WS #6906
No material new developments in the last 30 minutes. The dominant narrative remains the Israel-Iran conflict with Strait of Hormuz risks, and the diplomatic signal from the Rubio/Witkoff meeting with Qatari mediators is unchanged. No new counter-signals or de-escalation developments have emerged.
Key developments
- Rubio and Witkoff meet Qatari mediator in Miami for Iran deal talks
- IRGC Aerospace Commander claims missiles and drones locked on US targets
- Iranian state media calls for taking control of undersea cables in Strait of Hormuz and charging fees
- US strikes Iranian tankers, oil spill disrupts Strait of Hormuz shipping
- WHO assesses hantavirus outbreak on cruise ship as low risk; $TRAW sees sympathy play