0400Report

No political slant. No hype.

The straight read on what could disrupt your week, updated every morning around 0400 Central.

OrangeThreat levelUnchanged from yesterday

The Iran war still sets the level: Iran rejected a US uranium proposal and says the Strait of Hormuz stays shut until its conditions are met, the US blockade continues, and officials say Treasury Secretary Bessent moved to a military base over Iranian threats. AAA's national averages eased again to $3.91 for regular and $6.10 for diesel. A coastal storm reaches the Northeast today and a Sierra blizzard Friday night; no major US grid or communications outage is underway.

Drops to Yellow if A US-Iran deal is announced, ship attacks near Hormuz stop and tankers move in volume, and fuel prices keep fallingGoes Red if US or Israeli strikes on Iran resume, Iran acts on its threats against US bases or officials, or the Nov 20 LA/Long Beach port deadline passes without a deal

This threat level is the 0400 Report's own assessment, not an official government alert, warning or declaration. For official alerts where you live, follow your local emergency officials and the National Weather Service. How we set it

Regional picture Each region gets its own level

Regions rate local conditions. Nationwide issues, like fuel prices, set the US level.

NortheastYellow ME, NH, VT, MA, RI, CT, NY, NJ, PA, DE, MD, DC A strengthening coastal storm brings rain to most of the Northeast Thursday into Friday, a level 1 of 5 severe-storm risk in southeast Pennsylvania, Delaware and central New Jersey Thursday afternoon, minor tidal flooding at the Jersey Shore and Long Island, and Winter Weather Advisories for 2 to 5 inches of wet snow in the Adirondacks, Catskills and Vermont high ground. SoutheastYellow VA, WV, NC, SC, GA, FL, AL, MS, TN, KY The St. MidwestYellow OH, MI, IN, IL, WI, MN, IA, MO, ND, SD, NE, KS Lake-effect snow is falling in Upper Michigan, where a Winter Weather Advisory runs to noon Friday for 3 to 8 inches on higher ground, and NWS Chicago says several inches of slushy snow could fall near the Illinois-Indiana line Thursday night into the Friday morning commute. South CentralGreen TX, OK, LA, AR No watches or warnings over land in any of the region's anchor NWS offices this morning except a river flood advisory on Los Olmos Creek in Brooks County, Texas, and ERCOT lists no advisory or emergency. Mountain WestYellow MT, ID, WY, CO, UT, NV, AZ, NM U.S. PacificYellow WA, OR, CA, AK, HI Police arrested the driver in Tuesday's North Hollywood crash that killed three women on suspicion of DUI and three counts of murder; the cause remains under investigation. WorldOrange Global, as it affects Americans The Iran war still drives the world story that reaches American households: no US-Iran deal, Hormuz restricted, US naval blockade in place.

SITREP What changed since yesterday

escalatingconflictGlobal

Iran rejects a US uranium proposal and keeps Hormuz shut; Treasury Secretary Bessent moved to a military base over Iranian threats

Iran denied any talks with the US, said the Strait of Hormuz stays shut until the US meets its seven conditions, and rejected a US proposal to move its 60% enriched uranium to a third country (Al Jazeera, with Reuters, Nov 11-12). Iran's Mohsen Rezaei said US bases used in a new war would be targets 'from West Asia to Europe' (Gulf News). The New York Times first reported, and AP, CBS and Fox News then reported, that Treasury Secretary Bessent moved from his Washington-area home to a military base because of Iranian threats; a Treasury spokesperson said he 'will not be deterred' (CBS). The US blockade remains.

newcivilUS

Flatbush, Brooklyn: three-story building partly collapses into construction site; at least 2 dead, 17 hurt

Just after 4 p.m. Wednesday, Nov. 11, a three-story building with a store and apartments at 1321 Flatbush Ave. partially collapsed into an open construction site next door where workers were excavating, the FDNY said. ABC7 New York, citing officials, reported at least two dead and 17 injured, four of them critically; a Reuters headline put the toll at at least one dead and 10 injured. The FDNY commissioner said seven children are among the victims. Officials said they do not know how many people were inside, and the search continued overnight. The cause has not been determined.

escalatingweatherUS

Northeast coastal storm today; Sierra blizzard warnings Friday; a hard freeze reaches the Deep South this weekend

The Weather Prediction Center (3 a.m. ET Nov 12) says a strengthening storm brings soaking rain to southern New England tonight, possible minor coastal flooding near New York City and snow at higher elevations of New York and northern New England into Friday; the Storm Prediction Center has a level 1 of 5 severe-storm risk this afternoon in southeastern Pennsylvania, Delaware, eastern Maryland and New Jersey. Polar air follows, with below-freezing temperatures reaching the Deep South by Saturday morning. In the West, NWS upgraded Sierra Nevada watches to Winter Storm Warnings from Friday morning to Saturday morning, including Lake Tahoe and I-80 above 5,000 feet, and WPC says blizzard conditions are likely Friday night.

newconflictGlobal

Russia and Ukraine agree a large prisoner swap in Abu Dhabi; US envoys meet Putin in Moscow today

US-brokered talks in Abu Dhabi ended Nov 11 with a large prisoner-of-war exchange agreed (Russia says in principle), possibly within two to three weeks, but no major breakthrough (AP). Russia's General Staff said each side would hand over more than 1,000 people (dpa). Steve Witkoff and Jared Kushner were to meet Putin in Moscow Nov 12 (AP). Overnight into Nov 12, Russian strikes killed a woman in Kyiv and cut power in nine regions, Ukrainian officials said (Reuters).

newcyberUS

Vanderbilt University ransomware attack enters its fourth day

Vanderbilt University in Nashville found a ransomware attack on Nov 9. Wi-Fi, email and some teaching tools are back. Cloud storage such as OneDrive and Box is still off limits, and the university says a full recovery may take multiple weeks. A group called BYOD claims it took more than a million Social Security numbers; the university has not confirmed any data loss. Vanderbilt Health says patient care is not affected.

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Comms chatter What people are saying vs. what we found

Several states, including Colorado, Virginia, New Jersey, Maryland, Michigan and Alaska, have more registered voters than adult citizens, so the rolls are padded.
Circulating on X posts from one account, Nov 9 (Lead Stories); a similar Texas registration post was checked by the Texas Newsroom
What we foundLead Stories (Nov 11) rated the posts a bad comparison. The adult-citizen figures come from the Census Bureau's American Community Survey five-year estimates, which are sample-based, carry sampling error that is larger for small counties, and have noise added to protect privacy, so they are not exact headcounts. Registration lists also include people who moved and inactive voters. Turnout measured against active voters on state results sites was below 100% in the counties named, for example San Juan County, Colo., 582 ballots from 748 active voters. A Nov 9 Texas Newsroom check of a Texas registration claim also found the numbers do not prove fraud.
Gas prices are falling now because oil companies pushed them up before the election so voters would blame Trump and vote Democratic.
Circulating on Facebook post by a conservative commentator (Nov 9) and an Instagram account named 'Republican Party' that is not the official party account (Nov 7)
What we foundPolitiFact (Nov 11) rated it False. EIA data show the national average has fallen every week since its Sept. 21 peak of $4.48, weeks before the Nov 3 election. Analysts PolitiFact spoke with tied the drop to the usual fall decline (less driving, cheaper winter-blend fuel) and to more Middle East oil moving through the Strait of Hormuz and pipelines; GasBuddy's Patrick De Haan said there is no reason to think companies inflated prices. AAA's national average for regular was $3.908 on Nov 12, down from $4.356 a month ago.
Video shows an oil tanker burning in the Strait of Hormuz 'today, Sunday' after hitting mines Iran planted.
Circulating on X, several accounts including one styled as Iran's military, around Nov 8 (Misbar)
What we foundMisbar (Nov 8) rated the posts misleading: the footage dates to March 2026 and is being shown as a current event. The base story is partly real: on Nov 8 Iran's military said two tankers caught fire after hitting mines while using an 'unauthorised route' through the strait, per AP/Reuters reporting carried by ABC News Australia; that is Iran's claim and was not independently confirmed in that report. Separately, CENTCOM said a US aircraft disabled a St Kitts-flagged ship in the Gulf of Oman. Another recycled clip, of a supposed US 'seizure' of an Iranian ship, has also been debunked (Express Tribune).
More oil is going through the Strait of Hormuz today than before the Iran war.
Circulating on Florida Gov.-elect Byron Donalds on NBC's Meet the Press, Nov 8; shared in clips
What we foundPolitiFact (Nov 11) rated it Mostly False. Kpler data cited by the Wall Street Journal showed total Persian Gulf flows briefly topped pre-war levels in mid-October (over 24 million barrels a day vs. 23.3 million), but flows through the strait itself were about 82% of pre-war. Vortexa and Tanker Trackers figures also put Hormuz flows below pre-war levels into early November. Experts told PolitiFact traffic is being driven by high freight rates, not better security.
Trump posted on Truth Social calling JD Vance 'Judas Disloyal Vance' for planning a 2028 run without his blessing.
Circulating on Screenshot image on X, Nov 10, dated Nov 5; one of several fake post-midterm screenshots (others attributed to Vance and Elon Musk)
What we foundLead Stories (Nov 10) rated it a fake post. It reviewed Trump's official Truth Social account for Nov 4-10 and found no such post; a search of an archive that keeps deleted posts found no 'JUDAS DISLOYAL' result. The badge colors and date format in the image do not match the platform, and no established outlet reported the remark. Lead Stories also found fabricated posts attributed to Vance about Senator-elect Abdul El-Sayed and to Musk about Texas Gov.-elect Gina Hinojosa (Nov 10-11).

Chatter volume: moderate - Post-election claims (registration counts, fake screenshots) still lead the fact-checkers, joined by a gas-price conspiracy and recycled Iran-war videos; no rumor was found attached to a new US incident, and the Nov 13 and Nov 17 date rumors continue with nothing new on the record.

The full board Tap a line for detail

Power grid & FORTRESS America

watch

No US grid attack or grid-level failure was found for Nov 11-12.

No US grid attack or grid-level failure was found for Nov 11-12. That is based on a search of news reports; not finding anything does not prove it was quiet. The grid power cuts in the news on Nov 11 were abroad: Russian strikes on six major substations in Ukraine, and a second substation explosion in Johannesburg. DOE's 2026 emergency-order page (read Nov 12) lists no new order after Nov 6. These are orders under section 202(c) of the Federal Power Act, which let DOE tell power plants to keep running during a grid emergency. The newest are the Puerto Rico Electric Power Authority orders 202-25-1F and 202-25-2F, in effect from Nov 8 to Feb 5, 2027. The Craig Unit 1 order in Colorado (202-26-49) runs to Dec 25. The F.B. Culley and R.M. Schahfer orders in Indiana (202-26-47 and 202-26-46) run to Dec 18. EO 14421, the executive order on bulk-power equipment: no final DOE rule was found. The rule is still at the request-for-information stage. That request was published Sept 9 and took comments until Oct 9. As of Aug 2026, Morgan Lewis put the rule deadline at Dec 24. DOE's FAQ, updated Oct 6, describes a targeted, risk-based framework, not a ban on all foreign-made equipment. FORTRESS America: no new official step was found. Breaking Defense (Nov 5) reported that the Pentagon is asking governors for proposals for a new US base, with a decision expected by June 2027. It describes FORTRESS America as a separate effort to harden existing bases. As of Oct 7, DefenseScoop reported a memo setting up the program office. As of Nov 9, Snopes said FORTRESS America is a real initiative and that the 90-day standard is not publicly confirmed. NERC's 2026-27 winter reliability assessment was not found. NERC's assessments page did not load its list, and last year's assessment came out Nov 18.

Global conflict

critical

Ukraine: US-mediated talks in Abu Dhabi ended their second day Nov 11 after less than two hours, according to TASS and Interfax (dpa).

Ukraine: US-mediated talks in Abu Dhabi ended their second day Nov 11 after less than two hours, according to TASS and Interfax (dpa). Both sides agreed in principle to a large prisoner exchange; Russia's chief negotiator Vladimir Medinsky said numbers and procedure would come later, and Russia's General Staff said each side would hand over more than 1,000 people over two to three weeks (dpa, ABC Australia). US envoy Jared Kushner called the talks tough and a good first step, and said he and Steve Witkoff would travel to Moscow on Thursday (Nov 12) to meet Putin (dpa). No territorial agreement was reported. Overnight into Nov 12, Russian strikes killed a woman and injured five in Kyiv, where a drone set a nine-storey apartment building on fire, Mayor Vitali Klitschko said; Deputy Energy Minister Artem Nekrasov said nine regions lost power. Russia's Defence Ministry said it hit a rocket factory in Kyiv, other military plants and substations in Zhytomyr region (Reuters). Iran: no deal and no talks confirmed. As of Nov 10-11, Iran's security chief Mohsen Rezaei said no negotiations are underway and Hormuz stays closed until the US meets Iran's conditions, including lifting sanctions and the US port blockade (Al Jazeera/Reuters); Secretary of State Rubio said Nov 10 he saw no need to attack Iran again (AFP). The US blockade remains. On Nov 11, UKMTO (the UK navy's maritime reporting office) reported another tanker incident in the Strait of Hormuz, with crew status and damage unknown (Reuters, via Times of Israel). As of Nov 11, maritime monitoring firms counted at least 37 attacks on ships in and near the strait in November, the most of any month in the war (Al Jazeera/Reuters). AP, citing the New York Times, reported Nov 11 that Treasury Secretary Bessent moved from his home to a military base after Iranian threats against him; how serious the threats are is unclear (Times of Israel). Gaza: early Nov 12, an Israeli airstrike hit the surgical wing of Nasser Hospital in Khan Younis; Gaza's Health Ministry said six were killed, including a doctor, and at least a dozen wounded. Israel's military said it carried out the strike early Thursday (AP). Health authorities say 1,622 people have been killed by Israeli strikes and gunfire since the October 2025 ceasefire (AP). Yemen/Saudi: not re-checked; as of Nov 10, the Saudi-led coalition said it intercepted Houthi missiles aimed at Riyadh after reporting damage to the East-West pipeline (Al Jazeera/AFP). Lebanon: no newer report found; as of Nov 9, APA (single outlet) reported Israeli strikes on at least five southern villages. Taiwan: as of Nov 10-11, Defence Minister Wellington Koo said China is running 'area denial' drills in the Western Pacific with the Liaoning carrier group; China has not declared drills and calls the training routine (Taipei Times/Reuters). North Korea: no launch since Nov 3-4 found in a Nov 12 search (absence in search results, not confirmation); as of Nov 4, Seoul reported a multiple-missile launch (NBC).

Oil & fuel

elevated

AAA's national average on Thursday Nov 12 is $3.9081 for regular (yesterday $3.9429, a week ago $4.1003, a month ago $4.3556, a year ago $3.0752) and $6.0977 for diesel (yesterday $6.1306, a week ago $6.2564, a month ago $6.2665, a year ago $3.7568).

AAA's national average on Thursday Nov 12 is $3.9081 for regular (yesterday $3.9429, a week ago $4.1003, a month ago $4.3556, a year ago $3.0752) and $6.0977 for diesel (yesterday $6.1306, a week ago $6.2564, a month ago $6.2665, a year ago $3.7568). Both are lower for another day; diesel is still about $2.34 above a year ago. Oil: CNBC (Reuters copy) said Brent rose about 1.4% and WTI about 0.6% on Wednesday Nov 11 after two-month lows Tuesday, then fell more than $1 in early Asian trading: Brent $91.62 (down $1.14) and WTI $85.49 (down $1.04) at 01:41 GMT Thursday. Drivers cited: Russia-Ukraine talks in Abu Dhabi ended with a prisoner exchange agreed but differences remaining, including on territory; Iran's security chief said Iran will not let enriched nuclear material leave the country and warned of consequences if the US strikes again, while US officials played down the need for more strikes; shipping through Hormuz remains disrupted. An API report showed a 9-million-barrel US crude stock build; EIA's weekly data is due Thursday, a day late because of Veterans Day. CNBC said OPEC+ crude output rose in October, led by Saudi Arabia. As of Nov 1 (The National, not re-checked), OPEC+ core members held December targets; the wider group meets Nov 29. EIA's Nov 9 retail survey (released Nov 10, not re-checked) had regular at $3.995 and diesel at $6.127; next release Nov 17. No confirmed November Gulf Coast refinery outage found.

Cyber attacks

elevated

New in this report: Vanderbilt University in Nashville has been hit by a ransomware attack, found on Monday, Nov 9.

New in this report: Vanderbilt University in Nashville has been hit by a ransomware attack, found on Monday, Nov 9. Ransomware locks up computer systems and often comes with a ransom demand. On Nov 9 the university told students and staff to shut down university devices and get off campus Wi-Fi. By Tuesday morning, Wi-Fi, email, Okta sign-in, Zoom, Brightspace and the YES registration system were back. Other systems stayed restricted (WSMV; CyberScoop). The Nashville Scene reported on Nov 11 that the attack reached university cloud storage, including OneDrive and Box, which stays off limits. The university says getting back to normal may take 'multiple weeks.' On Wednesday, Vanderbilt said it is working with law enforcement and government agencies. A ransomware group called BYOD claimed the attack. It says it took more than a million Social Security numbers. The university has not confirmed that any data was taken. Vanderbilt Health says it is a separate organization, its IT systems have not been affected so far, and patient care is going on as normal. The Nashville Scene reports that a former employee has filed a class-action lawsuit. Refrigeration open thread, re-checked: no new step since Nov 10. As of Nov 10, Iran's Foreign Ministry had rejected France's accusation as baseless. France said it will propose EU sanctions, and the European Commission said it would coordinate a response with member states (CNBC, AFP). On the US side, Pentagon investigators still treat the August freezer failures at about six military commissaries as a suspected cyberattack. A person familiar with the matter told Reuters that Iran is a suspect. The Pentagon has made no on-record attribution, and no link between the US and European incidents has been established. No civilian US store has been reported hit. CISA's advisories page (read Nov 12) shows nothing after the Nov 10 addition of six flaws to its Known Exploited Vulnerabilities catalog (flaws CISA has seen used in real attacks). The Nov 5 refrigeration fact sheet is still the newest federal guidance on that thread. No confirmed new attack on a US hospital, water system or utility was found. Leak-site claims against several health providers were not confirmed by the organizations, so they are left out.

Weather & space weather

elevated

Weather Prediction Center (WPC, 300 AM EST Thu Nov 12): a low-pressure system crossing the East is forecast to grow into a large storm as its center passes east of Cape Cod tonight.

Weather Prediction Center (WPC, 300 AM EST Thu Nov 12): a low-pressure system crossing the East is forecast to grow into a large storm as its center passes east of Cape Cod tonight. Steady rain spreads over southern New England by this evening, possibly heavy at times near the coast, with stronger northeast winds and possible minor coastal flooding at high tide along parts of the coast near New York City. Rain is likely to change to snow tonight into Friday over the higher ground of New York, northeastern Pennsylvania and northern New England, with accumulating snow and slick travel likely at elevation; wet snow could fall in the central and southern Appalachians Friday night into Saturday morning. Behind the storm, polar air spreads over much of the central and eastern US: highs well below normal by Friday, lows in the 20s across much of the central US, and below-freezing temperatures as far south as the Deep South by Saturday morning, setting up a widespread frost and freeze across the South and Southeast this weekend. Lake-effect rain and snow continues through Friday, with significant snow possible over higher ground in Michigan's Upper Peninsula. Gusty winds and very dry air raise fire danger in parts of the Southeast today. West: warm and dry through Thursday, with a few daily record highs possible in the Northwest and Great Basin; on Friday a strong Pacific storm brings moderate to heavy rain and strong winds to northern California and the Pacific Northwest, and WPC says heavy snow and strong winds will likely create blizzard conditions in the higher Sierra Nevada Friday night into Saturday morning, making travel dangerous to impossible. A separate system brings showers to southern California Friday and to southern Arizona, New Mexico and western Texas by Saturday morning. Storm Prediction Center (SPC Day 1, issued 11:21 PM CST Nov 11): a Marginal Risk (level 1 of 5) of severe thunderstorms this afternoon over parts of southeastern Pennsylvania, much of Delaware, eastern Maryland and southern to central New Jersey; one or two storms could rotate with some tornado risk, plus small to marginally severe hail and locally strong gusts, weakening by evening. NWS alerts feed (severe and extreme, early Nov 12): Winter Storm Warnings (upgraded from Watches) for the Greater Lake Tahoe area, Mono County, the Sierra Nevada above 5,000 feet including Interstate 80 and Lassen Volcanic National Park, from Friday morning to Saturday morning, and for the eastern Sierra slopes of Inyo County into Saturday afternoon; a Winter Storm Watch for Yosemite, Kings Canyon and Sequoia areas from Friday afternoon to Nov 17; High Wind Warnings for the south-central Oregon coast and Curry County coast and central Siskiyou County tonight into Friday; a High Wind Watch for Surprise Valley, Calif., and northern Washoe County, Nev., Friday; Flood Warnings continue for Mason County, Wash.; Seminole, Brevard, Lake, Volusia and DeSoto counties, Fla.; and Maricopa and Yuma counties, Ariz. (through Nov 17); plus Alaska blizzard, freezing-spray and marine storm warnings. No Tornado Warnings in the feed. Tropics (National Hurricane Center, 1 AM EST Nov 12): no Atlantic formation expected in 7 days; NHC is issuing advisories on Tropical Storm Pena, well southwest of Honolulu, and no other formation is expected in the eastern or central Pacific. Space weather (NOAA SWPC, 08:46 UTC Nov 12): SWPC rates three things on 1-to-5 scales: G for geomagnetic storms (which can stress power grids), R for radio blackouts from solar flares (which disrupt high-frequency radio), and S for solar radiation storms (a concern mainly for satellites and polar flights). All three are at 0 now. An R1 (minor) radio blackout was observed Nov 11, the largest at 21:21 UTC. G is forecast to stay at 0 through Nov 14 (highest expected Kp 1.67, below storm level; no storms expected). Chance of R1-R2 blackouts is 45% and R3 or greater 5% per day through Nov 14 (down from 60% and 15% yesterday), from sunspot Region 4566; S1 chance 5% (down from 15%). SWPC's high-energy electron flux alert continues (a satellite-charging concern, not a grid concern; peak 7,897 pfu Nov 11). No G3 or higher and no SWPC grid warning.

Civil unrest & emergency declarations

watch

No new unrest, curfew, unrest-related emergency declaration or new National Guard deployment was found in Nov 11-12 searches (absence in search results, not confirmation).

No new unrest, curfew, unrest-related emergency declaration or new National Guard deployment was found in Nov 11-12 searches (absence in search results, not confirmation). Carried forward: Washington, D.C.: as of Nov 10, the Secret Service said both men in the Nov 9 Lafayette Park incidents were unarmed; no charges had been reported and authorities had not said whether the two were connected (WJLA). National Guard: as of Nov 5, AP reported Hegseth approved military vehicles, patrol cars and boats for Guard patrols in D.C.; the D.C. Circuit heard arguments on the deployment in October (UPI), and no merits ruling was found in a Nov 12 search. Immigration enforcement: as of Nov 7-8, ABC7 and NBC Los Angeles reported protests after federal agents blocked the emergency entrance of White Memorial hospital in Boyle Heights; as of Nov 9, Oaklandside reported several dozen people protested Nov 8 at Fruitvale Plaza after weekend ICE arrests. Emergency declarations found were for weather and fire recovery (as of Nov 10, California Gov. Newsom's proclamations for Humboldt and Imperial counties). Threatening phone calls put schools in several states on lockdown on Nov. 10-11; police treated them as likely hoaxes and found no weapons or explosives. Metro Atlanta, Wednesday Nov. 11: Marist School in Brookhaven, Midtown High and North Atlanta High (Atlanta Public Schools) and Campbell High (Cobb County) got threatening calls; Marist's described an armed assailant and bombs on campus. All were searched and reopened, and officials called the threats not credible (AJC). Brookhaven Police Chief Brandon Gurley said the other schools got the same threat from the same number, which police believe came from out of state, that it may have been a swatting-type prank call (a false report meant to draw a police response), and that investigators are checking whether AI generated the call; police are working with federal partners (WSB-TV). Tuesday Nov. 10: Blackman Elementary, Middle and High in Murfreesboro, Tenn., locked down after a call the district said initially appeared to be swatting (WSMV); Northville High in Michigan locked down after a call police called likely noncredible, similar to recent hoax threats at other schools in the Detroit tri-county area, and reopened Wednesday with more police (WDIV); Brattleboro, Vt., police traced a call threatening elementary schools to New York state (Magic 96.7). No official has said these calls are connected to one another, or to the email bomb threats that hit thousands of schools in Italy, the UK and Ireland on Nov. 11 (CBS News); APS declined to say whether its threats were related.

Banking & markets

watch

Wednesday Nov 11 close (CNBC): Dow up 0.49% to 52,486.49, S&P 500 up 1.31% to 7,619.38, Nasdaq Composite up 1.60% to 25,466.19, recovering Tuesday's losses.

Wednesday Nov 11 close (CNBC): Dow up 0.49% to 52,486.49, S&P 500 up 1.31% to 7,619.38, Nasdaq Composite up 1.60% to 25,466.19, recovering Tuesday's losses. Chip and AI stocks led: CoreWeave jumped after its third-quarter results and raised guidance, and Nvidia rebounded about 3%; the VIX volatility index fell 9.66% to 17.58 (Anadolu). The bond market was closed for Veterans Day. Overnight, futures turned lower for tech: at 3:15 a.m. ET Thursday, CNBC had Nasdaq-100 futures down about 0.97%, S&P 500 futures down 0.37% and Dow futures up 0.15%, after Nvidia fell more than 8% in extended trading following reports about CEO Jensen Huang, including a Wall Street Journal report that the board was preparing to remove him. Weekly jobless claims are due at 8:30 a.m. ET Thursday; October producer prices on Friday. Fed: CNBC said CME FedWatch showed about a 90% chance of a quarter-point rate increase at the December meeting; that is trader pricing, not a Fed decision. No US bank or payment-system outage found.

Transportation

watch

LA/Long Beach: the strike deadline for about 250 watchmen (ILWU Local 26) is still Nov 20; talks continue with federal mediators and no deal or strike has been reported.

LA/Long Beach: the strike deadline for about 250 watchmen (ILWU Local 26) is still Nov 20; talks continue with federal mediators and no deal or strike has been reported. The terminals they staff handle about 85% of Long Beach and a third of Los Angeles cargo, per the employers' group PMA (Reuters via SRN News, Nov 9; no newer report found). Freightos said Nov 10 that a rail backlog is already slowing inland movement of cargo that has arrived. The separate West Coast longshore contract runs through 2028. Air: the FAA's airport status feed at 08:47 GMT Thursday (2:47 a.m. Central) showed no ground stops or ground delay programs, only routine scheduled or overnight closures. As of Nov 6 (NHPR, not re-checked), a Teamsters local was on strike at Associated Grocers' distribution center in Pembroke, N.H. No US airline or freight-rail strike found.

Supply chain

watch

Port deadline Nov 20 (see Transportation).

Port deadline Nov 20 (see Transportation). US-China: as of Nov 9-11 (not re-checked), China kept its extra 24% tariff on US goods suspended to Jan 10, 2027, with a 10% tariff staying, and extended some critical-mineral export-control waivers to the same date (Quartz); USTR extended Section 301 exclusions on 178 categories of Chinese goods into early January (ANI via The Tribune). Freightos (Nov 10) said the pause on reciprocal port-call fees was also extended to Jan 10, and that Presidents Trump and Xi are scheduled to meet in China next week; CNBC said traders expect the Iran war not to escalate before that summit. Freight costs (Freightos, week to Nov 10): Asia to US West Coast about $8,200 per 40-foot container (down 1%) and to the East Coast about $9,700 (down 2%), still near peak; China to North America air cargo above $8.00/kg. NRF data cited by Freightos project November US container imports 14% below September. Refrigeration thread (re-checked): the Nov 5 joint CISA-FBI guidance on hardening refrigeration controls is still the newest US action; US cases remain about six military commissaries since late August; French officials blamed hackers linked to Iran's Revolutionary Guards for October attacks on about 700 French retail sites (Facilities Dive); no civilian US store attack and no on-record US attribution found. No new chip or auto-parts tariff action found.

Internet & comms

quiet

No major US internet, cloud or cell outage was found for Nov 11-12.

Food & water

watch

No new FDA recall notices since Nov 10; the feed's newest items are still the two from that day.

No new FDA recall notices since Nov 10; the feed's newest items are still the two from that day. Laub's Feeding & Cubing (Beryl, Utah) recalled about 89 tons of Grade A Mini Hay Cubes (horse feed sold Oct 3-31 at its Paragonah farm and a St. George feed store) for possible Clostridium botulinum, after reports of sick horses (three died on one farm) in southern Utah, Nevada and Arizona; the company says the cause is not yet confirmed and testing is underway. KSL reported samples went to an FDA lab with final results expected within the month; no results were found published yet. Family Farmstead Dairy (Worcester, N.Y.) recalled all its raw mild and raw sharp cheddar for possible Listeria, sold in 12 states from New England to Tennessee. Earlier on the feed: Fresh & Ready Foods biscuit sandwiches (Listeria, Nov 8 posting); Eugia vancomycin injection, one lot (particulate matter, Nov 6, a drug); Brad's kale and veggie chips (thallium, Nov 2). USDA-FSIS: no newer item found; as of Nov 6, per Food Safety News, FSIS issued a public health alert (not a recall) for frozen Betterballen meat and poultry snacks with undeclared sesame and anchovy; no illnesses reported. FDA outbreak page still shows its Nov 4 update (Salmonella Javiana 65 cases; E. coli O157:H7 tied to chicken wraps; Listeria 51 cases). Water, north Georgia and Tennessee line (not re-checked today): as of Nov 10, Local 3 News reported McCaysville, Ga., still under a boil-water advisory with residents asked to conserve water, while Copperhill, Tenn., lifted its advisory Nov 9; FEMA assessed Copperhill damage Nov 10 and was scheduled for McCaysville Nov 11. As of Nov 10, Gov. Kemp's state of emergency for Fannin, Gilmer, Murray and Union counties was reported to run until Nov 12 at 11:59 p.m. unless renewed (WSB Radio).

Health

elevated

Ebola (Bundibugyo strain): CDC's situation page is unchanged (dated Nov 10, data as of Nov 8): 11,021 total confirmed cases and 5,358 confirmed deaths across all countries, including DR Congo 10,990 cases and 5,354 deaths, Kenya 9 cases and 2 deaths, Nigeria 1 case, and Uganda's earlier 20 cases and France's 1 (neither has active cases).

Ebola (Bundibugyo strain): CDC's situation page is unchanged (dated Nov 10, data as of Nov 8): 11,021 total confirmed cases and 5,358 confirmed deaths across all countries, including DR Congo 10,990 cases and 5,354 deaths, Kenya 9 cases and 2 deaths, Nigeria 1 case, and Uganda's earlier 20 cases and France's 1 (neither has active cases). The European CDC's Nov 10 update gives the same DR Congo figures and says 70 confirmed cases and 31 deaths were added since its previous update. CDC says no cases tied to this outbreak have been reported in the US and the risk to the American public remains low. Travel: anyone in DR Congo in the 21 days before a US-bound flight may not board; since Nov 3 all international passengers to the US must sign a statement that they were not in DR Congo; US citizens coming from Uganda or South Sudan must enter through designated airports for screening. Measles: CDC page unchanged since Nov 6 (5,182 confirmed US cases in 2026 as of Nov 5, 47 jurisdictions, 43 new outbreaks). The PAHO commission reviewing whether the US has had a year of continuous measles spread, which would end its elimination status, adjourns Friday; Al Jazeera (Nov 12) says the official announcement is expected early next week, and PAHO's director makes the final call. No decision has been announced. Flu (not re-checked; CDC's weekly FluView not found): as of Nov 8, NBC (citing CDC) reported 42 states with growing or likely growing flu infections and H1N1 causing most cases. Bird flu: CDC's page (updated Nov 5) counts 74 human H5 cases in the US since February 2024 and says the public health risk is low; no newer CDC figure. As of Nov 2, ABC News (AP) reported a Yakima County, Wash., resident died after exposure to infected dairy cattle (carried forward); as of Nov 2, APHIS confirmed H5N1 in an Indiana dairy herd. Drug shortages (carried forward, quarterly data): per ASHP, 225 active shortages in Q3 2026; Becker's reported chemotherapy shortages rose in Q3. Drug recall: Eugia vancomycin injection lot (see Food & water). FDA (Nov. 9): all GLP-1 drugs, including Ozempic, Wegovy, Mounjaro and Zepbound, must add a warning about NAION (non-arteritic anterior ischemic optic neuropathy), a reduced blood flow to the optic nerve that causes sudden, painless vision loss, sometimes permanent (Reuters). The FDA advises anyone with sudden vision loss in one eye to contact a health care professional right away; Novo Nordisk says the data do not show cause and effect, and Lilly said it is evaluating the update (Reuters; NBC Los Angeles).

Quakes, fires & nuclear

watch

Quakes: the USGS significant-earthquake feed for the past week still lists only the M6.4 about 30 km WSW of Lata, Solomon Islands (Nov 9; PAGER impact alert green, the lowest).

Quakes: the USGS significant-earthquake feed for the past week still lists only the M6.4 about 30 km WSW of Lata, Solomon Islands (Nov 9; PAGER impact alert green, the lowest). The M4.5+ past-day feed lists 15 events, the largest M5.4 in the South Sandwich Islands region, with others near Japan, the Kuril Islands, Chile, Papua New Guinea, Indonesia, Vanuatu, Fiji, India and Saint Helena; the only one near the US is an M4.5 off the coast of Oregon (08:17 UTC Nov 12), with no tsunami flag. Volcanoes (USGS Hazards Notification feed, Nov 12): Great Sitkin, Alaska, remains at Watch / Orange (second of four alert levels; notice Nov 9); Kilauea, Hawaii, remains at Advisory / Yellow. The Hawaiian Volcano Observatory said Nov 11 that Kilauea's eruption is paused after episode 56 ended Nov 5, the summit is reinflating, and the next fountaining episode (57) is forecast for Nov 16-21. Fire: as of Nov 6 (NIFC, page checked Nov 12, still showing the Nov 6 report; updated Fridays), four large fires were burning with 342 personnel assigned; national preparedness level 1 of 5. WPC flags higher fire danger today in parts of the Southeast from gusty winds and very dry air. Nuclear: the NRC's latest event report is still Nov 10, with no operating power reactor events: an ABB Part 21 notice (a supplier defect report) on relays that skipped a drying step, with customers including Catawba and Oconee; a Minneapolis hospital treatment underdose with no dose delivered; and two small cesium-137 calibration sources considered lost at a Fairview Park, Ohio, cardiology office.