WS #13758
Iran's IRGC demands compensation and sanctions relief before reopening Hormuz; Trump reportedly willing to drop nuclear deal for reopening, creating a high-stakes impasse that keeps oil risk premium elevated. Netanyahu rejects Trump's 15-point Gaza plan, insisting no withdrawal until Hamas disarms, deepening uncertainty over ceasefire and regional stability. Pentagon memo demands faster delivery schedules from defense contractors as Iran war depletes munitions stocks (Patriot interceptors down 65%), boosting defense sector outlook.
Iran-Hormuz standoff escalates
Iran's IRGC demands compensation and sanctions relief before reopening Hormuz; Trump reportedly willing to drop nuclear deal for reopening, creating a high-stakes impasse that keeps oil risk premium elevated.
Netanyahu rejects Trump's 15-point Gaza plan, insisting no withdrawal until Hamas disarms, deepening uncertainty over ceasefire and regional stability.
Pentagon memo demands faster delivery schedules from defense contractors as Iran war depletes munitions stocks (Patriot interceptors down 65%), boosting defense sector outlook.