Google (GOOG.O) announced Gemini 3.8 Live and Gemini 3.8 Live Extended Thinking, which it described as its most advanced conversational AI models to date.

Energy: 1. Australia's Energy Minister will visit Saudi Arabia next week. 2. Germany will push the EU to impose a windfall profits tax on energy companies. 3. Customs data shows South Korea imported 12.1 million tons of crude oil in August, compared to 12.5 million tons in the same period last year. 4. According to the Associated Press: Officials say the attacked Saudi East-West oil pipeline will be largely shut down for several weeks for repairs. 5. Iranian Parliament Speaker Ghalibaf: The impact of US oil reserves has ended and it is no longer possible to control oil prices. 6. According to Interfax: Kazakhstan's oil production fell 8.4% from January to August, totaling 61.7 million tons. 7. US Interior Secretary Burghum: As part of an agreement with the US, Venezuela may export coal. 8. Sources say Caspian Pipeline Union (CPC) blended crude oil exports increased by 22% in August compared to July, as loading operations stabilized. 9. ExxonMobil executive: US LNG supply is expected to grow to approximately 30% of global LNG supply by 2030. 10. Kremlin: Russia's ban on diesel exports aims to help domestic market supply; Russia will reconsider resuming diesel exports once domestic fuel supplies stabilize. 11. US Energy Secretary Wright: Confident that traffic in the Strait of Hormuz will increase in the coming weeks; the US will begin refilling its Strategic Petroleum Reserve (SPR) in the coming months. 12. Shell executive: To date, the world has lost approximately 36 million tons of LNG from the Middle East. Once the Strait of Hormuz reopens, the market will replenish LNG and other products. Agriculture/Mining: 1. FAO: Disruptions to shipping in the Strait of Hormuz are impacting global food production. 2. Indonesian Nickel Company issued a statement on Tuesday stating that one of its processing plants has suspended increased production due to water shortages affecting nickel production. 3. According to Jordanian state television: An ammonia leak occurred in the Aqaba industrial area of Jordan. As a precautionary measure, southern ports have been evacuated. Other: 1. Maersk, in partnership with Hapag-Lloyd, is gradually returning to the Suez Canal route. 2. Oman LNG CEO: The Strait of Hormuz crisis will soon end. 3. Preliminary data released by Kpler on Tuesday showed that a total of four bulk carriers passed through the Strait of Hormuz on Monday, down from 10 the previous day. 4. Canadian Prime Minister Carney: A mutually beneficial agreement between Canada and the United States is possible, and Canada is prepared to sit down and negotiate an agreement with the US. US officials may have a better understanding of Canada's red lines. We will reach an agreement with the United States at some point.

White House National Economic Council Director Hassett: Trump and I respect any decision Federal Reserve Chairman Warsh makes tomorrow.