1. Some steel mills plan to implement a third round of price reductions for coking coal on the 11th, with a decrease of 50-55 yuan/ton.
2. Zimbabwe maintains its ban on lithium concentrate exports until January 2027.
3. USDA monthly report: US soybean yield and total production for 2026/27 continued to be revised slightly upward, but fell short of market expectations.
4. Mongolia exported 93.5 million tons of coal in the first 10 months of 2026, exceeding its 90 million ton coal export target for this year by 3.5 million tons, an increase of 3.9%.
5. MPOB: Malaysian palm oil stocks in October were 3.6212 million tons, an increase of 3.15% month-on-month; crude palm oil production was 2.1537 million tons, an increase of 1.74% month-on-month.
6. The National Grain and Material Reserves Data Center predicts that soybean crushing volume in November will be approximately 8.8 million tons. Soybean meal demand is limited, and stocks are expected to rise slightly to around 1.4 million tons by the end of the month.
7. According to JLC Network Technology, methanol imports in November are estimated at 350,000 tons, subject to change based on customs data.
8. Baoding, Hebei Province, activated a Level I emergency response on November 9th, with a recycled lead smelter reducing production by 50%, expected to last for one week.
