WS #6901
No material new developments in the last 30 minutes. The dominant Israel-Iran conflict narrative remains stable with no de-escalation signals. The previously noted Russia-China energy deal, Ukraine conflict conclusion comments, and Qatar LNG transit are still ongoing but unchanged. No new counter-signals or non-dominant-narrative developments emerged.
Key developments
- Putin says Russia and China close to 'serious' gas and oil deal
- Putin says Ukraine conflict 'heading toward a conclusion'
- Reuters: US and Iran no closer to ending war
- Micron (MU) hits $2000, strong bullish sentiment on WallStreetBets
- Qatar LNG tanker sailing toward Strait of Hormuz, first transit since war began