Shell (SHEL.N) CEO: We will continue to look for other opportunities in Venezuela.

Financial Times reports Wall Street banks have arranged a record $60 bln chip deal involving Broadcom and ANTHROPIC.

Energy: 1. Intercontinental Exchange launches new tanker and freight futures contracts. 2. US Agriculture Secretary: We are looking at ways to reduce diesel costs. 3. Algeria extends the deadline for bidding on oil and gas blocks to January 25th next year. 4. South African government: Starting October 7th, the retail price of gasoline at South African gas stations will increase by up to 333 cents per liter. 5. European Commission spokesperson: We are ready to convene meetings of the Petroleum Coordination Group and the Energy Security Working Group. 6. Saudi Aramco CEO: Without the East-West pipeline, Brent crude oil prices might have already reached $200 per barrel. 7. Kuwait Petroleum Corporation CEO: We are progressing on schedule and are on track to achieve our goal of increasing crude oil production capacity to 4 million barrels per day by 2035. 8. US President Trump signs an order allowing everyone to purchase duty-free red dye diesel. 9. US Vice President Vance: The Alaska natural gas project will proceed. 10. Oil flows from the Hormuz are recovering, but diesel remains in severe shortage. 11. Vietnam extends fuel tax relief to address energy supply disruptions. Agriculture/Mining: 1. Intercontinental Exchange launches gold futures trading in London. 2. US Agriculture Secretary: US President Trump may take action on farmers' issues later today. 3. Indian Foreign Minister: India is consulting with Russia and Ukraine to ensure the safe passage of food and fuel shipments from the Black Sea. 4. According to traders, India's sunflower oil imports fell 36% month-on-month in September to 103,000 metric tons, the lowest level in over four years. Palm oil imports rose 3.5% month-on-month to 810,000 metric tons, the highest level in seven months. Soybean oil imports fell 4.6% month-on-month to 600,000 metric tons. Total edible oil imports fell 3.75% month-on-month to 1.5 million metric tons. Middle East Situation: 1. The Coalition Against Iran's Nuclear Weapons (UANI): US blockade has resulted in dozens of Iranian oil tankers being stranded. 2. Trump stated that high oil prices are a "small price to pay" for security. 3. Yemeni sources reported an attack on an oil refinery in Jeddah, Saudi Arabia. 4. Iraq plans to lease more oil tankers to strengthen its control over shipping in the Strait of Hormuz.