Critical alerts

Tripwire notifications from the last 24 hours

🇮🇱🇱🇧 Israeli strike in southern Lebanon wounds soldier and three civilians · 07:48 UTC — Israeli Strike in Southern Lebanon Wounds Soldier and Three Civilians as Ceasefire Stalls

⛏️ Primary aluminum price down 2.3% vs its 28-day baseline (-2.4 sigma) · 06:45 UTC — Tracked metric: the price of Primary aluminum (smelting) — ALI=F daily settlement. The figures are prices, not volumes. Concentrated producers: China (CHN) 59% (major).

🇹🇼🇺🇸 Taiwan plans $850M ammunition spend against potential PLA blockade · 02:33 UTC — Taiwan Plans US$850 Million Ammunition Spend to Prepare for Potential PLA Blockade · Sources: scmp.com

🇮🇶🇸🇾 Iraq imports gasoline via Syrian port to bypass Hormuz · 18:03 UTC — Iraq Imports Gasoline via Syrian Port to Bypass Closed Strait of Hormuz · Sources: apnews.com

🇮🇷 Iran's currency hits record low amid war and blockade · 16:18 UTC — Iran's Currency Hits Record Low Amidst War and Economic Blockade · Sources: apnews.com

🇷🇺🇺🇸 Russian envoy meets US officials on energy and peace talks · 15:18 UTC — Russian Envoy Kirill Dmitriev Meets US Officials in Washington on Energy and Peace Talks

🇮🇷🇺🇸 Iran threatens new strikes amid Hormuz standoff · 14:18 UTC — Iran Threatens New Strikes Amidst Hormuz Strait Standoff and US Response Wait

🇺🇸 Trump expected to drop US diesel export ban plan · 10:18 UTC — EU Officials Expect Trump to Drop Diesel Export Ban Plan · Sources: politico.eu

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

🇪🇬 Egypt — Eritrea’s proxy war against Ethiopia [International Relations] · jns.org · also: firstpost.com, taz.de

🇪🇹 Ethiopia — Eritrea’s proxy war against Ethiopia [International Relations] · jns.org · also: firstpost.com, taz.de

Commodities

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

⛏️ Primary aluminum price (smelting · ALI=F daily settlement) ▼ 3320.5 -2.3% · -2.4σ

Concentrated producers: China (CHN) 59% (major)

⛏️ Palladium price ▼ 1230.5 -8.4% · -2.4σ

Concentrated producers: Russia (RUS) 44% (major), South Africa (ZAF) 37% (noteworthy)

⛏️ Platinum price ▼ 1730.5 -3.9% · -2.1σ

Concentrated producers: South Africa (ZAF) 71% (major)