National Rally 2027 presidential candidate Marine Le Pen said on the 14th that, given France's high deficits and growth pressures, she believes the country cannot continue providing aid to Ukraine. Earlier, President Emmanuel Macron spoke by phone wi

Bank of England Deputy Governor Breeden said economic activity has not fallen sharply and the labor market remains stable.

Energy: 1. The US expects Russian diesel to flow into the US market before the midterm elections. 2. According to TASS: Russia could increase diesel exports to 3.5 million tons per month by the end of the year. 3. The UK government is about to decide whether to approve the development of the Jackdaw gas field in the North Sea. 4. Trump announced GlobalFoundries' investment plan in Alaska LNG, with Japan and South Korea providing funding. 5. The IEA warned that global diesel supply shortages will continue into next year, with global diesel supply decreasing by 1.7 million barrels per day in the third quarter. 6. Russian Deputy Prime Minister: Ukraine attacked two oil refineries in Russia. 7. Zelensky: Ukraine will resume attacks on Russian oil refineries. 8. IEA Monthly Report: Global oil supply is expected to be 1.73 million barrels per day lower than demand in 2026 (previously projected to be 1.74 million barrels per day lower). Global oil supply will decline by 5.8 million barrels per day in 2026 (previously projected to decline by 5.7 million barrels per day). Oil exports from Gulf oil-producing countries (excluding Oman) are 33% lower than pre-war levels. Agriculture/Mining: 1. The US plans to impose fees on Spanish vessels and restrict olive oil imports. 2. LME three-month aluminum fell below $3,000 per ton for the first time since February. 3. BHP Billiton and Escondida reached a preliminary agreement, temporarily easing the risk of a copper mine strike. 4. Bolivia revised its gold export rules to promote private gold exports and attract dollar inflows. 5. The world's largest platinum mine plans to move to underground mining, with trial production scheduled to begin later this year. 6. Greenland officials denied that the US is about to conduct large-scale exploration on the island, saying that such activities are "still a long way off." Global Shipping Situation: 1. The International Maritime Organization disclosed that two shipwrecks were reported in the Strait of Hormuz within 24 hours in September. 2. The White House plans to ease sanctions against "shadow fleets" in an effort to reduce global freight rates and increase oil flows from the Middle East. Other: 1. US inflation is rising across the board, increasing market expectations for a Federal Reserve interest rate hike. 2. Thailand's TFEX exchange will extend its morning trading hours for forex, precious metals, and rubber products starting November 16th.