OIL

IRAN: Two missiles strike Qeshm Island, according to Tasnim News

IRAN: Source says Iranian Persezan-359 SHORAD shot down USAF MQ-9A Reaper near Qeshm Island

IRAN: Air defenses on Qeshm launch surface-to-air missile at American F/A-18 Hornet

CFTC NYMEX WTI CRUDE SPECULATIVE NET LONGS 80.3K CONTRACTS (+5.9K W/W), WEEK TO NOV 3

UKRAINE: Zelenskiy says another strike is being prepared targeting energy sector, Dnipro bridges and civilian infrastructure

SAUDI ARABIA: Arab sources say drone attack reported on Riyadh, capital - Fars

US TREASURY: Sanctions eight Canadian money services businesses enabling Iranian regime

GoldSquawk Oil Report: Diesel tightness is setting the marginal price across the oil complex

GS: Oil is now priced by war shocks, not OPEC+

TRUMP: We are talking to Iran - Bloomberg

NYMEX NATURAL GAS FUTURES SETTLE NEAR $2.998/MMBTU, UP $0.054 (+1.83%)

ICE BRENT CRUDE FUTURES SETTLE NEAR $98.36/BBL, UP $0.06 (+0.06%)

NYMEX WTI CRUDE FUTURES SETTLE NEAR $90.88/BBL, UP $0.33 (+0.36%)

US: Adds 8 Canada-based companies to anti-Iran sanctions list - Fars

US TREASURY: Iran-related designations

ISRAEL: Yemeni control of Bab el-Mandeb keeps its maritime trade on costly alternative routes - Fars

US: Trump administration expands sanctions on Cuba's maritime and energy sectors

ICE BRENT CRUDE MANAGED MONEY NET LONGS 171.6K CONTRACTS (-48.5K W/W), WEEK TO NOV 3

YEMEN: Houthis say strikes on Taiz market killed at least 30 people

PUTIN: Abu Dhabi talks set for Tuesday, Nov. 10 - TASS

SHIPPING: Seafarer killed in suspected missile attack on tanker in Gulf

IRAN: Tehran responds positively to latest proposal, remains open to negotiations - Bloomberg

YEMEN: Saudi mercenaries' advance from Aden toward south Bab al-Mandab fails - Fars

IRAN: IRGC says it intercepted another advanced MQ-1 military drone over Qeshm Island, bringing total to 16 - Press TV

YEMEN: Saudi-backed attack on al-Makhaf market in Taiz kills 10, wounds 16 - Fars

IRAN: Revolutionary Guards say they shot down a US MQ-1 drone over Qeshm Island - Bloomberg

IRAN: IRGC says it shot down U.S. MQ-1 drone over Qeshm Island

RUSSIA: Military cargo ship heading to Ukraine hit in Black Sea, says MO - TASS

IRAN: Two oil tankers catch fire in Strait of Hormuz after entering restricted waters without coordination - Press TV

SHIPPING: Houthis set up email clearance system for Red Sea safe passage, WSJ says

US DATA: Nonfarm payrolls rise 165K vs 59K expected, unemployment falls to 4.1% - Bloomberg

RED SEA: Houthis set up email clearance system for ships seeking safe passage

YEMEN: Saudi airstrike targets market in Taiz Governorate, Houthi-run Al-Masirah reports 40 dead and wounded

IRAN: Strait of Hormuz will reopen only after US accepts Iran's seven conditions - Press TV

IRAN: Unconfirmed reports of U.S. aircraft targeted off the coast of Oman - Bloomberg

IRGC NAVAL FORCE: Two oil tankers hit mines, caught fire while transiting Hormuz via unauthorized route - Press TV

GOLDSQUAWK NEW YORK SESSION PREP: Oil steadies as US-Iran diplomacy headlines fade risk premium while Strait of Hormuz incidents keep supply-risk in focus

GoldSquawk Oil Wrap: Hormuz shipping fears lift oil despite mixed session signals

US-IRAN: Moving closer to potential peace deal, Tehran willing to discuss nuclear issues - Bloomberg

HPCL struggles to hire tankers for Strait of Hormuz cargoes as risks persist