Why Rubio's visit to India's Jamnagar refinery matters for US fuel supply
Moody's analysis says US diesel tightness and Venezuelan crude needs, not just diplomacy, explain Washington's interest in India's refining role.
1 source · Moody's
market news: «Russia»
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US discusses Russian oil deals for American firms in Ukraine peace talks
The Financial Times reports Washington and Moscow are discussing a return of big US energy companies to Russia's oil market as part of talks to end the war.
1 source · FT
Easing Russia sanctions won't cut fuel prices, Barron's authors argue
In a Barron's guest column, two economists say relief on Russian diesel will barely move prices. The bigger problem is lost global refining capacity.
1 source · Barrons.com
Russian crude exports from western ports seen falling in November
Two traders forecast Baltic and Black Sea crude shipments to drop by 0.1-0.2 million bpd as refineries resume and Novorossiysk faces delays.
1 source · Reuters
Beiersdorf's Eastern Europe sales raise concerns after third-quarter results
JPMorgan analysts say Beiersdorf's third quarter is good enough for now, but Eastern European sales fell nearly 15% and the shares slipped 3.9%.
1 source · Market Talk
Prabhudas Lilladher keeps BPCL at Accumulate, cuts target to Rs 305
Prabhudas Lilladher keeps Accumulate on BPCL and cuts its target to Rs 305 from Rs 318 as refinery margins fall and shutdowns are planned in FY27.
1 source · TradingView
BPCL to Cut Russian Crude Buying in November as Middle East Grades Gain Edge
India's state refiner BPCL plans a sharp cut in Russian crude purchases for November as higher freight and premiums make Middle Eastern grades cheaper.
2 sources · Moody's
Trump's 50% Aluminum Tariff on Canada Pushes US Premium to a Record
The 50% tariff on Canadian aluminum has lifted US prices to a record premium over global benchmarks, according to The Wall Street Journal.
1 source · WSJ
Corn falls as US harvest advances, wheat nears 3.5-month low
Chicago corn and wheat futures slip as the US harvest speeds up and hopes grow for Black Sea grain exports, Reuters reports.
3 sources · Reuters
EU wheat falls to two-month low on Black Sea shipping reopening hopes
Euronext wheat dropped to a two-month low after reports of Russia-Turkey contacts on Black Sea grain shipping, Reuters said.
2 sources · Reuters
India's Defence Ministry clears Rs 20,000 crore plan for 200 light helicopters
India's Defence Ministry approved a Rs 20,000 crore plan to buy 200 light multirole helicopters for the Army and Air Force, according to Moody's.
1 source · Moody's
Goldman Expects Fuel Supply Tightness to Last Through 2027
Goldman Sachs sees fuel markets staying tight into 2027 on delayed refinery repairs, low Asian stocks and costly tanker freight, Market Talk reports.
1 source · Market Talk
Egypt shifts to renewables to cut its gas import bill
Egypt is expanding solar, wind and nuclear capacity to lower gas import costs. The finance minister says each new gigawatt saves about $250 million a year.
1 source · Reuters
Musk Says SpaceX Cut Ukraine's Starlink Access Over Offensive Drone Use
Musk said SpaceX limited Ukraine's Starlink access after its military used the service for offensive drone strikes; Zelenskyy says speeds are restored.
1 source · Stocktwits
Serbia votes as students challenge Vucic in snap parliamentary election
Serbian voters head to the polls in an early parliamentary election where a student movement seeks to end Aleksandar Vucic's long rule, Reuters reports.
2 sources · Reuters
US energy executives quit startup over alleged hidden Russian funding from Novatek
A group of American executives left Polar LNG, saying the Alaska gas project was secretly funded by Russia's Novatek, according to The Wall Street Journal.
1 source · WSJ
US Allies Seek Alternatives to Starlink After Musk Limits Ukraine's Access
European and Canadian governments are speeding up satellite projects to reduce reliance on Starlink after Elon Musk restricted Ukraine's use, WSJ reports. No quick substitute exists.
1 source · WSJ
Analyst Warns Bitcoin Faces Risks From High Oil Prices
Analyst Darkfost at CryptoQuant says Brent above $100 is hurting capital inflows into Bitcoin, while sentiment cools without a sell-off.
1 source · cryptoquant.com
Trump's foreign policy hits voter wallets ahead of the US midterm elections
Reuters reports that the Iran war and tariffs have raised costs for Americans, making foreign policy a risk for Republicans in the November 3 midterms.
1 source · Reuters
Gold Sinks Below $4,000 in Steepest Weekly Fall in Nearly Five Months
Gold and silver slid to multi-month lows as oil rose and inflation fears mounted, according to Seeking Alpha. Markets are pricing in a possible Fed hike.
1 source · Seeking Alpha