West Asia Oil Shock: The US struck three Iranian oil tankers after Iran targeted US warships, with Iran calling it a “war crime” and warning of further retaliation—raising fresh shipping and price risks for Asia. Market Volatility: India’s Sensex and Nifty ended higher but remain exposed to crude’s jump, higher global bond yields, and Strait of Hormuz uncertainty. Diesel Supply Shift: India is supplying about 60% of diesel transiting Bab-el-Mandeb to Europe in August as Russian exports stay constrained and US shipments weaken, though India’s own crude inflows are falling. Power System Strain: India curtailed nearly 11 TWh of solar in 15 months despite demand spikes, pointing to transmission and storage bottlenecks. Coal Crunch: Coal India is reportedly allowing extra coal procurement as thermal plant stocks fall to critical levels amid monsoon disruptions. Hydro Risk Debate: China is pushing ahead with the Brahmaputra mega-dam despite environmental and disaster concerns, while Nepal’s floods underline climate-linked hazards for Himalayan infrastructure. Energy Policy Watch: Malaysia says fuel supply is stable through year-end but expects elevated oil prices for 2–3 years due to West Asia disruptions. Grid Infrastructure: Pacific Power in Oregon is advancing a preferred transmission route after public pushback. Nuclear Moves: Malaysia is laying groundwork for possible civil nuclear applications, focusing on workforce planning and regulatory readiness. EV Turning Point: BYD says Australia has crossed a tipping point as EVs outsold petrol and diesel in recent sales.