Yara raised European ammonia cuts to 270,000 tonnes per quarter, led by its Ferrara plant, as gas costs are set to jump $450 million in Q4 2026.

Politico reveals the Pentagon's Technology Support Office, a covert unit built to sabotage rival defense tech through hacking and supply chain disruption.

TotalEnergies declared force majeure on toluene from its Normandy hub after a strike halted output and shipments, tightening Europe's aromatics supply.

China requires licenses from Nov. 18 to export long-range drones, tunnel boring machines and dredger parts, raising supply risks for India and global builders

Drone strikes sank three merchant ships off Bulgaria and Romania in October 2026, killing or leaving 30 sailors missing as NATO boosts Black Sea patrols.

BloombergNEF sees a copper deficit from 2028, reaching 20 million tons (44% of demand) by 2050, with $332 billion in new mines needed for electrification.

China's chemical producer prices rose 12.1% in September 2026 as Hormuz-driven oil costs lifted factory inflation to a 4-year high. Latest data and outlook.

Green power startups Grüüün and Stromee exit Germany's household market as wholesale prices soar, leaving about 300,000 customers to switch by October 31.

Germany's gas storage is only 61% full, with Rehden at 17%, as Europe enters winter with record-low reserves and higher energy prices.

France holds back on a state of emergency after weekend riots and looting hit at least 3,000 shops, with curfews ordered and French bond yields rising.