Escalation in the Middle East lifted oil and triggered a US Treasury sell-off overnight, pushing Australian government bonds lower. Australia's 3-year government bond yield jumped 18 bps to 5.03% and the 10-year yield rose 13 bps to 5.38%, both the highest since May 2011.

At its 1H2026 online results briefing, Furande said its aluminum die-casting line began mass production and deliveries in Q3 2025 and is ramping normally; capacity will be adjusted to downstream orders. Revenue and profit from the project are currently small and not expected to materially affect company results. The hot-forming business moved into trial production and sample deliveries in Q4 2025; its capacity ramp is still at an early stage and related revenue and profit are immaterial.

Enterprise Singapore: for the week to Sept 9, light distillate stocks rose 1.196 mln bbl to 11.874 mln bbl (one-month high); middle distillates rose 326k bbl to 8.237 mln bbl (two-week high); fuel oil stocks fell 98k bbl to 20.355 mln bbl (two-week low).