Defense & Drones: Ukraine war tensions are spilling into the drone supply chain, with reports of attacks on drone executives and engineers, underscoring how battlefield tech is becoming a target for disruption. Semiconductor Manufacturing Push: SpaceX and Tesla unveiled Terafab, a planned $16.8B chip plant in Grimes County, aiming to scale AI chip production and create thousands of jobs. US Policy & Supply Chains: The FCC proposed tougher rules to block sales of certain foreign drones and components, including LiDAR and thermal-equipped systems, as regulators frame the move as national security. Industrial Demand Signals: The US ISM Manufacturing PMI rose to 55.6 in July, with new orders and production strengthening while prices stayed in expansion. Renewables Manufacturing Momentum: India’s non-fossil capacity crossed 300 GW, with solar driving growth and module manufacturing capacity now exceeding 200 GW on the approved list. Regional Manufacturing Growth: Bangladesh’s PMI jumped to 57.8 in July as manufacturing rebounded sharply, lifting orders, output, and employment. Investment & Jobs: Odisha’s Delhi-NCR outreach secured Rs 66,392 crore in proposals and 54,135 potential jobs, with a focus on electronics, textiles, and manufacturing supply chains. Corporate Moves: RefrigiWear named Jim Dugan CEO, signaling leadership continuity as the PPE and insulated workwear manufacturer looks to expand globally. Industrial Safety & Crime: Kuwait’s morality police raided an illegal liquor manufacturing operation, highlighting ongoing enforcement risks around illicit production.