WS #8984
No material new developments in the last 30 minutes. The dominant oil supply crisis narrative remains unchanged with no counter-signals or de-escalation. All prior high-significance items (oil supply disruption, Hezbollah ceasefire rejection, Pinterest-AWS deal, Quantinuum IPO, SEC day trading rule change, Bitcoin ETF outflows) are carried forward as ongoing.
Key developments
- IMF: Iran war has curtailed 14M bpd oil production; reserves to hit 5-year low of 7.5B barrels in July
- Hezbollah rejects renewed ceasefire with Israel, threatening fragile truce
- Pinterest commits $4B to AWS cloud services through 2031
- Quantinuum IPO indicated to open at $73 vs $60 IPO price
- Goldman Sachs expects SpaceX AI revenue to surge 100x by 2030
- SEC scraps $25,000 minimum account balance for day traders
- US spot Bitcoin ETFs see $397M outflows, 13-day streak totals $4.4B
- Coal stocks climb as Trump announces $700M boost to coal sector