IEA accelerates only 20Mbbl of diesel while Hormuz flows run at 68% of baseline

EU mid-market update: Treasuries rally on PPI jump as CoreWeave’s 2031 bonds yield 15.8% and its CDS closes at a record >1,000bps; Anthropic investors float $1.5T against $2T on 45% sequential growth; IEA accelerates only 20Mbbl of diesel while Hormuz flows run at 68% of baseline.