Critical alerts

Tripwire notifications from the last 24 hours

🇮🇷 Iran proposes 7-day truce to reopen Strait of Hormuz · 09:03 UTC — Iran Proposes 7-Day Truce to Reopen Strait of Hormuz

🌾 Rice price up 5.7% vs its 28-day baseline (+2.3 sigma) · 06:45 UTC — Tracked metric: the price of Rice (exports) — ZR=F daily settlement. The figures are prices, not volumes. Concentrated producers: India (IND) 35% (noteworthy).

🇾🇪🇮🇷 Houthi rebels advance in Yemen, overwhelming hospitals · 05:33 UTC — Yemen's Civil War Overwhelms Hospitals as Iran-Backed Rebels Advance · Sources: apnews.com

🇮🇷🇮🇱 Iran's Khamenei killed; ceasefire reached in Israel-Iran war · 04:03 UTC — Operations Roaring Lion and Epic Fury: Khamenei Killed, Ceasefire Reached · Sources: jpost.com

🇾🇪 Yemen government warns UN of Houthi threat to Red Sea shipping · 01:18 UTC — Yemen Government Warns UN of Houthi Threat to Global Economy via Red Sea Strait · Sources: apnews.com

🇺🇸🇨🇺 US considers new UN travel bans for Cuban officials · 00:18 UTC — US Considers New UN Travel Bans for Cuban Officials Amid Escalating Economic Blockade · Sources: apnews.com

🇺🇸🇮🇷 US and Iran discuss phased deal to end Hormuz blockade · 19:33 UTC — US and Iran Discuss Phased Deal to End Strait of Hormuz Blockade · Sources: livemint.com

🇮🇷🇾🇪 80 nations at UN demand Hormuz reopening, condemn Iran · 17:48 UTC — 80 Nations Demand Strait of Hormuz Reopening and Condemn Iran, Houthi Attacks at UN · Sources: straitstimes.com

🇰🇵 North Korea rejects international call to halt nuclear tests · 16:04 UTC — North Korea Rejects International Call to Halt Nuclear Tests · Sources: straitstimes.com

🇪🇹 Ethiopia's army says it repelled TPLF attacks in Tigray · 13:04 UTC — Ethiopia's army says it has repelled TPLF attacks in first comment on fresh Tigray fighting · Sources: bbc.co.uk

🇾🇪 Yemeni forces repel Houthi assault on supply route · 11:04 UTC — Yemeni Forces Repel Houthi Assault on Critical Supply Route Amid Escalating Civil War · Sources: jpost.com

🇺🇸 EU warns US diesel export ban would harm both sides · 11:03 UTC — EU Warns US Diesel Export Ban Would Harm Both Sides

🇮🇱 Hamas says ready to implement Board of Peace ceasefire roadmap · 10:18 UTC — Hamas Ready to Implement Board of Peace Ceasefire Roadmap, Blames Israel for Obstruction · Sources: jpost.com

🇩🇰🇷🇺 Danish intelligence warns of risk of limited Russian attack on NATO · 10:18 UTC — Danish Intelligence Warns of Growing Risk of Limited Russian Attack on NATO Despite Unlikelihood of Invasion

Big movers

Countries moving beyond their normal range — last 3 days vs their 28-day baseline

No country is moving beyond its normal variability.

Headline events

Noteworthy events from the last 24 hours — may not be reflected in the ratings yet

Commodities

Watchlist prices vs their 28-day baseline — same ruler as the country movers

🛢️ LNG price (exports · NG=F daily settlement, US Henry Hub proxy) ▲ 3.26 +7.7% · +4.0σ

Concentrated producers: United States (USA) 26% (noteworthy)

🌾 Rice price (exports · ZR=F daily settlement) ▲ 16.57 +5.7% · +2.3σ

Concentrated producers: India (IND) 35% (noteworthy)