WS #13721
No material new developments in the last 30 minutes. The dominant Strait of Hormuz closure narrative remains unchanged with no counter-signals or de-escalation. No new data points on any previously covered themes.
Topics
Key developments
- Iran Guards say Hormuz stays closed until US meets all conditions
- Houthis claim drone strike on Saudi Aramco Jazan refinery
- US Senate passes Russia sanctions bill enabling 100% tariffs on buyers of Russian energy
- Weak US July jobs report boosts rate-cut hopes
- Apple pulls Qwen support doc, signaling pivot to Baidu for China AI
- Berkshire's new CEO invests $10B in Alphabet and buys back $4.5B
- SpaceX reports $2B H1 loss but stock gains 15.8% on Q2 beat
- Dell lands $10B AI infrastructure deal with Volta