Mexico will require digital platforms to shield minors from violent and pornographic content and will give platforms one month to comply with the decree. The president said the government will propose legislation to penalize platforms that fail to co

Energy: 1. European natural gas prices rose to their highest level since the end of 2022. 2. Kazakhstan's oil production fell by 8.3% from January to September. 3. Iraqi Oil Ministry: Iraqi crude oil exports rebounded to approximately 2.7 million barrels per day. 4. Trump: All necessary permits for the Alaskan LNG project have been approved. 5. Energy intelligence platform Vortexa: US sanctions brought Iranian crude oil exports to zero, and they had not yet resumed in October. 6. Approximately 16.13% of daily crude oil and 16.59% of daily natural gas production in the Gulf of Mexico are currently suspended. 7. OPEC monthly report: The 2026 global oil demand growth forecast was lowered from 380,000 barrels per day to 180,000 barrels per day; Iranian crude oil production decreased by 99,000 barrels per day in September to 1.957 million barrels per day. Agriculture/Mining: 1. A strike will begin Wednesday at Escondida, the world's largest copper mine, due to failed labor negotiations. 2. BMI has raised its 2026 copper price forecast to $13,500 and projects it will reach $17,000 by 2035. 3. Statistics South Africa: In August, total mining output fell 12.7% year-on-year, and gold production fell 5.7% year-on-year. 4. Rio Tinto's copper production remained stable at 205,000 tons in the third quarter; iron ore shipments increased by 3% year-on-year to 90.8 million tons. 5. Canada aims to reach a trade agreement with India by the end of the year, focusing on expanding cooperation in mining, nuclear energy, and infrastructure. 6. The EU is reportedly considering providing financial support to Vietnam's key mining sector. Global Shipping Situation: 1. Goldman Sachs estimates that the average global crude oil transportation cost has climbed from $4 per barrel a year ago to $30, with Middle East routes reaching $35 per barrel.

TrendForce's AI Server industry research forecasts hyperscale cloud service providers' expanded server and AI infrastructure spending will lift combined capex for the world's top nine CSPs to over $957bn in 2026 (YoY +106%) and above $1.5tln in 2027 (YoY +60%), both exceeding prior expectations. The nine CSPs are Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba and Baidu.