WS #11640

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Trump declares Iran ceasefire 'over' after strikes on tankers and military sites; oil surges 5-6%, equity futures fall, VIX spikes 12%, rate cut odds drop to 62%. Airbus lowers 20-year passenger jet delivery forecast by 1% across all categories, citing trade and geopolitical disruption; traffic growth forecast cut to 3.9% from 4.1%. Kodiak Gas Services and Baker Hughes announce multi-year agreement for up to 1.8 GW of gas turbine power generation to support US data center growth.

US-Iran Ceasefire Collapse & Oil Surge

Trump declares Iran ceasefire 'over' after strikes on tankers and military sites; oil surges 5-6%, equity futures fall, VIX spikes 12%, rate cut odds drop to 62%.

Airbus lowers 20-year passenger jet delivery forecast by 1% across all categories, citing trade and geopolitical disruption; traffic growth forecast cut to 3.9% from 4.1%.

Kodiak Gas Services and Baker Hughes announce multi-year agreement for up to 1.8 GW of gas turbine power generation to support US data center growth.

Full world state #11640