États-Unis

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.
The State of New York is launching a major competition to deploy one gigawatt of energy storage, a key step in its roadmap to strengthen grid reliability and optimise costs.
The French group posted higher sales and profitability while setting a new record for its investment backlog, driven by the electronics and energy transition sectors.

US sanctions against NIS: Serbia secures a fifth 30-day reprieve

Serbia has secured a new 30-day reprieve from the application of US sanctions targeting NIS, operator of the country’s only refinery, which is majority owned by Gazprom.
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The EU-US agreement could create a higher energy concentration than that of Russia before 2022, threatening the European diversification strategy.
The European commitment to purchase $250bn of American energy annually raises questions about its technical and economic feasibility in light of limited export capacity.

Agilitas Energy acquires 12.5 MW solar project in Rhode Island to strengthen its portfolio

Agilitas Energy announces the acquisition of a 12.5-megawatt solar project in North Smithfield, aiming to power more than 2,500 homes and provide full energy credits to commercial and institutional customers in Rhode Island.
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The rise in investments and the boom in binary cycle technologies are placing geothermal energy at the heart of global energy strategies, driven by heat pump demand and Asian ambitions.
A 4 MWh iron-sodium energy storage system will be deployed in Sonoma County, supporting a critical evacuation zone and reducing diesel reliance in the face of increasing wildfire risks.

CenterPoint Energy launches $53 billion plan to strengthen Houston’s grid and interconnection

CenterPoint Energy plans to hire nearly 800 specialised technicians and launch a training programme to support more than $53 billion in investments in the Greater Houston area’s electric interconnection network by 2030.
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First Hydrogen expands its collaboration with the University of Alberta to optimise small modular nuclear reactor design and support green hydrogen development amid the growth of artificial intelligence data centres.
The Permian Basin has seen a drop of over 50% in methane emissions intensity over two years, according to S&P Global Commodity Insights, illustrating the impact of advanced technologies and enhanced operational management.

Explosion at Pascagoula refinery: Chevron targeted by lawsuit after five seriously injured

Five employees injured in an explosion at the Pascagoula refinery are suing Chevron for negligence, seeking significant compensation and alleging major breaches of safety regulations.
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Sonatrach continues to assess underexploited oil and gas areas with the support of Sinopec, following a gradual strategy to strengthen its position on the regional energy market.
The United States Nuclear Regulatory Commission has authorised the restart of the Palisades power plant, marking a key milestone for Holtec in reintegrating this reactor into the US energy mix. —

PDVSA prepares to resume oil exports as US licensing eases

Venezuelan oil group PDVSA is mobilising to restart export operations under conditions similar to previous US licences, as Washington prepares to again authorise its main partners to operate.
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The Brazilian mining sector is drawing US attention as diplomatic discussions and tariff measures threaten to disrupt the balance of strategic minerals trade.
Energy Dome has signed a strategic partnership with Google to globally deploy its long-duration CO₂-based energy storage technology, aiming to support the continuous supply of electricity to power grids.

Phillips 66 beats forecasts as refining margins rise

US refiner Phillips 66 posted quarterly earnings above expectations, driven by high utilisation rates and lower maintenance costs across its facilities.
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Despite a sharp decline in sales and prices, Vallourec improved its profitability and issued an upward forecast for its gross operating income in the second half of 2025.
Donald Trump has raised the prospect of tariffs on countries buying Russian crude, but according to Reuters, enforcement remains unlikely due to economic risks and unfulfilled past threats.
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