According to the Financial Times, Ukraine is in talks with Poland and Slovakia to move customs checks to the two countries in an effort to improve the security of truck transport.

HSBC: Platinum supply is tightening, but the gap is narrowing.

Energy: 1. India's oil imports from the Middle East rebounded to pre-Iraq War levels in September. 2. Putin's special envoy stated that the Nord Stream gas pipeline would "inevitably" resume operations. 3. EU oil coordination group: Diesel and jet fuel supplies remain tight. 4. Saudi Aramco CEO: To cope with energy supply disruptions in the Middle East, Saudi Arabia is working to increase the capacity of its east-west oil pipeline network to 10 million barrels per day. 5. Russian Presidential Special Envoy Dmitriev: The diesel fuel agreement reached with the US is about to be implemented. 6. The European Parliament voted to postpone the implementation of the EU methane rule for three years. 7. Goldman Sachs: Reduced LNG flows in the Strait of Hormuz are impacting supply by up to 300 million cubic meters per day. 8. Goldman Sachs: We still believe the risks to our year-end baseline forecast for Dutch TTF gas prices (€70/MWh) are skewed to the upside. 9. Sources: Qatar Energy is in advanced talks with Venture Global to reach a long-term agreement to purchase at least 3 million tons of liquefied natural gas annually. 10. Trump invoked Section 303 of the Defense Production Act to support domestic oil production in the United States. 11. Nabep, a company developing Venezuelan oil in partnership with the United States, has added drilling rigs to increase production. Agriculture/Mining: 1. Japanese Chief Cabinet Secretary Minoru Kihara: Japan is not facing a shortage of yttrium resources. 2. Uganda's total exports increased by 36% in August, thanks to increased gold export revenue. 3. HSBC: (Regarding platinum) Lowered its 2026 average price forecast to $1,925 per ounce, while maintaining its 2027 forecast at $2,195 per ounce; platinum supply is tightening, but the gap is narrowing. 4. HSBC: (Regarding palladium) Lowered its 2026 average price forecast to $1,436 per ounce (previously $1,546 per ounce), while maintaining its 2027 forecast at $1,595 per ounce. 5. Rio Tinto invests $1.9 billion to expand its Australian bauxite operations. 6. According to Nikkei: Nippon Steel will invest $3 billion to upgrade 90-year-old equipment at a US steel plant. Global Shipping News: 1. Russian Ministry of Defense: Russia struck a cargo ship in the Black Sea. 2. US State Department: US Secretary of State Rubio reiterated the US commitment to Qatar's security and freedom of navigation in the Strait of Hormuz. 3. Trump: Iran fabricated lies to drive up oil prices. Oil shipments through the Strait of Hormuz are currently higher than before the war. 4. Panama Canal's annual cargo volume hits a record high.