WS #13206
No material new developments in the last 30 minutes. The US-Iran conflict narrative remains unchanged with no new data points, counter-signals, or de-escalation signals observed. The situation is stable at current escalation levels.
Topics
Key developments
- US and Israel planning massive strikes on Iran's energy infrastructure as early as this weekend
- Iran strikes LNG tanker Gaslog Shanghai in Strait of Hormuz, threatens further closures
- Oil prices spike: Brent $92.12, WTI $84.61, Azeri Light $100
- US and Japan coordinate yen intervention, Japan's intervention possibly totaling $44B
- Truth Social launches Truth API, giving early access to Trump's posts for up to $100K/month
- Apple slumps after earnings, kicked out of $5 trillion club; Microsoft's AI strategy questioned