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 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.
The ATUM Solar industrial complex, located in Ain Sokhna, will include three factories—two of 2 GW capacity—backed by a $220mn investment from an international consortium.
The Ugandan government aims to authorise its national oil company to borrow $2 billion from Vitol to fund strategic projects, combining investments in oil infrastructure with support for national logistics needs.
The Venezuelan national oil company has confirmed the continuity of its crude exports, as the United States enforces a maritime blockade targeting sanctioned vessels operating around the country.
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.
Chinese authorities authorise increased private sector participation in strategic energy projects, including nuclear, hydropower and transmission networks, in an effort to revitalise slowing domestic investment.
Faced with shorter approval timelines, several European nuclear firms, including Newcleo, Orano and Urenco, are considering relocating key industrial investments to the United States.
China's Envision Energy will supply a 680MW battery storage system to UK-based Statera Energy as part of the Carrington project, one of the largest in the country to reach financial close.
Chinese group Jinhong Gas finalises a new industrial investment in Spain, marking its first European establishment and strengthening its global strategy in the industrial gas sector.
Driven by the recovery in the raw materials market, CBAK Energy posted a sharp rise in revenue in the third quarter, while its battery business enters a complex industrial transition.
The Chinese giant targets 120 kt of SAF trading in 2025 and expands into European carbon markets, banking on ReFuelEU and CORSIA mandates to capture growing regulated demand.
Global solar and wind additions will hit a new record in 2025, but the lack of ambitious national targets creates uncertainty around achieving a tripling by 2030.
OMS Energy is accelerating investments in artificial intelligence and robotics to position itself in the growing pipeline inspection and maintenance sector, a strategic segment with higher margins than traditional equipment manufacturing.
An international group of researchers now forecasts a Chinese emissions peak by 2028, despite recent signs of decline, increasing uncertainty over the country’s energy transition pace.
Chinese manufacturer Pylontech strengthens its international investment strategy by launching a local entity in Australia to accelerate the deployment of its energy storage solutions.
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.
Two photovoltaic plants with a combined capacity of 1,400 MW will be operational in 2027, strengthening EDF Group's international presence and Asian actors in Saudi Arabia's energy market.
Rising responses to UNEP’s satellite alerts trigger measurement, reporting and verification clauses; the European Union sets import milestones, Japan strengthens liquefied natural gas traceability; operators and steelmakers adjust budgets and contracts.
Niger hardens its stance on energy sovereignty but avoids breaking with China National Petroleum Corporation, its main oil industry partner, in order to safeguard export revenues.
As Brent hovers near $60, growing opacity around OPEC’s output restrains a steeper decline in crude prices amid surplus warnings by the International Energy Agency.
The global floating solar panel market could triple by 2030, supported by energy demand and favourable regulations, according to the latest double-digit annual growth forecasts.
The president-elect outlines a pro-market agenda: gradual reform of fuel subsidies, review of Yacimientos de Litio Bolivianos (YLB) lithium contracts, and monetization of gas transit between Argentina and Brazil, prioritizing supply stabilization.
According to the Oxford Institute for Energy Studies, a stable gas price of $6/MMBtu would boost global demand by 60 billion m³ in the short term and 120 billion m³ by 2035, mainly driven by Asia.
Gushine Electronics has opened a lithium battery plant in Vietnam, with an estimated annual production value of $100 mn, marking a new phase in the international deployment of its industrial capacities.
An emergency meeting led by the European Commission gathers key sectors affected by China's export restrictions on rare earths, ahead of a briefing at the European Parliament.
The decline in imports and the rise in refining in September reduced China’s crude surplus to its lowest in eight months, opening the way for tactical buying as Brent slips below 61 dollars.
Chinese executive Zhou Xinhuai, 54, resigned from his post as chief executive of CNOOC Limited after holding the role since April 2022. A strategic reorganization is underway.
Trina Storage has introduced its new Elementa 3 energy storage system, engineered for the Gulf’s extreme conditions and aimed at boosting energy density while lowering operating costs.
Brazil and China have concluded a three-year agreement to secure access to essential radioisotopes for the medical, industrial and scientific sectors, with no financial exchange between the parties.
Platts' physical pricing platform records its second-highest LNG trading volume, with nearly 1.5 million tonnes exchanged despite regional demand slowdown.
Voltalia has entered a strategic partnership with IFC to develop tailored renewable energy projects for the mining sector across several African countries.
Rising terminal capacity and sustained global demand, notably from China and Europe, are driving U.S. ethane exports despite new regulatory uncertainties.
The rise of data centres, electrification, Asian industrialisation and military spending are reshaping global copper market dynamics, while insufficient mining investment could increase price volatility.
Beijing calls Donald Trump's request to stop importing Russian crude interference, denouncing economic coercion and defending what it calls legitimate trade with Moscow.
India faces mounting pressure from the United States over its purchases of Russian oil, as Donald Trump claims Prime Minister Narendra Modi pledged to halt them.
