Energy:
1. Saudi Arabia's crude oil production in August hit its lowest level since 1990.
2. Pakistan received its first shipment of Qatari liquefied natural gas since July.
3. American Automobile Association: The national average price of diesel in the US has surpassed $6 per gallon for the first time in history.
4. OPEC further lowered its 2026 global oil demand growth forecast, marking the fifth consecutive downward revision.
5. International Energy Agency: The global oil supply-demand gap this year will be larger than previously expected, with supply falling short of demand by 1.74 million barrels per day.
6. Russia's Ryazan refinery has been shut down since the drone attack on September 6.
7. The European Central Bank's economic forecasts assume oil prices of $89.5 per barrel in 2026, $78 per barrel in 2027, and $73.6 per barrel in 2028.
Agriculture/Mining:
1. Sources familiar with the matter: The White House's copper tariff plan has stalled.
2. Polish Central Bank Governor: Poland's gold reserves increased to 648 tons, reiterating plans to increase reserves to 700 tons.
3. Statistics South Africa: South African gold production fell 7.4% year-on-year in July, and platinum group metals production fell 13.5% year-on-year.
4. A report released by the Ministry of Natural Resources shows that by the end of the 14th Five-Year Plan period, my country's reserves of 14 minerals, including rare earths, tungsten, and tin, ranked first in the world.
5. Indian Minister of Mines: India is in talks with Argentina regarding more lithium mining areas and is also negotiating with Chile.
6. Ukrainian Minister of Agriculture: From September 1st to 9th, Ukraine exported 630,000 tons of grain, including 380,000 tons of cereals.
7. Nine departments, including the Ministry of Industry and Information Technology, released the 15th Five-Year Plan for the Development of the New Energy Vehicle Industry, proposing to coordinate the mining and recycling of key mineral resources such as lithium, cobalt, and nickel.
Other:
1. Indonesia's drought continued in September, with over 5,000 fire spots.
2. Europe plans to push the EU to use rare trade tools to protect the chemical and plastics industries. 3. The Saudi Crown Prince urged Trump to strike the Houthis, but Trump rejected the request.
4. The US weather forecasting agency CPC predicts a 75% probability of a record-breaking El Niño event between October and December, exceeding the intensity of any El Niño event since 1950.
