Air Defense & Missiles: Zelenskyy says Ukraine’s air defense has “declined significantly” and hopes the US will send a “positive signal” on licensing PAC-3 interceptor production ahead of the NATO summit in Ankara, as Russia’s ballistic and drone barrage continues to expose Patriot/Interceptor shortages. Fuel & Refining Shock: After Ukrainian drones hit Russia’s Omsk Oil Refinery, reports describe fuel queues and temporary retail limits in the Omsk region, while strikes also target energy and industrial sites across Ukraine and Russia. Shadow Fleet Pressure: Ukraine’s Unmanned Systems Forces report hitting eight Russian shadow-fleet tankers plus a cargo ship and ferry in the Sea of Azov, keeping focus on Crimea’s fuel pipeline. Defense Industry Disruption: Ukraine says it struck Russian military-industrial enterprises in Bryansk, including a microelectronics maker (Kremniy EL Group) and a chemicals plant tied to explosives/rocket-fuel components, plus a Belgorod airfield fuel depot. NATO Industry Push: NATO highlights multinational defense-industrial projects in Turkey, including plans to replace aging surveillance aircraft and expand drone procurement, as allies try to turn spending into capability. Oil Market Backdrop: OPEC+ approved a modest August production increase as prices slide, adding another layer to energy volatility amid the war-driven supply shocks. Sanctions & Trade: Ukraine issued new sanctions targeting Russian defense suppliers and propagandists, while EU-Russia energy divorce claims continue to fuel political debate.