WS #8014
No genuinely new market-moving developments in the last 30 minutes. The Ukraine-Russia conflict narrative remains stable with no escalation or de-escalation signals. No counter-signals or non-dominant-narrative developments detected.
Key developments
- Ukrainian drone strikes hit Russian oil ports and refineries, escalating supply disruption risk
- Rubio visits India to sell US energy as Iran oil shock persists
- Tulsi Gabbard resigns as US director of national intelligence