Bull Case
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China adds 7 EU firms to export control list over Taiwan links
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Bull Case
Iran received 'some sign' the US is ready to break the blockade - TASNIM
Reports in Iran: 'the alleged US blockade of the strait of hormuz has been broken, an oil tanker under US sanctions was able to pass through this waterway and anchor off the coast of Iran'
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ETFs have bought almost 3 times the Bitcoin mined by miners in the last 30 trading days. More than half of it has been bought only in the last 5 days.
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Houthis discussed imposing Red Sea transit tolls to formalize control over shipping lanes - UK security firm
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White House extends shipping waiver to ease oil supply tightness

Foreign flagged tankers to continue moving oil and refined products between domestic ports, such as from the Gulf Coast to the East Coast or Alaska.
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Iran's foreign minister expected in Islamabad on Friday night
Pakistan may announce resumption of Iran-US talks today - Al Arabiya
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Pakistan may announce resumption of Iran-US talks today - Al Arabiya
A high-ranking Pakistani government source estimates the occurrence of a serious breakthrough today
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Iran's foreign minister expected in Islamabad on Friday night
Iranian foreign minister Araqchi expected to arrive in Islamabad at 10:00pm local time (in 5h) - NYP
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US Defense secretary Hegseth: Iran has a chance to make a good deal
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Iran has dropped more mines in Hormuz earlier this week - Axios
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Iranian foreign minister Araqchi expected to arrive in Islamabad at 10:00pm local time (in 5h) - NYP
No indication yet that this will be a second round of talks. As of now, only Pakistan and Iran have confirmed a meeting with each other - NYP
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Iranian foreign minister Araqchi expected to arrive in Islamabad at 10:00pm local time (in 5h) - NYP
Iranian parliament speaker Qalibaf has stepped down as head of the negotiating team due to internal disagreements. Hardliner Saeed Jalili or foreign minister Araghchi seen as likely replacements - Iran International
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No indication yet that this will be a second round of talks. As of now, only Pakistan and Iran have confirmed a meeting with each other - NYP
US delegation will arrive in Islamabad within 36 hours in preparation for 2nd round of talks - Al Asharq
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No Iran-US talks during Araghchi's Pakistan visit, only bilateral engagement - senior Iranian source
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No Iran-US talks during Araghchi's Pakistan visit, only bilateral engagement - senior Iranian source
Iran FM Araqchi will discuss his side of the proposal for talks with US, which will be conveyed to the US - two Pakistani sources
Trump is dispatching special envoy Steve Witkoff and Jared Kushner to Pakistan to join talks with Iranian Foreign Minister Abbas Araghchi - US officials
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Trump is dispatching special envoy Steve Witkoff and Jared Kushner to Pakistan to join talks with Iranian Foreign Minister Abbas Araghchi - US officials
Vice President JD Vance is not expected to attend, as Iranian parliamentary speaker Mohammad-Bagher Ghalibaf, viewed by White House officials as Iran's delegation head and Vance's counterpart, will also not participate. Vance would travel to Islamabad if negotiations advance, while his staff will be present for the discussions.