Defense & Aerospace: US missile production keeps accelerating, with Boeing winning a $14.7B Patriot seeker award and RTX landing up to $24.4B for SM-6 interceptors—demand rising as the Iran conflict reshapes air-defense priorities. Energy Security: Aramco warns global oil “buffers” are “scarily thin,” saying refilling stockpiles after Hormuz disruptions could take up to two years; shipping through the Strait of Hormuz remains volatile as tanker attacks and rerouting strain logistics. Maritime & Shipping: A tanker reported an engine-room fire after an unknown projectile in the Strait of Hormuz, underscoring the growing kinetic risk to energy trade routes. Israel-Linked Industry & Tech: Michigan politics heats up over an Israeli defense tech firm’s planned counter-drone manufacturing and engineering hub, with lawmakers clashing over public funding and weapon-use claims. Regional Energy Planning: ASEAN energy ministers in Manila are pushing harder on fuel-security measures after Middle East war shocks exposed import dependence and infrastructure risks. Israel Business & Cyber: Microsoft says Israel is among the world’s most targeted countries by cyberattacks, highlighting pressure on local security and resilience.