Armenia–Russia Energy Pressure: Russia’s Energy Minister sent Yerevan a letter warning it could suspend or unilaterally cancel the 2013 gas, fuel and rough diamond deal if Armenia continues its EU accession path, with Armenia saying it has received the document and will respond. Northern Sea Route LNG: Novatek’s Arctic LNG 2 kept exports moving as the icebreaking LNG carrier Christophe de Margerie attempted an unusually early eastbound Northern Sea Route transit after loading in the Kara Sea. Ukraine Air-Defense Demand: Zelenskyy urged the US for more Patriot-class anti-ballistic missiles as Russian missile and drone attacks intensify, while Russia backs a bill to train bank employees to shoot down drones. Black Sea Shipping Risk: Three tankers were reportedly attacked by drones in the Black Sea near Turkey, with crews reported safe and no claims yet. Cyber & Industry Security: ESET flagged China-aligned espionage targeting maritime, energy and AI robotics, while GCHQ unveiled plans for an AI cyber-defense “shield” to protect critical infrastructure and supply chains. Russia–Kazakhstan Energy/Industry: Putin’s Astana visit spotlights energy and transport ties, with Kazakhstan planning active construction of the Balkhash nuclear power plant in 2027. Market Watch: The Moscow Exchange index closed near six-month lows amid weak sentiment and Middle East-driven oil price volatility.