Mongolian grassland fires have been spreading toward the Inner Mongolia border since Oct. 9. More than 2,000 personnel in Inner Mongolia are engaged in firefighting and containment operations. As of 21:00 on Oct. 11, containment work was ongoing and the fires had not crossed into China.

Ukrainian President Zelenskiy said he held detailed talks with European Commission President von der Leyen, thanked her for a recent €1.24bn defense aid payment Ukraine has received, and said she confirmed roughly €3bn in military assistance could be disbursed as early as next week. Both sides will send teams to discuss next joint actions and coordination.

Attacks on a Saudi airport and a tanker near the Strait of Hormuz heightened supply-risk concerns, pushing oil higher in early trade. WTI rose as much as 1.0% to $91.88/bbl; Brent climbed to $103.70/bbl. Year-to-date global benchmark oil prices have gained over 70% amid sustained US-Iran hostilities with no clear resolution. Although Gulf producers have largely restored exports via the Strait to near pre-conflict levels, a surge in tanker attacks and rising regional tensions could threaten flows. Traders also monitored Hurricane Isaias, which caused power outages across three US states and at least four deaths; the US Department of Energy said it will approve emergency swaps of up to 4 mln barrels from the Strategic Petroleum Reserve to ease hurricane-related supply disruptions.