Global Top News Roundup for November 13, 2025: U.S. Government Shutdown Ends After 43 Days, Domestic Flight Cuts Frozen at 6%, MD-11 Grounding Fallout, COP30 Sees “Protests → Talks Continue”, EU Adopts “90% Emissions Cut by 2040” Target, UK to Build SMR in North Wales, Gaza Stabilisation Force Plan Moves Forward, Kremlin Says “Negotiations Inevitable” — Gold Around $4,210, Crude Around $62/$58, Equities Pricing in “Reopening Effect”
First, “the whole picture in 3 minutes” (Tokyo evening, Nov 13)
- U.S. government shutdown ends after 43 days: Following House passage, the President signed the bill, securing funding through January 30. This paves the way for federal employees returning to work, resumption of food assistance, and gradual restoration of statistical releases. However, there is a possibility that October employment and inflation data will remain unpublished.
- Air travel: In anticipation of the government reopening, planned flight cuts have been frozen at “6%”. Cancellations are at 900 flights (improvement from the previous day), and normalisation is expected within a few days.
- Aviation & logistics: Following the UPS cargo crash, the FAA has banned all MD-11 flights. More than 50 MD-11s at UPS/FDX are grounded, and the detachment of the left engine and pylon is the main focus of the investigation.
- COP30 (Belém): After indigenous protesters forced their way into the venue and clashed with security, negotiations are continuing. Disinformation countermeasures and forest protection are on the agenda.
- EU climate policy: The European Parliament has approved a 2040 greenhouse gas “90% reduction” target (allowing up to 5% use of foreign credits). In the context of COP30, this increases pressure around finance and implementation (MRV).
- UK energy: The UK has officially announced construction of an SMR in Wylfa, North Wales. While the U.S. side is unhappy, wanting a “large reactor” instead, the UK emphasises jobs and power supply stability.
- Middle East: Discussions on a Gaza International Stabilisation Force have moved forward. Turkey insists the force’s mandate must explicitly include “guaranteeing the ceasefire”.
- Ukraine: The Kremlin said “Ukraine will eventually have to negotiate”. At the same time, footage showing Russian penetration around Pokrovsk is still emerging.
- Markets: Gold is at a three-week-plus high zone (~$4,215), crude is around Brent $62.7 / WTI $58.5, and equities are torn between “reopening effect” optimism and profit-taking at high levels.
Who this briefing is “especially useful” for (concrete personas)
- Corporate management / CFOs / SCM, procurement, logistics / PR & IR (manufacturing, retail, e-commerce, tourism, energy, IT)
Today we translate the path from institutional shock (shutdown) → normalisation, air capacity reallocation (6% freeze × MD-11 grounding), and decarbonisation “implementation pressure” (COP30 + EU targets) into operational measures you can apply on the ground. - Central / local government, healthcare, education, humanitarian aid / NGOs & NPOs
We provide templates for restarting food assistance (SNAP-equivalent), normalisation steps for the movement of people and goods, and humanitarian access to Gaza, focusing on single contact windows / priority slots / third-party audits. - Individual investors / travellers / business travel planners
In an environment of gold ↑ / crude sideways / equities at highs, run sensitivity checks for rates ±50bp / USDJPY ±¥3 / crude ±$5, and treat ±72-hour itinerary changes as “standard equipment”.
1｜U.S. Government Shutdown Ends After 43 Days: Roadmap for Stats Resumption and Administrative Restart and the “Unfillable Gap”
What has been decided
- After the House passed the bill by 222–209, the President signed it, ending the longest shutdown at 43 days, and securing government funding through January 30 so federal agencies can restart. Resumption of food assistance, return of federal employees, and recovery of aviation security functions are the main pillars.
- The roadmap indicates that statistical releases will resume over “the next few days to next week”. However, it was explicitly stated that some October data such as employment and CPI may remain “unpublished”.
Implications for the economy and society
- Households & retail: Benefit resumption → mid-month demand rebound is expected, but higher cash usage / stronger shift to low-price private brands (PB) suggest “cautious consumption” will continue for now.
- Corporate activity: Administrative permitting, tenders, and inspections will restart. For IR that spans the statistical gap period, it will be smoother to communicate using “range-based guidance + alternative data (card payments, freight tracking)” in the notes.
- Market sentiment: “Reopening effect” expectations are supporting equities, but as data comes in and rate-cut expectations are repriced, near-term volatility is also likely.
“Starting today” practical template (for local governments & retailers)
“Federal statistics and benefits will resume sequentially. We will continue to provide announcements in paper form and multiple languages, and guide customers to special shelves for ‘shelf-stable × low-price × PB’ products, along with paper coupons and food bank service counters.” (Example of in-store notice)
2｜Air Travel: Planned Cuts Frozen at 6%, Cancellations at Six-Day Low — Normalisation Expected Within a Few Days
Confirmed operational changes
- The cut rate at 40 airports was slated to increase from 8% → 10%, but this has now been frozen at 6%. Cancellations total 900 flights, the lowest in six days, as ATC (air traffic control) absenteeism declines.
- The Transportation Secretary indicated a roadmap toward “normal operations within a few days.” Major airlines also expressed confidence that operations will fully recover by the weekend.
Translation for business and daily life
- Logistics: Competition for nonstop flight slots remains, but bringing forward guaranteed delivery dates by +1 business day can ease psychological stress.
- Travel & MICE: Keep ±72-hour free rebooking in place for the time being, and codify “connection +45 minutes” in internal policies. Ensure “equivalent treatment” of alternative airports (DCA/BWI, BOS/PVD, etc.).
“Ready-to-use” notice template (for travel, airline sales, and e-commerce)
“We will send a consolidated notice 48 hours before departure, including prioritisation of nonstop flights, automatic suggestions of alternative airports, ±72-hour free rebooking, and earlier guaranteed arrival dates.”
3｜Aviation & Logistics: Fallout from Full MD-11 Grounding — Take the Initiative Against 2–3 Weeks of Cargo “Congestion”
Updated facts
- The FAA has banned MD-11 flights (until inspections are complete). UPS and FedEx have grounded all MD-11s in their fleets. In the accident, the left engine and pylon are suspected to have detached shortly after takeoff, and the investigation is focusing on maintenance records.
Supply chain action points
- Procurement & shipping: Use early pickup of high-turnover SKUs, cross-dock transfers between warehouses, and shifting from consolidated freight to direct flights to reduce losses from rehandling and transshipment.
- Contracts & insurance: Clarify allocation of rerouting costs and demurrage via temporary memoranda of understanding (MOUs). For business interruption (BI), secure interim payment limits early and shorten the lag in SLA deterioration.
- Internal “safety culture”: Standardise KPIs for heavy maintenance outsourcing and parts traceability across insurance, procurement, and operations. Move to monthly reviews that “look at logs, not paper.”
“Send immediately” customer-facing sample text
“For U.S. domestic air freight, we currently expect an additional +1–3 business days of delay. We will prioritise direct flights, make use of alternative airports, and clearly define the scope of rerouting costs borne by our company in an MOU dated today.”
4｜COP30 × EU Target × UK SMR: From “Finance × Forests × Implementation” to “Power Stability” — Designing Measures on the Ground
On the ground in Belém
- Indigenous groups and activists forced their way into the venue, resulting in small-scale clashes with security. Talks later resumed, with a focus on fighting climate-related disinformation and ensuring effective forest protection.
EU’s “90% reduction by 2040” target
- EU member states have agreed to “90% emissions reduction by 2040” (vs. 1990 levels). Up to 5% can be achieved via foreign credits, which effectively implies around 85% domestic reductions. This increases implementation pressure on industry, power, and transport.
UK: SMR in North Wales
- The UK government announced that an SMR (small modular reactor) will be built at Wylfa on Anglesey. While the U.S. has expressed dissatisfaction, preferring a large reactor, the UK stresses job creation, supply security, and operation starting in the 2030s.
“Starting today” corporate translation (sample internal approval memo)
“We will pilot MRV (measurement, reporting, verification) via **external partners using satellite and ground-based data by year-end. Forest-risk due diligence will extend from Tier-1 to Tier-2 suppliers, combining geospatial data with third-party audit logs. For our own electricity use, we will adopt a two-layer approach combining physical PPAs and certificates (non-fossil) to balance ‘power quality and price’. We will update our internal carbon price assuming a 2030 mix of SMRs and renewables.”
5｜Middle East: Gaza “International Stabilisation Force (ISF)” Plan — Making “Ceasefire Guarantee” Part of the Mandate, Aligning Single Window × Priority Slots × Audits for Both Humanitarian Aid and Insurance
Where things stand now
- Draft resolution talks continue in the UN Security Council. Turkey insists that “guaranteeing the durability of the ceasefire” be explicitly written into the force’s mandate, bringing regional operational requirements into sharper focus.
“Common language” for humanitarian operations, logistics, and insurance
- Single window: Integrate permits, access, and throughput volumes into a unified portal, and treat medical supplies, nutrition, and power equipment as priority slots.
- Third-party audits: Have a third party audit and publish logs for “number of shipments, delays, confiscations”, and use this as a basis to negotiate step-down reductions of war risk premia and port charges.
- Model contract (forwarder → shipper)
“We will dual-home ports of call and warehouses, and set security and delay thresholds that automatically trigger rerouting. Risk premia will be reduced stepwise based on KPI performance. Priority cargo = medical, nutrition, and power equipment.”
6｜Ukraine: Kremlin’s Statement That “Negotiations Will Be Inevitable” — Winter Supply Lines and Urban Resilience Are Key
Today’s tone
- The Kremlin stated that “Ukraine will sooner or later have to negotiate with Russia.” On the ground, however, the reality remains “house-to-house” fighting around Pokrovsk, with more footage showing Russian penetration and “Mad Max-style” vehicle columns.
Hints for companies and local governments
- Power resilience: Build two-layer redundancy with distributed generation and emergency backup power, and concentrate non-operating days to flatten peak loads.
- Transparency: Publish damage and recovery maps over time, improving terms for reinsurance and reconstruction funding.
- Outreach: Use analogue channels (print) and home visits to ensure vulnerable populations are not left behind.
7｜Labour & Consumption: Nationwide Strike on Starbucks “Red Cup Day” — Impact on the Frontlines of the Holiday Shopping Season
What happened
- In more than 40 cities across the U.S., over 1,000 union members went on strike. The timing was chosen to coincide with “Red Cup Day,” one of the busiest promotional days; initial reports mention around 65 stores affected. The company says the impact is limited.
Implications for the economy and society
- Retail & foodservice: For event-linked sales heavily concentrated on a single day, promos that shift demand to e-commerce the day before and in-store redemptions the day after can help smooth peaks.
- Labour relations: Court rulings on store rules regarding uniforms and signage are a key focus. Emerging case law on the “store vibe” versus freedom of expression may provide hints for future workplace policies.
Operational sample (for restaurant and retail chains)
“Split event novelty distribution into ‘online reservation the day before’ and ‘in-store pickup the next day.’ By promoting time-shifted visits, we can ease peak crowding and guide customers to alternate pickup locations for stores where strikes occur.”
8｜Markets: Gold Holding Around $4,215, Crude Range-bound at Lows, Equities Balancing “Reopening Effect” Against Profit-Taking
- Gold: On the back of “government reopening → data backlog clearing → renewed rate-cut expectations,” gold has risen to around $4,215, also supported by “safe-haven” demand.
- Crude oil: Trading around Brent $62.7 / WTI $58.5. Prices are under mild pressure from rising U.S. inventories and revised demand forecasts from OPEC.
- Equities: Global equities remain near record highs, while Wall Street is somewhat muted, with “reopening effect” being priced in and traders waiting for delayed data.
Mini-checklist for investors
- Recalculate P&L bands using rates ±50bp / USDJPY ±¥3 / crude ±$5.
- For fuel and freight, make index-linked surcharges + caps + maturity ladders (3/6/9/12 months) part of contract “specs” to mechanise P&L volatility management.
- Examine second-order effects on the AI and data centre ecosystem (power, cooling, real estate).
9｜“Act Right Now” Industry-Specific Templates (7 Scenarios)
A｜Retail (U.S. subsidiaries)
- Issue: Benefit resumption → mid-month demand rebound, but cautious consumption continues.
- Operations: For the first three days of each month, foreground shelf-stable × low-price × PB, keep paper coupons and multilingual signage, and make food bank shelves highly visible. For event promotions, spread activity before and after the main day.
B｜E-commerce, shippers, forwarders
- Issue: Even with the 6% freeze, the MD-11 grounding keeps air cargo capacity tight.
- Operations: Shift from consolidated to direct flights, bring forward pickup of high-turnover SKUs, use cross-docking between warehouses, formalise rerouting costs and demurrage via MOUs, and update delay dashboards twice a week.
C｜Travel, business trips, MICE
- Issue: Even with 900 cancellations, missed connections will leave a tail of disruption.
- Operations: Make “connection +45 minutes” mandatory internally, avoid weekend peaks, treat alternative airports as “equivalent”, and standardise ±72-hour free rebooking.
D｜Manufacturing, equipment, materials (fuel & freight-linked)
- Issue: At crude $60 ±$5, markets remain headline-sensitive.
- Operations: Define surcharges as index-linked + caps + maturity ladder, and update crude ±$5 sensitivity tables monthly.
E｜Humanitarian & medical (Gaza)
- Issue: As the ISF plan is implemented, permits and throughput volumes fluctuate.
- Operations: Use single-window access + priority slots (medical, nutrition, power), and negotiate stepwise reductions in insurance premiums and port charges by publishing third-party audit logs.
F｜Sustainability (COP30 & EU targets)
- Issue: “90% reduction” plus “MRV implementation pressure.”
- Operations: Begin “thin but broad” emissions calculations up to Category 11/15, pilot external MRV using satellites + ground sensors, and design forest-risk due diligence (geospatial data + grievance mechanisms + third-party assurance).
G｜Finance & IR
- Issue: Explaining the statistical data gap.
- Operations: Include range-based outlooks with alternative indicators and flag revision risks after data resumes in the footnotes. Translate investment policies on SMRs, renewables, and diversified power sources into quantitative KPIs.
10｜Checklist (“Small PDCA Loops” You Can Start Today)
- Mobility / transport: Make prioritisation of nonstop flights / connection +45 minutes / ±72-hour free rebooking your standard rules through year-end, and codify equivalent treatment of alternative airports.
- Inventory / procurement: Use 3/6/9/12-month ladders × max 20% exposure per supplier to avoid concentration risk.
- Fuel / freight: “Mechanise” contracts with index-linked surcharges + caps + maturity ladders.
- Comms / customer-facing: Update delay dashboards twice a week, and clearly state in FAQs the impact and compensation policies for shutdown → reopening, 6% freeze, and MD-11 grounding.
- Humanitarian aid: Combine single-window access × priority slots × third-party audits to balance speed and transparency.
- Sustainability: Reflect the EU “90% reduction” target in your SBTi and supplier requirements, and translate COP30 agreement language into MRV practices and procurement conditions.
11｜Today’s Essence (Summary)
- The U.S. government shutdown has ended after 43 days. Benefits, statistics, and aviation security will be restored in phases, but the October data gap may remain unfilled.
- Air travel has improved with the 6% freeze, leaving 900 cancellations and expectations of normalisation within days.
- Full MD-11 grounding will keep air cargo capacity tight for 2–3 weeks. Reduce “congestion” via early pickups and clauses on rerouting costs.
- At COP30, talks are continuing after protests, while the EU’s 2040 “90% reduction” target and UK SMR plans add both implementation pressure and energy-security angles.
- The Gaza stabilisation force plan now faces calls to make “guaranteeing the ceasefire” part of its mandate. Single-window humanitarian corridors and audit trails are becoming a shared language with insurers.
- In Ukraine, despite talk of “eventual negotiations,” footage of Russian penetration at the front continues. Urban resilience and supply lines remain central.
- Markets are seeing gold up, crude flat-to-soft, and equities fluctuating around record highs. Use three-way sensitivity checks and mechanised surcharges to maintain a P&L you can explain.
References (Key Sources & Headlines)
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U.S. Government Shutdown: “Longest shutdown” ends, funding through Jan 30, employees return, food assistance and stats resume.
- Trump signs deal to end longest US government shutdown in history (Reuters)
- US government opens back up but deep political divisions remain (Reuters)
- US Senate compromise sets stage for end… CR runs to 1/30 (Reuters)
- H.R.5371 (CR through 2026/1/30) – Congress.gov
- What’s in the deal… (SNAP, WIC resumption/continuation) – Reuters
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Air Travel: “6% freeze” improves cancellations, normalisation expected “within days.”
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MD-11: FAA flight ban, UPS/FDX grounding all MD-11s, suspected detachment of left engine/pylon.
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COP30: Protester intrusion → talks continue, focus on disinformation & forest protection.
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EU 2040 Target: “90% reduction (5% foreign credits)” approved.
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UK SMR: SMR at Wylfa, North Wales, U.S. criticism.
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Gaza Stabilisation Force: Turkey demands explicit ceasefire guarantee in mandate, talks continue in UNSC.
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Ukraine: “Sooner or later negotiations” statement, penetration footage near Pokrovsk.
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Markets: Gold $4,215, Brent $62.7 / WTI $58.5, global equities near records, Wall St. cautious ahead of data after reopening.
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Labour: Nationwide Starbucks strike (starting Red Cup Day), courts discuss “vibe”.