US-Russia Sanctions & Tariffs: The US House passed a Russia sanctions bill that could let President Trump impose up to 100% tariffs on countries buying Russian oil and gas, putting India and China in the spotlight while leaving the actual tariff decision discretionary. Middle East Supply Shock: Oil eased after Saudi Arabia reportedly offered extra crude via Oman and worked to restore part of its damaged East-West pipeline, but the Red Sea and Bab al-Mandeb remain a risk as Houthis press attacks. India Energy Security: India’s foreign ministry said it’s committed to energy security as refiners face tighter supply planning amid Middle East disruptions and possible new US pressure tied to Russian barrels. Energy Affordability (US): New York expanded its Energy Affordability Program, offering eligible households up to $500 a year in bill relief, with millions more set for rebates. Nuclear & Power Demand: A nuclear-heavy stock race is heating up as AI data centers drive demand, with Vistra, Constellation and Talen positioned around long-term power supply. Renewables Investment: responsAbility backed Thailand solar expansion via up to $25m in project financing, while local projects—from off-grid solar street lights to commercial rooftop solar—keep scaling. Methane Focus: NLNG urged gas producers to treat methane reduction as a business priority, linking abatement to recovered gas and revenue.