Industrials (/lb): aluminum $0.95(-0.4%), copper $3.04(-3.0%), lead $1.03(-3.2%), molybdenum $7.14(+0.0%); nickel $5.26(-4.6%); zinc $1.37(-3.1%);Precious (/oz): gold $1,346(-0.2%), silver $17.96(-0.9%); Steel (/mt): ChinaHRC $659(+0.0%), SHFE Rebar $610(-0.6%), MB Scrap Index $351(+0.0%);Bulks: iron ore (/dmt) $74(-1.7%), coking coal (/mt) $209(-0.3%), freight (BCI)2,767(+5.9%); Energy: Brent (/bbl) $53.78(-1.3%), WTI (/bbl) $47.48(-3.3%),natural gas (/mmBtu) $2.89(-3.1%), thermal coal (/t) $98(+0.8%).    Chinese infrastructure growth in winter season could decline as Ministry ofEnvironmental Protection has requested infrastructure projects in majorregions to halt from Nov 15to Mar 15to prevent pollution. This could impactexcavator sales, which rose 100% YoY every month in 2017. Investment in thesector from Jan-July totaled $1.2tn (+21% YoY), which has underpinneddemand for construction steel (China rebar price up 38% YTD). (SBB)

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