Geopolitics & Grid Risk: U.S. strikes near Iran’s Bushehr nuclear plant triggered explosions and missile alerts across Jordan and the region, raising fresh concerns about civilian nuclear safety and power-system vulnerability. Heatwave Strains Power: France cut nuclear output by 6.4 GW as river temperatures limited cooling, with EDF taking reactors offline and curtailing others to stay within legal discharge limits. Ukraine Recovery Funding: Ukraine is seeking about €7bn to rebuild and expand generation after intensified attacks, while partners ramp up air-defence production to protect energy infrastructure. Renewables Dealflow: Aditya Birla Renewables agreed to buy Sprng Energy for about $1.8bn, expanding its contracted renewable portfolio to ~9.3 GW. Storage & Solar Procurement: India’s REMCL invited bids for a 17 MW solar + 12.5 MW/50 MWh BESS project on railway land in Gujarat, while UPERC approved 25-year solar PPAs in Kanpur parks at ~₹2.65–₹2.71/kWh. Local Reliability & Storm Damage: JCP&L described July 4 storm damage as “comparable to hurricanes,” with thousands still affected days later. Battery Swapping Expansion: Spiro says it will keep scaling battery swapping across Africa, backed by a $270m fundraiser including $55m from NewTrails. Nuclear Expansion Watch: Naveen Jindal Group is exploring 18 GW of nuclear projects across at least nine states.