Strait of Hormuz Tensions: Oil jumped as Iran and the US traded demands over reopening the Strait of Hormuz, keeping markets on edge and dragging stocks from highs. OPEC Supply Watch: A Reuters survey said OPEC output rose in July as Gulf members restored supplies, though Iran’s exports stayed constrained by renewed US port pressure. Libya Attack Disruptions: Libya’s NOC said a fuel tank at the Zawiya refinery was directly targeted by a drone, triggering a major fire and raising fears of further refinery shutdowns if attacks continue. BP Deal in Trinidad: BP agreed to sell a 20% stake in the Cocuina Manakin gas field to Trinidad’s NGC, with final investment decisions expected by year-end. Nuclear Push & Workforce: A Utah symposium highlighted nuclear education and workforce development, while a separate US policy push aims to make floating nuclear reactors easier to build. Renewables Security Rules (India): India’s MHA barred new solar, wind and hybrid projects within 1 km of key borders and tightened clearance for nearby sites. Power Market Planning (Philippines): A lawmaker urged DOE to stop plants being sited anywhere, arguing system losses can be reduced with better location planning. Fuel Prices (US): Gas prices eased in parts of the US, with Michigan down about 21 cents to around $4.14 a gallon, though analysts warn volatility could return.