UK leadership reset: Andy Burnham officially becomes the UK’s seventh prime minister in a decade, promising a “circuit-breaker” for Britain, a 10-year plan, and immediate “breathing space” on the cost of living, with his first instruction to end rough sleeping. Energy bills and winter support: The DWP reminds pensioners about opting out of Winter Fuel Payment, with recovery rules tightening via HMRC from 2027/28 unless people opt out. Heat pump blackout risk: The Telegraph reports a Smart Secure Electricity Systems plan that could let suppliers remotely restrict heat pumps in winter, raising fears for heating during peak demand. North Sea policy signals: Burnham’s early messaging points to a more pragmatic approach to North Sea oil and gas, while allies and critics watch for how it will affect bills and Labour’s net zero stance. Middle East oil shock: Brent crude pushes above $90 as US-Iran tensions escalate, with Strait of Hormuz shipping disruption fears feeding inflation worries and renewed energy-shock risk for markets like India. Local gas infrastructure disruption: Wales & West Utilities begins a major Newport underground gas pipe upgrade, with traffic management from July 20 to Aug 3. Cyber/tech governance: UK cyber and tech groups warn against downsizing or scrapping DSIT as Burnham prepares an AI-focused government reshuffle.