Grid & market signals (India): India’s May power demand hit a record 270.82 GW, while IEX reported energy consumption rising to 164.98 BUs (+11.5% YoY) and higher day-ahead prices, underscoring fast-growing short-term trading. Renewables policy risk (India): Reuters says tougher April 2027 grid-deviation penalties for solar and wind could cut revenues sharply (estimates: ~11% solar, up to ~48% wind), raising investor fears as India targets 500 GW non-fossil by 2030. Curtailment squeeze (Brazil): BlackRock-backed Atlas Renewable Energy paused about $1B in planned Brazil investment after rising curtailment and repeated grid rejections. AI + power demand (Europe): Eurelectric’s “Twin Transition Commitments” links AI growth with grid readiness, noting data centres could drive major electricity-demand growth by 2030. Data centres + regulation (US/Philippines): North Carolina advanced data-centre restrictions tied to power and water use; in the Philippines, Marcos ordered urgent fixes for Visayas grid woes. Nigeria prosumer rules: NERC launched Net Billing Regulations 2026, letting approved solar customers sell excess power back to DisCos and earn credits. Security shocks (Ukraine): Russian UAV attacks left consumers without power across multiple regions as restoration work continues.