WS #11402
No genuinely new material developments in the last 30 minutes. The dominant narrative from the previous synthesis (Ukrainian drone strike on Russian oil infrastructure, Strait of Hormuz reopening, Magnificent Seven selloff) remains unchanged with no new data points or counter-signals to report.
Topics
Key developments
- Ukrainian drones hit St. Petersburg oil terminal and Vysotsk port, disrupting one-third of Russia's refining capacity
- Strait of Hormuz reopens faster than expected; 35 tankers exit, Morgan Stanley cuts oil forecasts warning of glut
- Bitcoin retakes $63,000 on softer macro data, reversing end-June losses
- Meta data center water discharges suspended in Cheyenne for contaminating supply with rare bacterium
- Chip sector group warns Treasury Secretary Scott Bessent of memory shortage risks from US policies
- Tether freezes 131 wallets tied to ISIS-K after US Treasury sanctions 134 crypto addresses
- Dish/Boost Mobile files for bankruptcy after failed spectrum sale to AT&T
- India expands refining capacity, exports gasoline to Russia amid Russian fuel shortages