Latest / Commodity Insider Daily Brief

Yemen's War Closes On Bab el-Mandeb As Houthis Claim Aramco Strike And OPEC+ Holds November Targets
The Saudi-backed Yemeni government has launched a campaign to retake all Houthi-held territory, converting the Red Sea chokepoint from a shipping risk into an active battlefield. OPEC+ said it would leave November output targets unchanged, Russia answered Ukraine's refinery threat with fresh Black Sea strikes, Hormuz LNG flows hit a post-war high, and Nigeria's crude and UCO stories stayed structural rather than headline-fresh.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.