WS #10093
No material new developments in the last 30 minutes. The Ukraine-Russia conflict narrative remains stable with no new escalation or de-escalation signals. The Intel-Apple chip manufacturing partnership and US-Iran Strait of Hormuz reopening continue as previously reported without updates. All other signals are noise.
Topics
Key developments
- Ukraine strikes Moscow oil refinery in large-scale drone attack, halting operations and disrupting airports
- Trump says Apple will partner with Intel for US chip manufacturing, Intel shares surge ~9%
- Hegseth announces review of US forces in Europe and 'NATO 3.0', lashing out at allies
- Taiwan central bank leaves rates unchanged at 2.0%, hawkish tone on inflation
- US-Iran interim deal seen as favorable to Iran, East Asian refiners eye fuel sales boost before Hormuz reopening