The latest Market Talks covering Energy markets. Published exclusively on Dow Jones Newswires throughout the day.

1140 GMT - The goldilocks environment of higher energy prices and buoyant risk sentiment has likely run its course for the Norwegian krone, Deutsche Bank's Shreyas Gopal says in a note. The sharp rise in energy prices has boosted terms of trade for oil-rich Norway. However, the krone is starting to show reduced sensitivity to energy prices, he says. Meanwhile, the krone's yield advantage looks set to narrow even if the Norges Bank raises rates once more as signaled, he says. Futures activity data suggests the krone could be sensitive to a broader unwinding of carry trades where investors borrow in low interest rate currencies to buy currencies with higher rates. "All up, we like buying euro-krone." The euro trades flat at 10.8084 krone. (renae.dyer@wsj.com)

1103 GMT - U.S. diesel prices continue to scale new highs, now above $6.50 a gallon as prolonged disruptions to Middle East energy flows and Russian refineries continue to tighten global supplies ahead of winter. The national average price of diesel hit $6.51 a gallon on Monday, the highest on record, according to the American Automobile Association, or AAA. A year ago, prices averaged $3.695 a gallon. (giulia.petroni@wsj.com)

1045 GMT - Palm oil prices ended lower on weakness in the Chicago soybean oil market as well as lower crude oil prices, says David Ng, a trader at Kuala Lumpur-based Iceberg X. Ng sees support at 4,800 ringgit a ton and resistance at 4,950 ringgit a ton. The Bursa Malaysia Derivatives contract for June delivery ended 41 ringgit lower to 4,857 ringgit a ton. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

0957 GMT - Credit investors rank higher-for-longer energy costs as the number one risk to credit markets, a Bank of America survey shows. Continuing Middle East tensions have led investors to adjust their expectations on energy prices, the BofA says, releasing its credit investor survey for September. Brent crude falls 1.9% to last trade at $101.8 a barrel, having risen above $109.0 a barrel last week as Middle East conflict widened. (miriam.mukuru@wsj.com)

0949 GMT - Kuehne + Nagel's long-term Amazon partnership is consistent with the company's efforts to deepen its relationships with customers, analysts at J.P. Morgan say in a note. Amazon has reportedly made similar agreements with other key suppliers, such as Qualcomm, to ensure it captures secondary benefits from expansion plans, the analysts say. The deal overall will likely be supportive of K+N's business, with the air logistics area benefiting the most, while remaining cautious on its sea logistics exposure, they say. Kuehne + Nagel shares are up 5.3% at 227.30 Swiss francs. (aimee.look@wsj.com)

0924 GMT - Oil prices are largely unchanged in midmorning European trading despite persistent supply disruptions as the focus shifts to the U.N. General Assembly this week. Brent crude is down 1.9% to $101.95 a barrel, while front-month WTI futures fall 1.8% to $98.52 a barrel. "Profit-taking after recent gains, together with hopes for constructive discussions at this week's U.N. General Assembly and the upcoming Trump-Xi meeting, helped improve market sentiment," analysts at ING say. Still, disruptions to Saudi supply due to attacks to its East-West pipeline continue to fuel concerns. "The pipeline could take several weeks to fully restart," the analysts say. "Reduced Saudi supply has tightened the European market, with some North Sea crude grades trading at steep premiums to benchmark prices." (giulia.petroni@wsj.com)

0913 GMT - U.S. Treasury yields ease as lower oil prices temper inflation concerns and limit the dollar's upside, FFA Kings' Fadi Al Kurdi says in a note. "Hopes of diplomatic progress in the Middle East have contributed to the decline in crude, making this week's U.N. General Assembly an important catalyst," he says. "Credible progress toward de-escalation could drag oil lower, ease pressure on yields and reduce safe-haven demand for the dollar," he says. The two-year Treasury yield falls 2 basis points to 4.721%, while the 10-year yield declines 3.7 basis points to 4.957%, according to Tradeweb. The DXY dollar index is stable at 100.262. (emese.bartha@wsj.com)

0910 GMT - European refiners will likely turn to West African, Mexican and Guyanese crude after Saudi Arabia reportedly cancelled October deliveries to Europe following damage to its East-West pipeline, according to Sparta Commodities' Aaron Kildow. However, replacement cargoes are unlikely to arrive before late October or early November. While Mexican and Guyanese crude also suits U.S. East Coast refiners, West African barrels currently offer better value into northwest Europe, meaning U.S. buyers might need to act quickly to secure enough supply, the analyst says. (giulia.petroni@wsj.com)

0859 GMT - Some Chinese humanoid-robot component suppliers stand to benefit from higher U.S. robot production, Citi analysts write in a research note. The bank's supply-chain checks in China suggest that the leading U.S. humanoid-robot maker could ramp up weekly production nearly 10 times to about 1,500 units in October. Weekly output could increase further to 2,000-2,500 units by end-4Q or early 1Q, Citi adds. That will likely have positive implications for relevant Chinese humanoid-robot component suppliers, including Jiangsu Hengli Hydraulic, Zhejiang Shuanghuan Driveline and Leader Harmonious Drive Systems, it says. (tracy.qu@wsj.com)

0755 GMT - Appetite for risk assets improves as oil prices fall following media reports about oil shipments moving through the Strait of Hormuz. The U.S.-China trade talks have also contributed to the positive mood, Tickmill Group's Patrick Munnelly says in a note. For now, markets appear to look beyond the geopolitical tensions in the Middle East and European political uncertainty, he says. (miriam.mukuru@wsj.com)

0734 GMT - London's miners open higher as oil prices ease. The gains come despite a small drop in gold prices as traders assess the inflation outlook. Miners are some of the world's largest consumers of diesel and higher prices increase the cost of mining and eat into margins. Oil is falling as diplomatic efforts to end the conflict in the Middle East step up, with President Trump set to meet Gulf leaders on the sidelines of the U.N. General Assembly in New York this week. Anglo American gains 2.1% while BHP's London shares are 1.5% higher. Rio Tinto's shares are up 1%. Copper miner Antofagasta rises 2.3%.(adam.whittaker@wsj.com)

0717 GMT - European energy stocks start the week in the red as oil prices continue to slide. Diplomatic efforts to end the conflict in Iran are putting downward pressure on oil. President Trump is set to meet Gulf leaders on the sidelines of the U.N. General Assembly in New York this week. Immediate supply concerns also ease slightly. Brent crude is down 1.7% to $102.08 a barrel, while the front-month WTI contract slides 2% to $98.33 a barrel. In London, BP falls 1.6%. Shell, Italy's Eni and Spain's Repsol are all around 1% lower. France's TotalEnergies is down 0.8%.