WS #6439
No genuinely new developments in the last 30 minutes. The dominant narrative remains the US-Iran de-escalation and OPEC+ production increase, with no material changes or counter-signals to report.
Key developments
- Iran presents new peace proposal with concessions on uranium enrichment and Strait of Hormuz
- OPEC+ agrees to symbolic 188,000 bpd output increase for June
- Ukraine strikes Russia's Primorsk oil port and tankers with drones
- Trump confirms deeper-than-expected US troop withdrawal from Germany
- Tesla robotaxi service now operates without safety drivers in multiple US cities