Armenia-EU Tensions: Maria Zakharova says Yerevan treats ties with Moscow as “tactical” while reorienting toward the EU, warning the shift could erode Russian strategic benefits. Mideast Oil Shock Watch: The EU warns jet fuel could face tighter supplies if Strait of Hormuz disruption persists; gas and oil coordination groups say there are no consumer-level supply breaks yet, but markets may tighten. EU Methane Rule Flex: Brussels is set to recommend a three-year waiver on penalties for oil and gas firms breaching methane rules, aiming to protect supply during the Iran-linked disruption. Industrial Policy: EU ministers back the Industrial Accelerator Act and “European preference” approach to cut dependence on distant supply chains, with energy-intensive sectors in focus. Grid & Water Pressure from Data Centers: A Grundfos report warns the datacenter boom could strain EU water and power unless cooling and water efficiency are built into approvals and incentives. Energy Security Diplomacy: Moldova and the US discussed interconnection with Romania and high-voltage links to reduce dependency. North Sea Outlook: Norway lifts 2026-27 oil investment forecasts, citing energy-security-driven spending. Nuclear Developments: Russia and Kazakhstan sign an agreement to build Kazakhstan’s first nuclear plant at Balkhash. Renewables Supply Chain: Chinese Ming Yang Europe joins Norway’s Offshore Wind network to push floating offshore wind cooperation.