China A-share steel sector staged a short-lived rally; Sansteel Mingguang hit the daily limit. Anyang Steel, Xugang Co., Wujin Stainless, Ansteel and Ordos all moved higher.

Nov 11 — At a regular briefing, China's Taiwan Affairs Office was asked about reports that Taiwanese PC makers ASUS and Acer are shifting some capacity from Thailand and Vietnam back to mainland China. Spokesperson Zhang Han said mainland China has the most complete industrial system and mature supplier networks, making it the best location for Taiwanese manufacturing investment. He added that tighter, more resilient cross‑strait supply chains aid Taiwanese firms, support cross‑strait welfare and help global supply‑chain security and stability, and that Beijing will continue to support Taiwanese businesses seizing opportunities to invest and grow in mainland China and participate in its high‑quality economic development.

EIA短期能源展望報告：預計隨着淨進口增加及美國國內石油產量升至創紀錄的1430萬桶/日，2027年美國原油庫存將增加。