Allemagne

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.
Grapevine Energy completes its financial reorganisation, eliminates part of its debt and secures over $60mn in new funding, while appointing a new leadership team to oversee its biofuels operations.

OPEC Revises Global Oil Forecasts for 2026 to 106.5 Million b/d

OPEC's August report reveals Russian production above quotas and commercial dominance in Asia, while Kazakhstan massively exceeds its reduction commitments.
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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.
International Petroleum Corporation repurchased 98,900 common shares between August 4 and 8, 2025, as part of its ongoing share buyback programme.

Vantage Drilling completes sale of Tungsten Explorer to joint venture with TotalEnergies

Vantage Drilling has sold the Tungsten Explorer drilling vessel to a joint venture with TotalEnergies, while retaining its operational management for a minimum period of ten years.
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The Gravelines nuclear power plant, the largest in Western Europe, halted all production after its cooling systems were obstructed by an unexpected influx of jellyfish. EDF plans a gradual restart in the coming days.
Entech will deliver a 20 MWh battery storage system in Loire-Atlantique under an agreement that includes a twenty-year maintenance contract.

IAEA Dispatches Envoy to Tehran to Negotiate New Nuclear Framework

A senior official from the UN agency begins technical discussions with Iran on Monday, the first meeting since June strikes on Iranian nuclear sites.
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Boralex saw its earnings before interest, taxes, depreciation and amortization fall by 13% in the second quarter of 2025, despite a 14% increase in production, due to less favourable prices in France and lower revenues from joint ventures.
Jihadist attacks in Cabo Delgado displaced 59,000 people in July, threatening the restart of the $20 billion gas project planned for August 2025.

Surveys for Kazakhstan’s first nuclear power plant enter active phase

Field studies to determine the location of Kazakhstan’s first nuclear power plant have begun near the village of Ulken, marking a key stage in a project led by Rosatom.
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Portland General Electric inaugurates three new battery energy storage sites, strengthening available capacity in the Portland metropolitan area by 475 MW and supporting growing demand while stabilising costs.
Joule, Caterpillar and Wheeler have signed a partnership to provide four gigawatts of energy to a next-generation data centre campus in Utah, integrating battery storage and advanced cooling solutions.

Arevon launches $2 bn Eland solar complex to strengthen Los Angeles’ grid

Arevon’s Eland Solar-plus-Storage project, with a capacity of 758 megawatts and integrated storage, enters full operation in California after two phases and more than $2 bn in investment.
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GFL Environmental announces the recapitalization of Green Infrastructure Partners at an enterprise value of $4.25bn, involving new institutional investors and a major redistribution of capital to its shareholders.
Tesla retains the top position in the global battery storage market, but Sungrow moves within one point, revealing intensifying rivalries and a rapid reshaping of regional dynamics in 2024.

ConocoPhillips raises asset disposals to $5 bn and adjusts its financial strategy

ConocoPhillips targets $5 bn in asset disposals by 2026 and announces new financial adjustments as production rises but profit declines in the second quarter of 2025.
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Cross-border gas flows decline from 7.3 to 6.9 billion cubic feet per day between May and July, revealing major structural vulnerabilities in Mexico's energy system.
TotalEnergies completed the sale of its 45% stake in two unconventional hydrocarbon concessions to YPF in Argentina for USD 500 mn, marking a key milestone in the management of its portfolio in South America.
NextEra Energy launches the recommissioning of the Duane Arnold nuclear site in Iowa, aiming to inject over 600 MWe back into the grid to meet the growing electricity demand of the American industrial sector.
Brookfield acquires 19.7% of Duke Energy Florida for $6 billion, strengthening the group's investment capacity and supporting a five-year modernisation plan valued at $87 billion.

United States reaches two historic electricity demand peaks in July 2025

U.S. electricity consumption reached unprecedented levels in the last week of July, driven by a heatwave and the growth of industrial activity.
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The visit of India's national security adviser to Moscow comes as the United States threatens to raise tariffs on New Delhi due to India’s continued purchases of Russian oil.
France receives approval from the European Commission for a major public financing of EUR 11bn aimed at three floating wind projects totalling 1.5 GW, with a framework strengthening the national industry.

ADNOC Gas achieves record profit and accelerates its investment strategy in 2025

With a net profit of $1.385bn in the second quarter of 2025 and a sharp rise in capex, ADNOC Gas consolidates its position in the global natural gas market.
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Siemens Energy posts historic third-quarter orders, significant revenue growth and lifts its dividend ban, reinforcing its backlog strength and ambitions for profitable growth in 2025.
Nasa has launched a call for tenders for a nuclear reactor on the Moon by 2030, aiming to support American ambitions for a permanent base, despite budget uncertainties and mounting pressure from China and Russia.

Sermatec invests in energy storage in Bulgaria with a 430 MWh project

Shanghai Sermatec Energy Technology Co., Ltd. announces an agreement to supply more than 430 MWh of energy storage in Bulgaria, marking a new step in the expansion of Chinese solutions in the European market.
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The new Vilpion onshore wind farm, led by TotalEnergies and RWE in Aisne, has a capacity of 15 megawatts and marks a milestone for the renewable energy industry in France.
Koehler Renewable Energy and CMB Energy formalise a joint venture to develop, operate and acquire wind farms targeting one gigawatt of installed capacity by 2030, with potential expansion into solar and storage.

Chinese manufacturers accelerate global expansion, Wood Mackenzie reports, to overcome trade barriers

The proliferation of Chinese industrial sites abroad, analysed by Wood Mackenzie, allows renewable energy players to expand their hold on the sector despite intensified global protectionist measures.
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U Power announces the signing of a letter of intent to supply 300 battery-swapping compatible electric vehicles in partnership with a Hong Kong-based technology manufacturer, marking a major milestone for intelligent commercial mobility.
Record Gulf crude imports expose structural vulnerabilities of Japanese refining amid rising geopolitical tensions and Asian competition.

Sunrun delivers 360 megawatts to the California grid during an unprecedented flexibility test

More than 100,000 residential batteries coordinated by Sunrun delivered 360 megawatts to the California electricity grid, setting a new record for distributed power during an exercise supervised by local authorities.
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Pedro Cherry becomes chief executive officer of Mississippi Power, succeeding Anthony Wilson, as the company navigates regional growth and significant challenges in the energy sector of the southern United States.
Diamondback Energy posted a $699mn net income for the second quarter of 2025 and accelerated its share repurchase programme, supported by record production and an upward revision of its annual guidance.

ONEOK posts higher results and invests in growth in the second quarter of 2025

ONEOK reports net profit of $841mn in the second quarter of 2025, supported by the integration of EnLink and Medallion acquisitions and rising volumes in the Rockies, while maintaining its financial targets for the year.
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Swiss group Transocean reported a net loss of $938mn for the second quarter 2025, impacted by asset impairments, while revenue rose to $988mn thanks to improved rig utilisation.
Archrock reports marked increases in revenue and net profit for the second quarter of 2025, raising its full-year financial guidance following the acquisition of Natural Gas Compression Systems, Inc.
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