Energy:
1. Poland and Ukraine signed a natural gas supply agreement, under which Poland will supply over 300 million cubic meters of US LNG.
2. Morgan Stanley: Global LNG supply is expected to increase by 18 million tons this winter.
3. Egypt's Ministry of Oil: A new shipment of 150,000 cubic meters of LNG has been exported to Greece via a vessel chartered from Shell.
4. Under the LNG supply agreement reached between the US and Greece, 700 million cubic meters of natural gas will be supplied to Greece annually starting in 2030.
5. US media: The US government has agreed to grant Hungary a one-year waiver of US energy sanctions against Russia, allowing it to continue importing Russian oil.
6. A statement indicates that Egypt's Badr al-Din Oil Company has discovered a new gas field in the western desert region. The new gas well is producing 16 million cubic feet of natural gas per day, along with 750 barrels of condensate.
7. Morgan Stanley lowered its forecast for TTF natural gas in the second half of 2026, citing the successful launch of new projects in the first half of 2026 as a catalyst to push TTF below €30 per megawatt-hour in the second half of 2026.
8. Iraq's National Oil Marketing Organization (SOMO): Iraq set its official selling price (OSP) for December Basra medium crude oil at a discount of $0.35 to the average price of Oman/Dubai crude oil for Asia; a discount of $2.95 to Brent crude oil for Europe; and a discount of $1.35 to Argus sour crude oil for North and South America.
Precious Metals and Mining:
1. The People's Bank of China increased its gold holdings for the 12th consecutive month.
2. China Gold Association: Domestic gold ETF holdings increased by 79.015 tons in the first three quarters, a year-on-year increase of 164.03%. Gold bar and coin consumption reached 352.116 tons in the first three quarters, a year-on-year increase of 24.55%.
3. World Platinum Investment Council: The global platinum market is entering a period of sustained shortage.
4. Chile's lithium exports reached $220.2 million in October, while copper exports increased to $4.99 billion.
Tariffs:
1. The Ministry of Commerce suspended the second clause of export controls on dual-use items to the United States.
2. The Department of Transportation: Suspended the collection of special port fees from US vessels for one year.
3. The Office of the United States Trade Representative: Effective November 10, it suspended Section 301 investigation restrictions on China's maritime, logistics, and shipbuilding industries.
4. The US-Thailand reciprocal trade framework agreement was announced, with key provisions including: Thailand eliminating tariff barriers on 99% of its goods, covering all US industrial products, food, and agricultural products. The US maintains a reciprocal 19% tariff on Thai goods.
Other:
1. The Trump administration demanded that states withdraw all food aid.
2. Indonesia will invest $22 billion in agricultural processing.
3. Malaysian Palm Oil Board (MPOB): Malaysia's palm oil production in October was 2,043,886 tons, up 11.02% month-on-month; inventory was 2,464,452 tons, up 4.44% month-on-month; exports were 1,692,895 tons, up 18.58% month-on-month; and imports were 36,283 tons, down 53.73% month-on-month.
