WS #10276

From 499 msgs · 4 key-dev

No material new developments in the last 30 minutes. The Strait of Hormuz situation remains unchanged with conflicting reports, and no other significant market-moving events have emerged. The dominant theme is STABLE with no escalation or de-escalation.

Topics

Key developments

  • Iran claims Strait of Hormuz closed; US Central Command denies, says traffic flows
  • Ukraine strikes Tyumen oil refinery 2,000 km inside Russia; Russian refining at 20-year low
  • Nobel laureate John Jumper leaves DeepMind for Anthropic
  • US-Iran talks to begin Sunday in Switzerland; Israel anger over deal