US-Iran Energy Shock Fallout: A new analysis warns the US-Iran conflict’s real damage is broader than oil—hitting shipping, fertilizer, food and finance, with normalization likely taking months to years even if hostilities ease. G7 Sanctions & Hormuz: G7 leaders in France backed stronger Russia oil-and-gas sanctions while pointing to a US-Iran deal meant to reopen the Strait of Hormuz, a key global chokepoint. US-Iran $300B Fund: Reuters reports a $300 billion private investment vehicle for Iran reconstruction is outlined in the framework, with more than half already pledged and projects spanning energy, logistics, manufacturing and transport. Argentina Finance: The World Bank issued guarantees enabling Argentina to access up to $2B in commercial loans, aiming to lower borrowing costs as debt payments loom. Venezuela Grid Modernization: Acting President Delcy Rodríguez signed an MoU with GE Vernova to modernize generation and reinforce Venezuela’s national electric system. Brazil Solar Financing: Brazil’s distributed solar financing rose in 2025 even as utility-scale investment fell, signaling a shift in where capital is flowing. Trade Risk for Mexico: Trump said USMCA renewal could be threatened, adding uncertainty for Mexico’s energy and industrial supply chains tied to North American trade. El Niño Watch: Forecasters say El Niño has arrived, raising risks of heat and drought that could stress water and power systems across the region.