1. Report: TSMC's wafer foundry prices are confirmed to rise again, by approximately 3% to 6%. 2. The Trump administration plans to approve some wind power projects in exchange for support for energy licensing reforms. 3. During the 15th Five-Year

1. According to Jiaolian.com, yesterday's spot market prices for coking coal remained stable at the production sites, but the auction market saw a sharp rise in the failure rate, with transaction prices collapsing across the board. The failure rate jumped from 26% to 73%, a significant leap from the previous day's 26%. 2. The Ministry of Agriculture and Rural Affairs released its August monthly report on the supply and demand situation of major agricultural products, indicating that in the domestic market: the new season's soybeans in Northeast China are in the late pod-filling stage to early maturity and will soon be harvested and marketed on a large scale. Reserve soybeans continue to be auctioned, ensuring ample market supply. With the weather turning cooler, coupled with concentrated stockpiling for the Mid-Autumn Festival and National Day holidays, demand for soybean products continues to improve. Prices are expected to remain stable before the new season's soybeans hit the market. 3. The Indian government issued a notice stating that it has lowered the basic import tariffs on crude and refined edible oils, including palm oil, soybean oil, and sunflower oil, in an effort to reduce prices during the peak holiday season. The notice shows that the basic import tariffs on crude palm oil and crude soybean oil have been reduced from 10% to 5%; the import tariffs on refined palm oil and refined soybean oil have been reduced to 27.5%. 4. According to Longzhong Information, as of September 23, 2026, the total inventory of urea enterprises in China was 1.4757 million tons, a decrease of 80,500 tons from the previous cycle, a month-on-month decrease of 5.17%. 5. According to Politico, citing five sources familiar with the matter, the Trump administration is developing a plan to suspend diesel exports for 90 days in an attempt to mitigate the adverse impact of high energy prices on the Republican Party in the midterm elections. Multiple sources said the plan has caused divisions within the government and the oil industry, with some officials and refiners warning that the short-term price reduction effect could be offset by future fuel price increases. 6. BHP Billiton's Escondida copper mine in Chile's Atacama Desert announced on September 23 that a subcontractor died in a front-end loader accident during equipment maintenance, and all operations at the mine were immediately suspended. The company expects the mine to produce up to 1.26 million tons of copper in fiscal year 2026. 7. The Shanghai Gold Exchange (SGE) issued a notice regarding market risk control during the 2026 Mid-Autumn Festival and National Day holidays: During the Mid-Autumn Festival, the existing margin ratios and price limits for exchange-traded deferred contracts will remain unchanged. 8. According to the Silicon Industry Association, the domestic polysilicon market atmosphere improved somewhat this week compared to last week, with 3-4 companies participating in transactions and actual transaction volume increasing. As companies gradually clarify their production adjustment plans, expectations of supply-side contraction in the industry are further strengthened. Starting in October, the overall operating rate of the industry is expected to drop to around 35%.

White House NEC Director HASSETT on Wednesday criticized recent Federal Reserve officials advocating further rate hikes, saying additional tightening is worrying with core inflation near 2% and asking “why raise rates.” He questioned comments from officials not appointed by Trump and said Fed Chair KEVIN WARSH is running a “highly politicized” Fed, calling restoration of the central bank’s independence a key priority. HASSETT also criticized senior Fed officials remaining in post after leaving leadership roles, naming Powell and Barr as departures from past transition norms. Several Fed officials have sent hawkish signals recently: Barr said further hikes may be needed to bring inflation back to 2%, and Collins and Musallam also expressed support for additional tightening. The Fed’s latest projections show 16 officials expect at least one more rate hike this year.