France's final September CPI MoM due in 10 minutes.

CITIGROUP says near-term stance on aluminium prices is neutral, as investors shift focus from current spot supply tightness to a potential supply glut in 2027.

EU leaders meet for a two-day summit in Brussels starting Thursday to address surging energy costs; the US‑Iran war has left policymakers with limited options and energy inflation is central to debates over European competitiveness. The European Commission will tell heads there is no quick fix. Member states face fiscal constraints: price caps or tax cuts carry heavy budget costs, and higher interest rates raise the fiscal burden. Brussels is considering measures with limited near-term impact — extending joint energy procurement, postponing methane-related climate rules tied to fossil-fuel imports, and prolonging national aid for hard-hit industries. Europe’s reliance on imported oil and gas means these steps are unlikely to prevent short-term energy-price increases.