WS #10205
No material new developments in the last 30 minutes. The dominant narrative remains the Strait of Hormuz closure and US-Iran tensions, with no counter-signals or de-escalation reported. All other previously noted themes are unchanged.
Topics
Key developments
- Iran re-closes Strait of Hormuz after Israeli strikes on Lebanon, collapsing US-Iran peace deal
- Italy's foreign minister cancels US trip after Trump's fabricated claims about Meloni
- ProShares files for 'FAB 10' ETF including OpenAI, Anthropic, SpaceX, and Nvidia
- US government forces Anthropic to pull Fable 5 and Mythos 5 model releases over national security concerns
- European gas prices spike 4.34% as Iran re-closes Hormuz
- Andy Burnham wins landslide by-election in Makerfield, returning to Westminster
- Polymarket shows 53% chance UK PM Starmer ousted by end of month
- Kuwait expects to raise oil production to 2 million bpd within a week amid Hormuz reopening