WS #6152
No material new developments in the last 30 minutes. The dominant narratives from the previous window (UAE leaving OPEC, OpenAI revenue miss, Iran ceasefire deterioration, Tuapse refinery fire, US consumer confidence) remain unchanged with no new data points or counter-signals.
Key developments
- UAE exits OPEC and OPEC+ effective May 1, 2026
- OpenAI misses revenue and user targets, triggering tech selloff
- BP Q1 profit more than doubles to $3.2B on exceptional oil trading
- HSBC upgrades IBM to Hold, raises price target to $231
- US gasoline prices hit four-year high as Strait of Hormuz blockade persists