Kenya

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.
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.

SECI partners with Global Energy Alliance to accelerate India’s grid modernisation

Solar Energy Corporation of India signed a strategic agreement with Global Energy Alliance to strengthen grid resilience and support the expansion of storage and smart management technologies.
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Indian group AM Green has signed a memorandum of understanding with Japanese conglomerate Mitsui to co-finance a one million tonne per year integrated low-carbon aluminium production platform.
As the photovoltaic industry enters a phase of deep restructuring, the duel between TOPCon 4.0 and heterojunction technologies is redefining manufacturers’ margins. In 2026, reducing production costs becomes the primary strategic lever for global market leaders.

JA Solar and Trinasolar Lead a Global Solar Market in Crisis

JA Solar and Trinasolar top Wood Mackenzie’s latest semiannual ranking despite a sector-wide net loss of $2.2 billion. Industrial leaders are strengthening their grip on global photovoltaic module supply through rigorous financial discipline.
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Le fonds souverain omanais a validé 141 projets en 2025 pour un engagement total de $1.2bn, visant à renforcer l’indépendance énergétique et l’industrialisation nationale à travers un programme d’investissement de $5.2bn.
India boosts crude imports from Angola amid tightening U.S. sanctions on Russia, seeking low-risk legal diversification as scrutiny over cargo origins increases.

Tata Power to produce 10 GW of wafers to dominate India’s solar upstream

Tata Power is preparing a 10 GW ingot and wafer facility to consolidate its domestic solar chain, secure supplies, and capture PLI incentives ahead of 2026 local content mandates.
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Adani Group launches a 1126 MW project in Khavda, marking its first entry into energy storage, with one of the largest BESS systems ever built at a single site.
Quino Energy secures $16mn in funding to scale global production of its organic electrolytes, with strategic support from investor Atri Energy Transition.

India and Russia strengthen nuclear cooperation with new projects

Russia and India are preparing an expanded agreement for the construction of VVER-1200 reactors and modular nuclear power plants, while accelerating work at the strategic Kudankulam site.
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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.
COP30 begins in Belém under uncertainty, as countries fail to agree on key discussion topics, highlighting deep divisions over climate finance and the global energy transition.

Global energy efficiency slows to 1.8% in 2025, far from COP28 target

Global energy efficiency progress remains below the commitments made in Dubai, hindered by industrial demand and public policies that lag behind technological innovation.
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Indonesia’s coal overproduction has cut state revenues and company profits, while methane emissions from mines far exceed official figures.
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.

TotalEnergies unveils three global energy trajectories through 2050

TotalEnergies has released its Energy Outlook 2025 report, outlining three scenarios for the global energy system’s evolution and the economic implications of consumption and production trends through 2050.
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With solar module manufacturing capacity tripling domestic demand, India holds 29 GW in inventory, while exports to the United States fall by 52%.
New Delhi is preparing a revised roadmap for its climate commitments while maintaining heavy reliance on coal to sustain economic growth and respond to growing regulatory pressure.
Indian developer Sunsure Energy has inaugurated a new solar plant in Jhansi, bringing its projects in Uttar Pradesh to ten, and targeting 500 MW capacity in the state by the end of fiscal year 2025-2026.
Framatome inaugurates a site in Navi Mumbai to support life-extension programmes and new builds, in coordination with Électricité de France and local partners, with a view to 100 GW of nuclear capacity in 2047.

Russia shifts coal exports toward Asia, expert says

Facing Western restrictions, Russia plans to increase coal deliveries to China, India and Turkey, according to a recent presentation on the sector’s outlook.
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ACWA Power and Larsen & Toubro will collaborate on renewable infrastructure for a green hydrogen project in Yanbu, Saudi Arabia, targeting 4 GW of electrolysis capacity by 2030.
The European Commission seeks to block Russian oil flows through new bans targeting Rosneft, Gazprom Neft, foreign refineries and vessels operating outside the regulatory framework.

India secures a 15-year contract with the Seabed Authority

New 15-year agreement for the exploration of polymetallic sulphides in the Indian Ocean, making India the first country with two licences and the largest allocated perimeter for these deposits.
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Norway’s Statkraft continues its exit from the Indian market with the sale of its Tidong hydropower project to JSW Energy, which strengthens its asset portfolio in Himachal Pradesh.
Framatome has opened a new site in Navi Mumbai, marking a strategic step in its expansion into the Indian nuclear market, as the country targets 100 GW of installed capacity by 2047.

Waaree Sustainable Finance invests in Warehouse Now to capture India’s logistics potential

Waaree Sustainable Finance has announced a strategic investment in Warehouse Now, a fast-growing on-demand warehousing company in India, reinforcing the group’s focus on structurally high-return sectors.
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Russian producer Novatek rerouted part of its gas condensate output to the port of Novorossiisk, following a temporary shutdown at its Ust-Luga complex after a drone attack caused a fire.
Backed by flagship projects linked to EACOP and the Tilenga and Kingfisher fields, Uganda aims to lead Africa in new oil storage additions, with a projected impact on its revenues and financial flows by 2030.

Acciona Energía deploys a 412MWp solar plant in Rajasthan

Acciona Energía has completed the commissioning of its largest plant in India, a 412MWp solar facility capable of powering 840,000 households annually.
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Indian wind turbine manufacturer Suzlon has secured an 838 MW contract from Tata Power Renewable Energy for a wind project spanning three states, marking its largest order of the 2025–2026 fiscal year.
Canadian crude shipments from the Pacific Coast reached 13.7 million barrels in August, driven by a notable increase in deliveries to China and a drop in flows to the US Gulf Coast.

Russian Arctic LNG 2 deliveries to Asia to slow this winter

The accelerated arrival of Russian cargoes in China has lowered Asian spot LNG prices, but traffic is set to slow with the seasonal closure of the Northern Sea Route.
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Statkraft has signed an agreement to sell solar and wind assets in India to Serentica Renewables, marking a strategic refocus on Europe and South America.
Liquefied natural gas exports in sub-Saharan Africa will reach 98 bcm by 2034, driven by Nigeria, Mozambique, and the entry of new regional producers.

Transatlantic rift over Russian oil reduces Indian volumes in October

The divide between the United States and the European Union over regulations on Russian oil exports to India is causing a drop in scheduled deliveries, as negotiation margins tighten between buyers and sellers.
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Driven by China's acceleration, global wind capacity is expected to reach 170 GW in 2025, paving the way for a doubling of installed capacity by 2032.
Russia plans to ship 2.1 million barrels per day from its western ports in September, revising exports upward amid lower domestic demand following drone attacks on key refineries.