Sanctions & shadow fleet pressure: At the G7 in France, Canada’s Mark Carney announced new sanctions on Russia’s shadow fleet, energy revenues, defence-industrial and disinformation actors, targeting 162 entities and vessels; the UK also moved to sanction Russia-linked shipping and finance networks, including Yandex’s banking arm and Arctic LNG 2-linked vessels, as British forces continue boarding and seizures. Energy security & nuclear fuel: The UK pledged £210m via UKEF to finance enriched uranium deliveries for Ukraine’s Energoatom, aiming to keep nuclear power running amid repeated strikes. Ukraine hits Russian refining: Ukraine struck a major Moscow-area refinery (Gazpromneft), while Russian drone and missile attacks also hit Ukraine’s energy and infrastructure, including a fire at the Kyiv Pechersk Lavra complex. Russia export strain: Reuters calculations say Russia cut western crude exports to about 1.7m bpd in June from 2.5m in May, citing drone attacks, fuel shortages and falling production. Industry & logistics pivot: Wildberries is reportedly in talks with Russian Railways and FESCO on a national logistics platform to coordinate cargo flows. EU industrial policy signal: The EU moved to restrict funding for “high-risk” solar inverters and related energy tech vendors, a shift that could reshape Europe’s clean-energy supply chains. War economy & compliance: EU sanctions expanded to include more people and entities tied to Russia’s military-industrial complex and hybrid attacks.