The EPA terminates summer-blend gasoline rules two weeks early on September 1 to curb elevated pump prices amid persistent refining bottlenecks from the Iran war, while Poland drafts a 30% utility windfall tax. Simultaneously, intensified Black Sea strikes and European heatwaves push Chicago wheat up 17% as global output forecasts fall to 817 million tons, prompting France's first wheat shipment to Sudan in 18 years. In critical materials, the U.S. Department of Energy awards $500 million to domestic battery mineral projects as Chinese yttrium exports provide temporary relief to aerospace manufacturing.


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