1. Trump Says Iran Will Accept Weapons Inspections
2. Micron and Anthropic Reach Strategic Cooperation and Supply Agreement
3. Trump Administration Cuts Oil Drilling Deposit by 95%
The Islamic Republic of Iran News Agency (IRNA) reported on the 22nd, citing Iranian Foreign Ministry Spokesman Esmail Baghaei, that Iran’s cooperation and interaction with the International Atomic Energy Agency (IAEA) will continue under the existing framework, in accordance with the relevant laws of the Iranian Parliament and the decisions made by the Supreme National Security Council.
[Iran Denies Using Unfrozen Funds to Purchase US Agricultural Products] US Vice President JD Vance stated on June 22 in Switzerland regarding the unfreezing of Iranian assets that the US has established relevant procedures to ensure that any future unfrozen funds will be used to support the Iranian people, rather than to “finance terrorism.” According to Vance, the unfrozen Iranian funds would be used to purchase US agricultural products such as soybeans, corn, and wheat, and the mechanism would be jointly reviewed by the US and Qatar. However, according to a subsequent report by Iran’s Tasnim News Agency, citing a source close to the Iran-US negotiations, the claim that “Iran’s frozen funds would be used to purchase grain” is not true, and no such language appears in any agreement. The source indicated that Vance’s statements were “mainly driven by domestic political considerations in the US—what logic would Iran use to spend $12 billion on US agricultural products?” [Iranian Parliament Speaker: Strait of Hormuz to Be Managed Under Iran-Developed Mechanism] Mohammad Bagher Ghalibaf, head of Iran’s negotiation delegation and Speaker of the Iranian Parliament, stated that the management of the Strait of Hormuz will never return to its pre-war status. Under the premise of complying with international law, the Strait of Hormuz will be managed by Iran in accordance with the mechanism developed by Iran. Ghalibaf noted that some issues may arise in the Strait of Hormuz, so Iran and the US have agreed to establish a coordination center and a hotline to resolve emerging issues more quickly within a 30-day period. Ghalibaf emphasized that the hotline is not for approving transit permits, as such permits follow their established procedures. The hotline is solely for addressing issues or emergencies involving vessels. [US Treasury Eases Restrictions on Iran Energy-Related Transactions] The US Department of the Treasury issued a general license authorizing, until August 21, transactions involving the production, transportation, and sale of crude oil, petrochemical products, and petroleum products of Iranian origin. This license permits Iran to use US dollars for oil transactions and also allows US importers to purchase Iranian crude oil, petrochemical products, and petroleum products. US Treasury Secretary Scott Bessent also commented that, based on “ongoing productive talks” in Switzerland, Iran has committed to “ensuring the free and open passage of the Strait of Hormuz” and allowing “IAEA inspectors access to the country.”Meanwhile, a spokesperson for the Iranian Foreign Ministry stated that Iran did not negotiate on nuclear issues during the talks in Switzerland on Sunday, nor did it accept any new commitments. 【Tesla Fatal Crash Triggers U.S. Auto Safety Regulator Investigation】 A fatal collision involving a Tesla sedan is under federal investigation after an electric vehicle crashed into a residence in Texas, resulting in the death of a woman inside the home. The National Highway Traffic Safety Administration (NHTSA) said on Monday that it has opened a special crash investigation into the incident that occurred on June 19. The agency confirmed the investigation in an email statement but provided no further details. 【Trump Administration Intensifies Quantum Strategy, Sets 2028 Goal for Scientific-Grade Quantum Computer Breakthrough】 U.S. President Trump signed an executive order on Monday requiring the accelerated development of high-performance quantum computers for scientific research and the rapid enhancement of government systems’ capabilities to address related cybersecurity threats, thereby strengthening the nation’s leading position in this critical technology competition. Michael Kratsios, Director of the White House Office of Science and Technology Policy, stated during a pre-release conference call, “We believe this goal can be achieved by 2028,” referring to the construction of a quantum computer with significant scientific value. Subsequently, Trump remarked at the signing ceremony, “We will make unprecedented investments in America’s quantum technology leadership.” He added that these measures would further expand the nation’s advantage in this field. 【Trump Administration Cuts Oil Drilling Bonds by 95%】 The U.S. Department of the Interior announced a 95% reduction in the bonds that oil and gas companies must post to drill on federal lands, aiming to encourage more energy exploration. The Department stated on Monday that the bond required for onshore federal drilling leases will be reduced from the $500,000 mandated during the Biden administration to $25,000. These bonds are designed to ensure that the costs of plugging and cleaning up abandoned wells are not borne by taxpayers. The policy will enter a 60-day public comment period after publication in the Federal Register. Additionally, the Department will remove certain provisions in waste reduction rules applicable to drilling permit applications and clarify related definitions. 【Report: SpaceX to Issue Investment-Grade Bonds for First Time, Bankers Conducting Presentations】 Following its record-breaking $75 billion U.S. IPO, SpaceX is initiating its first issuance of investment-grade bonds, which is expected to usher in a wave of substantial debt raising to fund its in the artificial intelligence sector.
According to sources familiar with the matter, several banks that previously provided short-term bridge financing to SpaceX—including Bank of America, Citigroup, Goldman Sachs, JPMorgan, and Morgan Stanley—arranged a conference call with investors on Monday. The source indicated that a bond issuance is expected to follow, with maturities ranging from 5 to 30 years. SpaceX has signed a significant compute capacity agreement with Reflection AI, making the open-source artificial intelligence startup the latest external enterprise to lease computing infrastructure from Musk’s “Giant” data centers. Under the agreement, Reflection can immediately access NVIDIA GB300 chips—the top-tier AI processors used for training and running cutting-edge models. The two parties have agreed that from July 1, 2026, to 2029, Reflection will pay SpaceX $150 million per month in compute rental fees. If the contract is fully executed through its term, the total transaction value will be approximately $6.3 billion. After the contract has been in effect for three months, either party may terminate the agreement with 90 days’ prior notice. Micron Technology, a U.S. memory storage giant, and Anthropic have announced a strategic agreement covering AI architecture design for memory and storage, supply-demand collaboration, and the enterprise-level application of Claude within Micron. As a key focus of the partnership, Micron and Anthropic will analyze the performance of memory and storage subsystems under various workloads and how they interact across the full infrastructure technology stack. Micron expects this work to drive improvements in memory and storage performance, energy efficiency, and “token economics” for Anthropic’s AI infrastructure.
