WS #6839
No material new developments in the last 30 minutes. The dominant themes from the previous window (Iran Strait of Hormuz risk, gold above $4,700, oil supply disruption) remain stable with no escalation or de-escalation. No counter-signals or non-dominant-narrative developments detected.
Key developments
- PBF Energy refinery fire in Chalmette, Louisiana
- Amazon and Novo Nordisk offer same-day Ozempic delivery