Middle East Energy Shock: Oil prices pushed higher on renewed Middle East risk, with Brent back above $100 and investors linking the move to fresh inflation and higher rates expectations. Markets & Rates: Global bond yields surged, with the US 10-year near 5% and Australian 10-year rates also climbing, feeding pressure into ASX valuations. ASX 200 Under Pressure: The ASX 200 slid again as miners and resources stocks were hit by the oil-and-yields mix, while investors watched company-specific updates for resilience. Gas Policy Watch: Australia’s gas reservation rules for LNG exporters were softened and delayed, easing some producer fears while keeping the policy debate alive. Uranium Sentiment: Paladin Energy shares fell as uranium stocks weakened on production and funding jitters. Renewables & Projects: European Energy Australia completed a module installation at a 131MW solar PV plant in Victoria, while Mint Renewables lodged a 375MW solar-plus-storage proposal under the EPBC Act. Grid & Storage Earnings: Australia’s NEM BESS fleet reported AU$29m in August earnings as capture rates improved. Aviation Disruption: Airservices Australia told a Senate hearing that staff shortages are cancelling flights across the country, including Sydney.