Middle East Oil Shock: Fresh U.S.-Iran strikes and the end of the ceasefire push crude higher again, with Brent back around the high-$70s and traders focused on Strait of Hormuz risks, insurance costs, and shipping delays. Macro Energy Impact: The IMF says India’s economy is still resilient despite higher oil prices from the conflict, nudging 2026 growth to 6.4% while expecting a rebound in 2027 as the energy shock eases. Power Projects in India: NLC India and NALCO sign a 50:50 deal for a 1,080 MW coal-based captive thermal plant in Odisha, while NTPC Green Energy commissions the first 50.4 MW of its Vanki wind project in Gujarat. Grid + Storage Momentum: Amara Raja partners Nuvation Energy to localize high-voltage battery management systems for grid-scale storage, and Namibia’s energy push spotlights the need for “plug-and-play” ICT for incoming oil and gas players. Energy Transition Tensions: Philippines experts warn the country must speed up renewables, transmission, and planning to avoid recurring shortages and fuel imports. Local Reliability Stress: Prolonged outages in Pakistan’s Shangla district deepen hardship during a heatwave. Energy Security Tech: Infineon opens a major Dresden power-semiconductor fab aimed at EV, data center, and renewables power electronics. Policy + Consumer Pressure: California reports a barcode/QR scam tied to power shutoff threats, while UK planning debates continue over a large solar farm.