IIR's November 17 Market Scorecard Brings You Breaking Geopolitical News

Researched by Industrial Info Resources (Sugar Land, Texas)--Stay current with the latest geopolitical events, and more importantly, instantly connect to how these events may impact you and your business strategies.

Event	MarCon*	IIR Comment	Outlet	IIR News
UN Security Council to vote on Trump peace plan for Gaza		Summary: The UN Security Council will vote on a US-drafted resolution backing the Trump Gaza peace plan, which includes deploying an International Stabilization Force (ISF) and creating transitional governance. The ISF's mandate is key: it's tasked with securing aid, protecting civilians, and potentially overseeing the "permanent decommissioning of weapons" from groups like Hamas. Hamas rejects the draft as a dangerous violation of sovereignty and an attempt at disarmament. The resolution also controversially raises the possibility of a Palestinian state, a provision Israel strongly opposes, highlighting the profound regional division over Gaza's future.	BBC	Blackstone Power Investment, U.K. SMR Site: Your Daily Energy News
Macron says peace deal can be struck next year after Kyiv buys 100 French fighter jets		Summary: In a major strategic move, Ukraine signed a deal with France to order 100 Rafale fighter jets, a critical step in rebuilding its war-damaged air force. This acquisition, alongside F-16 and Gripen deliveries, is intended to establish long-term deterrence against Russia by significantly boosting Kyiv's air power and multi-role strike capabilities. The deal underscores a shift toward fortifying Ukraine's existence through sustained military modernization, even as Russian forces continue attacks, like the recent strike on Odesa's port and energy infrastructure.	Independent	Guyana Signs TotalEnergies-led Consortium to Offshore Exploration License
Oil prices steady after loadings resume at Russian export hub		Oil prices steadied on Monday as loadings resumed at Russia's Novorossiysk export hub after a two-day suspension at the Black Sea port that had been hit by a Ukrainian attack. Both benchmarks rose more than 2% on Friday to end the week with a modest gain after exports were suspended at Novorossiysk and a neighbouring Caspian Pipeline Consortium terminal, affecting the equivalent of 2% of global supply.	Reuters	EIA Lifts Oil Price Forecast Amid Chinese Storage, Russian Sanctions
European markets turn negative Stocks waver to start the week; Alphabet rises on Berkshire stake		Summary: European stocks dipped after opening higher, with the Stoxx 600 down 0.3%. Market caution persisted due to AI valuation fears and receding expectations for a December Fed rate cut. Summary: Stocks seesawed as markets awaited Nvidia earnings and the crucial, post-shutdown September jobs report. Investor focus is split between AI valuation fears and the jobs data's potential impact on the Federal Reserve's decision regarding a December interest rate cut.	CNBC	ExxonMobil Threatens to Quit Europe over EU Law Canada Unveils New List of Nation-Building Projects
Natural Gas News: Price Pulls Back to 200-Day MA as Weather, Inventory Weigh		Natural gas futures dip as traders test key support at the 200-day MA. Warmer forecasts, rising inventory, and chart signals hint at near-term profit-taking. The 200-day moving average is the level to watch. Bulls are trying to hold it, signaling they still believe colder weather is around the corner and demand will follow. Bears, meanwhile, are pressing it hard -- betting that a mild start to December keeps a lid on heating demand.	FX Empire	Trump Presses for Alaskan Oil & Gas Drilling
US intel officials said worried that selling F-35s to Riyadh could expose China to tech		Summary: The proposed F-35 sale to Saudi Arabia, though moving forward, alarms US intelligence over two major risks. Firstly, a Pentagon report warns that China could access the jet's sensitive stealth technology via Riyadh's defense ties. Secondly, the sale threatens to erode Israel's long-maintained "qualitative military edge" in the Middle East, fundamentally altering the regional balance of power.	The Times of Israel	Critical Minerals, Iron, Highlight Latin America Mining
The Fossil Fuel Lobby Is Under Scrutiny at COP30		Summary: A growing presence of fossil fuel lobbyists at UN COP summits is intensely scrutinized, totaling over 5,368 attendees from 2021 to 2024. Despite claims that their cooperation aids the green transition, their sheer numbers--like the record 2,456 at COP28--fuel fears of "corporate capture" and watering down climate action. Critics demand they be barred, arguing their actions, including billions spent on new exploration, exacerbate the crisis the talks aim to solve.	OilPrice	Fire No More? Safer Batteries Discussed at Industry Conference
Week 11/10/25 - 11/17/25		Peace deals will be discussed this week at the U.N. and elsewhere in regard to the Middle East as well as Eastern Europe; however, Israel and Hamas each are opposed for different reasons to the proposed U.S.-backed Gaza Peace Plan. France is of the opinion a peace deal can be struck this next year between Russia and Ukraine, although in its aggressive actions Russia seems to indicate otherwise. Will peace -- meaning much less volatility -- even come to these commodity and economic markets? Very doubtful with AI valuation concerns running rampant and an unlikely December U.S. Fed rate cut. So many eyes will be on the "headlines" as to what might or might not be agreed upon to determine the impact(s) on these markets. Uncertainty abounds -- much like it has throughout this year.
*MarCon (Market Condition 1-5, with 5 being the highest impact) indicates directional bias or price effect for the relevant commodity (Oil, Natural Gas, Chemicals, etc.) and is graded by our team of experts here at IIR.

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