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Black Hat USA 2026 and DEF CON 34 brought three threads that matter to manufacturers: the inside story of the December 2025 attack on Poland's energy sector and a manufacturing company (lateral movement into OT through a private APN), weaknesses in industrial protocols and engineering software (CC-Link IE TSN, OPC UA, open62541, Siemens S7), and vulnerabilities in local AI runtimes. We cover what was actually presented and propose a 30-day action list.