Latest overseas news on the Russia-Ukraine, U.S.-Iran, and Israel-Palestine conflicts as of October 2

【Answer 1】 Thunderbunny 11:45:39 Putin stated his hope for the reopening of the Strait of Hormuz and the lifting of sanctions against Iran. Thunderbunny 11:58:04 Lee Jae-myung demanded that Ukraine formally apologize for unilaterally disclosing information about captured North Korean soldiers. Thunderbunny 12:06:45 A chemical plant near Moscow was struck by Ukrainian forces, triggering three powerful explosions—resulting in seven fatalities so far. Thunderbunny 12:17:20 A Russian Mi-8 helicopter crashed in the Aninsky District; all three crew members aboard were killed. Thunderbunny 12:23:44 An explosion occurred at the administrative headquarters of DTEK in Ukraine’s Dnipropetrovsk Oblast. Thunderbunny 12:32:45 Putin stated that only approximately 11% of the Donbas region remains under Ukrainian control. Thunderbunny 12:39:03 Putin asserted: “In fact, Russia did not start this war; others provoked it first. Faced with clear aggression, Russia was compelled to defend itself by force.” Thunderbunny 12:45:54 On Russia’s response to Ukraine’s attacks on its tankers, Putin said: “The Kyiv authorities began attacking our tankers carrying civilian cargo. Within the first ten days, they destroyed 40 of our vessels—and roughly 100 in total. So, we began retaliating.” Thunderbunny 12:58:38 Putin emphasized that Ukraine cannot exist independently; it is externally controlled and is losing its status as a sovereign state. Thunderbunny 13:18:31 Putin stated that Russia hopes to end hostilities in Ukraine as soon as possible through negotiations. Thunderbunny 13:34:19 The Wall Street Journal: The U.S. will deploy a third aircraft carrier strike group and 10,000 troops to resume hostilities against Iran. Thunderbunny 13:51:01 Bessent stated that Europe bears an obligation to supply diesel to global markets—and must fulfill this duty immediately. According to Politico, the U.S. has proposed that EU countries release 120 million barrels of diesel from their national strategic reserves within 180 days. Thunderbunny 14:08:03 Bloomberg: The EU has rejected Kyiv’s request for an additional €27 billion in aid. Thunderbunny 14:22:40 French student protesters have begun setting fire to their schools. Such incidents have occurred in Roubaix, Rouen, Nantes, and Rennes. Protesters are demonstrating against severe shortages of teachers and healthcare workers. Thunderbunny 14:40:04 AFP: Diesel prices in the EU have hit a record high, averaging €2.24 per liter. Thunderbunny 14:57:34 In an interview with TIME magazine, Trump announced that the U.S. is building six new factories to produce munitions for Patriot and THAAD missile systems. Thunderbunny 15:16:37 The New York Times: Russia plans to systematically cripple Ukraine’s power grid over the coming months, deploying up to 1,000 missiles, drones, and aerial bombs. Thunderbunny 15:35:23 According to a poll conducted by Ukrainian firm Active Group: Over half of Ukrainians support territorial concessions for peace—51.7% backed this option. More than 72% supported peace negotiations with Russia. Additionally, 58.7% believed the situation in Ukraine is heading in the wrong direction.

Brent crude oil prices rebounded above $100 per barrel; U.S. and European government bond yields continued rising; the U.S. pressured France and Germany to release 120 million barrels of diesel from strategic reserves. How should we interpret the current market situation?

【Answer 2】 First, Rubio directly expelled the Iranian delegation; then, the U.S. announced plans to restart hostilities against Iran after the midterm elections and dispatched a new aircraft carrier to the Middle East; finally, it urged Europe to release diesel from strategic reserves. Within just two days, the Trump administration took three major actions—effectively signaling the formal collapse of the latest round of U.S.-Iran negotiations. Ordinarily, oil prices should surge sharply following such a breakdown in negotiations—but after the U.S. called on Europe to release strategic reserves, France responded promptly, and the EU is expected to release 50 million barrels of diesel, causing oil prices to fall instead of rise, with Brent crude slipping back below the $100-per-barrel threshold. Yet if releasing strategic reserves alone could genuinely suppress oil prices, Europe would have done so long ago. In reality, deindustrialization in Europe has already reached a critical stage—yet reserves were only released upon Trump’s explicit demand. This reveals Europe’s own awareness that such a modest volume is merely a drop in the bucket, utterly insufficient to meaningfully curb oil prices. As for JPMorgan’s recent high-profile analysis claiming Middle Eastern crude exports have recovered to 89% of pre-war levels—reaching 20.5 million barrels per day—that claim is simply false. Smuggling began right at the outbreak of the war; today, large tankers dare not pass through the Strait of Hormuz, forcing reliance on smaller vessels—a far more precarious logistical setup than in April. It is therefore impossible for export capacity to have surged dramatically. Current battlefield developments indicate that although the Houthis have not fully severed the Bab el-Mandeb Strait, they have clearly obstructed oil exports from Saudi Arabia’s Yanbu port. Oil export routes along the entire Persian Gulf coastline remain effectively cut off—with no short-term prospect of restoration. Although Iran currently holds a relative advantage, it lacks precision-strike capabilities against the U.S. Navy. Using military means to lift the U.S. blockade of the Strait of Hormuz is plainly unrealistic. While the U.S. has deployed another aircraft carrier to the Middle East, applying the principle of 'the first attack is vigorous, the second wanes, and the third collapses,' this latest deployment is likely weaker than previous ones—making it equally unrealistic for the U.S. to coerce Iran into submission through force.

Europe Agrees to Release Stocked Diesel Oil, Says Trump

Oct 2, 2026

US President Donald Trump announced via social media that Europe has agreed to release massive diesel oil stocks immediately. This action is intended to curb rising fuel prices ahead of the November US elections.

reuters

2026-10-02

US Presses Europe to Release Diesel Reserves Immediately Amid Export Ban Threat

2026-10-02

Europe Agrees to Release Stocked Diesel Oil, Says Trump

2026-10-02

Minister Denies UK Faces Diesel Shortage After Trump Threatens to Ban Exports

2026-10-05

Trump to Issue Order Expanding Access to Tax-Exempt Diesel Fuel, Sources Say

2026-10-05

Trump signs order to expand access to tax-exempt diesel