Trump administration officials has begun warning countries that U.S. weapons supplies to Ukraine may be interrupted in the coming months as the Pentagon prioritizes their use for the war in Iran, via Politico
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CBS' Jacobs reports "White House officials are cautiously hopeful that the latest negotiations with Iran are making progress, sources familiar"
Edison says Qatarenergy forces majeure until mid-June
Trump administration officials has begun warning countries that U.S. weapons supplies to Ukraine may be interrupted in the coming months as the Pentagon prioritizes their use for the war in Iran, via Politico
Iran's Khondab heavy water research reactor targeted in air attack, Fars News reports; no causalities and no danger threatens residents in Area
Saudi Arabia and Ukraine sign defence procurement memorandum
On the Newsquawk feed at , 20 minutes before this page.
Context
The warning from Trump's administration about potential interruptions in U.S. weapons supplies to Ukraine suggests a shift in military focus that could destabilize the current geopolitical landscape. This escalation of tensions could drive a flight to safety in markets, particularly impacting assets like gold and the Japanese yen, while possibly weighing on equities. Additionally, energy markets may react as any renewed conflict perceptions could heighten supply concerns, especially if linked to Iran.
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