WS #11667
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran ceasefire collapse and oil supply shock, with no counter-signals or de-escalation emerging. The situation is stable at heightened tension levels.
Topics
Key developments
- Trump declares US-Iran ceasefire 'over', launches new strikes; oil surges ~7%, equities plunge
- Russia bans diesel exports as Ukrainian drone strikes cripple refinery capacity below 50%
- US Strategic Petroleum Reserve critically low at ~19MM barrels, eliminating supply buffer
- Iran threatens NPT withdrawal and Strait of Hormuz closure if US attacks again
- OpenAI launches GPT-Live voice models; BofA extends $520M loan ahead of IPO
- Apple announces $30B chip deal with Broadcom through 2031
- NATO pledges €70B to Ukraine; Trump offers Patriot missile production license