WS #9770
No material new developments in the last 30 minutes. The dominant narrative of Israel-Iran tensions and oil supply risks remains stable, with no new data points or counter-signals to report.
Key developments
- Israel strikes Beirut, Iran prepares retaliatory missile strike
- US bars foreigners from accessing Anthropic's top AI models
- Ukrainian drones strike Russian oil facility in Yaroslavl
- UK intercepts Russian shadow fleet tanker for first time