Middle East Oil Shock: Brent jumped above $107 after Saudi shut a key East-West pipeline following attacks, while fresh strikes around the Strait of Hormuz kept supply fears high; analysts warned exports could be constrained within days if repairs drag. US-Iran Standoff: Trump floated the idea the US could “stay and keep the oil” in Iran, and officials reportedly want future talks to focus on Iran’s nuclear program rather than reopening Hormuz. Power Sector Under Pressure: Ukraine reported a fatal strike on an electricity repair crew in Sumy, underscoring how conflict is hitting grid reliability. Grid & Market Moves: Japan’s Chubu Electric faced fallout from a quake-data scandal, with leadership set to step down and restart plans likely abandoned. Clean Power & Infrastructure: India pushed captive renewables for data centers via SECI’s MoU with HyperVault, while Sri Lanka commissioned its first 3MW solar project under a 300MW rollout. Energy Access & Monitoring: India launched incentives to expand domestic piped gas connections, and Jharkhand plans an IoT platform to monitor 3,300+ rooftop solar sites. Regional Energy Deals: Malaysia and Thailand signed new gas agreements for Block A-18-01 in the MTJDA, and Mongolia highlighted progress on the Erdeneburen hydropower plant with China. Renewables Cost Push: Worley completed an advisory study for ARENA identifying 24 levers to cut renewable hydrogen capital costs.