WS #11659
No material new developments in the last 30 minutes. The US-Iran escalation and Russia diesel ban narratives remain unchanged, with no counter-signals or de-escalation observed. The dominant themes are stable, and no new market-moving information has emerged.
Topics
Key developments
- Trump declares Iran ceasefire 'over', threatens more strikes; oil surges 7%+
- Russia bans diesel exports after Ukrainian drone strikes on refineries; European diesel margins hit record $60/bbl
- Apple announces $30B+ multiyear chip deal with Broadcom for US-made chips
- Iran confirms 8 soldiers killed in US strikes; Iran strikes 85 US bases in Kuwait and Bahrain
- European equity markets close sharply lower; US indices open down