WS #11400
No genuinely new material developments in the last 30 minutes. The previous synthesis remains current: the St. Petersburg drone strike is the dominant signal, with no counter-signals or de-escalation observed. All other narratives are stable or stale.
Topics
Key developments
- Ukrainian drones hit St. Petersburg oil terminal and Baltic port of Vysotsk
- IEA: 13 days of global oil supply removed from market
- Medvedev: Strait of Hormuz is Iran's 'nuclear weapon'
- France deploys minehunters to clear Strait of Hormuz after US-Iran pact
- Mag7 lost $2.3 trillion in June selloff
- NVDA vol: near-term concern, not structural repricing