The U.S.-Iran conflict entered its seventh month with a sharp escalation in maritime hostilities after American forces struck three Iranian tankers in retaliation for ballistic missile attacks on two U.S. Navy warships, with CENTCOM permanently disabling two crude carriers and destroying a third. Iran's parliament speaker Mohammad Bagher Ghalibaf warned that future responses will be "faster, heavier, and more painful" while simultaneously acknowledging severe domestic economic strain — including exchange-rate volatility, inflation, and unemployment — resulting from the conflict. U.S. Energy Secretary Chris Wright stated that a nuclear deal may be unachievable, suggesting the administration may instead opt to repeatedly destroy Iran's nuclear infrastructure, a position he reinforced across multiple Sunday broadcasts. Separately, U.S. sanctions and the naval blockade have eroded Iran's Hormuz leverage by squeezing revenues and disrupting trade, though skeptics caution that Tehran may yet prove resilient to the pressure campaign. Iran's Supreme National Security Council Secretary meanwhile announced plans to declare a restricted zone through Hormuz and to jointly manage a new shipping corridor through the strait with Oman, under which any vessel entering the defined zone would face sanctions.

The conflict's energy market consequences are broadening. Oil prices extended gains after ship strikes as concerns over prolonged Middle East supply disruption deepened, with Goldman Sachs warning of a $120-per-barrel oil risk if attacks on regional shipping intensify, and recommending long positions in natural gas and diesel as a hedge. U.S. diesel prices hit record highs nationwide, with truckers paying an average of $5.85 per gallon, nearly 60 percent above year-prior levels, and the national average gasoline price is expected to reach $4.03 on Labor Day, surpassing the prior record of $3.83. Refiners under dual pressure from the Iran conflict and Ukrainian strikes on Russian facilities are increasingly prioritizing diesel and other distillates, raising the prospect of a fuel-oil shortage for shipping in the third quarter. Asia-Pacific equity markets opened broadly higher despite the tensions, with the Kospi leading gains, though Middle East worries dented sentiment and kept investor attention anchored on the conflict's trajectory.

The IMF assessed that the global economy has withstood the energy shock from the Strait of Hormuz closure better than anticipated, with countries drawing down reserves, non-Gulf producers stepping up output to offset losses, and expanded renewables giving some nations greater flexibility. IMF Managing Director Kristalina Georgieva nonetheless cautioned that fiscal risks remain elevated, warned that a renewed oil price spike could reignite inflation, and called on central banks to remain focused on price stability mandates ahead of the G20 finance leaders meeting in Asheville.

In Lebanon, Israeli strikes on residential areas in the south killed at least 11 on Monday, extending a weekend of escalation that has strained the U.S.-brokered ceasefire reached in June, with Lebanese President Joseph Aoun calling on Washington to intervene and halt Israeli attacks. The broader regional instability, combined with attacks on Russian refineries by Ukraine, is renewing interest in decentralized energy infrastructure; the IEA's executive director has labeled the current turmoil the "biggest energy security threat in history," and EU gas stocks fell to a record low in late August while Bangladesh tightened business-hour restrictions amid worsening gas shortages.

On the project-financing front, TotalEnergies cleared several contractual and commercial hurdles — including a cost-reduction package and an agreement with ExxonMobil — advancing Papua LNG toward FID in Papua New Guinea. In Venezuela, the billionaire who brokered the Trump administration's long-term oil agreement with Caracas was until recently a target of U.S. money-laundering investigations tied to PDVSA, but now holds a Pentagon oil deal following his cooperation with U.S. authorities ahead of the capture of Nicolás Maduro. Meanwhile, Oman moved to accelerate its energy transition by launching a revised net-zero emissions strategy and a carbon markets regulatory framework targeting a 33 percent emissions reduction by 2035 and net-zero by 2050, while simultaneously maintaining crude and condensate production of approximately one million barrels per day, gas output of over 151 million cubic metres per day, and LNG exports exceeding 11 million metric tonnes, with a new bidding round open for five oil and gas concession areas.

At the Susquehanna Steam Electric Station in Luzerne County, Pennsylvania, hydrogen venting arced to 500 kV lines during a routine tank refill on the evening of October 2025, triggering an arc flash that severed Unit 2's connection to the grid and caused an immediate reactor scram from 100 percent power; no radiation was released and no personnel were injured, though the federal regulator has opened an investigation into whether the non-nuclear hydrogen system and the reactor trip are causally linked, with the operator required to submit findings within 60 days. The incident draws attention to the geometry of nuclear switchyard siting: hydrogen's ignition range of roughly 4 to 75 percent in air, combined with its exceptionally low spark-energy threshold, means a vented plume drifting toward energized high-voltage buswork presents a flashover risk that straddles two separate regulatory regimes — nuclear plant security on one side of the fence, industrial gas and substation rules on the other.

At the occupied Zaporizhzhia Nuclear Power Plant in Ukraine, the 27th grid disconnection since invasion left the facility reliant on emergency diesel generators for more than two weeks, a duration well beyond design intent; Ukraine's state nuclear company warns that prolonged cyclical starts and load switching are elevating the probability of Common Cause Failure across the generator fleet, threatening control of primary safety systems and spent-fuel storage pools even though all units remain in cold shutdown. A localized ceasefire announced by the IAEA Director General on 5 September was intended to restore external power supply to the site.

South Korea is sharply accelerating nuclear technology investment in response to AI-driven power demand: the Ministry of Science and ICT has proposed an energy R&D budget of ₩733.6 billion (approximately $545.1 million) for 2026, a 48 percent increase year-on-year and the largest on record, with the nuclear allocation alone reaching a record ₩386.4 billion (approximately $287.1 million). Within that envelope, SMR funding surged 55.7 percent to ₩127.5 billion (approximately $94.7 million) as part of the government's 7 SEED Projects, while the nuclear fusion R&D budget more than doubled to ₩284 billion (approximately $211.0 million); observers note that SMR commercialization is not expected before the early 2030s and fusion not before the 2040s, prompting calls for parallel investment in near-term dispatchable resources.

China General Nuclear Power Corporation used its 2026 Sustainable Development Conference in Shenzhen to present its international portfolio to representatives from 14 countries, covering nuclear, solar, wind, and gas-fired assets across Asia, Europe, Africa, and Latin America; featured projects included the Daesan Phase II 557 MW gas plant in South Korea, a 200 MW wind project in France, the 22 MW Malicounda photovoltaic project in Senegal, the 82.8 MW LDB Wind Power Expansion in Brazil, and the Husab uranium mine in Namibia, described as one of the world's largest such operations, alongside CGN's proprietary Hualong One 2.0 reactor technology.

A broader analytical piece on energy security argues that nuclear vulnerabilities in conflict zones — including grid attacks at Zaporizhzhia, a missile landing near Israel's Dimona site, drone threats to the UAE's Barakah plant, and Iranian nuclear facility destruction — alongside cooling-water constraints that forced output curtailments at European reactors during low river levels, have reinforced the security and economic case for decentralized renewables; the piece notes that renewable sources exceeded 45 percent of EU electricity generation in the first quarter of 2026, led by Austria, Sweden, Denmark, Portugal, and Spain.

In the most significant capacity milestone of the cycle, 5.7 GW solar expansion by 2030 alongside more than 2 GW of wind and 1 GW of storage, anchored by a net-zero strategy targeting 33% emissions reduction by 2035 and a new carbon market framework; planned facilities include three 1 GW solar projects, a nearly 1.98 GW pumped-storage scheme, and seven green hydrogen projects targeting 1 million tonnes per year of output. In the UAE, three UAE-backed solar plants totalling nearly 20 MW were inaugurated across the islands of Comoros, financed by the Abu Dhabi Fund for Development at approximately AED 84.4 million, with 16 MWh of battery storage co-deployed; the facilities are projected to produce 33.75 GWh annually, serving roughly 17,500 homes and avoiding 20,900 tonnes of CO₂ per year, displacing a grid that was 91% diesel-dependent in 2024. Sungrow launched a 10 GWh storage factory in Egypt's Suez Canal Economic Zone, with production commencing in June 2027 to support the Sustainable Energy Valley project in Minya; the company also completed commissioning of the Abydos Phase II solar-plus-storage project in Aswan, supplying 1.2 GW of PV and 720 MWh of storage to form what is described as Africa's largest single-site integrated solar-plus-storage facility.

In Australia, utility PV hitting state records in New South Wales, Queensland, and Victoria in August 2026 contributed to a combined 4.99 TWh of clean energy from large-scale solar and wind, while curtailment fell sharply from 284 GWh in August 2025 to 168 GWh, reflecting improved system absorption; over 1 GW of utility generation and storage assets reached financial close during the month, including Edify Energy's 300 MW solar and 1,200 MWh battery projects alongside two large standalone battery systems. Victoria's 119 MW SEC Horsham solar farm connected to the grid for the first time, entering commissioning ahead of planned commercial operation in 2027, with a 100 MW, two-hour battery system to follow. EPC Renewables and Grupo Cobra signed an MOU with Fiji's state utility for the Yaqara solar project, a two-stage development targeting up to 142 MW of solar and 240 MWh of storage, with a power purchase agreement to be finalised by Q1 2027 and commercial operations targeted by Q1 2029. In Malaysia, Blueleaf Energy and Universal Peak closed financing on a 100 MW/400 MWh battery storage project, one of four winning bids in the inaugural MyBeST government tender, with commissioning scheduled for mid-2027 and state utility Tenaga Nasional Berhad as off-taker.

In the United States, Pinal County supervisors approved the Eloy Valley III 400 MW solar and 400 MW battery storage project developed through Arizona Electric Power Cooperative, designed to offset constrained hydropower and serve public power utilities across Arizona. Meta Platforms finalised a deal for power from a 125 MW Texas solar project developed by Headwater Energy. The consumer-facing segment saw plug-in solar gaining US traction, with more than a dozen states having passed or introduced legislation to legalise balcony-style systems of up to 1,200 W without utility pre-approval, bringing a model with an estimated 1.5 million installations in Germany alone to American households at entry prices around $300. Spain recorded solar PV reaching 29.2% of its generation mix in August 2026—a fifth consecutive monthly lead—with output up 27.5% year-on-year to 7,445 GWh and a single-day record of 281.2 GWh set on August 5; overall demand rose 2.4% adjusted for temperature and calendar effects. In rural China, solar repurposing barren hills in Yuexi county, Anhui Province is being cited as a model for linking clean energy deployment to rural economic revitalisation.

In sub-Saharan Africa, Zambia broke ground on the $8 million Mwandi solar plant, an 11 MWp facility in the Western Province expected to generate 22 GWh annually and supply approximately 4,600 households, financed on a 30:70 equity-to-debt structure with construction by SANY International. In Nigeria, rising costs impeding Lagos households' clean energy transition were documented in detail, with petrol prices reaching N1,310 per litre by late August and solar installation costs remaining prohibitive; the country's installed solar PV capacity stands at only 197 MW against 1.33 GW of panel imports in 2024, while Nigeria's Energy Transition Plan targets 82% renewable capacity and 209 GW of solar PV by 2050. Nigeria's federal government simultaneously announced plans to move universities onto solar mini-grids under the Energising Education Programme, with a newly created Renewable Energy Asset Management Company to maintain the infrastructure. In Bangladesh, the government's Tk 10.50 rooftop solar tariff, valid for systems installed by February 2027 with grid export payments running through February 2030, was assessed as a meaningful incentive requiring parallel financing, grid readiness, and consumer protection measures to achieve broad uptake; a separate proposal called for Dhaka University's rooftop solar project to meet the campus's 8.5 MW demand and feed surplus power to the national grid. India faces a distinct integration challenge, with surging demand yet wasted solar as the country struggles to meet evening peak needs despite rapid daytime generation growth.

On the technology and deployment side, Sungrow and UNSW Sydney launched an AI-managed community VPP at a hotel venue in New South Wales' Southern Highlands, integrating solar generation, battery storage, and an AI energy management system to optimise charge-discharge cycles against real-time site demand and grid conditions. Sungrow also announced the MGTL hybrid inverter series for homes and businesses across Southeast Asia, Africa, and Latin America, covering 10–25 kW with features including 0 ms grid-to-off-grid switching and up to 250% PV over-sizing. Researchers from Qatar University published findings on a semi-transparent PV greenhouse design that increased annual energy output by 20.1% over its non-optimised form and outperformed conventional greenhouse geometries by up to 56.86% by concentrating STPV coverage on south-facing roofs and vertical walls. Students at Eindhoven University of Technology debuted the world's first solar ambulance, Stella Juva, which completed an 800 km field test in Kenya's Narok region; equipped with a 50 kWh battery and extendable solar panels, the vehicle generated more energy than its medical equipment consumed while stationary. Annapolis, Maryland's 57-acre landfill solar park, installed in 2018 with 52,416 panels at 18 MW DC, continues to supply 40% of municipal power and offset 13,000 tonnes of CO₂ annually, serving as a national template for brownfield solar conversion. California's Kaiser Permanente Santa Rosa medical facility, opened in 2018 with a 640 kW parking-canopy array under a power purchase agreement, achieved net-zero energy status by producing 35.8 kBtu per square foot annually against measured consumption of 34.5 kBtu. Pakistan's textile exporters face mounting pressure to install solar and reduce supply-chain emissions, with the Shared Transition Responsibility Movement advocating that international brands bear a portion of the decarbonisation cost rather than placing the full financial burden on manufacturers, particularly smaller enterprises with limited access to green finance.

POWERCHINA's 1.1 GW Gulf of Suez onshore wind farm — the largest on the African continent — is on track for completion in mid-2027, expected to generate more than 4.3 billion kWh annually and cut carbon dioxide emissions by approximately 2.2 million tons per year; the project reflects a broader China-Egypt joint commitment, formalized this week, to deepen Belt and Road renewable cooperation across solar and wind sectors as Egypt accelerates its renewable electricity target to 45 percent by 2028. In North Dakota, the 92-turbine, 250 MW Badger Wind Farm came online in January, brought by Ørsted to McIntosh County as the largest economic development project in Wishek's history, yet early optimism has given way to resentment among many residents over visual impact, absentee landowner leases, and the sense that rural communities were left to negotiate alone against a multinational developer — a sentiment reflecting the broader rural backlash against wind now visible across large parts of the United States.

Serbia's state utility Elektroprivreda Srbije opened a public call to acquire solar and wind projects of at least 50 MW connected to the transmission grid, offering its own Morava and Kolubara A thermal-plant sites to investors who lack land or grid connections, as part of a competitive and transparent procedure the company describes as the third external-capital avenue it has pursued ahead of an estimated 15–20 billion euros in investment needed by 2030. In South Korea, the 2026 Saemangeum Clean Energy Expo opens on September 17–18 in Gunsan, organized around offshore wind, hydrogen, and RE100 themes, with Jeonbuk State, Gunsan City, Kunsan National University, and turbine manufacturer UNISON set to sign a cooperation agreement to build an offshore wind ecosystem promoting locally produced equipment, turbine investment, and specialized workforce training.

Spain, where renewables now supply roughly 60 percent of grid electricity, faces a structural constraint: the country held only approximately 400 MW of installed battery storage capacity in 2025, under 2 percent of its 22.5 GW target for 2030, and a surplus of solar generation has driven prices sharply negative during peak hours while contributing to grid-frequency instability that factored into last April's Iberian blackout; the government has accelerated storage permitting and subsidies in response, with BloombergNEF projecting installed battery capacity to more than triple in 2026. Equinor's subsidiary East Point Energy started operations at Citrus Flatts, a 100 MW/200 MWh battery storage facility in Harlingen, Texas — Equinor's largest such project in the United States — operating on a fully merchant basis in ERCOT, with a separate 80 MW Virginia storage portfolio of four projects under construction and targeted for early 2027 commercial operation.

A systematic review by researchers at Morocco's Mohammed VI Polytechnic University found that wind output more than tripled between 2014 and 2023 to 1,702 ktoe, yet Morocco's energy dependency rate has remained between 85 and 91 percent throughout the decade; the authors identify five structural obstacles to grid modernization and propose a phased roadmap through 2040, beginning with smart-meter pilots in Casablanca and Rabat by 2027 and culminating in AI-driven real-time dispatching and vehicle-to-grid integration by 2040. In the United Kingdom, an analysis has ranked UK offshore wind farms by profitability, examining which installations deliver the best value per unit of renewable generation. In Scotland, a two-year Knowledge Transfer Partnership between the University of the Highlands and Islands and RWE is testing how excavated peat supports habitat restoration at onshore wind sites in Caithness, with the goal of demonstrating a scalable model for integrating peatland recovery alongside wind energy development.

Research drawing on online discussions across three Western Australian communities concludes that community support is not fixed and shifts materially as projects progress — with concerns in planning-stage Busselton focused on land use and late-stage consultation, concerns in construction-stage Kojonup centered on equitable distribution of jobs and financial benefits, and sentiment in Albany, home to operating wind farms for over two decades, predominantly positive and associated with tourism and regional identity; the study recommends asking under what conditions communities will back projects rather than whether they support them in the abstract. In Oklahoma, a commentary argues that the state's existing oil, gas, and heavy-industry workforce possesses transferable skills that position it to lead in wind development, transmission, and storage, provided the state invests in apprenticeships and vocational training alongside university programs and maintains predictable permitting to attract capital and local hiring.

Researchers at the Chinese Academy of Sciences have demonstrated a five-metal antiperovskite electrode grown on porous nickel foam that sustains 500 milliamperes per square centimeter at 1.662 volts inside an anion exchange membrane electrolyzer for more than 400 hours, with surface reconstruction during operation generating a more active catalytic layer rather than degrading performance — a finding that reframes controlled dissolution as an engineered durability feature for the oxygen evolution reaction. BP has secured green hydrogen funding for a Spanish refinery, with the Valencia regional government separately allocating a €9.7 million grant for advanced technologies to process biofuels at the same facility. Connectivity solutions provider STL has integrated 100% green hydrogen into its glass manufacturing operations at optical fibre production facilities, eliminating conventionally produced hydrogen from one of the most energy-intensive stages of the value chain, while simultaneously transitioning four manufacturing plants in Maharashtra to wind- and solar-sourced electricity, delivering an estimated 65% reduction in market-based Scope 2 emissions. On the safety side, multiple fire departments responded after a hydrogen tank ignited outgassing at Roquette America's plant-based ingredient manufacturing facility in Gurnee, Illinois; crews monitored the burning hydrogen until it fully burnt off, with no injuries or explosion confirmed, and the ignition

In the Philippines, the National Geothermal Association of the Philippines is pressing regulators for a site-specific pricing methodology for geothermal projects, arguing that a single fixed tariff fails to account for the markedly different development costs across terrain types. The push follows weak results in GEA-3, where only 30.9 MW of 100 MW offered were subscribed, and the Department of Energy is expected to carry unsubscribed capacity into GEA-9 as part of a broader plan to add 25 GW by 2035. The association has reconvened a technical working group to submit formal comments to the Energy Regulatory Commission, with winning bidders under the auction framework guaranteed fixed tariffs over 20 years. The Philippines ranks third globally in geothermal output and holds 2,100 MW of untapped potential, which the Energy Secretary estimates will require $12.6 billion in investment to develop.

In Indonesia, the government's 2025–2034 electricity supply plan allocates capacity across solar, hydropower, wind, bioenergy, and geothermal among 42.6 GW of planned renewable additions, with independent power producers expected to develop 73% of that capacity. Foreign investors are also being drawn to complementary infrastructure including 10.3 GW of storage and expanded transmission networks, alongside downstream opportunities in nickel processing and electric vehicle manufacturing. The government is offering tax incentives and simplified licensing to facilitate international market entry, with international cooperation — including engagement with the Japan Bank for International Cooperation on smart grid development — identified as a key enabler of the country's clean energy transition.

India's coal supply crisis deepened through the first week of September, with TPP stocks falling 29% from 38 million tonnes at end-July to 27.14 million tonnes by September 4, as monsoon rains disrupted mining and transport across Odisha, Jharkhand, and Chhattisgarh. The number of thermal plants carrying critically low coal inventories rose to 57 by September 4, representing roughly one-third of the country's approximately 224 GW of coal-based capacity, with combined stocks equivalent to only 47% of the recommended 57.7 million tonnes. In response, Coal India offered power plants additional coal beyond contracted volumes, and the government ramped up rail shipments to power plants, with loading rising to 444 rakes on September 6 from 370 on September 3; a paywalled report similarly noted that India increased coal rail shipments as plant stocks dwindled. Record-high power demand — with energy consumption hitting 171 billion units in July and 169 billion units in August, and the Indian Energy Exchange recording its highest-ever monthly traded volume of 13.938 billion units in August at an average market clearing price 22% above year-ago levels — compounded the supply squeeze. India's policy calendar also featured the coal gasification scheme deadline closing September 7, under the Cabinet-approved ₹37,500 crore programme to promote surface coal and lignite gasification, with Talcher Fertilisers and NTPC already among applicants. A separate analysis flagged that retrofitting 151 aged thermal units could provide flexible capacity at lower cost than battery storage, though regulatory hurdles and NTPC's concerns over deep-cycling damage remain obstacles.

The Punjab power crisis became a focal point of the national supply dispute. The state's power minister reported a 1,500 MW generation drop attributable to the coal shortage, with private-sector plants Rajpura and Talwandi Sabo carrying only six and five days of stock respectively, and a broader assessment placing the overall shortfall at 1,850 MW, compounding unscheduled cuts for industrial, domestic, and agricultural consumers. The Coal Ministry disputed this framing, clarifying that PSPCL plant stocks stood at 117% of normative requirements as of September 4, while the state-owned plants' average plant load factor was only 42% in August, and that Coal India subsidiaries had offered coal that IPPs had been slow to book and lift — with CCL's offer of 5 lakh tonnes to Nabha Power and Talwandi Sabo seeing only around 3.1 lakh tonnes lifted. Full details of the central government's position, including facilitation of supply from PSPCL's captive mines, were also published separately. A wider digest noted that NTPC and its joint ventures had seven coal plants nationally with critical stocks, while all seven Rajasthan state-sector plants and four in Uttar Pradesh were also classified as critical. A separate report confirmed that India is rushing coal shipments as critical stocks rose across generators.

Eastern Coalfields Limited reported a record production year of 52.085 million tonnes in fiscal 2025-26, yet posted a loss of Rs 1,257 crore due to a production-dispatch gap and the prohibitive cost of aging underground mines — where extraction can reach Rs 15,000 per tonne against roughly Rs 300 for open-cast operations. Of 77 active mines, 57 are operating at a loss, and the company is evaluating phased closure of 11 mines over 24 months alongside plans to deploy Continuous Miners in 23 mines and introduce Longwall systems to cut costs. In Indonesia, El Niño-driven low water levels on the Barito River have disrupted coal barging in Kalimantan, with parts of the upper Barito already unnavigable and some miners declaring force majeure; the Indonesian Employers Association estimated the disruption could affect 3.9 million tonnes of monthly barging capacity. A related investigation detailed how captive coal plants burden communities in North Maluku and Central Sulawesi, where nickel smelting operations in industrial parks rely on dedicated off-grid coal capacity, displacing residents and compromising Indonesia's net-zero-by-2060 targets.

In Australia, the country's new National Environmental Protection Agency granted its first coal project approval since commencing operations in July, extending the Saraji mine to 2055 and permitting BHP Mitsubishi Alliance to extract an additional 55 million tonnes of metallurgical coal, subject to conditions protecting threatened koala and woodland habitats; climate groups condemned the decision as incompatible with Prime Minister Albanese's statements at the Pacific Islands Forum. Separately, the federal government softened its original renewables-only stance on data centres, with new standards permitting Queensland and NT fossil-fuel carve-outs to be legislated in early 2027. A South Africa energy factbook found that coal still supplies 78% of South African electricity, down from 90% in 2015, with persistent load shedding having ended as coal plants returned to service; under an economics-led scenario, coal's share is projected to fall to 21% by 2050 as solar, wind, and storage expand. In Australia's National Electricity Market, analysis of the battery pipeline projected that 19 GW displacing up to 6 GW of coal during the 5–9 pm peak window is now a near-certainty once the full pipeline is commissioned, with evening peak prices already collapsing from $345/MWh to $104/MWh year-on-year. ASX-listed coal equities were noted as among the session's strongest performers as coal stocks rose sharply alongside higher energy prices.

On the corporate front, White Energy (ASX:WEC) executed binding agreements to acquire the Lolley No. 1 met coal project in Alabama for approximately $5 million in shares and the Tin Hut Creek exploration holding in Queensland's Surat Basin for $4.5 million cash, with a $15 million capital raising at $0.06 per share having received shareholder approval, and Nathan Tinkler proposed as Executive Chairman upon completion. Yari Resources (ASX:YAR) disclosed an independent review of its 282 million tonne Arcadia Coal Project in Queensland's Bowen Basin that identified If you were forwarded this message and want to receive the Energy Dispatch directly to your inbox daily, subscribe today at: www.energydispatch.policyintelpro.com. Subscribers can also choose delivery through our private Substack and Slack channels.