Strait of Hormuz Tensions: The UAE and Kuwait condemned an alleged Iranian missile attack on an ADNOC tanker, as Iran pushes for a toll and “future administration” talks continue with Oman; Turkey says the strait’s closure won’t directly cut its energy supply, though it notes economic hit and Red Sea harm. Middle East Supply Shock: Iraq says oil exports have fallen to about 1.5–1.7 million bpd from ~3.4 million bpd, and is pursuing new export routes via pipelines and storage. Security Near Gas Infrastructure: A drone exploded in Bulgaria near a Trans-Balkan gas compressor station, prompting NATO and radar-coverage concerns. Bangladesh Energy Crunch: A fire at an LNG terminal and earlier FSRU damage left textile factories running up to 40% below capacity, with some output only starting to recover as gas supply returns. Grid Reliability Policy: Michigan regulators propose stronger earnings penalties tied to utility reliability for DTE and Consumers Energy. Data Center Power Debate: Amazon’s Texas data center plan includes a large gas-fired power plant that could become a major US emissions source. Fuel Prices Watch (US): GasBuddy reports show easing but still elevated prices after Hormuz-linked volatility, with local lows like $3.38 regular in Cooke County and $4.74 diesel in Coryell County.