WS #13693
No material new developments in the last 30 minutes. The Strait of Hormuz crisis narrative remains unchanged with no new counter-signals or de-escalation. All other themes (Russia sanctions, Amazon gas plant, CoreWeave) are unchanged from the previous synthesis.
Topics
Key developments
- Iran issues six-point demand list for reopening Strait of Hormuz, says strait stays closed until US meets demands
- Iran attacks 16th tanker (ADNOC vessel) in Strait of Hormuz; traffic down to ~10% of pre-war levels
- US Treasury sanctions crypto exchanges and front companies laundering billions for Iran's IRGC
- US Senate passes Russia sanctions bill with potential 100% tariffs on countries importing Russian energy
- Amazon confirms largest planned US gas power plant (7.65 GW) for AI data centers
- Ukraine drone strikes hit two Russian oil refineries (Ilsky and Syzran) and a ship near Tuapse
- US Senate stalls crypto bill (CLARITY Act) despite $225M lobbying push
- Bitcoin BIP-110 soft fork signaling begins with miner support below 2.5%