China’s trade surplus hit a record 133B$ in Sep’26 (+50% YoY), bringing Jan–Sep close to 1T$ (+7.9% YoY).
China’s Record Trade Surplus to Accelerate Overseas Expansion?
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US wheat exports stuck at seasonal lows
US wheat exports remain stuck at unusually low levels. Exports slipped to 0.3Mt/wk in the week ending 1-Oct, -10% WoW and -49% YoY.
South African coal exports surge as Indian ocean supply tightens
South African coal exports climbed to 1.8 Mt/wk in the week ending 27-Sep, +28% WoW and +29% YoY, a fresh five-year seasonal high and close to the four-year peak of 1.9 Mt/wk.