Beetaloo gas milestone: Tamboran Resources has started initial gas sales from the Shenandoah South Pilot Project in the Northern Territory, delivering first molecules into the NT network and setting up a ramp toward 40 TJ/day for the NT Government by early 2027. Critical minerals momentum: Sunrise Energy Metals jumped after a US$400m Pentagon-backed financing commitment for its Syerston scandium project in NSW, keeping the critical minerals race front and centre for Australian supply chains. Grid and renewables performance: Rystad Energy data shows utility solar hit record highs across NSW, Queensland and Victoria in August, while large-scale solar curtailment eased in the NEM. Battery and storage deal flow: Energy storage continues to attract new contracting interest, with reports highlighting fresh battery storage arrangements and project progress across Australia. Policy and market pressure: Oil prices stayed elevated on US-Iran tensions, lifting energy stocks and adding another layer of uncertainty for rate-sensitive parts of the ASX as CPI looms. Gas reservation debate: Industry groups renewed calls for a “fair and effective” domestic gas reservation design, arguing it should deliver lower prices and supply certainty without carve-outs that favour only some players. AI power demand spotlight: Coverage also keeps circling the growing electricity strain from hyperscale data centres, with Australia positioned as a major buildout destination.