WS #10276
Iran claims Strait of Hormuz is closed due to Israeli ceasefire violations; US Central Command denies Iran controls the Strait and says traffic continues to flow, creating uncertainty but maintaining bullish oil thesis. Ukraine confirms drone strikes on Tyumen oil refinery 2,000 km inside Russia, with reports of reduced Russian refining capacity to 20-year lows, reinforcing supply disruption narrative. US-Iran talks scheduled for Sunday in Switzerland; Israel expresses anger over US-Iran deal; Polymarket shows bets on diplomatic meetings, indicating ongoing diplomatic process.
Strait of Hormuz closure claims vs US denial
Iran claims Strait of Hormuz is closed due to Israeli ceasefire violations; US Central Command denies Iran controls the Strait and says traffic continues to flow, creating uncertainty but maintaining bullish oil thesis.
Ukraine confirms drone strikes on Tyumen oil refinery 2,000 km inside Russia, with reports of reduced Russian refining capacity to 20-year lows, reinforcing supply disruption narrative.
US-Iran talks scheduled for Sunday in Switzerland; Israel expresses anger over US-Iran deal; Polymarket shows bets on diplomatic meetings, indicating ongoing diplomatic process.