WS #10519
No material new developments in the last 30 minutes. The dominant narrative remains the de-escalation of the Iran conflict and reopening of the Strait of Hormuz, with oil prices declining. No counter-signals or non-dominant-narrative developments have emerged.
Topics
Key developments
- Strait of Hormuz reopens: 172+ vessels cross, Brent crude falls to war-low
- Ethereum Foundation to cut budget 40%, headcount 20%
- AMC Entertainment falls 25% on $200M share offering
- TSM sees $801M dark pool order, signaling institutional accumulation
- Russia gasoline crunch worsens: two-thirds of regions face rationing