Geopolitics & Oil Markets: Oil steadied after Trump said US and Iran held “very good” talks at the UN, easing escalation fears, while Saudi Arabia resumed its East-West pipeline at low capacity after drone attacks—an update that helped pull Brent back below $100. Energy Security: Zelenskyy renewed calls for an “energy ceasefire” and urged India, China and Turkey to halt energy trade with Russia to pressure Moscow. Gas Supply: Iran reported about half of damaged South Pars capacity restored, with remaining work targeted before winter. LNG & Shipping Routes: LNG buyers are widening supply sources beyond the Gulf as Hormuz risk reshapes global gas flows. Renewables & Grid Integration: Europe is learning how to run renewables as systems become more complex with rooftop solar, home batteries and EVs. Storage Policy: Maharashtra proposed rules to treat standalone battery energy storage as its own asset class. Project Finance & Industry Moves: TotalEnergies and AMNI took FID on Nigeria’s Ima gas field for NLNG feedgas; Borosil Renewables raised costs for a Gujarat furnace expansion citing Middle East supply-chain disruption. Local Impacts & Costs: US senators pushed to release LIHEAP funds as energy bills rise; conservation groups sued over a California coastal oil pipeline permit waiver.