Group 1 - The commodity market is experiencing a resurgence of capital inflow after a volatile period in late July, particularly in coking coal futures, which saw significant price increases and trading volume growth [1][3] - As of August 6, coking coal futures total open interest has rebounded to 863,000 contracts, indicating a return to relatively high historical levels, driven by supply-demand dynamics and regulatory factors [3][4] - The supply situation for coking coal is tight, with inventory levels at mines and washing plants at their lowest since March 2024, suggesting a shift from surplus to a phase of shortage, which supports coal prices [4][5] Group 2 - The recent price movements in various commodity futures show a divergence, with coking coal and coke futures rising by 13.22% and 5.77% respectively, while other commodities like glass and lithium carbonate have shown weaker performance [5][6] - The trading behavior in the lithium carbonate market indicates a lack of sustained upward momentum due to high production and inventory levels, contrasting with the strong recovery seen in coking coal [5][6] - The futures market is experiencing significant price adjustments, with the price of lithium carbonate futures previously trading at a substantial premium over spot prices, leading to a rapid correction in the market [6]