GM, here’s the latest from Decis Intelligence.

Critical alerts

Tripwire notifications from the last 24 hours

⛏️ Platinum price down 5.3% vs its 28-day baseline (-2.1 sigma) · 06:45 UTC — Tracked metric: the price of Platinum — PL=F daily settlement. Concentrated producers: South Africa (ZAF) 71% (major).

🇫🇷 France school protests met with police crackdown · 05:18 UTC — France's School Protests and Police Crackdown Cloud Macron's Final Months · Sources: apnews.com

🇯🇵 Japan declares state of emergency over global cyber threats · 19:33 UTC — Global Cyber Threats Prompt Japan State of Emergency and Insurance Advice · Sources: livemint.com

🇮🇷 Oil flow through Strait of Hormuz hits 12M barrels daily despite attacks · 18:48 UTC — Oil Flow Through Strait of Hormuz Hits 12M Barrels Daily Despite Iranian Attacks · Sources: nypost.com

Housing protesters injured in Porto police crackdown · 18:33 UTC — Housing Protesters Injured in Porto Police Crackdown · Sources: euronews.com

Oil tanker fire and container ship sinking in Strait of Hormuz · 14:33 UTC — Oil Tanker Fire and Container Ship Sinking Escalate Tensions in Strait of Hormuz · Sources: independent.co.uk

🇱🇧🇮🇱 Hezbollah admits seized explosives meant for Israeli targets · 11:18 UTC — Hezbollah Admits Seized Explosives Were for Israeli Targets, Denies Assassination Plot · Sources: apnews.com

🇷🇺🇺🇸🇺🇦 Russia launches record drone swarm as energy ceasefire collapses · 11:03 UTC — US Energy Ceasefire Effort Collapses as Russia Launches Record Drone Swarm and Ukraine Resumes Refinery Strikes · Sources: theguardian.com

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

🇷🇺 Russia — Trump’s Deal With Russia Inflames Ukraine War He Vowed to End [International Relations] · dw.com · also: bt.dk, theguardian.com

Commodities

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

🌾 Rice price (exports · ZR=F daily settlement) ▲ 17.25 +5.6% · +2.4σ

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

🌾 Maize price (exports · ZC=F daily settlement) ▼ 478.0 -7.3% · -2.2σ

⛏️ Primary aluminum price (smelting · ALI=F daily settlement) ▼ 3109.25 -7.1% · -2.1σ

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

⛏️ Platinum price ▼ 1642.0 -5.3% · -2.1σ

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

Carpe tomorrow

Andrew

Andrew

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