EU high representative for foreign affairs and security policy Kallas said Russian President Putin has no veto over European security.

Energy: 1. Italy will approve a compensation plan for gas-fired power plants to reduce electricity costs. 2. A large Russian refinery in Ryazan, with a daily capacity of 340,000 barrels, was suspected of being attacked. 3. India plans to mandate energy storage for electricity retailers. 4. Russia's fuel subsidies rose to 415 billion rubles in October, a more than four-year high. 5. Data from EDF (Électricité de France) shows that strikes have reduced nuclear power generation in France by 2.4 gigawatts. 6. Kazakhstan has requested permission from Russia to resume oil shipments via the "Friendship" pipeline and the port of Ust-Luga. 7. The US midterm election results boosted ceasefire expectations, causing European natural gas prices to fall for the fourth consecutive day. 8. Saudi Arabia lowered its official selling price for Arab Light crude oil sold to Asia in December to a discount of $7 per barrel to the benchmark price. 9. Rezaei and Putin discussed the supply of natural gas to Iran. 10. Saudi Arabia lowered its December Asian crude oil prices to the lowest level in six years. 11. EU Energy Regulatory Cooperation Agency: EU grid investment will continue to grow until 2030. Agriculture/Mining: 1. A total of 100 million tons of autumn grain have been purchased nationwide. 2. Polish Central Bank: Increased gold reserves by 28 tons in October. 3. World Gold Council: Global gold ETFs continue to expand, with net inflows of $2.7 billion in October. 4. Ukrainian Railways: Ukraine's grain export shipments increased by 26% month-on-month in October, reaching 1.08 million metric tons. 5. Goldman Sachs: Lowered its gold price forecast for the end of 2026 to $4,150 per ounce and its forecast for the end of 2027 to $4,800 per ounce. Global Shipping Situation: 1. Maersk: Driven by increased demand and tightening capacity, average full-load freight rates for ocean freight rose by 46%. Global container demand is expected to grow by 2% to 4% year-on-year in the third quarter of 2026. Other: 1. Bank of Canada Governor Macklem: Optimistic that we can negotiate lower US tariffs. Further escalation cannot be ruled out before the US trade situation improves.

Turkish central bank governor: Tight monetary policy stance and slowing domestic demand support disinflation.