WS #9739

The dominant signal in this window is the Strait of Hormuz crisis, with the IRGC navy warning the strait is 'completely closed' and threatening decisive action, while Trump claims a US-Iran peace deal will be signed Sunday and the strait will reopen. The US military reports it downed Iranian drones targeting commercial ships. This is corroborated by multiple sources (Bluesky, Polymarket, GDELT) and has direct implications for oil prices, energy stocks, and shipping. The Anthropic AI export ban story continues to develop, with The Verge reporting that Amazon security research triggered the White House directive, and CEO Andy Jassy spoke with officials. This is corroborated by GDELT and Bluesky. Separately, Russia's fuel shortage has spread to major cities including Moscow, with gas stations rationing purchases to 20 liters per person. The Anthropic story is escalating, the Iran/Strait of Hormuz situation is escalating, and the Russia fuel shortage is escalating.