WS #9214
No genuinely new material developments detected in the last 30 minutes. The Israel-Hezbollah conflict remains escalated with no de-escalation signals, and OPEC+ production increase is unchanged. The narrative is stable with no counter-signals.
Key developments
- Israel strikes Beirut's southern suburbs for first time since April ceasefire, killing 2
- OPEC+ approves 188,000 bpd production increase for July, but Strait of Hormuz blockade limits impact
- IATA forecasts airline profits to halve in 2026 due to Middle East conflict and fuel costs
- Trump says Fed should 'do whatever he wants' but criticizes possible rate hikes