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US: Softer jobs data strengthen the case for a Fed pause https://www.marketpulse.com/markets/us-softer-jobs-data-strengthen-the-case-for-a-fed-pause/ US payrolls rose by just 29,000 in September, while revisions cut July and August employment by a combined 60,000. Unemployment increased to 4.2% and annual wage growth slowed to 3.0%. The report strengthens the case for an October Fed pause, potentially weighing on the dollar and Treasury yields while supporting gold.

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Oil Falls as G7 Taps Emergency Supplies https://www.rigzone.com/news/wire/oil_falls_as_g7_taps_emergency_supplies-02-oct-2026-184766-article/?rss=true Diesel and oil prices fell as G7 nations moved to release emergency supplies.
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Canada PM Invokes New Powers to Fast-Track Oil Pipeline https://www.rigzone.com/news/wire/canada_pm_invokes_new_powers_to_fasttrack_oil_pipeline-02-oct-2026-184763-article/?rss=true Prime Minister Mark Carney is expediting regulatory approval for a new, high-capacity oil pipeline to expand Canada's access to Asian markets.
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USA Crude Oil Stocks Rise Almost 1MM Barrels WoW https://www.rigzone.com/news/usa_crude_oil_stocks_rise_almost_1mm_barrels_wow-02-oct-2026-184765-article/?rss=true Commercial crude oil stocks, not including the SPR, came in at 427.320 million barrels on September 25, the EIA's latest weekly petroleum status report showed.
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Chevron Replenishes Exploration Stake in Namibian Orange Basin https://www.rigzone.com/news/chevron_replenishes_exploration_stake_in_namibian_orange_basin-02-oct-2026-184756-article/?rss=true Operator Chevron will acquire Custos' 10 percent stake in PEL 90, partly offsetting the U.S. energy giant's pending farm-out to Equinor.
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Oil prices fall on report of potential diesel, crude stock release; Brent back below $100 https://www.cnbc.com/2026/10/02/oil-wti-brent-diesel-stock-release-europe.html It comes after Reuters reported that EU nations were discussing a proposal to release diesel reserves following pressure from the Trump administration.
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Trump wants South Korea in on Alaska LNG. Here’s why Seoul is cautious https://www.cnbc.com/2026/10/02/trump-wants-south-korea-in-on-alaska-lng-heres-why-seoul-is-cautious.html South Korea remains cautious on Alaska LNG amid concerns over its high costs and commercial risks.
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U.S. urges Europe to ‘immediately’ release diesel reserves as Iran war fuels record prices https://www.cnbc.com/2026/10/02/diesel-oil-trump-europe-export-ban.html EU countries are set for crisis talks on soaring diesel prices, with officials warning a U.S. export ban could hurt Europe’s economic outlook.
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Iran Wants Sanctions Eased to Allow Back Nuclear Inspectors https://www.rigzone.com/news/wire/iran_wants_sanctions_eased_to_allow_back_nuclear_inspectors-02-oct-2026-184755-article/?rss=true The concession could help break deadlocked peace talks with the U.S.
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U.S. to send third carrier group to Mideast as Trump warns of new Iran strikes https://www.cnbc.com/2026/10/02/us-iran-war-trump-hormuz-.html The U.S. is reportedly sending a third aircraft carrier strike group to the Middle East, as Trump weighs resuming bombing Iran after the midterms.
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U.S. trade representative Greer says deal with India not 'imminent' after Modi-Trump call https://www.cnbc.com/2026/10/02/us-india-trade-modi-trump-russia-oil.html Ties between the U.S. and India have been under strain for over a year, and New Delhi faces fresh risk of up to 100% tariffs for continuing to buy Russian oil.
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Europe Holds Emergency Diesel Talks https://www.rigzone.com/news/wire/europe_holds_emergency_diesel_talks-01-oct-2026-184749-article/?rss=true Key European nations are holding emergency talks on how to respond to U.S. pressure to release strategic fuel reserves.
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Amplitude Energy Goes Ahead with East Coast Supply Project https://www.rigzone.com/news/amplitude_energy_goes_ahead_with_east_coast_supply_project-01-oct-2026-184748-article/?rss=true To be developed using existing infrastructure, ECSP is expected to begin production 2028.
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Analysts Look at WTI-Brent Spread https://www.rigzone.com/news/analysts_look_at_wtibrent_spread-01-oct-2026-184747-article/?rss=true Rigzone talks to analysts from the PRICE Futures Group and B. Riley Wealth.
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Europe’s winter energy crunch may already be underway. Two U.S. stocks that may benefit https://www.cnbc.com/2026/10/01/europes-winter-energy-crunch-may-already-be-underway-two-us-stocks-that-may-benefit.html BP's largest oil discovery in 25 years. What it means for the stock.
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Eni's Renewables Arm Gets Capital Raise under New Shareholding Structure https://www.rigzone.com/news/enis_renewables_arm_gets_capital_raise_under_new_shareholding_structure-01-oct-2026-184746-article/?rss=true Eni and Ares completed a transaction to inject new capital into the business that holds the Italian oil and gas major's renewable energy assets.
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JPM Flags 'Remarkable Recovery' for Oil Market https://www.rigzone.com/news/jpm_flags_remarkable_recovery_for_oil_market-01-oct-2026-184745-article/?rss=true The Middle East's oil export arteries are flowing again, analysts at J.P. Morgan said.
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China Fuel Exporters Cancel Some Cargoes https://www.rigzone.com/news/wire/china_fuel_exporters_cancel_some_cargoes-01-oct-2026-184744-article/?rss=true Chinese fuel exporters have canceled some oil-product cargoes slated for export in October, as Asia's top consumer prioritizes domestic supply during an extended period of upheaval in global energy markets.
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South Korean President Lee pushes back on Alaska LNG project after Trump touts Seoul's participation https://www.cnbc.com/2026/10/01/trump-south-korea-investment-alaska-lng-nuclear-power.html The U.S. announced plans for up to $200 billion in South Korean investment, though Seoul has yet to finalize the participation in the Alaska LNG project.
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Oil falls as Middle East exports recover easing supply worries https://www.cnbc.com/2026/10/01/oil-prices-today-wti-brent.html Oil prices were lower, as concerns over stalled U.S.-Iran talks were offset by a rebound in Mideast oil exports
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