China A-share grain sector opened lower; Wanxiang Denong dropped more than 8%, with Qiule Seed, Shennong Seed, Kangnong Seed and Yasheng Group also falling.

Four industry sources said Slavneft’s Yaroslavl refinery (YANOS) halted crude processing on Thursday after a Ukrainian drone strike damaged equipment. Yaroslavl region governor Mikhail Yevrayev said authorities had foiled a large-scale drone attack: "65 drones were shot down, no casualties. The refinery was damaged and firefighting is ongoing." President Zelenskiy said Ukraine struck the refinery overnight. The plant is about 250 km (155 miles) northeast of Moscow. Sources said the strike damaged the main crude distillation unit AVT-3, with design throughput of 17,140 tonnes/day, roughly 40% of the refinery’s capacity. The refinery’s other major units are AT-4 (11,430 t/d, 27%) and AVT-4 (14,300 t/d, 33%); AVT-4 was already damaged in an Aug. 28 drone attack and remains under repair. Market participants said fuels from the Yaroslavl plant were not listed on the Russian domestic commodity exchange on Thursday.

SOUTH KOREA'S LEE said multiple countries have deployed military assets near the Strait of Hormuz.