Energy:
1. Market News: Saudi Arabia's East-West pipeline has resumed oil exports.
2. Saudi Aramco is reportedly considering discounts on crude oil shipments from the Omani Sea.
3. Qatar is reportedly extending its force majeure order against Pakistan's liquefied natural gas until November.
4. UK diesel prices have reached a record high of 199.18 pence per liter.
5. The White House is considering expanding the sale of dyed diesel to alleviate fuel price pressures.
6. The US has significantly relaxed fuel economy standards, pushing to weaken Biden's electric vehicle policy.
7. Documents show the Trump administration will end fuel economy credit trading in 2028.
8. US Department of Transportation: The new fuel economy standards will increase US gasoline consumption by 4.6% by 2050.
9. Total CEO: Europe will have to release strategic reserves if the US bans diesel exports.
10. Sources: The British government is privately lobbying the Trump administration for an exemption in the event of any potential US diesel export ban. 11. OPEC Secretary General: The Algiers Agreement remains crucial for oil market stability.
12. Japan's total coal imports in August decreased by 8.2% year-on-year. Japan's liquefied natural gas imports in August decreased by 6.8%.
13. According to TASS: Russia is reportedly preparing documents to extend the diesel export ban until October.
Agriculture/Mining:
1. Zhongkuang Resources Bikita Mining's tantalum-niobium recycling plant No. 2 project commenced construction.
2. Trump announced a $15 billion steel mill plan: touted as the largest in US history.
3. Zijin Mining: Signed a supplementary agreement to extend the transaction period related to the acquisition of control of Chifeng Gold.
4. Today's domestic gold jewelry price comparison shows that the price per gram of pure gold jewelry from several domestic brands has fallen by 32 yuan compared to yesterday.
5. Ukrainian Agriculture Minister: It is expected that exports via the Black Sea alternative route could reach up to 50%. 45% of agricultural products are already exported via the Black Sea alternative route.
6. According to relevant budget documents, Russia expects to receive 200 billion rubles annually from windfall profits taxes levied on mining and metal companies between 2027 and 2029.
7. Ministry of Agriculture and Rural Affairs: This year, my country's summer grain output exceeded 300 billion jin for the first time, early rice output has remained stable at over 56 billion jin for six consecutive years, and autumn grain is being harvested on a large scale, promising a bumper harvest for the whole year.
Other:
1. The Panama Canal will increase the daily reservation quota for passage.
2. The Shanghai Futures Exchange adjusted the trading limits for related contracts of petroleum asphalt futures.
3. Shipping intelligence company Kpler: Loading operations at Yanbu Port have been ongoing since September 22.
4. The Iranian Army Chief of Staff claimed "complete control" of the Strait of Hormuz, while the US military stated that the strait is not under Iranian control and that the Iranian navy has been sunk.
5. Kpler data shows that as of last week, the volume of crude oil transported through the Strait of Hormuz and detour routes has recovered to slightly less than 80% of pre-war traffic in the region.
