Strait of Hormuz Energy Security: India says 11–12 Indian crew were injured after a projectile hit the Panama-flagged tanker On Peace while transiting Hormuz; Oman also evacuated crew after a separate attack near the Gulf, underscoring how shipping risk is still spiking costs and disrupting flows. Oil Market Resilience: Industry leaders at an energy forum warned the US-Iran war has shifted oil from “just-in-time” to “just-in-case,” with Aramco and others pointing to redundant routes and tanker control as the new baseline. Iran Blockade Impact: A report claims Iran’s blockade has left dozens of Iranian tankers “parked” and with minimal revenue, while markets watch weekly US inventory data as Persian Gulf exports recover. India Growth & Energy Risks: The World Bank lifted India’s FY27 growth forecast to 7.1% but flagged global oil prices and El Niño as key volatility risks for households and capital flows. Southeast Asia Power Crunch: The IEA warns rising demand and fuel import dependence are leaving SEA more exposed to price swings and supply shocks, with grid and flexibility investment needed. Solar Supply Chain: Premier Energies began trial production at India’s largest TOPCon solar cell plant in Andhra Pradesh, signaling continued push to scale domestic clean manufacturing. Pacific Climate Finance: Pacific leaders at pre-COP31 in Fiji criticized slow, insufficient climate finance access as sea-level rise impacts Tuvalu. India Food Safety Spillover: Delhi High Court stayed India’s “energy drink” label ban for PepsiCo and Monster but barred fresh manufacturing—an example of how regulation can still ripple into consumer energy products.