Geopolitics & Oil Infrastructure: Ukraine carried out what officials called the “largest-ever” drone attack on Moscow, damaging the Gazpromneft-Moscow oil refinery and hitting nearby residential areas, killing at least two people and injuring dozens—another reminder that energy assets are now central to the war. Energy Prices & Politics (US): Gas prices are pushing past $5 a gallon in parts of the Midwest, with voters blaming Iran-war-linked supply risks and Strait of Hormuz uncertainty; the cost pressure is becoming a major midterm issue. Gas Markets (China-Russia): Russian LNG exports to China rose more than 28% in the first eight months of 2026, underscoring how pipeline and LNG routes are reshaping global gas flows. Regional Energy Security (Jordan): Jordan’s PM laid the foundation for a JD10m natural gas project to supply Rawdha Industrial City, aiming to cut industrial energy costs by 35–60% within 18 months. Industrial Buildout (UAE): Lamprell won a $1.8bn EPCI role in ADNOC Offshore’s $6.2bn Umm Shaif Gas Cap project, targeting major gas and condensate additions. Climate & Grid Pressure (UK): Britain faces a winter energy shock as Middle East and Ukraine disruptions tighten supplies, with forecasts pointing to a much larger rise in the January energy price cap. Power Expansion (India): Assam’s CM backed Adani Power’s Rs 48,000-crore, 3,200 MW thermal plant in Dhubri, touting jobs and a move toward power surplus. Transboundary Haze (Malaysia-Indonesia): Malaysia offered Indonesia firefighting help—aircraft, helicopters, and personnel—as haze returns and cross-border forest fires flare.