Industry sources say a major Moscow refinery has stopped crude processing after a Ukrainian drone strike on September 20 ignited fires in its main distillation units. Moscow’s mayor said an industrial facility was damaged during the drone attacks. Three industry sources said drones crashed into the refinery and both primary crude distillation units burned; repairs and restart could take several weeks. The two core units are AVT-6, capacity 21,400 tonnes/day (53% of the plant), and the EURO+ comp

BOC Governor Macklem said new US tariffs could push Canada's Q4 economic growth below 1%. He warned slower growth would weigh on inflation while Middle East conflict-driven oil gains could lift it; annual inflation is about 3% versus the BOC's 2% target. Macklem said if oil stays near $100/bbl, inflation could rise modestly. Canada rebounded in Q2 with 3.3% annualized growth; after roughly 18 months of US tariffs firms and households had begun adjusting plans and resuming investment and consumption, but the latest escalation "could again prompt firms to delay investment and hiring decisions." He added that if the new tariffs persist, Q4 growth could be roughly halved to under 1%.

新西兰联储主席布雷曼：经济前景仍面临重大风险。