WS #11808
Trump reiterates ceasefire is over but agrees to more talks; Iran denies new talks scheduled; Israeli jets reportedly mobilizing eastward; fire at Iranian refinery. US senators reach agreement with Trump on updated Russia sanctions legislation targeting buyers of Russian oil and gas. IEA cuts Russian oil output forecast for 2026/2027 due to Ukrainian drone strikes, projects global oil demand contraction of 1M bpd this year. US and Ukraine agree to license Patriot air defense system production domestically, bullish for defense contractors.
US-Iran tensions stable but elevated
Trump reiterates ceasefire is over but agrees to more talks; Iran denies new talks scheduled; Israeli jets reportedly mobilizing eastward; fire at Iranian refinery.
US senators reach agreement with Trump on updated Russia sanctions legislation targeting buyers of Russian oil and gas.
IEA cuts Russian oil output forecast for 2026/2027 due to Ukrainian drone strikes, projects global oil demand contraction of 1M bpd this year.
US and Ukraine agree to license Patriot air defense system production domestically, bullish for defense contractors.