower, the core equipment of the second phase of the expansion of ammonia, has been hoisted and accurately placed. The second phase of the project is mainly constructed. A set of 400,000 tons/year hydrogen peroxide plant (35%).

12-05 11:10

【Cotton Lint】

According to the latest report of the U.S. Agricultural Counselor, Brazil's cotton production in 2025/26 is expected to be 18.7 million bales, or about 4.1 million tons, a year-on-year increase of 10.3%, setting a record high. The cotton yield per unit area will reach 1944 kg/ha, a year-on-year increase of 2.1%.

12-05 11:08

The U.S. Department of Agriculture report shows that from October 24 to 30, 2025, the U.S. net land cotton export contract volume for 2025/26 was 18,500 tons, a decrease of 39% from the previous week, and the shipment volume was 33,200 tons, a decrease of 16% from the previous week.

12-05 10:48

The operating rate of bromine enterprises in this period (20251128-1204) was 41.3%, down 2.52% from last week's month-on-month.

12-05 10:47

Glencore announced on December 4 that it plans to restart its Alumbrera copper mine in the province of Catamarca, Argentina, in the fourth quarter of 2026. The mine was once the last copper mine in Argentina and closed in 2018. The company expects the mine to begin production in the first half of 2028.

12-05 10:25

【Crude oil】

On Thursday, December 4, a survey released on Thursday showed that OPEC oil production fell in November, pushing its supply further below its target. The survey showed that OPEC's crude oil output in November was 28.4 million barrels per day, a decrease of 30,000 barrels per day from the previous month's output.

12-05 10:23

【Crude oil】

On Thursday, December 4, pricing documents showed that Qatar set the official selling price of seaborne crude oil in January 2026 at the Oman/Dubai benchmark price plus US$0.10/barrel; the official selling price of land crude oil at the Oman/Dubai benchmark price plus US$1.05/barrel.

12-05 10:13

On December 4, international crude oil futures closed higher. The January contract settlement price of U.S. WTI crude oil futures was reported at US$59.67/barrel, an increase of US$0.72 or 1.2%. The February contract settlement price of Brent crude oil futures was reported at US$63.26/barrel, an increase of US$0.59 or 0.9%.

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