Middle East Shipping Risk: The US and Iran traded strikes despite a fragile ceasefire, keeping Strait of Hormuz traffic at a trickle and raising uncertainty for energy and supply chains. Fuel & Logistics Costs: The UAE set June fuel prices (diesel AED4.33/l), while Kenya’s fuel crisis debate highlighted how transport-and-storage demand is tightly linked to global oil volatility. Maritime Capacity Moves: India’s TCI is expanding its coastal fleet with new cellular container vessels to boost multimodal logistics, and APSEZ is in talks to sell up to a 49% stake in Vizhinjam to MSC as the port ramps up. AI Infrastructure for Logistics: NVIDIA pushed Vera Rubin into full production and rolled out Vera CPUs plus secure storage for agentic AI “factories,” signaling more compute and data-movement demands for global networks. Risk Mapping for Operators: FM launched a global hail hazard map to help logistics and industrial sites plan resilience as hail losses grow. Energy Storage Buildout: Australia’s grid is seeing more battery deployments, and developers are increasingly adding storage to wind projects to manage low-price power. Credit & Reform Watch: S&P affirmed South Africa’s ratings, citing electricity and logistics reform momentum.