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Home > Commodity Intelligence

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

12-02 16:56

【Seamless tube】

On December 1, the U.S. Department of Commerce issued an announcement launching the third anti-dumping and countervailing sunset review investigation on petroleum pipes imported from China. At the same time, the U.S. International Trade Commission (ITC) launched the third anti-dumping and countervailing sunset review industrial damage investigation on oil pipes imported from China to examine whether the substantial damage caused by the import of the products involved to the domestic industry in the United States will continue or occur again if the current anti-dumping and countervailing measures are cancelled within a reasonably foreseeable period.

12-02 16:46

On December 2, CNPC Northeast Sales Company raised the price of butadiene rubber by 200 yuan/ton: currently Daqing and Jinzhou butadiene are shipped to 10600 yuan/ton, and the Northeast Warehouse has raised the price.

12-02 16:45

【Corrugated paper】

Starting from December 8, Shanying Paper Sales Co., Ltd. will increase the price by 50 yuan/ton based on the original price in Central China base: Sequoia II, T paper, and tile paper; Fujian base: Sequoia series, tile paper series by 50 yuan/ton; Guangdong base: Golden fir, Sequoia, T paper, and tile paper by 50 yuan/ton.

12-02 16:44

【Corrugated paper】

Starting from December 8, Shanying Paper Sales Co., Ltd. will increase the price by 50 yuan/ton for T-paper and tile paper based on the original price for Anhui base; and increase the price by 50 yuan/ton for Suzhou base.

12-02 16:42

【Corrugated paper】

Starting from December 8, Shanying Paper Sales Co., Ltd. will increase the price of Zhejiang base: Jinshan, T-paper, and tile paper by 50 yuan/ton based on the original price.

12-02 16:39

【Corrugated paper】

Starting from December 8, Nine Dragons Dongguan Base 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 300g, Dilong High-Quality V Cattle Card, Dilong Cattle Card, Regenerated Cattle Card and corrugated paper by RMB/HKD50 yuan/ton (USD 7/ton) in Dongguan Base.

12-02 16:33

【Corrugated paper】

Starting from December 8, the price of the recycled series of cattle cards and corrugated paper at the Taicang Base has increased by 50 yuan/ton.

12-02 16:28

China Sulfur Port Inventory (December 2): Total Inventory 2.2302 million tons: Fangcheng Port 580,000 tons, Beihai Port 100,000 tons, Zhanjiang Port 330,000 tons, Zhenjiang Port 851,000 tons, Nanjing Port 60,000 tons, Dafeng Port 263,000 tons.

12-02 16:22

【Corrugated paper】

Starting from December 8, the price of Hailong Cattle Card in Shenyang Base has been increased by 30 yuan/ton, and the price of Dilong High-Quality V Cattle Card/Dilong High-Quality Cattle Card/Dilong Cattle Card has been increased by 50 yuan/ton; starting from December 11, the price of recycled cattle cards and corrugated paper in Shenyang Base has been increased by 50 yuan/ton.

12-02 16:15

【White Board】

Starting from December 10, the price of White Face Cattle Card/Earthdragon Coated Cattle Card/Gray Bottom White Board Paper/Gray Paperboard in Chongqing Base has been increased by 50 yuan/ton.

12-02 16:11

【Corrugated paper】

Starting from December 10, the price of Hailong A Cattle Card/Hailong T Cattle Card in Chongqing Base has been increased by 30 yuan/ton, and the price of Hailong High-Quality Cattle Card/Hailong A Cattle Card/Hailong Cattle Card/Regeneration Cattle Card/Corrugated Paper has been increased by 50 yuan/ton.

12-02 16:09

【Polysilicon】

On November 30, local time, the Baranoa Phase II and III photovoltaic project in Colombia invested and constructed by Three Gorges Latin America Company, a subsidiary of Three Gorges Group, successfully achieved grid-connected power generation, 31 days ahead of schedule.

12-02 16:06

【Corrugated paper】

Starting from December 10, the price of corrugated paper at Jiulong Leshan Base has been increased by 50 yuan/ton.

12-02 16:05

【Kraft cardboard】

Starting from December 8 at Jiulong Hubei Base, the price of Dilong high-quality V cattle cards in Hubei Base has been increased by RMB 80 yuan/ton, and the price of Dilong cattle cards/recycled series cattle cards has been increased by RMB50 yuan/ton. Starting from December 10, the prices of Jiulong High-Quality Cattle Cards, Hailong High-Quality Series Cattle Cards, and Hailong Cattle Cards will be increased by RMB50 yuan/ton.

12-02 16:02

On December 2, 2025, the spot price of alumina of China Aluminum Corporation was flat in all regions, as follows: The external price for alumina spot in Shandong is 2820 yuan/ton, the external price for alumina spot in Henan is 2900 yuan/ton, the external price for alumina spot in Shanxi is 2885 yuan/ton, and the external price for alumina spot in Guizhou is 2965 yuan/ton; The external price for alumina spot in Guangxi is 2945 yuan/ton; the same as the previous trading day.

12-02 15:57

【Corrugated paper】

Starting from December 8, the prices of all cattle cards and corrugated paper in the Quanzhou base will be increased by RMB50 yuan/ton.

12-02 15:31

【Cotton yarn】

In November, Tianhong International Group, the global cotton spinning leader, announced that it plans to acquire the equity and related assets of textile processing and fabric sales companies controlled by independent third parties in the Americas, and has now signed a non-binding letter of intent. Currently, Tianhong Textile Group has established production bases in Vietnam, Cambodia, Turkey, Mexico, Nicaragua, Honduras and other countries, with a total of 4.2 million spindles and 1400 air-jet looms, with a total investment of more than 15 billion yuan. Annual sales exceed RMB 20 billion.

12-02 15:29

On December 2, Anhui Haoyuan Polyester PET East China reported 5680 yuan/ton, which was higher than the previous trading day. Hainan Yisheng PET reported 5830 yuan/ton, which was the same as the previous trading day.

12-02 15:13

【Metal Silicon】

According to statistics from the Statistics Bureau of Japan, Japan's total industrial silicon imports in October 2025 were approximately 12233 tons, of which imports from China were 10,582.977 tons.

12-02 15:13

Qilu Petrochemical's 80,000-ton/year Gaoshun, butadiene, butadiene, butadiene rubber plant plans to produce around 5800 tons in December 2025.

12-02 15:11

Yangzi Petrochemical's 100,000 tons/year cis-butadiene rubber plant in December planned output of 9200 tons of Gaoshun cis-butadiene rubber.

12-02 15:10

Jinzhou Petrochemical's 30,000-ton/year high-quality butadiene rubber plant is planned to produce 3300 tons of butadiene rubber in December 2025.

12-02 15:09

Daqing Petrochemical's 160,000 tons/year Gaoshun, butadiene, rubber plant plans to discharge around 12900 tons in December 2025.

12-02 15:09

Sichuan Petrochemical's 150,000-ton/year Gaoshun butadiene rubber plant has a planned output of around 9200 tons of Gaoshun butadiene rubber in December 2025.

12-02 14:34

【Natural rubber】

On December 2, the market for natural rubber raw materials in Thailand's producing areas fell: tobacco tablets were reported at 61.00 baht/kg, down 0.50 baht/kg; glue was reported at 55.50 baht/kg, down 0.50 baht/kg; cup glue was reported at 53.00 baht/kg, down 0.75 baht/kg.

12-02 14:30

From November 17 to November 23, cotton picking in Xinjiang has basically ended. The average purchase price of machine-picked cotton in Xinjiang was 6.05 yuan/kg, down 0.06 yuan/kg from the previous week and 0.18 yuan/kg year-on-year; the average purchase price of hand-picked cotton was 6.69 yuan/kg, down 0.11 yuan/kg from the previous week and 0.07 yuan/kg year-on-year. The average purchase price of seed cotton in the mainland is relatively stable, with an average weekly price of 6.75 yuan/kg, down 0.01 yuan/kg from the previous week.

12-02 14:27

Guangzhou Petrochemical's three PP production units have a total production capacity of 400,000 tons/year. The current second-line load is normal. The first and third lines were suspended for maintenance in the early stage, and the restart plan was postponed until December 8. At present, the ex-factory price is stable, and merchants are on the market in stock, and trading is acceptable.

12-02 14:25

The U.S. Department of Agriculture report shows that from October 17 to 23, 2025, the U.S. net land cotton export contract volume for 2025/26 was 30,100 tons, a decrease of 24.4% from the previous week, and the shipment volume was 39,600 tons, an increase of 9.4% from the previous week., an increase of 21.5% from the average of the previous four weeks.

12-02 14:22

【Silicomanganese】

Hebei Xinjin rolling materials in December: 33 tons of silicon-manganese alloy, registration deadline: 2025-12-04 17:30, quotation deadline: 2025-12-05 09:00, required delivery date: 2025-12-20.

12-02 14:04

【Galvanized sheet】

After research, it was decided that the listing prices of Bayi steel plate products inside and outside Xinjiang should be adjusted as follows: hot rolling, medium and thick plate, cold rolling, zinc plating, zinc aluminum magnesium, and color coating should be increased by 30 yuan/ton respectively. The above price adjustment notice will take effect from 10:00 on December 2, 2025.

12-02 13:51

On December 2, the 50,000-ton plasticizer production equipment of Zhejiang Hongbo New Material Technology Co., Ltd. started working normally. The DOP quoted 7350 yuan/ton, and the price increased by 150 yuan/ton.

12-02 13:51

【Caustic soda】

On December 2, the price of liquid alkali in Shandong Luxi Chemical Industry was lowered. The price of 32% ionic membrane alkali was lowered by 30 yuan/ton. The quoted price was 710 yuan/ton. The 400,000 tons/year chlor-alkali plant started normally.

12-02 13:47

【N-Methylpyrrolidone】

In October 2025, my country's imports of other lactams (including NMP) were 622.2 tons, a month-on-month decrease of 3.41%.

12-02 13:46

On December 2, 2025, Jinchuan Group reported the ex-factory price of electrolytic nickel (large plate) at 122300 yuan/ton, down 100 yuan/ton from the previous trading day.

12-02 13:44

On December 2, Shandong Hualu Hengsheng Group produced an annual output of 200,000 tons of isooctanol, and the plant started normally. The ex-factory price of isooctanol was 6900 yuan/ton, which was 100 yuan/ton higher than the previous trading day.

12-02 13:18

【White granulated sugar】

Bangkok, December 1, 2025/26 sugarcane crushing season in Thailand has officially kicked off as the Thai Sugarcane and Sugar Commission has finalized December 1 as the official launch day of the new crushing season. Thailand's sugar production is expected to exceed 10.3 million tons in the 2025/26 crushing season, a slight increase year-on-year. As the world's second largest sugar exporter, Thailand's annual sugar consumption is approximately 2.5 - 2.7 million tons.

12-02 11:12

【Diethylene glycol】

According to statistics, this cycle (December 2 - 8), Zhangjiagang diethylene glycol is expected to arrive at 9160 tons, with a general cargo volume. There is limited room for adjustment of inventory based on demand, and there is no domestic cargo during the week.

12-02 10:51

【Hot rolled coil】

Lianyuan Steel plans to stop production of No. 6 blast furnace for maintenance starting on December 2. The maintenance is expected to take 34 days. At the same time, three hot rolling lines will be maintained in turn. The maintenance is expected to take more than 20 days, affecting an average daily steel output of 7,000 tons.

12-02 10:48

【Rubber & plastics】

In October 2025, HDPE exports were 37,900 tons, a month-on-month increase of 3.84%, and a year-on-year increase of 21.87%.

12-02 10:46

【Rubber & plastics】

In October 2025, HDPE imports were 404,800 tons, a month-on-month decrease of 10.52% and a year-on-year decrease of 13.73%.

12-02 10:44

【Rubber & plastics】

In October 2025, LDPE exports were 24,100 tons, a month-on-month decrease of 15.44% and a year-on-year increase of 28.19%.

12-02 10:42

【Rubber & plastics】

LDPE imports in October 2025 were 247,400 tons, up 1.52% month-on-month and down 7.76% year-on-year.

12-02 10:14

【Bisphenol A】

On December 2, the first-phase 150,000 tons/year bisphenol A plant of Nanya Plastics Industry (Ningbo) Co., Ltd. was stopped in early November and planned to be stopped until the end of December. The second-phase 170,000 tons/year plant was operating at full capacity. The two sets of units were under maintenance in October and December. The inventory was mainly supplied to downstream epoxy resin and contract users. The spot export volume was limited, and there was no external quotation.

12-02 10:06

【Ferrosilicon】

According to incomplete statistics, the country's ferrosilicon output in November was 471100 tons, down 6.78% month-on-month and 34238 tons. Year-on-year decrease of 7.71% year-on-year in November 2024 (510430), a decrease of 39330 tons.

12-02 10:05

【Ferrosilicon】

According to incomplete statistics, the national comprehensive ferrosilicon capacity utilization rate in November was 56.76%, which was 2.06% lower than the capacity utilization rate in October.

12-02 10:03

On November 27, the Dominican Republic's Unfair Trade and Safeguard Measures Regulatory Commission launched an anti-dumping investigation into rebar for concrete imported from Costa Rica. The investigation was initiated based on an application by Dominican producer METALDOM in September 2025. The investigation period is from June 1, 2024 to May 31, 2025, and the industrial damage assessment period covers the period from January 1, 2022 to December 31, 2024 and from January 1 to May 31, 2025. The customs codes of the products involved are 7214.10.00 and 7214.20.00.

12-02 10:02

Admiralty Resources NL, Chile's first purchase order for Mariposa iron ore, signed a purchase contract with Trafigura Pte Ltd for the international sales of its Mariposa iron ore. The agreement is scheduled to begin in December 2025 and covers approximately 150,000 wet tons of Mariposa iron ore containing 65% iron. The Mariposa Iron Mine Project is located in Chile, with inferred mineral resources of 59.74 million tons, proven mineral resources of 6.65 million tons, indicated mineral resources of 39.16 million tons, and total mineral resources of 105.6 million tons (boundary grade 15% TFe). The planned production capacity of the first phase of the project is 500,000 tons/year, and the planned production capacity of the second phase is 2 million tons/year.

12-02 09:48

【Formic acid】

Luxi Chemical's formic acid unit started the maintenance plan, and the estimated maintenance cycle is one month.

12-02 09:39

The Indonesian government said that palm oil exports from January to October 2025 reached 19.49 million tons, a year-on-year increase of 7.83%, indicating that the supply of the largest palm oil exporter is still sufficient.

12-02 09:26

【Lithium carbonate】

Jiangyan Group recently stated that the company's brine lithium extraction project has entered the process design stage and can produce 200 tons of lithium carbonate per year after successful commissioning.

12-02 09:24

On December 1, the total inventory of domestic soda ash manufacturers was 1.5699 million tons, a decrease of 17,500 tons or 1.10% from last Thursday; of which, the inventory of light soda ash was 734,500 tons, and the inventory of heavy soda ash was 835,400 tons.

12-02 09:09

【Cotton Lint】

National cotton market monitoring system: The national average cotton yield in 2025 will be 161.7 kg/mu, a year-on-year increase of 4.4%; based on the actual sowing area surveyed by the monitoring system of 45.803 million mu, the national total output is expected to be 7.409 million tons, a year-on-year increase of 11.0%; Among them, Xinjiang's output is 7.047 million tons, a year-on-year increase of 12.2%.

12-02 08:52

【Cotton Lint】

The November report released by the USDA shows that India's cotton production forecast in 2025/26 is 5.225 million tons, which is the same as the previous year's output; while the Indian Cotton Association released its first estimate of cotton production in 2025/26, showing that the output is set at 30.5 million bales (equivalent to 5.185 million tons), a year-on-year decrease of 2.37%. Indian ginning mills/cotton merchants said that production forecasts may still be somewhat high and may be revised downward to below 5.1 million tons later.

12-02 08:45

Invest 1.2 billion yuan! Jiangxi Fuli's 20,000-ton lithium hexafluorophosphate Phase II project received environmental impact assessment approval. After the project is completed, the production scale is: phosphorus pentachloride 20000t/a, lithium hexafluorophosphate 20000t/a, by-products ordinary hydrochloric acid 28,875.05 t/a, and electronic grade hydrochloric acid 56000t/a.

12-02 08:35

【Diethylene glycol】

From November 28 to 30, the total shipment of diethylene glycol in Zhangjiagang's two reservoir areas was 3600 tons, and the average daily shipment over the weekend was 1200 tons. As of now, the inventory of the two warehouses is 43,800 tons.

12-02 08:32

【Crude oil】

On Monday, December 1, Iraq's Ministry of Oil stated that it had invited a number of American oil companies to negotiate on taking over the management of the West Qurna2 oilfield. The ministry said its goal was to transfer the rights to operate the oilfield to one of the companies through a competitive bidding process in accordance with current oilfield development regulations.

12-02 08:31

【Crude oil】

On Monday, December 1, shipping data from energy consultancy Kpler showed that Turkey significantly reduced imports of Russia's flagship Ural crude oil in November due to tightening Western sanctions on Russian energy suppliers and the shift of Turkish refineries to alternative crude oil grades. Kpler data showed that the volume of Ural crude oil shipped to Turkey decreased by 100,000 barrels per day from the October level, and total imports last month fell to about 200,000 barrels per day.

12-02 08:29

【Crude oil】

On Monday, December 1, a preliminary survey showed that U.S. crude oil inventories fell last week, while distillate and gasoline inventories increased. On average, the four analysts surveyed estimated that U.S. crude oil inventories fell by 1.8 million barrels in the week ending November 28. Distillate inventories, including diesel and heating oil, are forecast to increase by about 1.3 million barrels last week; gasoline inventories will increase by about 2 million barrels.

12-02 08:26

【macroscopic】

South Korea's exports in November increased by 8.4% year-on-year to US$61.04 billion, growing for the sixth consecutive month, setting a new high in November. Semiconductor exports surged 38.6% year-on-year to US$17.26 billion in the month, setting a record high in a single month and growing for the ninth consecutive month.

12-02 08:25

【macroscopic】

India's industrial output growth slowed sharply to 0.4% in October, the lowest level in 14 months, well below the 4% growth rate in September and the expected 3.1%. Officials attribute the slowdown to reducing working days on festivals such as Diwali.

12-02 08:24

【macroscopic】

The U.S. ISM manufacturing PMI index for November was 48.2, less than the expected 49. The previous value was 48.7. The index has been below the boom-bust line of 50 for nine consecutive months, which means that the manufacturing industry continues to contract.

12-02 08:22

On December 1, international crude oil futures rose. The January contract settlement price of U.S. WTI crude oil futures was reported at US$59.32/barrel, an increase of US$0.77 or 1.3%. The February contract settlement price of Brent crude oil futures was reported at US$63.17/barrel, an increase of US$0.79 or 1.3%.

12-02 08:08

【Natural rubber】

Data shows that in the first 10 months of 2025, Indonesia's exports of natural rubber (excluding composite rubber) totaled 1.358 million tons, a year-on-year increase of 2%. Among them, the total export of standard rubber was 1.328 million tons, a year-on-year increase of 2%; the export of tobacco sheet rubber was 29,000 tons, a year-on-year decrease of 12%; and the export of latex was 0,400 tons, a year-on-year decrease of 43%.

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