Iran

The European Union and Washington have finalized an agreement setting $750 billion in U.S. gas, oil and nuclear purchases, complemented by $600 billion in European investments in the United States by 2028.
The United States Department of Commerce is assessing the strategic impact of wind turbine imports amid rising tariffs and supply chain tensions.

Air Products Delivers 730,000 Gallons of Liquid Hydrogen to NASA for Artemis

Air Products transported over 50 tanker trucks to the Kennedy Space Center to fill the world’s largest liquid hydrogen tank, supporting NASA’s Artemis missions.
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The gradual restart of BP’s Whiting refinery following severe flooding is driving price and logistics adjustments across several Midwestern U.S. states.
Amid tensions on the Midwest power grid, Washington orders the continued operation of the J.H. Campbell plant to secure electricity supply over the coming months.

Vattenfall selects GE Vernova and Rolls-Royce for future nuclear reactors

Vattenfall advances its nuclear project in Sweden by selecting two modular reactor suppliers, GE Vernova and Rolls-Royce SMR, for a potential installation on the Värö Peninsula.
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Sempra Infrastructure and ConocoPhillips signed a 20-year LNG sales agreement for 4 Mtpa, confirming their joint commitment to expanding the Port Arthur LNG liquefaction terminal in Texas.
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.

Next Bridge Raises $6 Million to Fund Panther Project in Louisiana

Next Bridge Hydrocarbons completes a $6 million private debt raise to support its involvement in the Panther project while restructuring part of its existing debt.
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Verra and S&P Global Commodity Insights join forces to build a next-generation registry aimed at strengthening carbon market integration and enhancing transaction transparency.
NANO Nuclear Energy has been selected to compete in the final round of xTechSearch 9, a US Army initiative aimed at identifying high-potential dual-use technology solutions.

Canadian Solar posts record margin despite quarterly net loss

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.
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Australian distributor OSW secures strategic funding to accelerate U.S. growth and deploy its digital solar project management platform.
Energy Plug Technologies partnered with GGVentures to deliver three energy storage systems to the U.S. construction sector, marking its first commercial breakthrough in this strategic market.

Masdar mobilizes USD 1.685 billion for energy projects through green bonds

Masdar has allocated the entirety of its 2023–2024 green bond issuances to solar, wind, and storage energy projects, while expanding its financial framework to include green hydrogen and batteries.
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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.
Peabody Energy abandons the acquisition of Anglo American’s Australian coal assets, triggering an arbitration process following the failure of a post-incident agreement at the Moranbah North mine.

Indonesia Energy enters the Brazilian market with a strategic exploratory agreement

Indonesia Energy Corporation signs a memorandum of understanding with Aguila Energia to identify oil and gas assets in Brazil, marking a first incursion outside its domestic market.
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Gunvor commits to 0.85 million tonnes per year of liquefied natural gas from AMIGO LNG, marking a strategic step forward for Asian and Latin American supply via the Guaymas terminal.
The merger between Premier American Uranium and Nuclear Fuels reaches a key milestone following final approval of the arrangement plan by the Supreme Court of British Columbia.
Belarus offers its expertise to support the construction of Uzbekistan’s first nuclear power plant, as Tashkent accelerates its civil energy projects with new international partnerships.
Start-up HYLENR finalises a strategic $3 mn fundraising to move from pilot phase to industrialisation of its low-energy nuclear reaction systems for industrial heat production.

The e-fuels market targets $66.25bn by 2030 driven by Asia-Pacific momentum

E-fuels growth is accelerating with the market expected to reach $66.25bn by 2030, fuelled by Asia-Pacific’s industrial expansion, technological advances, and investments in hydrogen and ammonia infrastructure.
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A free trade agreement between Indonesia and the Eurasian Economic Union is set to be signed in December, aiming to reduce tariffs on $3 bn worth of trade and boost bilateral commerce in the coming years.
HydrogenXT secures a $900mn agreement with Kell Kapital Partners Limited to develop the first ten local zero-carbon blue hydrogen plants along key logistics corridors in the United States.

Adapture Renewables launches its first storage projects with 74 MWh in Texas

Adapture Renewables announces the commissioning of two battery energy storage systems in Texas, totalling 74 MWh in capacity, with technological support from Ascend Analytics for operational optimisation.
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SolarMax Technology has signed a key contract to deliver a 430 MWh battery energy storage system in Texas, strengthening its presence in the large-scale US energy solutions market.
5N Plus announces the extension of its supply agreement with First Solar, including a 33% increase in cadmium telluride volumes by 2026 and the delivery of new essential materials for photovoltaic production.

Core Natural Resources reports USD220.2mn in cash flow and adjusts its financial policy

Core Natural Resources announces USD220.2mn in operating cash flow for the second quarter of 2025, while revising its capital return strategy and increasing post-merger synergies.
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Uranium output from American mines surged more than thirteen-fold in 2024, driven by increased investment, exploration drilling and a partial restart of industrial capacity across several key states.
NextEra Energy launches the recommissioning of the Duane Arnold nuclear site in Iowa, aiming to inject over 600 MWe back into the grid to meet the growing electricity demand of the American industrial sector.

Brookfield invests $6 billion in Duke Energy Florida

Brookfield acquires 19.7% of Duke Energy Florida for $6 billion, strengthening the group's investment capacity and supporting a five-year modernisation plan valued at $87 billion.
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U.S. electricity consumption reached unprecedented levels in the last week of July, driven by a heatwave and the growth of industrial activity.
The visit of India's national security adviser to Moscow comes as the United States threatens to raise tariffs on New Delhi due to India’s continued purchases of Russian oil.

Kazakhstan ships 85,000 tonnes of crude oil to Hungary via Croatia for the first time

KazMunayGas has completed its first delivery of 85,000 tonnes of crude oil to Hungary, using maritime transport through the Croatian port of Omisalj as part of a broader export strategy to the European Union.
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Siemens Energy posts historic third-quarter orders, significant revenue growth and lifts its dividend ban, reinforcing its backlog strength and ambitions for profitable growth in 2025.
Nasa has launched a call for tenders for a nuclear reactor on the Moon by 2030, aiming to support American ambitions for a permanent base, despite budget uncertainties and mounting pressure from China and Russia.

Chinese manufacturers accelerate global expansion, Wood Mackenzie reports, to overcome trade barriers

The proliferation of Chinese industrial sites abroad, analysed by Wood Mackenzie, allows renewable energy players to expand their hold on the sector despite intensified global protectionist measures.
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Record Gulf crude imports expose structural vulnerabilities of Japanese refining amid rising geopolitical tensions and Asian competition.
More than 100,000 residential batteries coordinated by Sunrun delivered 360 megawatts to the California electricity grid, setting a new record for distributed power during an exercise supervised by local authorities.
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