> OIL RECOVERY WILL LAG ANY IRAN DEAL
EVEN WITH A U.S.–IRAN BREAKTHROUGH REOPENING THE STRAIT OF HORMUZ, OIL MARKETS MAY TAKE 6–8 WEEKS TO NORMALIZE. RYSTAD ENERGY SAYS INSURANCE REPRICING, SHIPPING ACCESS, AND REBUILDING CONFIDENCE WILL DELAY FLOWS, DESPITE LIKELY IMMEDIATE MOVES IN FUTURES PRICES.
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EVEN WITH A U.S.–IRAN BREAKTHROUGH REOPENING THE STRAIT OF HORMUZ, OIL MARKETS MAY TAKE 6–8 WEEKS TO NORMALIZE. RYSTAD ENERGY SAYS INSURANCE REPRICING, SHIPPING ACCESS, AND REBUILDING CONFIDENCE WILL DELAY FLOWS, DESPITE LIKELY IMMEDIATE MOVES IN FUTURES PRICES.
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> U.S. FUEL EXPORTS HIT RECORD HIGH
U.S. OIL PRODUCT EXPORTS JUMPED TO A RECORD 8.2 MILLION BARRELS PER DAY, DRIVEN BY SURGING DIESEL DEMAND. WITH THE STRAIT OF HORMUZ DISRUPTED, GLOBAL MARKETS ARE INCREASINGLY RELYING ON U.S. FUEL SUPPLIES.
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U.S. OIL PRODUCT EXPORTS JUMPED TO A RECORD 8.2 MILLION BARRELS PER DAY, DRIVEN BY SURGING DIESEL DEMAND. WITH THE STRAIT OF HORMUZ DISRUPTED, GLOBAL MARKETS ARE INCREASINGLY RELYING ON U.S. FUEL SUPPLIES.
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> U.S., IRAN NEAR FRAMEWORK TO RESTART TALKS
THE U.S. AND IRAN ARE DRAFTING A ONE-PAGE, 14-POINT FRAMEWORK TO LAUNCH A MONTH OF RENEWED TALKS, POTENTIALLY STARTING NEXT WEEK IN ISLAMABAD. KEY ISSUES—URANIUM ENRICHMENT LIMITS, SANCTIONS RELIEF, AND CONTROL OF THE STRAIT OF HORMUZ—REMAIN UNRESOLVED. THE PLAN INCLUDES EASING TENSIONS DURING NEGOTIATIONS, BUT MAJOR STICKING POINTS COULD COMPLICATE ANY DEAL.
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THE U.S. AND IRAN ARE DRAFTING A ONE-PAGE, 14-POINT FRAMEWORK TO LAUNCH A MONTH OF RENEWED TALKS, POTENTIALLY STARTING NEXT WEEK IN ISLAMABAD. KEY ISSUES—URANIUM ENRICHMENT LIMITS, SANCTIONS RELIEF, AND CONTROL OF THE STRAIT OF HORMUZ—REMAIN UNRESOLVED. THE PLAN INCLUDES EASING TENSIONS DURING NEGOTIATIONS, BUT MAJOR STICKING POINTS COULD COMPLICATE ANY DEAL.
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> IRAN'S PARLIAMENT SPEAKER GHALIBAF: IRAN DOES NOT UNDERESTIMATE RISK OF MILITARY OR TERRORIST ATTACKS
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> IRAN'S FOREIGN MINISTRY SPOKESPERSON SAYS TEHRAN'S RESPONSE TO U.S. VIEWS ON IRAN'S 14-POINT PROPOSAL HAS NOT YET BEEN CONVEYED TO PAKISTAN - IRAN'S STATE BROADCASTER IRIB
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> FRENCH FINANCE MINISTRY: MOTOR FUELS CONSUMPTION IN FRANCE DROPPED 11% IN APRIL DUE TO DEMAND REDUCTION
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> XAI: SPACEXAI HAS SIGNED AN AGREEMENT WITH ANTHROPIC TO PROVIDE ACCESS TO COLOSSUS 1
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> IRAN WARNS OF TOUGH TIMES AHEAD
PARLIAMENT SPEAKER MOHAMMAD GHALIBAF CAUTIONED IRANIANS TO BRACE FOR ECONOMIC STRAIN AND POTENTIAL ATTACKS, ACCUSING THE U.S. OF SEEKING TO FORCE SURRENDER THROUGH PRESSURE. HE URGED FRUGALITY AND PUBLIC RESILIENCE AS TENSIONS RISE AND NEGOTIATIONS REMAIN UNCERTAIN.
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PARLIAMENT SPEAKER MOHAMMAD GHALIBAF CAUTIONED IRANIANS TO BRACE FOR ECONOMIC STRAIN AND POTENTIAL ATTACKS, ACCUSING THE U.S. OF SEEKING TO FORCE SURRENDER THROUGH PRESSURE. HE URGED FRUGALITY AND PUBLIC RESILIENCE AS TENSIONS RISE AND NEGOTIATIONS REMAIN UNCERTAIN.
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> CMA CGM SAIGON CONTAINER SHIP SAILING ALONG OMANI COAST AFTER EXITING STRAIT OF HORMUZ, VESSEL TRACKING SHOWS
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