WS #10193
No material new developments in the last 30 minutes. The dominant narrative remains the unraveling of the US-Iran MOU, with no counter-signals or de-escalation reported. The situation is stable (no escalation or de-escalation) within this window.
Topics
Key developments
- Iran postpones Friday meeting in Switzerland, US-Iran MOU effectively collapses
- Iraq raises southern oilfield output by 250,000 bpd to 1.75 million bpd
- Ukrainian drone strikes halt Moscow oil refinery operations indefinitely
- Mega-cap tech (TSLA, AMZN, MSFT, GOOGL) rallying while semis and crypto names decline
- Alamos Gold shares plunge after earthquake damages key mine, cuts production guidance