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 world's largest battery energy storage system enters service in Saudi Arabia, with an annual capacity of 2.2 billion kWh spread across three strategic sites in the southwest of the country.
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 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.
The inclusion of hydrogen in China’s 15th Five-Year Plan confirms a public investment strategy focused on cost reduction, domestic demand stimulation and geo-economic influence across global markets.
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.
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 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.
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.
Energy services provider SLB saw its net income fall by 38% year on year in Q3 2025, even as the integration of ChampionX helped lift revenue by 4% sequentially.
Talks on the Net-Zero Framework, which seeks to regulate greenhouse gas pricing on marine fuels, have been postponed until 2026 following a majority vote initiated by Saudi Arabia.
Platts' physical pricing platform records its second-highest LNG trading volume, with nearly 1.5 million tonnes exchanged despite regional demand slowdown.
In Kuala Lumpur, Huawei Digital Power unveiled its grid-forming technologies, positioned as a strategic lever to strengthen power interconnections and accelerate energy market development across ASEAN.
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.
The United Kingdom targets two Russian oil majors, Asian ports and dozens of vessels in a new wave of sanctions aimed at disrupting Moscow's hydrocarbon exports.
Major global oil traders anticipate a continued decline in Brent prices, citing the fading geopolitical premium and rising supply, particularly from non-OPEC producers.
The US government has withdrawn its proposal to suspend liquefied natural gas export licences for failure to comply with maritime requirements, while maintaining a phased implementation schedule.
Gotion High-Tech presented in Saudi Arabia a modular 20 MWh storage solution aimed at strengthening the country's energy capacity under its Vision 2030 strategy.
The Tützpatz solar project, developed by Vattenfall and powered by GCL System Integration, combines energy production and agricultural use across 93 hectares without public funding.
Utility-scale battery storage system costs continue to fall across Asia-Pacific, but the pace of reductions is expected to slow significantly by 2029, according to Wood Mackenzie projections.
StarCharge has secured a 500MWh energy storage order through a strategic agreement with ENERGY INVESTMENT LLC, strengthening its position in rapidly evolving Eastern European markets.
The COP30 conference hosted in the Amazon by Brazil faces low participation from global leaders, amid geopolitical tensions and major logistical challenges.
