WS #9246
No material new developments in the last 30 minutes. The Iran-Israel conflict narrative remains stable with no new escalation or de-escalation signals. Trump's previous comments continue to provide a counterweight, but no fresh data points have emerged. The Kuwait OPEC+ quota adjustment and United Airlines asset acquisition interest are unchanged from prior window.
Key developments
- Iran launches ballistic missiles at Israel, first since April ceasefire
- Trump urges Iran to negotiate, unhappy with Israel's strikes
- Kuwait's OPEC+ quota raised to 2.644 million bpd in July
- United Airlines open to acquiring assets from weaker rivals