WS #13447
No material new developments in the last 30 minutes. The Hormuz de-escalation narrative remains dominant and stable, with no new data points beyond what was previously reported. No counter-signals or non-dominant-narrative developments have emerged in this window.
Topics
Key developments
- US, Iran, Oman near interim deal to reopen Strait of Hormuz; announcement expected Wednesday
- Houthis claim 8th missile attack on Saudi oil tanker in Red Sea, escalating maritime threats
- SpaceX reports Q2 revenue beat but $18.4B capex and net loss of $541M; stock drops 8% after hours
- RBI holds repo rate at 5.25%, raises FY27 GDP forecast to 6.7%, lowers inflation to 5%
- US has used virtually all ATACMS and PrSM missiles in Iran conflict, raising defense readiness concerns