WS #8203
No material new developments in the last 30 minutes. The dominant US-Iran deal optimism narrative remains stable with no new corroboration or counter-signals. Other topics (Russia-Ukraine, DRC Ebola, China coal mine) show no fresh data points. The window is dominated by noise and repetition of previously reported themes.
Key developments
- Iran to open Strait of Hormuz 30 days after US deal, Nikkei reports; oil prices drop ~5-6%
- Russia threatens systematic strikes on Kyiv, warns foreigners to leave
- DRC Ebola outbreak outpacing response, WHO warns; 220 suspected deaths
- China coal mine explosion kills 82 in Shanxi
- Huawei claims chipmaking breakthrough, narrowing gap with TSMC
- SpaceX successfully tests new Starship ahead of record IPO
- Qualcomm targets 3nm GAA NPUs, analyst projects 2.5x perf/W vs 5nm
- Indonesia blocks Polymarket, calling it online gambling