According to the Wall Street Journal: US President Trump took to the stage to present the Republican platform for the midterm elections.

Energy: 1. Russian Deputy Prime Minister Novak proposed setting Russia's fuel import quotas ahead of schedule. 2. Kremlin: India and Russia are discussing cooperation in rare earth exploration. 3. Goldman Sachs: Refined petroleum product traffic through the Strait of Hormuz is at 35% of pre-war levels, and crude oil at 70%. 4. Bank of America: If the Middle East conflict continues until the end of the year, Brent crude oil may trade in the range of $95-$120 per barrel. 5. HSBC: Raised its 2027 Brent crude oil price forecast from $65 to $85, and raised its long-term price forecast for 2028 and beyond to $75. 6. Mitsui O.S.K. Lines executives: Despite current strong freight rates, there are no plans to expand the tanker fleet. 7. The Mexican government plans to significantly reduce its debt support for state-owned oil company Pemex. 8. Thailand: A rooftop solar power support program will begin in mid-October, with a planned allocation of 50 billion baht. 9. Iraq seeks a significant increase in its production quota as OPEC+ assesses capacity. 10. Morgan Stanley: Geopolitical risks are making oil traders increasingly cautious about long-term positions. Agriculture/Mining: 1. Senegalese Prime Minister: Approximately 30 mining agreements are currently being renegotiated. 2. Ukrainian President Zelensky: We are prepared to make concessions on food and energy issues. Other: 1. The Korea Exchange will suspend overnight derivatives trading on September 23 (before the public holiday). 2. Data shows that only 6 commodity vessels passed through the Strait of Hormuz on Tuesday, down from the average of approximately 12 over the past ten days. 3. Kazakhstan's net gold and foreign exchange reserves in August were $68.562 billion, an increase of 11.8% month-on-month. 4. World Platinum Investment Council: The platinum market is expected to shift to a supply surplus this year.

Apple (AAPL.O): The new display engine on the A20 Pro chip will power the iPhone Duo.