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The UK government has pledged £380 million to accelerate the build‑out of a new battery factory in Somerset that will supply Jaguar Land Rover (JLR) with cells for its forthcoming electric Range Rover and Jaguar models. The plant, operated by Tata’s battery subsidiary Agratas, was highlighted during a site visit by Business Secretary Peter Kyle, who emphasized the grant’s role in safeguarding jobs and driving economic growth. When fully operational, the gigafactory is projected to employ 4,200 workers and deliver up to 40 GWh of battery capacity annually—enough for hundreds of thousands of electric vehicles. It will become the UK’s second high‑volume battery facility after the Chinese‑owned AESC plant in Sunderland. Construction remains in its early stages, with only a steel frame erected so far. Although the original timetable targeted production start‑up in 2026, delays have pushed the expected commencement to the end of 2027. Agratas has reduced the footprint of the first building but claims the change reflects more efficient process design rather than a cut‑back in output. JLR, the nation’s largest automotive employer, had planned to launch its electric Range Rover in 2025, but the debut has slipped to 2026 and the vehicle is still not on sale. The postponement follows a broader trend of EV manufacturers worldwide scaling back or postponing battery projects after over‑optimistic forecasts of rapid consumer migration from petrol. Recent spikes in petrol prices—spurred by geopolitical tensions linked to Donald Trump’s war in Iran—could make electric cars more appealing, potentially justifying the sizeable capital commitments required for a transition to EV production. Until the Somerset facility becomes operational, JLR will continue to source batteries from AESC. That arrangement was confirmed last year by investment bank Société Générale, though references to JLR have since been removed from public statements. In addition to the battery grant, Tata previously secured a £500 million pledge to modernise its Welsh steelworks with electric arc furnaces, underscoring the government’s broader push for greener industrial capacity. Peter Kyle said the investment, alongside other automotive research initiatives announced on the same day, would “boost economic growth, secure jobs and put more money in people’s pockets.” He added that the UK’s “modern industrial strategy” provides the stability needed for long‑term planning. Earl Wiggins, Agratas’s vice‑president for UK manufacturing, welcomed the funding, noting it will enable the company to “deliver net‑zero goals and strengthen the UK’s position as a global leader in battery manufacturing.” He projected that over 2,200 staff would be on‑site within the next year, with further growth thereafter.

For Konstantin, a 53‑year‑old resident of St Petersburg, the war in Ukraine has become a literal scent in the air. Over the past fortnight he has repeatedly detected the acrid odor of burning crude, fuel and chemicals drifting from Ukrainian drone strikes on Russia’s two largest Baltic oil terminals. The facilities at Ust‑Luga and Primorsk together handle about 40% of Moscow’s seaborne oil exports and roughly 2% of global oil supply, according to the International Energy Agency. Both ports lie within 150 km of St Petersburg, making the smoke visible – and smelt – to locals. Ukrainian drones have flown more than 1,000 km from the front lines to strike storage tanks and loading infrastructure, igniting fires that have burned for days. The smell, described by Konstantin as a mix of diesel exhaust, burning plastic and rotten eggs, first appeared in late March. These attacks are a key element of Kyiv’s strategy to erode Russia’s “unexpected windfall” from oil exports, a revenue stream that has surged as the US‑Israel campaign against Iran pushed global oil prices higher. Satellite imagery shows extensive damage at both terminals, with Ust‑Luga’s sprawling processing complex blackened by fire. As a result, both ports are currently unable to dispatch cargo, forcing traders to reroute oil to smaller Baltic and Black Sea ports that lack the capacity to absorb the displaced volume. Financial analysts estimate that the disruption has already cost Moscow roughly $1 billion in lost export earnings, according to Bloomberg data released on March 31. Moreover, every $10 rise in global oil prices translates into about $1.6 billion of additional monthly income for the Kremlin. Russian officials have blamed European nations for allegedly facilitating the drone overflights, but Ukrainian experts dispute this claim. Andrey Pronin, a pioneer of Ukraine’s drone warfare, emphasized that the strikes are meticulously planned to stay within Russian airspace, bypassing air‑defence systems. Since the campaign began, Ukrainian forces have targeted 13 oil sites, seriously damaging at least eight refineries from the Baltic coast to the Volga region. The attacks are timed to coincide with the heightened profitability Russia enjoys from the Iran‑related oil price surge, according to researcher Nikolay Mitrokhin of Bremen University. Beyond the immediate economic impact, Kyiv views the strikes as leverage in negotiations with Moscow. President Volodymyr Zelenskyy has floated the idea of a temporary moratorium on attacks against Ukrainian energy infrastructure in exchange for concessions, though the strategy also inadvertently benefits Iran by sustaining higher oil prices. On the tactical side, Ukraine now relies heavily on FP‑1 drones produced by the domestic Firepoint company. These unmanned aircraft can carry up to 120 kg of explosives and travel roughly 1,500 km, enabling strikes deep inside Russian territory. For civilians living near the conflict zones, the nightly “fireworks” of explosions have become a grim routine. Abdulla, a Tatar resident of Crimea, described the constant shelling as a new normal, while analysts note that President Vladimir Putin remains resolute, using the ongoing talks with the White House as a diplomatic façade. Overall, the Ukrainian drone campaign illustrates how modern warfare increasingly intertwines kinetic attacks with strategic economic disruption, reshaping the dynamics of the Russia‑Ukraine war and its broader geopolitical reverberations.