WS #8685
No genuinely new material developments have emerged in the last 30 minutes. The previous synthesis remains current, with no counter-signals or de-escalation to report.
Key developments
- Iran President Pezeshkian submits resignation to Supreme Leader
- IRGC member assassinated in Tehran, first targeted killing since April ceasefire
- Russian refinery strikes knock out ~25% diesel, ~30% gasoline capacity; export bans imminent
- US tightens AI chip export rules for Chinese firms overseas
- Technology sector (XLK) overtakes Energy (XLE) as best-performing YTD at +32.7%