1. According to data from the Shanghai Shipping Exchange, as of December 15, 2025, the Shanghai Export Containerized Freight Index (Europe route) was 1510.56 points, up 0.1% compared to the previous period.
2. According to the China Iron and Steel Association, in early December 2025, key steel enterprises produced a total of 18.69 million tons of crude steel, with an average daily output of 1.869 million tons, representing a 2.8% increase in daily output compared to the previous period.
3. From December 8th to December 14th, 2025, the total iron ore arrivals at 47 Chinese ports reached 29.281 million tons, an increase of 3.589 million tons compared to the previous period; the total iron ore arrivals at 45 Chinese ports reached 27.234 million tons, an increase of 2.429 million tons compared to the previous period; and the total iron ore arrivals at the six northern ports reached 13.585 million tons, an increase of 0.798 million tons compared to the previous period.
4. From December 8th to December 14th, 2025, Mysteel's global iron ore shipments totaled 35.925 million tons, an increase of 2.24 million tons compared to the previous period. Shipments from Australia and Brazil totaled 29.655 million tons, an increase of 3.102 million tons compared to the previous period.
5. According to a survey of 74 textile enterprises in 14 provinces (municipalities, autonomous regions) across China by the National Cotton Market Monitoring System, as of early December 2025, the average cotton inventory usage days of the surveyed enterprises was approximately 38.7 days (including imported cotton arriving at ports), a decrease of 0.1 days compared to the previous period, an increase of 3.7 days year-on-year, and an increase of 8.2 days compared to the average level of the same period over the past five years.
6. Data from shipping survey agency ITS shows that Malaysia's palm oil exports from December 1st to 15th were 613,172 tons, a decrease of 15.89% compared to the 728,995 tons exported in the same period of the previous month.
7. Russian mining giant Nornickel said on Monday it has doubled its forecast for a nickel supply surplus this year and more than doubled its forecast for 2026.
8. Aladdin, December 12 – Construction officially began on an alumina plant for Winning Consortium Guinea Aluminium Limited (WCAG) in Boké Province, Guinea.
9. The London Metal Exchange (LME) announced plans to set and implement position limits for key and related contracts from July 6, 2026, in accordance with new regulations from the Financial Conduct Authority (FCA).
