Good morning. Europe is bracing for a prolonged energy crisis as the EU warns member states to prepare for fuel rationing and additional strategic reserve releases, while the situation in the Gulf continues to escalate with attacks on energy infrastructure and Trump renewing threats against Iranian facilities. Despite the turmoil, there's been a breakthrough in shipping as a major French container vessel successfully navigated the Strait of Hormuz—the first Western-owned ship known to make the passage since the conflict began.
Meanwhile, Artemis II has achieved a historic milestone, taking humans beyond Earth's orbit for the first time in over 50 years as the crew heads toward the far side of the Moon. In the tech world, Google has released its new Gemma 4 open models, generating significant buzz in AI circles, while a former Azure engineer's scathing critique of Microsoft's cloud practices is raising serious questions about trust in enterprise cloud services. On the energy front, Amazon has already started hitting sellers with fuel surcharges as global supply chains feel the pinch from Middle East tensions.