WS #10315

No material new developments detected in this window. The data dump is dominated by sports betting markets (Polymarket), routine BBC lifestyle/obituary articles, and low-significance geopolitical speculation (Iran regime fall, Starmer resignation). The only potentially market-relevant items are multiple Bluesky posts about Ukraine striking an oil refinery in Russia's Tyumen region and an oil terminal in Crimea, but these are not corroborated by major news sources and lack specific market impact details. The Strait of Hormuz closure narrative appears in a few Bluesky posts but is not confirmed by official sources or major wire services. The previous situational awareness noted no material developments, and this window confirms that status. No counter-signals or de-escalation observed. The dominant theme remains STABLE with no actionable signals for US equities or commodities.