China

Danish group Cadeler has signed two contracts for the transport and installation of offshore wind turbine foundations and units worth a combined €500mn, subject to a final investment decision by the client.
Chinese authorities authorise increased private sector participation in strategic energy projects, including nuclear, hydropower and transmission networks, in an effort to revitalise slowing domestic investment.

Uniper shuts down Karlshamn-2 after failure of Swedish winter backup scheme

The shutdown of Karlshamn-2 removes 335 MW of heavy fuel oil capacity from southern Sweden, exposing the limits of a strategic reserve model approved but inoperative, and increasing pressure on winter supply security.
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Faced with shorter approval timelines, several European nuclear firms, including Newcleo, Orano and Urenco, are considering relocating key industrial investments to the United States.
China's Envision Energy will supply a 680MW battery storage system to UK-based Statera Energy as part of the Carrington project, one of the largest in the country to reach financial close.

Jinhong Gas invests in Spain with a strategic cryogenic unit

Chinese group Jinhong Gas finalises a new industrial investment in Spain, marking its first European establishment and strengthening its global strategy in the industrial gas sector.
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Driven by the recovery in the raw materials market, CBAK Energy posted a sharp rise in revenue in the third quarter, while its battery business enters a complex industrial transition.
The Chinese giant targets 120 kt of SAF trading in 2025 and expands into European carbon markets, banking on ReFuelEU and CORSIA mandates to capture growing regulated demand.

Global renewable capacity to reach 793 GW in 2025 despite limited political ambitions

Global solar and wind additions will hit a new record in 2025, but the lack of ambitious national targets creates uncertainty around achieving a tripling by 2030.
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Indonesia’s coal overproduction has cut state revenues and company profits, while methane emissions from mines far exceed official figures.
OMS Energy is accelerating investments in artificial intelligence and robotics to position itself in the growing pipeline inspection and maintenance sector, a strategic segment with higher margins than traditional equipment manufacturing.

South Korea under industrial pressure over emissions targets deemed unrealistic

South Korean refiners warn of excessive emissions targets as government considers cuts of up to 60% from 2018 levels.
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The Danish wind turbine manufacturer doubled its net profit in the third quarter despite complex market conditions, supported by increased onshore deliveries and order growth.
An international group of researchers now forecasts a Chinese emissions peak by 2028, despite recent signs of decline, increasing uncertainty over the country’s energy transition pace.

Pylontech opens subsidiary in Australia to support energy storage investments

Chinese manufacturer Pylontech strengthens its international investment strategy by launching a local entity in Australia to accelerate the deployment of its energy storage solutions.
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JA Solar has signed an agreement with Larsen & Toubro to supply photovoltaic modules for the Samarkand 1 and 2 solar power plants, developed by ACWA Power with a total installed capacity of 1.2 GW.
Two photovoltaic plants with a combined capacity of 1,400 MW will be operational in 2027, strengthening EDF Group's international presence and Asian actors in Saudi Arabia's energy market.

The liquid hydrogen micro-storage systems market to reach $738.6mn by 2034

Driven by aerospace, industrial gas, and hydrogen investment, the global liquid hydrogen micro-storage systems market is projected to grow 9% annually through 2034.
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Chinese supplier HiTHIUM enters the Israeli market with a strategic agreement to deploy 1.5GWh of long-duration energy storage alongside El-Mor Renewable Energy.
Danish firm Aegir Insights extends its Aegir Quant™ platform to onshore wind, solar, storage and hybrid assets, strengthening its investment intelligence offering for developers and investors.
First suspect linked to the Nord Stream pipeline explosions, a Ukrainian citizen challenged by Berlin opposes his judicial transfer from Italy.
The Revolution Wind project, already 80% complete, has been halted by the U.S. administration over national security concerns, creating major uncertainty in the sector.

Ukrainian Arrested in Italy for Alleged Role in Nord Stream Sabotage

A Ukrainian national suspected of coordinating the Nord Stream pipeline sabotage has been apprehended in Italy, reigniting a judicial case with significant geopolitical implications across Europe.
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Canadian Solar reported a gross margin of 29.8% in Q2 2025, exceeding expectations despite a net loss, amid delayed project sales and asset impairments.
Sinopec Shanghai Petrochemical reported a net loss in the first half of 2025, impacted by reduced demand for fuels and chemical products, as well as declining sales volumes.

Masdar completes financing for the 2 GW Al Sadawi solar project in Saudi Arabia

The consortium led by Masdar has secured approximately $1.1 billion in financing to build one of the world’s largest solar power plants in Saudi Arabia’s Eastern Province.
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Driven by rising industrial demand and emerging capacities in Asia, the global petrochemicals market is expected to see sustained expansion despite regulatory pressures and raw material cost challenges.
Indian imports of Brazilian crude reach 72,000 barrels per day in the first half of 2025, driven by U.S. sanctions, and are expected to grow with new contracts and upstream projects between Petrobras and Indian refiners.

Global EV Charging Points to Reach 206.6 Million by 2040

Electric vehicle charging infrastructure investments are expected to hit $300 billion by 2040, driven by a 12.3% annual increase in global charging port deployments.
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TCL SunPower Global entrusts the distribution of its solar panels to Energia Italia, thereby consolidating its presence in the Italian market within a context of strategic restructuring.
In July, China maintained a crude oil surplus of 530,000 barrels per day despite high refining activity, confirming a stockpiling strategy amid fluctuating global prices.

The aviation fuel market projected to reach USD 751 billion by 2032

With an annual growth rate estimated at 10.11%, the global aviation fuel market could reach USD 751 billion by 2032, driven by increasing air traffic and new industrial partnerships.
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China’s aviation fuel distributor CNAF announced a new investment in a private sustainable fuel refinery, reinforcing its integration strategy within an emerging sector considered critical to the country’s aviation industry.
Petrobras is holding talks with SBM Offshore and Modec to raise output from three strategic FPSOs, two already at full capacity, to capture more value from the high-potential pre-salt fields.

China rejects European threat to reinstate sanctions against Iran

Beijing opposes the possible return of European trio sanctions against Iran, as the nuclear deal deadline approaches and diplomatic tensions rise around Tehran.
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With a new $800 million investment agreement, Tsingshan expands the Manhize steel plant and generates an energy demand of more than 500 MW, forcing Zimbabwe to accelerate its electricity strategy.
The Manah-1 solar project in Oman, with a capacity of 500 MW, was delivered by Shanghai Electric and has recorded a stable first month of operation, strengthening industrial and technical cooperation with Électricité de France.

Vanda RE negotiates power purchase contracts in Singapore for Indonesian solar project

Vanda RE is in talks with potential buyers in Singapore for electricity from a $3 billion solar and storage project in Indonesia’s Riau Islands.
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The sultanate awards three mining concessions to local companies. Projects target strategic deposits to reduce hydrocarbon dependence.
The United States Department of Energy has selected eleven companies to build experimental nuclear reactors by July 2026, under a programme aimed at meeting rising electricity demand.