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Home > Commodity Intelligence
Last five days12-512-412-312-212-1

12-05 10:10

【Diesel】
Venezuela's oil exports rose slightly to about 921,000 barrels per day in November, the third-highest monthly average so far in 2025.

12-05 09:58

【Ferrosilicon】
Hegang December ferrosilicon bidding inquiry 5600 yuan/ton, November pricing 5680 yuan/ton, December Hegang 75B ferrosilicon bidding quantity 2750 tons, the last round of bidding quantity 2716 tons, an increase of 34 tons over the previous round. Among them, Wuyang Xinkuan 350(-150) tons, Hangang 1100(+200) tons, Tanggang New Area 600(+200) tons, Chenggang 200(-150) tons, Shigang Special Steel 100(-66) tons, Zhangxuan Gaoke 400(-) tons.

12-05 09:57

【Silicomanganese】
A steel plant in Yunnan is bidding for silicon and manganese at a price of 5770 yuan/ton, with a purchase volume of 1000 tons, and cash including tax will be delivered to the factory.

12-05 09:55

【LNG】
On December 3, the Council of the European Union and representatives of members of the European Parliament reached an agreement to comprehensively ban Russian natural gas in a step-by-step manner. The Russian LNG import ban will take effect at the end of 2026, and the pipeline natural gas import ban will take effect in the autumn of 2027.

12-05 09:43

【Hydrofluoric acid】
On December 2, the "Intelligent Manufacturing Project of the Whole Industry Chain of Fluorine-Containing Fine Chemicals" in Baiyun Obo Park in Baotou City was filed with a total investment of 1.2 billion yuan and a construction period of 2025-2027. The project supports the construction of production lines for raw materials and intermediates such as anhydrous hydrogen fluoride to create a green and efficient production base.

12-05 09:42

【BDO】
From January to October 2025, China's BDO imports were 36,400 tons, an increase of 256.86% compared with the same period last year. Export volume from January to October was 147,900 tons, a decrease of 15.34% compared with the same period last year. Affected by the EU's anti-dumping investigation and the impact of Saudi Arabia's BDO supply, which has more price and quality advantages, China's BDO exports have shrunk and imports have increased. There is no good support for short-term imports and exports, which will suppress the trend of the BDO market.

12-05 09:41

【BDO】
From January to November 2025, China's BDO consumption was around 2.61 million tons, an increase of 8.64% compared with the same period in 2024.

12-05 09:40

【BDO】
As of the end of November 2025, the new production capacity of BDO in China is 790,000 tons, and the total production capacity is 5.461 million tons/year, an increase of 16.39% compared with 2024. Output increased with production capacity expansion, increasing by 7.44% from January to November compared with the same period in 2024.

12-05 09:35

【Vinyl cyanide】
During the cycle, the prices of upstream propylene and synthetic ammonia increased, and the cost of raw materials for acrylonitrile production continued to increase, resulting in a continued loss in acrylonitrile production this week. According to statistics, as of December 4, the average production cost of the domestic acrylonitrile industry was 8557 yuan/ton,+0.60% month-on-month. The average production profit was-512 yuan/ton, and the month-on-month was-131 yuan/ton.

12-05 09:35

【TDI】
It is understood that due to the start of a cross-year super overhaul of a large factory in Shanghai, the TDI device has been stopped and reports have been suspended.

12-05 09:34

【TDI】
South Korea's OCI will start shutdown maintenance of the TDI unit on January 16, 2026, and the maintenance is expected to last for 2 weeks.

12-05 09:19

【macroscopic】
The People's Bank of China issued an open market buyout reverse repurchase bidding announcement stating that in order to maintain sufficient liquidity in the banking system, on December 5, 2025, a 1 trillion yuan buyout reverse repurchase operation will be carried out through fixed quantity, interest rate bidding, and multiple price bids. The term is 3 months (91 days).

12-05 09:16

【Color coated sheet】
The supply of the five major steel varieties this week was 8.2895 million tons, a month-on-month decrease of 267,600 tons, a decrease of 3.1%; the total inventory was 13.6559 million tons, a month-on-month decrease of 352,200 tons, a decrease of 2.5%; The weekly apparent consumption was 8.6417 million tons, a month-on-month decrease of 2.7%, of which building materials consumption fell 5.8% and plate consumption fell 0.9%.

12-05 09:13

【Soda ash】
On December 4, China's soda ash companies shipped 752,700 tons this week, a month-on-month decrease of 0.32%, and the overall soda ash shipment rate was 106.93%.

12-05 09:11

【Soda ash】
On December 4, the total inventory of domestic soda ash manufacturers was 1.5386 million tons, a decrease of 31,300 tons or 1.99% from Monday; of which, the inventory of light soda ash was 727,800 tons, and the inventory of heavy soda ash was 810,800 tons.

12-05 09:10

【Soda ash】
On December 4, the overall capacity utilization rate of soda ash this week was 80.74%, an increase of 0.66% from last week; soda ash output was 703,900 tons, an increase of 0.82%.

12-05 09:08

【Soybean meal】
The weekly export sales report reissued by the U.S. Department of Agriculture shows that for the week ended October 30, 2025, net sales of U.S. soybean meal in 2025/26 were 219830 tons, compared with 640021 tons last week.

12-05 09:08

【macroscopic】
The number of initial jobless claims in the United States dropped unexpectedly to 191,000 last week, setting a new low since September 2022, and the job market remains resilient.

12-05 09:08

【macroscopic】
U.S. challenger companies laid off 71321 people in November, a surge of 23.5% from the same period last year. This year, the number of layoffs has exceeded 1.17 million, the highest level since 2020.

12-05 09:07

【macroscopic】
Since the beginning of this year, the average daily cost of the world's major crude oil shipping routes has increased the most, reaching 467%, while the transportation rates of bulk commodities such as liquefied natural gas (LNG) and iron ore have increased more than fourfold and more than tripled respectively.

12-05 09:06

【Lithium carbonate】
Salt Lake Co., Ltd. recently stated that the lithium carbonate production plan for 2025 is 3000 tons. Judging from the current progress, this target is expected to be exceeded.

12-05 09:03

【Diethylene glycol】
On December 3, the total shipment of diethylene glycol in Zhangjiagang's two reservoir areas was 1633 tons, a decrease of 143 tons from the previous day's shipments. As of now, Fubao has 15,400 tons in inventory, and Changjiang International releases inventory data every Monday.

12-05 08:54

【Cotton Lint】
The "Vietnam Cotton Semi-Annual Report" released by the U.S. Agricultural Counselor shows that Vietnam's cotton imports in 2025/26 are expected to be 7.6 million bales, a slight decrease from the previous year.

12-05 08:51

【Soybean Oil】
According to expectations from foreign media surveys, as of October 30, 2025, the net sales of soybean oil exports in the United States in the 2025/26 market year are expected to be 0.5- 25,000 tons.

12-05 08:50

【Cotton Lint】
The latest report of the U.S. Agricultural Counselor shows that China's cotton market in 2025/26 will continue to show a high-yield and stable demand pattern. The report predicts that cotton output this year will reach 7.1 million tons, a record high. In terms of consumption, demand in 2025/26 is expected to remain at 8.15 million tons, consistent with previous forecasts.

12-05 08:40

【Cotton Lint】
Brazilian cotton prices continued their long-term decline in November. After six consecutive months of decline, the CEPEA/ESALQ index fell to its lowest level since September 2009. The average price in November was set at 3.4505 Brazilian reais (approximately US$0.65) per pound, down 1.91% from October 2025 and 12.5% from November 2024.

12-05 08:35

【Styrene】
On December 5, Lihua Yiweiyuan Chemical Co., Ltd.'s latest offer was 6480 yuan/ton, down 50 yuan/ton from the previous trading day.

12-05 08:32

【Cotton Lint】
On December 4, Brazil's CEPEA/ESALQ cotton price index reported 64.43 cents per pound, down 0.56% from yesterday and 0.92% from the same period last month.

12-05 08:31

【Cotton Lint】
Agricultural product export data from the Brazilian Ministry of Commerce and Trade shows that in the fourth week of November 2025, a total of 19 working days, a total of 402,500 tons of unprocessed cotton were shipped, compared with 299,500 tons in November last year. The average daily shipment volume was 21,200 tons per day, an increase of 34.37% from 15,800 tons per day in November last year.

12-05 08:20

【macroscopic】
The Bank of Japan is almost certain to raise its policy rate from 0.5% to 0.75% at its December meeting, and the Japanese government is expected to tolerate the move. This will be the first time the Bank of Japan has raised interest rates since January this year.
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