WS #9747
No material new developments in the last 30 minutes. The Iran conflict narrative remains de-escalating with no new data points. Copper and AI themes are unchanged. No counter-signals or non-dominant-narrative developments emerged.
Key developments
- Pakistan FM confirms US-Iran agreement electronic signing tomorrow
- Goldman Sachs raises global copper deficit forecast to 640,000 tonnes from 60,000 tonnes
- Anthropic CEO rebuffs US security patch request, US restricts foreign access to Claude
- Iran rigging uranium stockpile with explosives, making access harder
- SpaceX stock jumps 19% on IPO day, valuation crosses $2 trillion