WS #13739
No material new developments in the last 30 minutes. The dominant US-Iran conflict narrative remains unchanged, with no new counter-signals or de-escalation indicators. Energy and defense themes persist as previously described.
Topics
Key developments
- Iran sets six preconditions for Hormuz reopening, Guards vow to keep strait closed until all met
- Houthis attack Saudi Aramco Jizan refinery and Yemeni port Mokha, killing at least 11
- Pentagon gives contractors 21 days to propose faster weapons production; $58.6B Patriot missile deal to Lockheed Martin
- Gold surges 7.39% to $4,401 after weak US jobs data, markets price Fed pause/cut
- Apple in talks with Chinese DRAM maker CXMT for memory chips despite US concerns
- Ukraine confirms drone strikes on Russian oil refineries in Samara and Krasnodar
- Hackers target Wall Street financial firms in sophisticated cyber intrusions