Iran-Japan Oil Talks: Iran has started talks with Japanese firms to resume crude exports under a 60-day US sanctions waiver, but buyers want a longer waiver and assurances on safe shipping through the Strait of Hormuz. Oil Markets: With Hormuz traffic recovering and the US-Iran ceasefire holding, Brent is back near pre-war levels and Citi flags oil could slide toward $60 as risk premiums fade. Japan Energy Security: Eneos says it’s stabilised crude supply through September and is pushing to reduce long-term Middle East dependence. Russia Fuel Crunch: Reuters reports Russia is importing about 200,000 barrels of Japanese jet fuel via South Korea to ease a domestic shortage. India Clean Power Buildout: Coal India and Uttar Pradesh’s power utility signed a JV to develop renewable projects in Uttar Pradesh, while Mercom highlights growing C&I clean power demand and the need for stronger grid planning. Storage Momentum in India: IESA/CES projects C&I energy storage could jump to 31 GWh by 2032 as state policies and corporate decarbonisation accelerate. Grid Upgrade Demand: A Mercom summit panel points to rising demand for transmission gear as India ramps renewable buildout and grid modernisation. Aviation Cost Relief: Air India cut fuel surcharges on select long-haul routes as jet fuel prices moderated. Policy Watch: China will scrap some vehicle and vessel tax breaks from 2027, tightening incentives for energy-saving and NEVs. Renewables Finance: Mercom also says clean energy capital is shifting toward manufacturing, grid and storage as investors get more selective.