“I think it was France who demanded 100% of the shells came from EU”
I believe that is correct.
The rationale given, was that it was important for Europe to develop their Defense industrial capacity. That objective has significantly been addressed, by how their program was structured, and the contracts that were awarded.
The thing that has changed, is the (short term?) drying up of the expected American contribution, which is a gap that needs to be filled.
Ukrainian drones attacked a Lukoil oil refinery in the Krasnoarmeysky District, Volgograd region in Russia. UP reports the involvement of Ukrainian SBU. It is reported that this refinery is the largest producer of petroleum products in the Southern Federal District of Russia.
https://twitter.com/NOELreports/status/1753731500032295043
