WS #6056
No material new developments in the last 10 minutes. The Iran ceasefire proposal and oil price dynamics remain the dominant narrative, with no new counter-signals or shifts. The situation is stable with no fresh data points to report.
Key developments
- Iran proposes reopening Strait of Hormuz and ceasefire, wants nuclear talks postponed
- Goldman Sachs raises Q4 2026 Brent forecast to $90, citing 14.5 mb/d Middle East production loss
- Trump cancels envoy trip to Pakistan for Iran talks, says 'we have all the cards'
- Bitcoin hits 12-week high near $79,400 on Iran ceasefire hopes, then reverses
- Meta lays off 8,000 employees to invest in AI