WS #13476
Iran says Oman transit route viable 2-4 months but US must return to Islamabad MOU commitments, adding uncertainty to Hormuz reopening. SpaceX Q2 revenue surged 92% with $6B Starshield contracts, bullish for RKLB, RDW, PL, BKSY; ASTS faces competitive risk. US distillate exports surge to record as global diesel demand drains domestic stockpiles, bullish for refiners.
Hormuz shipping deal conditionality
Iran says Oman transit route viable 2-4 months but US must return to Islamabad MOU commitments, adding uncertainty to Hormuz reopening.
SpaceX Q2 revenue surged 92% with $6B Starshield contracts, bullish for RKLB, RDW, PL, BKSY; ASTS faces competitive risk.
US distillate exports surge to record as global diesel demand drains domestic stockpiles, bullish for refiners.