WS #11173
No material new developments in the last 30 minutes. The dominant narrative of Ukraine's drone campaign against Russian oil infrastructure and its market implications remains unchanged. No counter-signals or de-escalation detected.
Topics
Key developments
- Ukrainian drone hits Ufa refinery 1,300 km inside Russia; Omsk refinery under drone alert
- Strait of Hormuz crude oil shipments at one-third of normal pre-war levels in June
- Fed Chair Warsh says inflation risks are declining
- Meta stock surges nearly 10% on plan to rent data centers; neocloud stocks fall
- Kroger to acquire Giant Eagle for $1.65 billion
- CMA CGM to buy FedEx logistics arm for $1.4 billion
- Interactive Brokers reports strong June metrics, stock up 6%
- US won't renew USMCA trade deal, opting for annual reviews