Macroeconomics
1. [Bulk Solid Waste] The State Council issued the "Comprehensive Solid Waste Management Action Plan," proposing that by 2030, the annual comprehensive utilization of bulk solid waste will reach 4.5 billion tons, and the annual recycling volume of major renewable resources will reach 510 million tons. Outdated production capacity will be eliminated in accordance with laws and regulations. In principle, no new beneficiation projects without self-owned mines and supporting tailings utilization and disposal facilities will be approved. The plan focuses on comprehensive management across the entire chain in major waste-generating areas such as industry, urban areas, and agriculture and forestry.
2. [Federal Reserve] Philadelphia Fed President Anna Paulson believes that a modest further interest rate cut may be possible later in 2026, but this depends on a favorable economic outlook. Paulson estimates that current policy remains "slightly restrictive," which helps maintain downward pressure on inflation.
Agricultural Products
1. [Rapeseed] According to customs data, China's rapeseed imports in November 2025 amounted to 1,998.30 tons, a year-on-year decrease of 99.72%.
2. [Grains] The Ukrainian Ministry of Agriculture stated that as of December 31, 2025/26 (starting in July), Ukraine's grain exports totaled 15.28 million tons, a decrease of 40.7% compared to the same period last year.
3. [Palm Oil] Data from the Southern Peninsula Palm Oil Millers Association (SPPOMA) shows that from December 1-31, 2025, Malaysian palm oil yield decreased by 7.39% compared to the previous month, the oil extraction rate decreased by 0.13%, and production decreased by 8.07% compared to the previous month.
4. [Soybean Oil] According to the Hamburg-based industry publication "Oil World," Argentina's soybean oil exports in November fell to 524,000 tons, down from 646,000 tons in October and 687,000 tons in November of the previous year.
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