Ukrainian Deep-Strike on Russia’s Industry: Ukraine hit a Lukoil Volgograd refinery and a Wildberries logistics hub, with fires reported and more drone attacks continuing across Russian regions. E-commerce as War Infrastructure: Ozon said a Ukrainian drone alert forced a rapid evacuation of its Tatarstan warehouse, underscoring how Russia’s consumer supply chains are getting pulled into the conflict. Energy Supply Pressure: Oil prices edged higher as Red Sea disruptions looked less severe, while Caspian Pipeline Consortium loadings were halted again after drone strikes on tankers—another reminder that shipping and refining are tightly linked to battlefield risk. Russia–NATO Flashpoint: Poland scrambled jets after a Russian Il-20 spy plane was detected near its coast, following earlier missile/airspace incidents that are raising security stakes for regional logistics and industry. Cross-border Fuel Deals: Kazakhstan is weighing processing Russian crude to keep its refineries running and secure domestic supply, even as Russia’s export bans and sanctions-compliance concerns complicate trade. Defense Production Push: The US awarded Lockheed Martin a major multiyear Patriot PAC-3 MSE production modification, aiming to stabilize interceptor output amid air-defense shortages. Trade and Sanctions Fallout: India’s refiners kept leaning on Russian crude in July, with imports hitting a record and reinforcing Moscow’s role in global oil flows.