Energy:
1. Statoil CEO: Falling oil prices could lead to reduced US oil production.
2. Ukrainian President Zelenskyy announced the formation of an energy union. Zelenskyy: Ukraine's long-range strikes against Russia are expected to result in a 22-27% reduction in fuel consumption and a loss of over 20% in refining capacity.
3. Saudi Aramco CEO: Oil demand growth next year is projected at 1.1 million to 1.4 million barrels per day.
4. Ukraine's National Oil and Gas Corporation: To smoothly navigate this autumn and winter heating season, Ukraine needs to import an additional 4 billion cubic meters of natural gas.
5. Russia's Yamal LNG announced it will suspend its Yakutia LNG project, which is subject to US sanctions, to focus on other development projects, such as supplying gas for digital and high-tech facilities.
6. Saudi Aramco Executive Vice President of Strategy: There was a time when natural gas was seen as a transitional fuel, but I believe that view no longer holds true; natural gas will be a long-term presence. Natural gas is positioned as a key driver of demand growth related to artificial intelligence.
Precious Metals and Mining:
1. Vale CEO: We remain very optimistic about long-term demand for iron ore.
2. Canadian Minister of Natural Resources: Canada will sign several agreements with G7 countries to secure the supply of critical minerals.
3. Goldman Sachs: Raised its 2026 iron ore price forecast to $93 per ton.
4. Indonesian Ministry of Mining: The government has agreed to grant copper concentrate export licenses to Oman Minerals. The export licenses are awaiting administrative processing.
5. New gold deposits discovered in Greenland, which Trump wants to acquire.
6. Japanese Prime Minister Sanae Takaichi: Cooperation with the US on critical minerals has been confirmed, which is extremely beneficial to Japan.
7. London Bullion Market Association (LBMA) survey: Gold prices are expected to reach $4,980.3 per ounce in one year, and silver prices will reach $59.1 per ounce.
8. Citibank: Lowered its short-term price targets for gold and silver, reducing its 0-3 month gold price forecast from $4,000 per ounce to $3,800 per ounce, and its silver price forecast from $55 per ounce to $42 per ounce.
9. The Colombian government intervened to crack down on gold mining transactions, cutting off the funding chains of criminal groups.
10. Malaysian Trade Minister: Despite a key minerals agreement with the United States, Malaysia maintains its ban on rare earth ore exports.
11. US President Trump: The United States is reforming steel production and increasing output, streamlining approval processes for new energy and mining projects.
12. HSBC: The gold rally will continue into the new year, with prices expected to peak in the first half of 2026.
Other:
1. Thai Finance Minister: Will negotiate with the United States to reduce tariffs on some Thai products.
2. Indonesian Palm Oil Association: Indonesia's palm oil exports (including refined palm oil) in August were 3.47 million tons, and crude palm oil production in August was 5.06 million tons.
3. Indonesian Palm Oil Association: Indonesia's palm oil production is projected to increase by 10% in 2025 due to favorable weather conditions.
4. US President Trump: We have the strongest economy in history, and energy prices are falling significantly. Everything is going down. Beef prices are a bit high, and we'll bring them down.
