WS #13798
No material new developments in the last 30 minutes. The dominant Strait of Hormuz/oil narrative remains unchanged and is not re-reported here. No counter-signals or de-escalation detected. The only notable item is a minor earthquake in Colombia (M5.1), which is below market-moving threshold and has no US ticker impact.
Topics
Key developments
- Iran refuses to reopen Hormuz until US lifts blockade and pays reparations; WTI jumps 3%
- Ukraine drone strikes on Russian oil refineries kill 13, hit TANECO and ZapSibNeftekhim
- Intel announces $15B stock offering, shares trade lower
- Microsoft to launch Maia 300 AI chip as soon as next month, TSMC to produce 300,000 units in 2027
- M7.4 earthquake strikes Colombia, causing significant damage and suspending air operations