WS #12734
No genuinely new developments in the last 30 minutes. The dominant narrative remains the Houthi-Saudi conflict and oil supply shock, with no material changes or counter-signals detected. The previous synthesis accurately captures the current state.
Topics
Key developments
- Houthis strike Saudi Aramco oil facilities in Jizan and Yanbu, escalating conflict
- Trump holds off on major Iran strikes, US pauses airstrikes for first time since July 13
- Ukraine strikes Siberian oil refinery; Russia extends gasoline export ban to year-end
- NVDA and 34 companies urge Washington not to restrict open-weight AI
- GM posts record pickup truck sales, raises full-year outlook