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Good morning. Brent is $83.11 and WTI $80.32 after reports of a U.S.–Iran framework to reopen Hormuz, while the Nikkei closed at 69,318 and the U.S. 10‑year yield eased to 4.451%. U.S. ports remain tight (average utilization 83.9%), keeping PSS/GRIs elevated even as fuel costs fall. Large AI builds (a $35bn Anthropic financing and a reported 10 GW OpenAI lease) lock in multi‑year demand for power and compute. Today’s through‑line: cheaper energy, constrained freight, and rising AI power intensity.
