WS #10419
No material new developments in the last 30 minutes. The dominant narrative remains the US-Iran de-escalation via the 60-day oil license and IAEA inspections, with no contradictory signals or fresh data points. All prior high-significance items (Micron, Nvidia, SpaceX, China export controls) carry forward unchanged.
Topics
Key developments
- US Treasury issues 60-day general license for Iranian oil sales through August 21
- Iran agrees to IAEA inspections following Switzerland talks
- Qatar energy minister confirms Ras Laffan incident will not affect exports
- Micron surges 5.5% on blockbuster Anthropic AI deal ahead of earnings
- Nvidia launches Halos safety system for robotics and announces 35 new AI supercomputers in Europe
- SpaceX discloses over $100B cash pile, plans bond sale after record IPO
- China adds 10 US firms including MP Materials to export control list
- UK PM Keir Starmer resigns; Andy Burnham expected to succeed