WS #13695
No material new developments in the last 30 minutes. The Strait of Hormuz crisis narrative remains unchanged with no new escalation or de-escalation signals. No counter-signals or non-dominant-narrative developments have emerged to warrant updating the previous synthesis.
Topics
Key developments
- Iran attacks ADNOC vessel in Strait of Hormuz, escalating crisis
- US Senate passes Russia sanctions bill authorizing 100% tariffs on India, China
- Alphabet plans $20-25B bond sale to fund AI spending
- Amazon building 7.65 GW gas power plant for AI data centers
- Gold hits two-month high at $4,401 on weak jobs data and Chinese buying
- Bitcoin enters BIP-110 signaling period with minimal miner support