据每日电讯报：受AI概念股抛售潮影响，Nscale考虑推迟规模350亿美元的上市计划。

EIA Short-Term Energy Outlook projects U.S. crude inventories will increase in 2027 as net imports rise and U.S. oil production climbs to a record 14.3 mln b/d.

Industry sources said Ukrainian drone strikes since late October have knocked Russian refining capacity down roughly 30%. The refineries hit include three large central Russian plants in Ryazan, Yaroslavl and the Volga region with combined nominal capacity of about 300,000 t/day (≈2.2mn b/d); Russia’s total primary refining capacity is about 930,000 t/day. Sources said crude runs at Russian refineries were roughly 700,000 t/day (≈5.0mn b/d) at end-October and estimate actual processing may have fallen by as much as 200,000 t/day.