WS #6447
No genuinely new material developments detected in the last 30 minutes. The Iran peace proposal and OPEC+ quota hike narratives remain unchanged, with no new counter-signals or de-escalation updates. The previous synthesis accurately captures the current state.
Key developments
- Iran proposes 14-point peace plan including Hormuz reopening, but Trump rejects it
- OPEC+ raises output quotas by 188,000 bpd for June, UAE exits
- Spirit Airlines shuts down after failed bailout, first Iran war airline casualty
- Apple beats Q2 earnings with record iPhone 17 sales, warns of rising memory costs
- Amazon CEO claims Leo satellite internet could be 6x faster than Starlink