WS #7889
No material new developments in the last 30 minutes. The dominant narrative of escalating Iran/oil risk remains unchanged, with no counter-signals or de-escalation detected. All high-significance items from the previous window carry forward.
Key developments
- Trump threatens to seize and destroy Iran's enriched uranium
- Russia's Norsi oil refinery shuts main processing unit after drone attack
- Fed's Barkin warns repeated supply shocks test inflation anchor, gas prices could take months to fall
- Trump postpones AI executive order signing, citing concerns it could be a 'blocker'
- SpaceX's $45 billion Anthropic deal validates AI infrastructure spending