WS #12839
No genuinely new material developments in the last 30 minutes. The dominant narrative remains the Iran-US de-escalation and oil price collapse, with no fresh data points or counter-signals to report. All key developments from the previous synthesis are still current and unchanged.
Topics
Key developments
- US and Iran pause strikes; Oman talks progress on Strait of Hormuz
- Oil prices crash 6-7% on de-escalation hopes
- Nvidia co-signs $250B guarantee for OpenAI data center, raising circular financing fears
- LVMH CFO: US demand strong, Chinese demand flat
- Houthis claim drone attack on Saudi Abqaiq oil facility
- US drone shot down in Iraq; Ukraine strikes Russian oil depot