WS #11428

The dominant signal in this window is the Ukrainian drone strike on an oil terminal in St. Petersburg, reported by multiple sources (AP, BBC, DW, local outlets, and GDELT). This is an escalation of Ukraine's long-range campaign against Russian energy infrastructure, now hitting Russia's second-largest city. The attack creates upward pressure on oil prices and energy stocks, while also raising geopolitical risk premiums. Separately, Iran's ambassador to China insisted on charging 'service fees' for Strait of Hormuz passage, reinforcing the bullish oil narrative. A notable counter-signal is Trump's 90-minute call with Putin and Zelenskyy offering to help end the war, which could de-escalate the conflict if talks progress. Mexico's BMV halted trading before Monday's session, a potential market disruption signal. The Broadcom AI revenue miss story from the previous window is not corroborated in this batch and is not carried forward. The Khamenei funeral narrative remains stable with no new developments.