Amérique

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.
Lyten announces an agreement to acquire most of Northvolt's assets in Sweden and Germany, bringing new industrial prospects to the energy storage sector in Europe.

Pakistan Refinery purchases Nigerian Bonny Light from Vitol for the first time

Pakistan Refinery Limited is preparing to import Bonny Light crude oil from Nigeria for the first time, reflecting the expansion of Asian refiners’ commercial partnerships amid rising regional costs.
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Energy Vault secures an exclusive $300 mn commitment to support the creation of Asset Vault, a subsidiary dedicated to building and operating 1.5 GW of energy storage projects across several continents.
The last monopiles manufactured by Navantia Seanergies and Windar Renovables have been delivered to Iberdrola for the Windanker offshore project, marking a major milestone for the European XXL offshore wind component manufacturing industry.

Energy Vault finalises acquisition of 125 MW Stoney Creek storage site in Australia

Energy Vault confirms the acquisition of the Stoney Creek storage project, marking its first major operation in the Australian market, following approval from local authorities on foreign investments.
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Start-up HYLENR finalises a strategic $3 mn fundraising to move from pilot phase to industrialisation of its low-energy nuclear reaction systems for industrial heat production.
E-fuels growth is accelerating with the market expected to reach $66.25bn by 2030, fuelled by Asia-Pacific’s industrial expansion, technological advances, and investments in hydrogen and ammonia infrastructure.

United States: HydrogenXT secures $900mn financing to launch ten hydrogen sites

HydrogenXT secures a $900mn agreement with Kell Kapital Partners Limited to develop the first ten local zero-carbon blue hydrogen plants along key logistics corridors in the United States.
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Adapture Renewables announces the commissioning of two battery energy storage systems in Texas, totalling 74 MWh in capacity, with technological support from Ascend Analytics for operational optimisation.
SolarMax Technology has signed a key contract to deliver a 430 MWh battery energy storage system in Texas, strengthening its presence in the large-scale US energy solutions market.

5N Plus expands its contract with First Solar to strengthen the supply of critical materials

5N Plus announces the extension of its supply agreement with First Solar, including a 33% increase in cadmium telluride volumes by 2026 and the delivery of new essential materials for photovoltaic production.
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Core Natural Resources announces USD220.2mn in operating cash flow for the second quarter of 2025, while revising its capital return strategy and increasing post-merger synergies.
Uranium output from American mines surged more than thirteen-fold in 2024, driven by increased investment, exploration drilling and a partial restart of industrial capacity across several key states.
Hunatom announces a strategic alliance with Synthos Green Energy to introduce US small modular reactor technology, strengthening energy ties between Hungary, Poland and the United States.
Eos Energy Enterprises reaches a milestone with record quarterly revenue and strengthens its position in energy storage, supported by a major fundraising and the expansion of its commercial pipeline.

Ember: Slow national ambitions hinder global tripling of renewables

The progress of national targets for renewable energy remains marginal, with only a 2% increase since COP28, threatening the achievement of the tripling of capacity by 2030 and impacting energy security.
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Nearly 1 GWh of storage capacity has just been added to the Texas grid by esVolta, meeting critical needs in Dallas and western parts of the state for the 2025 summer peak.
TC Energy reports higher financial results in the second quarter of 2025, boosts investments and anticipates a rise in annual EBITDA driven by growing natural gas demand in North America.

Arevon inaugurates 200 MW storage facility to support the San Diego grid

Arevon has launched operations at the Peregrine Energy Storage project in San Diego, with a capacity of 200 MW for 400 MWh and a $300mn investment to strengthen California’s energy security during periods of peak demand.
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The 50% tariffs push Brasília toward accelerated commercial integration with Beijing and Brussels, reshaping regional economic balances.
Analysis of sectors spared by Trump tariffs exposes the vulnerability of US industrial supply chains to Brazilian resources.

Brazil’s oil industry plans over $110bn in total natural gas investments

In response to the energy transition, Brazil’s oil majors are accelerating their gas investments. It is an economic strategy to maximise pre-salt reserves before 2035.
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Washington imposes massive duties citing Bolsonaro prosecution while exempting strategic sectors vital to US industry.
The US wind market recorded 91% growth in the first quarter of 2025, but new regulatory restrictions and the planned end of tax credits threaten the sector’s future.

Department of Energy report questions economic impact of CO2 and reach of US climate policies

A Department of Energy report states that US actions on greenhouse gases would have a limited global impact, while highlighting a gap between perceptions and the economic realities of global warming.
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The Trump administration cancels federal offshore wind zones, threatening 77,000 jobs and $12bn in annual investments in a sector currently employing 120,000 people.
The American start-up promises an energy revolution in 2028 with its unique deuterium-helium-3 technology. Between immense technical challenges and a bold financial gamble.

US tariff ultimatum pushes India towards new Asian trade alliances

Sanctions imposed on August 1 accelerate the reconfiguration of Indo-Pacific trade flows, with Vietnam, Bangladesh and Indonesia emerging as principal beneficiaries.
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Washington triggers an unprecedented tariff structure combining 25% fixed duties and an additional unspecified penalty linked to Russian energy and military purchases.
Legrand reports a significant increase in half-year profit, fuelled by growing demand from data centres and reinforced growth prospects for the coming years.

Schneider Electric posts record half-year results driven by data centre demand

Schneider Electric’s revenue reached EUR19.3bn in the first half, supported by strong data centre activity and growth across all its main markets.
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INA has completed its first industrial production of sustainable aviation fuel at the Rijeka refinery, demonstrating the feasibility of commercial-scale co-processing of biogenic feedstocks with the technology developed by Chevron Lummus Global.
Global electricity demand is projected to grow steadily through 2026, driven by industrial expansion, data centres, electric mobility and air conditioning, with increasing contributions from renewables, natural gas and nuclear power.
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