26 Mar 2026
More recent developments
July 14, 2026
China’s pig prices rebound, but overcapacity still looms
Live pig prices in China are finally rising. According to industry data from July 13: Average live hog prices have climbed over 16% since late June, topping RMB 11/kg for the first time in months. (100PPI) Piglet prices – a… Read More »
July 13, 2026
China bans helium exports to protect domestic supply
On July 10, the commerce ministry (MofCom) imposed a “temporary export ban” on helium, effective immediately. The two-sentence announcement provided no end date. Some context: China imports more than 85% of its helium – an essential input for semiconductor production.… Read More »
July 13, 2026
Domestic auto sales collapse continues in June
Domestic auto sales fell 23.2% y/y in June – the seventh consecutive month of double-digit declines (CPCA). Internal combustion engine (ICE) vehicle sales again accounted for most of the decline, falling 39% y/y to just 600,000 units – a multi-decade… Read More »