WS #12693
No genuinely new market-moving developments have emerged in the last 30 minutes. The dominant triple oil supply shock narrative remains stable with no de-escalation or counter-signals. The Nvidia-SK Group AI infrastructure deal and Apple-Micron memory chip dispute are ongoing but unchanged. No new data points or cross-source corroborations to report.
Topics
Key developments
- Brent crude surges to $100/barrel amid triple oil supply shock
- Nvidia and SK Group announce $500B+ AI infrastructure partnership
- Apple faces Micron opposition to use Chinese memory chips
- New US Section 301 tariffs on 60 countries challenged by lawsuit
- Iran's IRGC fires warning shots at four vessels in Strait of Hormuz