EV tipping point: BYD says Australia has crossed its “absolute” shift away from petrol and diesel, with fully electric cars outselling petrol last month (27,078 EVs vs 25,824 petrol), and EVs plus plug-in hybrids taking 36% of the market. Oil market shock: US strikes on Iranian oil tankers are already feeding through to higher energy prices and riskier conditions for the ASX, with investors also watching rate-hike pressure. Grid-scale storage: Energy Vault secured full land ownership for a 1GWh Stoney Creek BESS in Australia, adding to the momentum in large-scale batteries. Hydrogen hunt: “Fairy circles” are being linked to naturally occurring hydrogen beneath the ground, with Australia among the places where the pattern has been measured. Gas and policy: Jemena is planning a new pipeline for the Beetaloo Basin shale gas province, while debate continues over how to manage gas, coal and oil in the transition. Critical minerals: Lithium supply remains tight as China mine suspensions tighten the 2026 outlook, keeping downstream battery plans under pressure. Community energy: ARENA marked its 100th community battery installation and backed three more projects nationwide. Climate impacts abroad with local relevance: Nepal’s Bhotekoshi floods affected 32,933 people and damaged hydropower and solar assets, underscoring how extreme weather can hit energy systems fast.