Nuclear Cooling Crisis: Hungary’s Danube River hits record-low levels, putting the Paks nuclear plant at risk of shutting down as three of four reactors are offline and the remaining unit runs near half power. US Power for AI Data Centers: NRG unveiled a 1.2-GW “Bring Your Own Power” Texas project tied to a major AI customer, aiming for late-2029 service with capacity payments designed to shield returns from data-center utilization swings. AI + Critical Infrastructure Security: JPMorgan CEO Jamie Dimon is pushing a broader cross-industry coalition to share AI-related risk and coordinate with federal agencies, expanding an Alliance for Critical Infrastructure model across energy, water, telecom, and more. Middle East Shipping Jitters: Oil prices steadied after a two-day slide as Red Sea and Hormuz headlines stayed mixed—Houthi claims of attacks on Saudi shipping resurfaced even as talks about reopening Hormuz continued. Grid/Power Market Pressure: Pennsylvania commercial electricity rates are reported up about 20% over two years, with businesses paying roughly 22% more than the state average, driven by PJM-era capacity costs. Mexico Gas Policy Shift: Mexico’s Sheinbaum is weighing pilot fracking to boost domestic gas output and cut reliance on US imports, citing newer techniques with lower environmental impact. Iran Oil Finance Strain: Reports say Iran’s National Iranian Oil Company had bank accounts frozen over a large tax penalty tied to sales and transactions. Energy Tech Hardware: Power Integrations says its PowiGaN GaN tech is now rated up to 2200V for next-gen high-voltage data centers, EVs, renewables, and HVDC.