WS #14290

The dominant US-Iran conflict narrative remains unchanged and is still ESCALATING. All incoming data is either stale rehashes of the same conflict or routine noise. Therefore, no new key developments are added this cycle. This window carries 5 key development(s), 4 at significance:high: Iran shifts to fully offensive war policy, threatens attack to break US naval blockade; Strait of Hormuz crossings fall to 95/week, only 3 on Sunday, as ceasefire expires; US 30-year Treasury yield hits 5.31%, highest since 2007, as oil spike fuels inflation fears; Nvidia in talks to invest up to $3B in SB Energy, provide $105B credit support for OpenAI Ohio data center. A further 1 development(s) sit below significance:high.