Middle East Ceasefire & Lebanon: Iran’s foreign minister Abbas Araghchi says any Israeli strikes or continued occupation in southern Lebanon would violate the US-Iran memorandum, while Israel insists it won’t withdraw and Hezbollah reports clashes with Israeli forces near Kfar Tebnit despite the deal. US-Iran Deal & Nuclear Talks: Trump says the Iran agreement is moving to a “second stage” and warns Iran “will never have a nuclear weapon,” as a Friday signing in Switzerland is expected to kick off broader negotiations—leaving Israel sidelined and warning it could still act against threats. Shipping & Oil Markets: Markets are cheering hopes of Strait of Hormuz reopening, but shipowners want clarity on mines, safety and procedures; oil slid to a three-month low while gold stayed near records. Aviation Disruption: UBS warns Middle East conflict is still cutting European airline seat capacity, with disruption easing only gradually into August. Regional Energy Deals: Egypt seeks more UAE investment with ENOC and Dragon Oil, while MOL signs a Libya offshore exploration production-sharing deal. Israel-Iran Surveillance: Israeli satellites reportedly photographed Iran over 50,000 times during “Operation Roaring Lion,” underscoring the scale of the campaign. Culture & Diplomacy: Qatar’s Museum of Islamic Art screened “Inside Gaza,” featuring AFP journalists trapped in the besieged territory.