WS #6721
No material new developments in the last 30 minutes. The Iran conflict narrative remains unchanged from the previous synthesis, with no new counter-signals or de-escalation indicators.
Key developments
- Iran rejects U.S. Strait of Hormuz framework, imposes new transit rules
- CIA: Iran can withstand Hormuz blockade for 3-4 months
- DOJ/CFTC probe suspicious oil trades ahead of Trump-Iran announcements
- China central bank adds 260,000 oz gold in April, 18th consecutive month
- Datadog surges 30% on earnings, AI-driven demand
- GameStop's $56B eBay bid faces financing hurdle: investment-grade requirement
- Russian drone damages oil depot tanks in Latvia
- Energy Recovery withdraws 2026 guidance citing Iran conflict