WS #11373
No genuinely new developments in the last 30 minutes. The dominant signals from the previous window (Ukrainian drone strike on St. Petersburg oil terminal and IRGC Navy warnings in Strait of Hormuz) remain unchanged, with no counter-signals or de-escalation reported. The narrative is stable.
Topics
Key developments
- Ukrainian drones strike St. Petersburg oil terminal and Kronstadt naval base
- IRGC Navy issues VHF warnings in Strait of Hormuz; Iran patrol boats active
- US adds only 57,000 jobs in June, missing expectations; heatwave leaves nearly 1M without power
- India inaugurates new 180,000 bpd refinery in Rajasthan, expanding refining capacity