WS #10226
No material new developments in the last 30 minutes. The dominant themes remain unchanged: US-Iran ceasefire deal fragile, Israel-Hezbollah ceasefire agreed but strikes continue, Trump de-escalating Anthropic regulatory risk, UK political turmoil, and Ukraine drone strikes on Russian oil infrastructure. No counter-signals or new data points to report.
Topics
Key developments
- Israel-Hezbollah ceasefire agreed but strikes continue, Strait of Hormuz closed, Brent at $92
- Trump de-escalates Anthropic national security threat, removing regulatory risk for AI sector
- Ukraine drone strikes hit Moscow refinery and Rostov oil depots, escalating energy supply risk
- UK PM Starmer under pressure to resign after Burnham by-election win