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A new pricing framework will apply from January 2026 in France, replacing the Arenh mechanism. The state says the reform will not lead to higher bills for most consumers.
Port Inc. reports positive results from its battery storage pilot in Gunma, leveraging a regulatory window ahead of adjustment market reforms scheduled for fiscal year 2026.

US oil blockade on Venezuela disrupts maritime shipments

Interceptions of ships linked to Venezuelan oil are increasing, pushing shipowners to suspend operations as PDVSA struggles to recover from a cyberattack that disrupted its logistical systems.
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Policy reversals, reduced performance and corporate disengagement marked an unprecedented slowdown in wind power in 2025, although China continued its expansion at a steady pace.
French group Nexans initiates the sale of its Autoelectric subsidiary to India’s Motherson for €207mn ($227mn), marking its full exit from non-electrification activities.

Davidson Kempner and Fortress take control of Bourbon to relaunch growth

Bourbon enters a new strategic phase following the arrival of Davidson Kempner and Fortress, who have become majority shareholders after a financial restructuring approved by the French courts.
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The Ministry of the Economy forecasts stable regulated tariffs in 2026 and 2027 for 19.75 million households, despite the removal of the Arenh mechanism and the implementation of a new tariff framework.
The federation of the electricity sector proposes a comprehensive plan to reduce dependence on fossil fuels by replacing their use in transport, industry and housing with locally produced electricity.

China boosts global battery market after key power market reform

China's electricity market overhaul improves the profitability of energy storage, supporting a rapid increase in battery exports as global demand rises with data centres and power grids.
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The Australian government will require up to 25% of gas extracted on the east coast to be reserved for the domestic market from 2027, in response to supply tensions and soaring prices.
South Korea’s Tilda accelerates its entry into Vietnam with an artificial intelligence-based energy optimisation solution for solar and energy storage systems in the manufacturing sector.

CNOOC launches ninth offshore project in 2025 in the South China Sea

Chinese oil group CNOOC continues its expansion strategy with a new production start-up in the Pearl River Basin, marking its ninth offshore launch in 2025.
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Niigata's assembly officially backs the restart of the Kashiwazaki-Kariwa site, marking a key step in Japan’s return to nuclear energy following the 2011 Fukushima disaster.
After two seizures in ten days, U.S. authorities are pursuing another tanker suspected of evading sanctions. Maritime tracking data and official statements point to intensified controls on crude cargoes linked to Venezuela.

Lhyfe expects EUR10mn revenue in 2025 and cuts costs from 2026

Lhyfe aims to double its revenue next year, refocuses industrial priorities and plans a 30% cost reduction starting in 2026 to accelerate profitability.
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US authorities intercepted a second oil tanker carrying Venezuelan crude, escalating pressure on Caracas amid accusations of trafficking and tensions over sanctioned oil exports.
The government confirms the continuation of the high-voltage line construction to Fos-Berre, despite criticism from the public debate and local tensions regarding environmental and economic impacts.

Japan opens public funding for nuclear projects to support reactor restarts

The Japanese government plans to fund up to 30% of loans required for nuclear projects, aiming to accelerate reactor restarts and double the share of nuclear energy in its energy mix by 2040.
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Facing a rapid increase in demand across industrial corridors, the Kenyan government is restructuring its power grid to accelerate connections, reduce technical losses and integrate new digital tools.
Shanghai Electric begins a combined-cycle expansion project across four Iraqi provinces, aiming to boost energy efficiency by 50% without additional fuel consumption.
A new Russian presidential decree could allow Exxon Mobil to reclaim its stake in Sakhalin-1, under strict conditions tied to Western sanctions and equipment logistics.
Beijing opposes the possible return of European trio sanctions against Iran, as the nuclear deal deadline approaches and diplomatic tensions rise around Tehran.

800-Million-Dollar Agreement: Tsingshan Triggers an Energy Recomposition in Zimbabwe

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.
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Karpowership and Seatrium formalize a strategic partnership to convert floating LNG units, strengthening their joint offering in emerging mobile electricity markets.
Weakened by the exclusion of its solar panels from the U.S. market, Maxeon reports a sharp revenue decline and adjusts its financial structure under market pressure.

Shanghai Electric commissions Manah-1 solar plant in Oman with 500 MW

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.
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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.
The sultanate awards three mining concessions to local companies. Projects target strategic deposits to reduce hydrocarbon dependence.

MARA invests $168mn to acquire 64% stake in EDF’s subsidiary Exaion

MARA strengthens its presence in digital infrastructure by acquiring a majority stake in Exaion, a French provider of secure high-performance cloud services backed by EDF Pulse Ventures.
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Gentari has started construction at the Maryvale site, a solar project combined with a 409 MWh battery storage system, located in Central-West Orana and backed by a long-term public contract.
Developer Acen Australia has submitted a battery storage project to the federal government, targeting 440MW/1,760MWh in a region near solar and mining infrastructure in Queensland.

Moscow develops Arctic turbines for the Northern Sea Route

The Russian Ministry of Industry and Trade is announcing "Arctic configuration" wind generators to power infrastructure on the Northern Sea Route, without listing any companies at this stage, with the stated aim of technological sovereignty.
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OX2 has obtained Australian environmental approval to build a solar and storage project in Muswellbrook, on a former coal site in New South Wales, marking a milestone in its industrial strategy in the region.
The Japanese group TDK’s venture capital fund supports Ultraviolette, an Indian electric motorcycle manufacturer, to help it scale up in a domestic market estimated at over $50 billion within ten years.

Russia Targets Gas Turbines Over 300 MW in Technological Leap

Moscow is preparing to develop gas turbines exceeding 300 MW while strengthening existing capacities and positioning itself against the most high-performing models worldwide.
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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.
OPEC's August report reveals Russian production above quotas and commercial dominance in Asia, while Kazakhstan massively exceeds its reduction commitments.

Russian Shadow Fleet Disrupts Global Oil Balance in Asia

Hundreds of aging tankers transport Russian oil to Asia, circumventing Western sanctions while creating major environmental risks and transforming global trade flows.
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The Emirati logistics giant posts 40% revenue growth despite depressed maritime freight rates, driven by Navig8 integration and strategic fleet expansion.
Melvan obtains €4.26mn in bank financing to develop three solar power plants totalling 3.9 MWp, with construction scheduled to start in the second half of 2025.