WS #11371
No material new developments in the last 30 minutes. The dominant narrative remains the Ukraine-Russia conflict escalation and Iran-Hormuz situation, but no new data points or counter-signals have emerged. The previous synthesis covers all significant events.
Topics
Key developments
- Ukraine strikes St. Petersburg oil terminal, disabling 42.74% of Russia's refining capacity
- Iran announces special toll regime for China in Strait of Hormuz
- Ransomware attack on Tata Electronics leaks Apple and Tesla supply chain data
- Russia hikes June subsidies to refiners by 6x to stabilize domestic fuel market