WS #11405
No material new developments in the last 30 minutes. The Ukraine-Russia conflict escalation and Strait of Hormuz fragility remain the dominant narratives, but no new data points or counter-signals have emerged. The previous synthesis's key developments are still valid and carry forward.
Topics
Key developments
- Ukrainian drones hit major oil terminal in St. Petersburg, escalating energy supply risk
- Iran says China will get special considerations on Strait of Hormuz fees; ships still turned back
- Tesla driver charged with manslaughter in Texas crash involving driver-assistance systems
- Gold likely to stay range-bound around $4,100/oz but could rise to $4,500-$5,000/oz if risks intensify: WGC
- Bitcoin mining stocks IREN, RIOT, MARA slide as AI pivot faces headwinds