WS #11634
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains stable with no new strikes or diplomatic moves reported. Oil prices and market reactions are consistent with prior synthesis. No counter-signals or de-escalation observed.
Topics
Key developments
- US launches strikes on over 80 targets in Iran, revokes oil sales license after tanker attacks in Strait of Hormuz
- Iran retaliates with strikes on US military sites in Bahrain and Kuwait, claiming 85 targets hit
- Brent crude surges over 2.6% to $76/barrel, WTI above $72 on renewed supply fears
- Reserve Bank of New Zealand raises OCR by 25bps to 2.5%, first hike since 2023
- SpaceX to make Grok 4.5 available to public tomorrow; SambaNova raises $1B at $11B valuation
- Hong Kong tech stocks rally with Hang Seng Tech Index up 4.6%, Alibaba jumps 10%
- Ukrainian drones strike Russian oil refineries and shadow fleet tankers, escalating energy supply disruption