Inde

The United States plans to collaborate with Pakistan on critical minerals and hydrocarbons, exploring joint ventures and projects in strategic areas such as Balochistan.
ACEN strengthens its international strategy with over 2,100 MWdc of attributable renewable capacity in India, marking a major step in its expansion beyond the Philippines.

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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India unveils a national plan to boost nuclear capacity to 100 GW by 2047, combining large reactors and small modules, with a strengthened regulatory framework and new public-private partnerships.
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.

Yanara gains independence to accelerate renewable project expansion in Asia-Pacific

BrightNight’s Asian subsidiary becomes Yanara and positions itself as an independent player to strengthen the development of large-scale renewable energy solutions in the Asia-Pacific region.
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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.
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.

Ember: Merchant battery storage in India reaches 17% return in 2025

According to Ember, the profitability of battery storage on Indian wholesale markets is rising sharply, driven by the rapid decline in costs and high volatility in electricity prices.
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Gentari and Amazon Web Services have entered into an 80 MW power purchase agreement in India, marking a major step for large-scale wind energy development in the region.
Eight OPEC+ countries boost output by 547,000 barrels per day in September, completing their increase program twelve months early as Chinese demand plateaus.

India rejects Trump’s tariff threats over Russian oil purchases

New Delhi calls US sanctions unjustified and denounces double standard as Trump threatens to substantially increase tariffs.
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Faced with falling discounts on Russian oil, Indian Oil Corp is purchasing large volumes from the United States, Canada and Abu Dhabi for September, shifting its usual sourcing strategy.
Facing US secondary sanctions threats, Indian refiners slow Russian crude purchases while exploring costly alternatives, revealing complex energy security challenges.

First Solar raises annual outlook after new import tariffs

First Solar anticipates higher revenue for the current year, driven by an increase in solar panel prices following the introduction of new import tariffs.
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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.
Sanctions imposed on August 1 accelerate the reconfiguration of Indo-Pacific trade flows, with Vietnam, Bangladesh and Indonesia emerging as principal beneficiaries.

Trump imposes 25% plus mystery penalties on India from August

Washington triggers an unprecedented tariff structure combining 25% fixed duties and an additional unspecified penalty linked to Russian energy and military purchases.
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Schneider Electric’s revenue reached EUR19.3bn in the first half, supported by strong data centre activity and growth across all its main markets.
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.
Russia could develop a "dark LNG fleet" to transport natural gas in the face of Western sanctions, according to Flex LNG.
Waaree Energies will supply 445MW of bifacial solar modules for projects in Bikaner, Rajasthan, boosting India's renewable energy capacity and supporting its carbon neutrality goals.

Schneider and Capgemini launch the Energy Command Center ( IA)

Schneider Electric and Capgemini launch the Energy Command Center, an innovative platform using AI to optimize energy management and accelerate the energy transition.
Schneider Electric et Capgemini Révolutionnent la Gestion Énergétique avec l'Energy Command Center.
Suzlon announces the installation of 134 wind turbines for a 402MW project in Rajasthan, providing green electricity to 331,000 homes and reducing CO2 emissions by 1.3 million tonnes per year.
Ohmium International, leader in green hydrogen, has been selected to equip Croatia's first green hydrogen project with its advanced PEM electrolyzers, in partnership with IVICOM. This project represents a major step in the country's energy transition.

Derailment in South Africa: coal exports impacted

A derailment in South Africa interrupts coal exports, raising concerns about supply and prices.
Déraillement Charbon Exportations Afrique du Sud
Enfinity Global secures financing to develop renewable energy projects in India.
Qatar is committed to increasing its liquefied natural gas contracts in 2024, in response to growing demand, particularly in Europe and Asia.

Yara and AM Green seal major agreement on green ammonia

Yara Clean Ammonia and AM Green sign a long-term supply agreement for renewable ammonia, marking a significant step forward in the global energy transition.
Projet d'ammoniac vert en Inde pour les entreprises
Alexander Novak, Russia's Deputy Prime Minister, extends his economic influence to include the fight against sanctions and integrates the West India Marker (WIM) into India's gas contracts.
Heat waves in India are boosting demand for gas-fired power generation, potentially increasing LNG imports in a context of stable prices.

Increased renegotiation of LNG contracts in Asia

Asian LNG importers are keen to negotiate lower oil-linked prices for long-term contracts in the face of an increasingly buyer-oriented market.
Renégociation contrats GNL Asie
The major international banks continue to invest in coal, to the detriment of their ecological commitment.
Worldwide, green hydrogen projects are multiplying. Hygenco is working with Tata Steel to develop a green hydrogen and ammonia project at the Gopalpur Industrial Park in India. The first phase aims to start production in December 2026.

Russian thermal coal: higher demand expected

Following the Russian government's decision to temporarily abolish customs duties on exports of thermal coal and anthracite, an increase in demand is anticipated, despite competition and current sanctions.
Demande accrue pour le charbon russe
Adani Green Energy Ltd (AGEL) secures $400 million in financing for its solar projects in Rajasthan and Gujarat, reinforcing its position as a world leader in renewable energies.
Fortum finalizes the sale of its remaining stake in four Indian photovoltaic power plants, marking a strategic refocusing on its Nordic operations.

Russian oil exports fall sharply in April

In April, Russian oil product exports hit a post-pandemic low, impacted by drone attacks and flooding.
Crise Exportations Pétrolières Russes
Angola, having withdrawn from OPEC, is raising renewed hopes in Asia thanks to its increased oil production, offering greater flexibility in regional supply.
Brookfield and Microsoft establish agreement to develop 10.5 gigawatts of renewable energy, targeting carbon neutrality of Microsoft's operations by 2030.
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