Energy:
1. Ghanaian President Mahama: Oil production has increased by 30% since last year.
2. Russian Deputy Prime Minister Novak: The first tanker carrying Russian diesel to the United States is scheduled to depart on October 22.
3. Russian Deputy Prime Minister Novak: Russia may fully resume diesel exports by the end of the year.
4. Nigerian billionaire Aliko Dangote: People have been "deceiving themselves" about the energy transition; the world still needs fossil fuels.
5. French President Macron: The top priority is to ensure the supply of diesel and natural gas. Saudi Arabia has agreed to extend additional diesel supplies.
6. Sources: The Trump administration will assess whether to further lend heating oil reserves.
7. JODI (Joint Oil Data Center): Saudi Arabia's crude oil inventories decreased by 32.435 million barrels in August to 143.197 million barrels; domestic refinery crude oil processing decreased by 181,000 barrels per day to 2,297,096.8 barrels per day in August; crude oil exports increased by 326,000 barrels per day to 4.451 million barrels per day in August; crude oil production decreased by 1.897 million barrels per day to 6.238 million barrels per day in August.
8. UK Prime Minister Burnham: Considering abolishing fixed charges on gas bills.
9. South African Treasury: Allocating 10 billion rand to mitigate the impact of soaring fuel prices.
10. Kuwait Petroleum Corporation CEO: Kuwait's crude oil exports exceed 1.1 million barrels per day.
Agriculture/Mining:
1. Russian President Putin: We can supply more fertilizer to the United States.
2. Teck Resources confirmed receiving strike notice at its Highland Valley copper mine; the union could begin the strike as early as the evening of October 24th (Beijing time).
3. Malaysia has allowed the export of unprocessed rare earth elements for the first time under new regulations.
4. The Malaysian Palm Oil Council: Driven by increased export demand and seasonal production declines, crude palm oil prices are expected to remain above 4,600 ringgit per tonne in November. Malaysian palm oil stocks are projected to decline from November 2026 to February 2027.
5. The World Meteorological Organization: The current El Niño event may reach unprecedented levels of intensity.
Global Shipping Situation:
1. Iran claims seven ships were attacked in the Strait of Hormuz, warning of a potential larger-scale response from the United States.
2. The United States has sanctioned individuals and entities involved in the transport of Iranian commodities.
