Nuclear & Geopolitics: North Korea unveiled a new facility to produce weapons-grade nuclear fuel and vowed an “exponential” ramp-up of its arsenal, as US-Iran talks and Strait of Hormuz tensions keep energy security in the spotlight. Middle East Energy Flows: A fragile US-brokered “double-sided ceasefire” with Iran paused hostilities for two weeks and sent oil down sharply, but analysts warn the truce looks shaky and could still leave prices elevated. Grid & Clean Power Policy: India’s tougher grid rules for solar and wind—raising penalties for missing commitments—are spooking investors and could cut returns, complicating the push toward 500 GW of non-fossil capacity by 2030. Data Centers & Power Demand: Amazon is planning a major data center campus in Wheatfield, Indiana, and will pay $1.25B to offset energy-cost impacts on local ratepayers, while EU regulators move to rein in data-center energy use amid AI-driven demand. Rates & Affordability: Australia’s central bank is watching how higher rates and the global energy shock are feeding inflation, and Duke Energy customers are protesting a proposed ~18% rate increase. Transition Hardware & Markets: Suzlon rebrands into “Suzlon 2.0,” aiming to sell integrated renewable energy services to power-hungry data centers; meanwhile, new market outlooks point to rapid growth in solar PV, green data centers, waste-oil recycling, and coal gasification. Household Impact: Maine reports heating oil and kerosene prices still far above pre-war levels, with residents urged to use assistance programs and efficiency incentives.