AGP Executive Report
Last update: 2 hours agoStrait of Hormuz Shock: Iran says it has shut the Strait of Hormuz to all shipping after U.S. airstrikes, a move that could jolt global oil flows and push prices sharply higher, with insurers and shipping already reacting. US-Iran Talks: At the same time, a draft U.S.-Iran MoU reportedly points to a possible reopening of the strait and oil-sanctions waivers, but timelines remain uncertain. South Asia Water vs Energy: Bangladesh’s Padma Barrage approval raises alarms as the region’s dam-building race intensifies, with Ganges-Brahmaputra rules and cross-border water security under strain. Nepal Power Export Block: India has stalled Nepal’s plan to add 20MW of exports to Bangladesh, citing limited cross-border transmission capacity. India Ethanol Push: India cleared rules for E85 and E100, aiming to cut oil-import exposure and accelerate alternative-fuel adoption. UK-Japan Energy & Tech: Britain and Japan announced major investment and tech cooperation, including offshore wind and defense-linked projects, ahead of the G7. Australia Gas Diplomacy: Labor is sending officials across Asia to manage concerns over Australia’s planned LNG gas-reservation scheme. India Wind Acceleration: India hosts Global Wind Day 2026, targeting 100GW by 2030 and highlighting grid and manufacturing readiness.
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