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US intel says Putin ordered NATO sabotage drive, Leipzig drone attack an opening shot
The report raises the perceived risk of escalation between Russia and NATO, which would tend to support European defence stocks and weigh on European risk sentiment if officials respond with tougher measures. The energy channel is the one to watch: Russia’s diesel supply deal with Washington and the pause in new US sanctions were aimed partly at keeping Moscow out of the war with Iran, so any rupture in that arrangement could tighten fuel markets already strained by the Middle East conflict. Drone strikes on commercial ships in the Black Sea add a shipping risk premium near NATO w
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