Middle East Energy & Markets: Oil rebounded above $100 as investors weighed “very good” US-Iran talks at the UN, while shipping disruption and tanker shortages keep fuel-price risk elevated; the surge is also pushing up US Treasury yields toward multi-decade highs. US Energy Policy: Trump backed an idea to ban US diesel exports to cool soaring costs, while analysts warn that further Strategic Petroleum Reserve crude loans could create a “perfect storm” rather than relief. Europe/Ukraine-Russia: Zelenskyy urged India, China and Turkey to halt energy trade with Russia, arguing it could pressure Moscow; Rubio also floated interest in a limited grain-and-energy ceasefire. Power & Grid Rules (India/US): Maharashtra proposed rooftop renewables rules that require energy storage; California signed a seven-bill package shifting data-center grid and infrastructure costs away from regular ratepayers. Oil & Gas Projects (Africa/Central Asia): Petrobras and Mozambique’s ENH agreed on oil-and-gas cooperation tied to LNG ambitions; Kyrgyzstan discussed a refinery, storage and a China-bound pipeline with CNPC and Sinopec. Energy Transition & Regulation: Armenia and EU regulators discussed connecting South Caucasus grids to Turkey; a global energy regulators forum in Tbilisi focused on storage, hydrogen, grid modernization and consumer protection.