India

Two drone strikes hit Heglig in August, disrupting the strategic Nile Blend export hub and increasing the vulnerability of Sudanese and South Sudanese oil flows.
Russia and Iran seek to strengthen their nuclear cooperation as the E3 activates the sanctions mechanism against Tehran, reigniting tensions over compliance with the 2015 Vienna agreement.

India and Japan activate a hydrogen–ammonia corridor with 2030–2040 targets

A cooperation agreement, a bilateral carbon-credit mechanism and converging standards lay the ground for India→Japan hydrogen and ammonia flows, with volume targets, price-support schemes and first export projects scaling up.
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An Indonesian ministerial delegation visited China to explore waste-to-energy solutions, as the country moves forward with a $200mn project in Makassar.
The three European powers activate the UN sanctions mechanism against Iran, increasing pressure on the country's oil exports as Tehran maintains high production despite Western measures.

China accelerates oil production despite slowing imports

China’s oil production has surged since 2019, driven by national companies and government support, while import dependency remains high.
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CATL unveiled in São Paulo its new 9MWh TENER Stack system, designed for the South American market, responding to rising demand for energy storage driven by the growth of renewable energy.
The United States Nuclear Regulatory Commission has granted a 40-year extension for the AP1000 reactor design certification, supporting its long-term construction domestically and deployment abroad.

Ohmium reduces electrolyser footprint to 29.7 m²/MW

US-based manufacturer Ohmium unveils a new generation of modular electrolysers integrating all production systems within a reduced footprint, aiming to lower installation and operating costs for green hydrogen.
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Iran once again authorises the International Atomic Energy Agency to inspect its nuclear sites, following a suspension triggered by a dispute over responsibility for Israeli strikes.
The United States extends a 30-day reprieve to NIS, controlled by Gazprom, as Serbia seeks to maintain energy security amid pressure on the Russian energy sector.

CNOOC Limited records 6.1% increase in production for H1 2025

With net output reaching 384.6 million barrels of oil equivalent, CNOOC Limited continues its expansion, strengthening both domestic and international capacities despite volatile crude oil prices.
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Tokyo protests against Chinese installations deemed unilateral in a disputed maritime zone, despite a bilateral agreement stalled since 2010.
Chinese group Sinopec has launched a large-scale seismic imaging campaign across 3,000 km² in Mexico using nodal technology from Sercel, owned by Viridien, delivered in August to map areas with complex terrain.

CNOOC signs two gas exploration contracts in Indonesia with EnQuest and Agra

CNOOC Limited has signed two production sharing contracts with SKK Migas to explore the Gaea and Gaea II blocks in West Papua, alongside EnQuest and Agra.
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India’s coking coal imports are rising and increasingly split between the United States and Russia, while Australian producers redirect volumes to China; 2025 results confirm a shift in trade flows.
Washington increases pressure on Iran’s oil sector by sanctioning a Greek shipper and its affiliates, accused of facilitating crude exports to Asia despite existing embargoes.

Containerized BESS Market to Reach USD 35.82 Billion by 2030, Says MarketsandMarkets

Driven by grid flexibility demand and utility investments, the global containerized BESS market will grow at an annual rate of 20.9% through 2030.
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Amid repeated disruptions on the Druzhba pipeline, attributed to Ukrainian strikes, Hungary has requested U.S. support to secure its oil supply.
First suspect linked to the Nord Stream pipeline explosions, a Ukrainian citizen challenged by Berlin opposes his judicial transfer from Italy.
China has reached a historic energy milestone with wind and solar capacity now exceeding that from thermal sources, amid an acceleration of new installations.
The global oil industry anticipates a significant decline in exploration and production investments from 2025, amid persistent oversupply, exacerbated by increased U.S. tariffs and recent decisions by OPEC+.

France seeks to create a China-EU duo to offset US withdrawal

France proposes a stronger alliance between the European Union and China to counter the absence of the United States in the fight against climate change, with a summit scheduled for July 2025.
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The United States strongly criticised anti-fossil fuel policies at the International Energy Agency (IEA) summit, highlighting their dangers to global energy security.
The UK government has introduced an amendment aimed at preventing its public company from buying components linked to forced labour, which could impact the supply of Chinese solar panels.

CATL unveils revolutionary electric vehicle batteries, paving the way for a new energy era

CATL introduced several innovative batteries for electric vehicles, including the Naxtra, the first series-produced sodium-ion battery, and the Freevoy, marking the entry into the era of multiple power sources.
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In London, global officials gather to discuss energy security amid rising geopolitical tensions. Disagreements persist on the role of renewable energy in meeting global demand.
During President Ilham Aliyev's official visit to China, six agreements were signed between Azerbaijan and Chinese partners to develop green energy projects, including solar power plants, an offshore wind farm, and energy storage systems.

Algeria and LONGi discuss industrial partnership for solar panel production

Algeria explores a partnership with Chinese giant LONGi to launch local solar panel production. This initiative is part of the country's energy diversification strategy.
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Chinese giant Sinopec publishes its first international global energy outlook, forecasting a peak in primary energy consumption by 2045 and a rise in non-fossil energy sources.
Narendra Modi is on an official visit to Saudi Arabia to consolidate energy and trade ties between India and Riyadh, a key strategic supplier of crude oil to New Delhi.

Trump policies: renewable energy and storage sectors on alert in US markets

Donald Trump's aggressive trade policies and regulatory uncertainty in the United States are slowing investments in wind, solar, and energy storage, pushing the sector into a period of caution and market volatility.
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Facing supply fluctuations, integrated biorefineries are emerging as an effective industrial solution, combining diverse feedstocks to optimize operating costs and secure renewable fuel supplies, crucial to achieving carbon neutrality goals.
Shanghai Electric has secured strategic partnerships with Masdar and Mawarid Group for large-scale solar and wind projects, strengthening its industrial presence in the Middle East.

Das Solar invests €109mn in photovoltaic plant in France

Chinese group Das Solar begins construction of its first European factory in Mandeure, with an initial 2 GW capacity and the planned creation of 600 jobs.
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The global artificial intelligence market applied to the energy sector is expected to grow at an annual rate of 36.9% between 2024 and 2030, according to a report published by MarketsandMarketsâ„¢ on April 22.
European marine energy reaches a major milestone with a 165 MW pipeline planned over five years, supported by €60 million in private investments, reflecting growing financial market interest in this expanding sector.

Malaysia LNG Gradually Restarts Operations After Major Incident at Bintulu

Malaysia LNG is progressively resuming operations following an unexpected shutdown of key modules at Bintulu due to a boiler malfunction, raising questions about the impacts on Asian and international liquefied natural gas markets.
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Kosol Energie has completed a 10 MW solar power plant in the Kutch desert, relying on GoodWe inverters to optimise energy output under extreme climate conditions.
An armed group set fire to 45 trucks and several pieces of equipment at a Chinese hydropower construction site in southern Chile, triggering diplomatic tensions with Beijing.