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3.72.0 <https://github.com/pulumi/pulumi/pull/13167|updated our go.cloud dependency> (which we use for the azblob support), so I suspect this is probably actually a problem in go.cloud.
Do you also have AZURE_STORAGE_ACCOUNT set?

same env variables, older version login ok

Can you try 3.71? If that works it pretty much guarantees an issue with go.cloud but if you can check that and raise an issue at <https://github.com/pulumi/pulumi/issues> we can see if we can dig into what's changed with go.cloud to cause this.

Thanks almost certainly a go.cloud issue, I have a feeling we saw something similar last time we tried to update go.cloud I'll see if I can dig that up as well.

<https://github.com/pulumi/pulumi/issues/11982> yeh there were azure issues when we tried to update to 0.28, I guess 0.29 still has those issues but we never managed to reproduce the problem to be able to raise an issue with go.cloud as to what was broken.