WS #7178
No material new developments in the last 30 minutes. The dominant oil supply crisis narrative remains stable with no new data points. No counter-signals or non-dominant-narrative developments detected.
Key developments
- IEA says oil inventories falling at record pace on Iran war
- Trump repeats military threats against Iran ahead of China visit
- UK commits jets, drones and warship to Strait of Hormuz defence mission
- Ukrainian drone strikes hit Russian oil infrastructure in Krasnodar, Yaroslavl, Astrakhan
- ECB warns banks to update resilience plans for Anthropic's Mythos AI tool
- Blackstone drops $4 billion New World deal over control clash
- Tencent Q1 revenue misses estimates but AI progress noted
- Jamie Dimon warns JPMorgan could scrap UK HQ over higher bank taxes