Strait of Hormuz Security Shock: Fresh US strikes on Iran followed new attacks on commercial tankers, with three vessels hit and oil jumping as shipowners weigh route risk and insurers reprice exposure. Energy & LNG Economics: The IEA flags global gas demand down 0.5% in 2026 as Hormuz-linked LNG disruptions keep prices elevated, while analysts warn that LNG’s “headline” cost misses the full delivered price to power stations. India Fuel Resilience: India plans to expand strategic oil reserves and storage capacity to blunt future price shocks after the Iran flare-up. Maritime Trade Continuity: Egypt and A.P. Moller-Maersk discussed expanding maritime and logistics cooperation to protect Suez Canal traffic amid Red Sea disruption. Logistics Disruption from Weather: A Philippine shipping operator canceled a Lucena–Romblon route due to Super Typhoon Inday, citing rough seas and passenger safety. Grid-Resilience Buildout: North Carolina showcased mobile microgrids for storm recovery, while Vietnam and other markets keep pushing battery storage to cut logistics and power bottlenecks. Express Growth: J&T Express reported record Q2 parcel volumes, topping 100 million average daily parcels as Southeast Asia expansion accelerates. Defense Supply Chain: The US Defense Logistics Agency seeks battery-grade lithium for strategic stockpiles, signaling tighter sourcing priorities for EV and energy storage demand. Infrastructure Strategy: Gulftainer unveiled a $2B global trade infrastructure plan integrating ports, inland logistics and AI-powered supply chains. Cyber Risk for Supply Chains: Accenture confirmed a cybersecurity incident after a threat actor claimed theft of 35GB of source code and sensitive internal data.