East Asia Maritime Risk: Japan protested after China installed a mobile offshore drilling rig near the East China Sea median line, raising concerns about exploratory gas drilling and reviving calls for joint development talks. South Asia Renewables Push: Sri Lanka reaffirmed its climate plan to meet 70% of energy demand with renewables by 2030, pointing to its updated NDC for 2026-2035. US-China Grid Tension: The FCC is drafting a rule that could ban imports of Chinese solar and battery inverters for new models, citing potential grid disruption risks. India Macro + Energy Costs: India’s inflation outlook may stay contained as crude and urea prices ease, while the RBI said an interim US-Iran peace deal could help normalise supply chains but oil dependence keeps risks alive. Clean Power Delivery: India’s Ministry of Power proposed public access to renewable energy datasets under a National Electricity Data Sharing Framework. Wind Growth in India: Suzlon won a 105 MW order for its S175 platform in Karnataka, marking the turbine’s commercial debut with Sunsure. LNG Outlook: Shell expects LNG demand to rise to nearly 700 million tonnes by 2050, with Hormuz disruptions still shaping near-term supply. Oil Market Watch: UAE crude and condensate exports hit record highs after leaving OPEC, helped by resumed Hormuz flows and supply ramp-ups.