WS #5946
No material new developments in the last 10 minutes. The situation remains consistent with the previous synthesis: Iran-US tensions persist with Strait of Hormuz closure, Israeli strikes continue, and no counter-signals have emerged.
Key developments
- Iran's IRGC vows to maintain Strait of Hormuz control as 'definitive strategy' against US
- US missile stockpiles depleted by a third in Iran war; restocking could take six years
- Diesel prices at €2/liter (+20%) due to Gulf war cost Italian trucking €1.5B in two months
- Nvidia market cap surpasses $5 trillion as AI chip demand surges
- Trump administration considers sanctions on NATO allies not meeting 5% GDP defense spending