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

12-04 13:54

【Coking coal】
According to statistics released by the Indonesian National Bureau of Statistics (BPS-Statistics Indonesia), Indonesia's coal exports in October 2025 were 47.8212 million tons, a month-on-month increase of 4.99% and a year-on-year decrease of 7.33%. From January to October 2025, Indonesia's coal exports totaled 423 million tons, a year-on-year decrease of 7.34%.

12-04 13:53

【Caustic soda】
As of 20251204, the inventory of factories and warehouses of enterprises with fixed liquid alkali samples of 200,000 tons and above nationwide was 504,800 tons (wet tons), an increase of 7.43% month-on-month and a year-on-year increase of 79.32%.

12-04 13:35

【Sulfur】
China Sulfur Port Inventory (December 3): Total Inventory 2.2311 million tons: Fangcheng Port 600,000 tons, Beihai Port 97,000 tons, Zhanjiang Port 320,000 tons, Zhenjiang Port 846,000 tons, Nanjing Port 60,000 tons, Dafeng Port 263,000 tons.

12-04 13:32

【Rubber & plastics】
On December 4, Guangzhou Petrochemical's PE equipment was updated. The first and second lines of the full-density equipment were stopped for overhaul on October 13, and it was planned to start on December 8.

12-04 13:12

【White granulated sugar】
On December 4, the delivery price of Yunnan New Sugar in sugar mills was lowered to 5,220 - 5,250 yuan/ton, which was 40-50 yuan/ton lower than the price on the 3rd. As of December 4, 2025, more than 13 sugar mills in Yunnan Province have started squeezing in the 2025/26 crop season.

12-04 11:04

【Chemical】
The civil engineering of Yankuang Energy Rongxin Chemical's 800,000-ton olefin project has been completed, and the construction has fully entered the critical period of installation. Equipment installation has been 12% completed and detailed design has been 90%. An intelligent and digital factory is accelerating its formation.

12-04 10:56

【Praseodymium neodymium oxide】
The European Commission announced on Wednesday (December 3) that as part of the EU's REsourceEU package, it will impose export restrictions on rare earth permanent magnet waste in early 2026, a move aimed at promoting recycling within the EU. Rare earth permanent magnet materials have great recycling potential and are expected to meet 20% of the EU's current demand for 20,000 tons of permanent magnet materials.

12-04 10:31

【BR】
Shandong Yulong Petrochemical Co., Ltd.'s 150,000-ton/year butadiene rubber unit will be temporarily stopped for maintenance starting from December 3, 2025.

12-04 10:07

【Ferrosilicon】
The settlement price of Qinghai Ferrosilicon Plant in November was higher. The new energy power generation was reduced due to the influence of winter weather. The purchased electricity price was much higher than that of local hydropower, which directly led to the settlement price increase of 1-4 minutes/kWh. The electricity price of main Ferrosilicon enterprises was mostly concentrated at 0.43-0.47 yuan/kWh.

12-04 09:26

【Lithium hydroxide】
Dazhong Mining recently stated that the first phase of Hunan Jijiaoshan Lithium Mine with 20,000 tons/year lithium carbonate will be completed and put into operation in 2026.

12-04 09:21

【Vinyl cyanide】
During the cycle, fundamentals maintained oversupply, and downstream users were less enthusiastic about purchasing than last month, resulting in an increase in the inventory of the acrylonitrile factory. According to statistics, as of December 3, the inventory of domestic acrylonitrile plants was about 55,500 tons,+02,000 tons from last week.

12-04 09:20

【MDI】
On December 2, 2025, Huntsman announced that it is raising prices for all MDI products in Europe, Africa and the Middle East, with an increase of 350 euros/ton. The price increase will take effect immediately or will be implemented in accordance with established contracts.

12-04 09:10

【Cold rolled sheet】
In November, a total of 42 construction steel production companies across the country carried out production reduction and maintenance, an increase of 9 from the previous month; output was affected by 2.0134 million tons, an increase of 14.27% month-on-month.

12-04 09:02

【Agricultural & sideline products】
Dealers estimate that India's palm oil imports rose slightly month-on-month in November, as palm oil prices fell, prompting Indian merchants to increase purchases while reducing purchases of higher-priced soybean oil and sunflower oil.

12-04 09:02

【Ferrous lithium phosphate】
Longpan Technology and Sunwoda signed a long-term purchase agreement for lithium iron phosphate cathode materials. From 2026 to 2030, Longpan Technology has sold a total of 106,800 tons of lithium iron phosphate cathode materials to Sunwoda, with an estimated sales amount of approximately 4.5 - 5.5 billion yuan.

12-04 08:57

【Aluminum】
According to the announcement of Chinalco International, on December 2, 2025, Shenyang Aluminum-Magnesium Design and Research Institute Co., Ltd., a holding subsidiary of Chinalco International (leading party), and Shanghai Baoye Group Co., Ltd. and Chinalco No. 12 Metallurgical Construction Co., Ltd.(wholly-owned subsidiary of the company), Qiye Installation Engineering Co., Ltd., and Yunnan Construction Investment Machinery Manufacturing and Installation Engineering Co., Ltd. formed a consortium. Won the bid for the construction of a 394,000-ton/year electrolytic aluminum project by Shanxi Zhaofeng Aluminum and Electric New Materials Co., Ltd.(the first phase is 294,000 tons/year). The total contract price is RMB 3.03 billion, and the contract form is EPC general contracting.

12-04 08:55

【Lithium carbonate】
Chilean Customs released export data. In November, Chile's total exports of lithium carbonate were 17964 tons, of which 14693 tons were exported to China, a decrease of 9.36% month-on-month and a decrease of 13.25% year-on-year.

12-04 08:54

【Crude oil】
On Wednesday, December 3, data released by the U.S. Energy Information Administration (EIA) showed that U.S. commercial crude oil, gasoline and distillate inventories all increased last week. In the week ended November 28, U.S. crude oil inventories increased by 574,000 barrels to 427.5 million barrels. Analysts expected a decline of 800,000 barrels. Gasoline inventories increased by 4.518 million barrels to 214.42 million barrels, with analysts expecting an increase of about 1.5 million barrels; distillate inventories, including diesel and heating oil, increased by 2.1 million barrels to 114.3 million barrels, with analysts expecting an increase of about 700,000 barrels.

12-04 08:53

【Crude oil】
On the 3rd local time, Hungarian Foreign Minister Sijardo said in Brussels that Hungary could not accept and implement the EU's decision to phase out energy imports from Russia. Without Russia's energy supply, Hungary's energy supply cannot be guaranteed. Sijardo also said that Hungary will file legal proceedings against the decision, and Hungary and Slovakia will jointly file a lawsuit in the European Court of Justice.

12-04 08:50

【Crude oil】
EU officials announced on Wednesday that the EU is committed to phasing out all remaining Russian oil imports by the end of 2027 and will "never again" rely on Kremlin energy. As part of a series of measures aimed at cutting off surplus energy links with former suppliers, the European Commission will present a legislative proposal early next year to ban imports of Russian oil, the commission said in a statement.

12-04 08:46

【Crude oil】
On December 3, international crude oil futures closed higher. The January contract settlement price of U.S. WTI crude oil futures was reported at US$58.95/barrel, an increase of US$0.31 or 0.5%. The February contract settlement price of Brent crude oil futures was reported at US$62.67/barrel, an increase of US$0.22 or 0.4%.

12-04 08:41

【Potassium chloride】
In the fourth week of November 2025, the port's potassium chloride inventory was approximately 2.422 million tons, an increase of 248,000 tons from the third week of November and a decrease of 689,000 tons from the same period last year.

12-04 08:29

【Energy】
The annual output of Changqing Oilfield exceeds 60 million tons of oil and gas equivalent. This is the sixth consecutive year that Changqing Oilfield has maintained this high-yield scale for six consecutive years since China's first 60-million-ton oil and gas field was built in 2020.

12-03 17:27

【Glass】
Hubei Yijun Yaoneng New Materials Co., Ltd., with a first-line design production capacity of 550 tons, stopped feeding on November 29.

12-03 17:24

【Glass】
Benxi Fuyao Float Glass Co., Ltd., a new line (designed capacity of 600 tons/day), was ignited on November 29.

12-03 17:20

【Glass】
On December 2, Ancai High-Tech announced that it plans to upgrade the 900t/d photovoltaic glass production line of its wholly-owned subsidiary Ancai Photovoltaic, with a total investment of 498 million yuan.

12-03 17:20

【Petroleum coke】
On December 3, Kenli Petrochemical's petroleum coke quoted price of 3500 yuan/ton, an increase of 200 yuan/ton from the previous trading day, with a sulfur content of about 1.1%. The delayed coking unit was 800,000 tons/year, with a daily output of 550 tons. The company's shipments were normal.

12-03 17:18

【macroscopic】
Central bank data showed that in November, a total net investment of 290.4 billion yuan was made through open market treasury bond trading, MLF, PSL and other tools. Among them, the net release of structural monetary policy instruments accounted for nearly 40%.

12-03 17:14

【Petroleum coke】
On December 3, Huaxiang Petrochemical's petroleum coke quoted price of 2940 yuan/ton, an increase of 60 yuan/ton from the previous trading day, sulfur 2.9, delayed coking unit 400,000 tons/year, and daily production of 450 tons.

12-03 17:10

【Silicomanganese】
Since June 2025, a total of 4 submerged arc furnaces have been put into operation in the new production capacity of manganese and silicon, 3 of which are manganese and silicon 6517 #products, 1 in Guangxi, 1 in Hunan, and 2 in Inner Mongolia. From December 2025 to March 2026, it is expected that 5-7 units will still be put into production.
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