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RWE has started commissioning a 100 MW electrolyser in Lingen, the first phase of a 300 MW project set to supply TotalEnergies’ refinery via a new hydrogen network under construction.
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.

Nexans sells Autoelectric to Motherson for €207mn, completing its strategic shift

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.
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Swedish group Orrön Energy is selling a portfolio of development-stage solar projects to Gülermak for up to €14mn, including an initial €0.7mn payment and additional milestone-based consideration.
European Energy increases the capacity of its Måde Power-to-X site to 8.1 MW, with a new electrolyser in service and ongoing tests for commercial production in 2026.

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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RWE signed a 15-year power purchase agreement with Indiana Michigan Power for the Prairie Creek project, aimed at supporting Indiana’s growing electricity demand starting in 2028.
EDP has signed a long-term electricity supply agreement with Energa for a 322 MW hybrid portfolio combining wind and solar, marking one of the largest contracts of its kind in Poland.

Newcleo launches European safeguards process for lead-cooled modular reactor

French nuclear reactor developer Newcleo has submitted its lead-cooled small modular reactor design to Euratom, initiating the first regulatory phase to integrate nuclear non-proliferation safeguards at the European level.
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BayWa r.e. has finalised the sale of a 46 MW floating solar park, the country’s largest, to a Dutch public-local consortium, marking a new step in the decentralised structuring of the solar market in the Netherlands.
Poland’s financial watchdog has launched legal proceedings over suspicious transactions involving Energa shares, carried out just before Orlen revealed plans to acquire full ownership.

Gasunie and Thyssengas to link Dutch and German hydrogen networks

Gasunie and Thyssengas have signed an agreement to convert existing gas pipelines into hydrogen conduits between the Netherlands and Germany, facilitating integration of Dutch ports with German industrial regions.
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US-based Holtec has signed a memorandum of understanding with Hungary’s energy group MVM to assess the deployment of its SMR-300 technology, strengthening bilateral nuclear cooperation and opening prospects for a new market in Central Europe.
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.

50Hertz plans 30 GW of new electrical interconnections by 2029

German grid operator 50Hertz commits to nearly 30 GW of new connection capacity by 2029, amid network saturation and calls for reforming access procedures.
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Berlin strengthens its cooperation with Abuja through funding aimed at supporting Nigeria’s energy diversification and consolidating its renewable infrastructure.
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.

Newcleo considers shifting €16bn nuclear projects from the UK to the United States

Faced with shorter approval timelines, several European nuclear firms, including Newcleo, Orano and Urenco, are considering relocating key industrial investments to the United States.
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Fusion Fuel Cycles has begun work on its UNITY-2 facility, a unique test bench designed to validate the full tritium fuel cycle under fusion conditions, marking a key step toward fusion energy.
Nineteen countries, led by Brazil, Italy, Japan and India, aim to quadruple sustainable fuel production by 2035, marking a major industrial and regulatory challenge for global energy and transport supply chains.
The Ukrainian government is preparing to raise natural gas imports by 30% to offset damage to its energy infrastructure and ensure supply continuity during the winter season.
Rail shipments of Belarusian gasoline to Russia surged in September as Moscow sought to offset fuel shortages caused by Ukrainian attacks on its energy infrastructure.

Tusk refuses to hand over Ukrainian suspect to Germany over Nord Stream sabotage

Polish Prime Minister Donald Tusk said it was not in Poland’s interest to extradite to Germany a Ukrainian citizen suspected of taking part in the explosions that damaged the Nord Stream gas pipelines in 2022.
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Denmark is intensifying inspections of ships passing through Skagen, a strategic point linking the North Sea and the Baltic Sea, to counter the risks posed by the Russian shadow fleet transporting sanctioned oil.
GVH and Samsung C&T join forces to accelerate international deployment of BWRX-300 small modular reactors, with a strong focus on Sweden and the consolidation of the nuclear supply chain.

Mars invests in 100 solar projects in Poland with GoldenPeaks Capital

Mars signs a major contract with GoldenPeaks Capital to develop over 100 solar plants in Poland, aiming to power its European operations and supply chain with renewable electricity.
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Tenaz Energy finalised the purchase of stakes in the GEMS project between Dutch and German waters, aiming to boost production to 7,000 boe/d by 2026.
Copenhagen Infrastructure Partners invests in Nivalan Biokaasu, Finland’s largest bioLNG plant, with construction set to begin in late 2025 and operations scheduled for 2027.

France: SNCF signs two 25-year solar contracts with Octopus and BayWa r.e.

SNCF Voyageurs secures direct solar electricity supply from two plants owned by Octopus Energy and BayWa r.e., through 25-year agreements aimed at powering its rail network.
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Eni North Africa restarts drilling operations on well C1-16/4 off the Libyan coast, suspended since 2020, aiming to complete exploration near the Bahr Es Salam gas field.
An analysis by Wood Mackenzie shows that expanding UK oil and gas production would reduce costs and emissions while remaining within international climate targets.

European Union grants €12mn to STEG for Tunisia-Italy power interconnection

A €12mn technical grant will support STEG in supervising ELMED, the first submarine power cable between Tunisia and Italy, a strategic project co-developed with Italy’s TERNA and valued at €921mn.
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A night-time attack on Belgorod’s power grid left thousands without electricity, according to Russian local authorities, despite partial service restoration the following morning.
Polish authorities have 40 days to decide on the extradition of a Ukrainian accused of participating in the 2022 sabotage of the Nord Stream pipelines in the Baltic Sea.

TotalEnergies sells 35% of Danish Bifrost project to CarbonVault, a SCHWENK subsidiary

TotalEnergies reduced its stake in the Bifrost CO2 storage project in Denmark, bringing in CarbonVault as an industrial partner and future client of the offshore site located in the North Sea.
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Driven by Air Liquide and SEGULA Technologies, the ROAD TRHYP project aims to lower hydrogen transport costs and improve safety through a series of technical innovations by 2030.
The Netherlands' lower house voted to adopt RED III, including technical amendments, paving the way for timely transposition by January 1, 2026, in line with EU commitments.

Rome launches legislative process to reintegrate nuclear energy into its mix

The Italian government has approved a bill granting the executive authority to regulate the return of nuclear energy, in line with European carbon neutrality and energy security targets for 2050.
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Italian company Terra Innovatum is advancing the commercialisation of its SOLO micro-reactor, with two new partnerships and $42.5mn in funding as part of a merger with a listed company.
TotalEnergies could bring EDF into the Centre Manche 2 offshore wind project after RWE’s planned withdrawal, strengthening the industrial and financial prospects of the two neighboring parks scheduled for 2032.