WS #11230
No material new developments in the last 30 minutes. The dominant themes from the previous synthesis (Russia-Ukraine energy war escalation, oil price decline due to Strait of Hormuz reopening, South Korean chipmaker selloff, Google antitrust fine, Apple talent loss) remain unchanged with no new data points or counter-signals.
Topics
Key developments
- Ukrainian drone strikes hit Russia's fourth-largest oil refinery in Kstovo
- Oil prices fall for third day as Strait of Hormuz flows recover and US-Iran talks progress
- Meta plans to sell excess AI compute capacity, sparking AI oversupply fears
- EU's top court upholds €4.1 billion antitrust fine against Google
- Eurozone unemployment rate falls to 6.2% vs 6.3% forecast