Strait of Hormuz Recovery: A US-Iran ceasefire framework is still being finalized, but authorities say the Strait is open and risk is “moderate,” with shipping activity and oil flows starting to rebound after months of disruption. Iran Exports Watch: Iran resumed crude loadings at Kharg Island after a six-week interruption, with multiple VLCCs reported at the terminal. OPEC Outlook: OPEC projects global energy demand rising 23% by 2050 and says future systems will need contributions from all energy sources. Ukraine Energy Strikes: Ukraine reportedly hit an oil terminal in occupied Crimea and also struck Russia’s Tyumen oil refinery, underscoring how energy infrastructure remains a key target. Power Reliability Under Storms: Tropical Storm Arthur’s drainage power complex failed during its first major test, with S&WB and Entergy trading blame; separate outages hit Jefferson Parish and the University of Maryland. Grid & Gas Incidents: Zaporizhzhia nuclear plant external power issues were reported as resolved/transitioned, while methane gas concerns in Nigeria’s Ogun state prompted student relocations. Renewables Momentum & Stress: Global solar additions jumped 33% in 2025, but China’s state firms are selling renewable and storage assets amid oversupply. Energy Policy Moves: Alaska’s House rejected a Senate LNG pipeline tax-break bill, setting up a conference committee. Regional Energy Cooperation: Indonesia and Kuwait reaffirmed energy security ties; EU and Kuwait discussed energy collaboration.