Long-Range Drone Strikes: Ukraine hit Russia’s St. Petersburg oil terminal and the naval base at Kronstadt, with Zelensky calling it part of “long-range sanctions,” while Russian officials said air defenses shot down 72 drones over the Leningrad region. Energy Infrastructure Pressure: Fires and reported disruptions followed attacks across Crimea and Russia’s regions, including the Kerch ferry terminal and Belgorod’s Luch thermal power plant, where a partial blackout was reported. Air Defense and Drone Warfare: Ukraine said it intercepted 69 of 86 drones in an overnight attack that also included Iskander-M and Kh-59/69 missiles, underscoring how drones and missiles are being mixed to overwhelm defenses. NATO and Nuclear Posture: Lithuania moved to remove its constitutional ban on nuclear weapons deployment to join Western deterrence, joining a broader eastern-flank rethink. Defense Industrial Deals: The UK, Italy and Japan awarded a £4.6bn GCAP fighter-jet contract to Edgewing, while India cleared a $5.46bn military upgrade spanning air defense, anti-drone, kamikaze drones, naval mines, and surveillance UAVs. Software-First Unmanned Systems: The Netherlands signed a partnership with Intelic to build a software foundation for interoperable unmanned ecosystems, aiming to connect drones and ground systems faster. Procurement and Market Mood: KNDS delayed its IPO, reflecting investor caution as drone-heavy rearmament and geopolitical uncertainty reshape defense-industry expectations.