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US energy firms injected 74 billion cubic feet of natural gas into storage to 3,853 bcf during the week that ended October 24th, ahead of expectations of a 71 billion build. With the increase, stocks were 0.8% higher than the corresponding period of the previous year and 4.6% above the current five-year average.

US Natural Gas Build Exceeds Expectations

The Ibovespa inched higher to trade above 148,000 on Thursday amid a busy day of mixed earnings reports from major companies. Ambev jumped nearly 4% after reporting a net profit of R$4.86 billion in Q3, up 36.4% from a year earlier. Multiplan rose 0.8% ahead of its results, which are expected to show stronger revenue, after announcing two expansion projects worth R$65 million at Barra Shopping and BH Shopping. Bradesco fell over 3% despite an 18.8% increase in recurring net profit, as results came in below bullish expectations. JPMorgan said investors had anticipated a profit closer to R$6.5 billion and noted that higher “other expenses” and additional labor provisions offset solid pre-tax results. Gerdau, set to report later in the day, slipped 1.1%.

Ibovespa Edges Up Amid Mixed Earnings

European natural gas futures were below €32 per megawatt-hour on late October, maintaining the narrow trading range that tests the lowest level in 18 months as moderate mid-autumn demand coincided with ample LNG demand. The latest forecasts indicated that temperatures in continental Europe were set to remain above normal through the turn of November, limiting demand for gas-intensive heating. Meanwhile, the Equinor and the TEA noted that a record wave of LNG capacity countered bullish bets for natural gas contracts, with strong production and export outlooks out of the US and Middle East. The developments offset lower natural gas storage in the European Union ahead of higher-demand winter season. Recent data showed that storages swung to net outflows of gas at 83% of their capacity, which is around 12 percentage points lower than last year. On the longer term, the EU banned Russian LNG imports by the start of 2027, set to remove 17 billion cubic meters of supply.

European Gas Holds Below €32

The S&P/TSX Composite rose about 0.3% to above the 30,145 mark on Thursday, as strength among major miners offset firmer central-bank signals. The Bank of Canada and the Federal Reserve each cut rates by 25 basis points, with the BoC framing its move as likely the end of easing if the outlook holds, while the Fed downplayed the odds of further reductions in December. Agnico Eagle led the rally, climbing more than 3% after reporting Q3 EPS of $2.16 (beating estimates by $0.21) and revenue of $3.06bn versus $2.95bn expected. Peers Wheaton Precious and Barrick added nearly 3% and 2.5%, respectively, and financials and tech also traded higher. However, copper names lagged after metal prices slipped, Ivanhoe fell over 4.5%, First Quantum about 4% and Teck roughly 2%. On the trade front, reports of a limited US–China tariff rollback tied to resumed soybean purchases and eased rare-earth restrictions trimmed safe-haven demand, though markets remain sceptical about the durability of any truce.

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