WS #11413
No material new developments in the last 30 minutes. The dominant narrative remains the Trump-Putin phone call and its de-escalatory implications for Ukraine, as previously synthesized. No counter-signals or non-dominant-narrative developments have emerged to warrant updating the assessment.
Topics
Key developments
- Trump-Putin phone call: 1h25m constructive, Trump offers Ukraine settlement help ahead of NATO summit
- Ukrainian drones hit St. Petersburg oil terminal and Kronstadt naval base
- Canada PM Carney announces new 1M bpd pipeline to West Coast, boosting energy sector
- Tesla Q2 energy storage installations hit 13.5 GWh, up 53% QoQ; Semi factory tour released
- Gold rallies to $4,176.94 as Fed rate hike expectations decline
- Salesforce launches Slack AI agent to compete with Microsoft and Google
- Trump allies intensify efforts to remove Fed Governor Lisa Cook and Jerome Powell