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China cancels VAT rebate and reshapes the global solar market

China's decision to cancel the 13% VAT rebate on photovoltaic module exports triggers a sharp price adjustment and reshapes a market under pressure for the past two years.

Qatar threatens to suspend LNG exports to Europe over CSDDD directive

Qatar warns it could halt its liquefied natural gas (LNG) deliveries to the European Union if the CSDDD directive is not softened, a move that reignites tensions surrounding Brussels' new sustainability regulations.

GCL signs two 100 MW solar projects with PLN IP in Indonesia

GCL Energy Technology strengthens its presence in Southeast Asia by partnering with PLN Indonesia Power to develop two 100 MW solar plants, both ground-mounted and floating, as part of the government’s Hijaunesia program.
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Envision Energy and ACWA Power Partner to Industrialize Wind Energy in Central Asia and the Middle East

The Chinese wind turbine manufacturer and Saudi operator sign a seven-year framework agreement to deploy local production lines and enhance technological cooperation in several strategic markets.

EU bans Russian LNG, Arctic bottlenecks and clauses under strain

The gradual ban on Russian cargoes reshapes European flows, increases winter detours via the Northern Sea Route and shifts risk toward force majeure and “change of law,” despite rising global capacity. —

France: Tenergie installs a 270 kWc solar plant on a quarry site in Bouches-du-Rhône

Tenergie renovated the roof of an industrial hangar at a limestone quarry in Bouches-du-Rhône and installed a 270 kWc solar plant under a 25-year lease agreement with no upfront cost for the company.
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Baltic Storage Platform secures €85.6mn for large-scale battery project in Estonia

Baltic Storage Platform secures a record €85.6mn ($90.6mn) to develop two battery energy storage sites in Estonia, marking the first such financing in the Baltics based solely on storage revenue streams.

Vallourec secures over 20,000-ton pipeline contract in Brazil

The French group will supply carbon steel pipelines to TechnipFMC for the offshore Orca project, strengthening its strategic position in the Brazilian market.

France: REDEN commissions a 3-hectare agrivoltaic greenhouse in Ariège

Energy group REDEN has commissioned a 3-hectare agrivoltaic greenhouse in Montaut, Ariège, combining specialised agricultural production and electricity generation on a single family-run site.
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Hyd’Occ brings together hydrogen stakeholders in Béziers ahead of launch

Ahead of Hyd’Occ’s commissioning, Qair hosts hydrogen sector operators and decision-makers in Béziers to coordinate the industrial integration of local production into regional transport.

Shanghai Electric delivers giant components for CRAFT and ITER projects

Shanghai Electric strengthens its position in the global nuclear fusion supply chain with strategic equipment deliveries for the ITER project in France and CRAFT in China.

Sinopec and BASF align their product carbon footprint accounting methods

Sinopec and BASF have reached a mutual recognition agreement on their carbon accounting methods, certified as compliant with both Chinese and international standards, amid growing industrial standardisation efforts.
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Fox ESS partners with Solar Juice to develop 1GWh of storage in Australia

Chinese manufacturer Fox ESS has entered into a partnership with Australian distributor Solar Juice to deploy up to 1GWh of battery capacity, targeting the fast-growing residential and commercial segments of the Australian market.

G7 launches over 20 projects to counter Chinese influence on critical minerals

Meeting in Canada, G7 energy ministers unveiled a series of projects aimed at securing supply chains for critical minerals, in response to China’s restrictions on rare earth exports.

Washington invests $100mn to modernise coal plants as exports drop 11%

US coal exports fell 11% in the first half of 2025, prompting the Trump administration to commit $100mn to upgrade domestic power plants and support the national energy sector.
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JA Solar to supply over 100 MW of modules to 5B for Western Australia project

JA Solar has signed a strategic agreement with Australia's 5B to supply over 100 MW of photovoltaic modules for a large-scale solar project in Western Australia.

ACWA Power signs $10bn in energy and financing deals at FII9

ACWA Power signed $10bn worth of projects and financing agreements across Central Asia, the Gulf, China and Africa, marking a new phase in its global energy expansion.

Enedis commits €250mn to upgrade Marseille’s electricity network

Enedis plans a €250mn ($264mn) investment to strengthen Marseille’s electricity grid by 2030, including the full removal of paper-insulated cables and support for the port’s electrification.
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Framatome to upgrade Tihange 3 reactor as part of Belgian extension plan

Electrabel has entrusted Framatome with upgrading the control system of the Tihange 3 reactor, reinforcing Belgium’s nuclear extension strategy launched in 2023.

Baltic Storage Platform secures €85.6mn for dual battery project in Estonia

Joint venture Baltic Storage Platform has secured €85.6mn ($90.7mn) to build two energy storage systems in Estonia, forming one of continental Europe’s largest battery complexes.
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COOEC wins $4bn QatarEnergy offshore field development contract

COOEC has signed a $4bn EPC contract with QatarEnergy to develop the offshore Bul Hanine oil field, marking the largest order ever secured by a Chinese company in the Gulf.

Clenergy restructures leadership to support global and Australian growth

Clenergy has appointed Haydn Fletcher and Samir Jacob to strategic positions to strengthen its operations in Australia and internationally, amid targeted commercial expansion.

Rio Tinto deploys electric trucks with swappable batteries in Mongolia

Rio Tinto commissions eight electric haul trucks with swappable batteries at the Oyu Tolgoi copper mine in partnership with Chinese company SPIC Qiyuan.
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Envision Energy launches Gen 8 platform with modules up to 12 MWh

Envision Energy launches the Gen 8 platform, a modular storage range from 6 to 12 MWh, aiming to optimise energy density, logistical flexibility, and profitability for large-scale projects.

ENGIE North America signs 600 MW solar deal with Meta in Texas

ENGIE North America has signed new power purchase agreements with Meta for a 600 MW solar project in Texas, bringing their renewable energy partnership in the US to over 1.3 GW.

Voltalia posts 31% growth driven by booming services segment

Voltalia's Q3 2025 revenue rises to €164.7mn, fuelled by a sharp increase in services activity, while energy sales decline due to currency effects and lower prices.
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Shanghai Electric signs 342 MW deal with Econergy in Romania

Shanghai Electric has signed phase II of the Parau photovoltaic project with Econergy, expanding its Romanian solar portfolio to 550 MW.

Neoen commissions South Australia’s largest wind farm with 412 MW

Neoen’s Goyder South Wind Farm reaches full generation capacity, strengthening the French group’s presence in Australia’s energy market with 412 MW connected to the grid.

BAK Battery industrialises semi-solid batteries with 390Wh/kg output

BAK Battery presented in Chongqing its semi-solid batteries ready for industrialisation, with cells reaching up to 390Wh/kg, confirming its strategy focused on scenario-specific adaptation and mass production.
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The EU sanctions CNPC units as ESPO pipeline flows remain stable

The European Union targets a trading subsidiary and a refinery linked to China National Petroleum Corporation, tightening access to financial and insurance services without disrupting pipeline deliveries, with reallocations expected in settlements, insurance, and logistics. —

France increases CEE funding to over €8bn for 2026

The French government will raise the energy savings certificate budget by 27% in 2026, leveraging more private funds to support thermal renovation and electric mobility.

Political crisis in France slows offshore wind development

Institutional deadlock in France delays tenders and weakens the offshore wind sector, triggering job cuts and major industrial withdrawals from the market.
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France: Minister Barbut defends an energy mix combining nuclear and renewables

Facing opposition criticism, Monique Barbut asserts that France’s energy sovereignty relies on a strategy combining civil nuclear power and renewable energy.

Newcleo awards $81mn contract to NEXT-N for advanced modular reactors

French developer Newcleo launches a joint venture with Nextchem through a EUR70 mn contract to design the conventional island of its upcoming 200 MW modular nuclear reactors.

Vinci maintains 2025 targets thanks to record order backlog

French group Vinci posted revenue growth in the third quarter, supported by all its divisions, and reaffirmed its ambitions for 2025 despite a more restrictive tax environment.
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ENGIE Solutions secures 25-year contract for district heating network in Bain-de-Bretagne

The Ille-et-Vilaine Departmental Energy Syndicate awarded ENGIE Solutions a €9.5mn ($10.01mn) contract to operate a 4.9 km heating network, scheduled for commissioning in 2027.

Elogen and Rockfin sign agreement to produce green hydrogen in Central Europe

The partnership includes local manufacturing in Poland of electrolysis systems using Elogen’s technology, with deliveries targeting the Europe, Middle East and Africa markets.

Single-axis solar reaches $37/MWh in Middle East and Africa in 2025

The levelised cost of solar electricity continues to fall globally, reaching a regional record of $37/MWh in the Middle East and Africa thanks to tracker technologies, according to the latest market data.
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UNEP, EU and Japan frame methane: 12% responses, LNG under pressure

Rising responses to UNEP’s satellite alerts trigger measurement, reporting and verification clauses; the European Union sets import milestones, Japan strengthens liquefied natural gas traceability; operators and steelmakers adjust budgets and contracts.

BayWa r.e. opens the capital of the Plouisy wind farm to citizen investment

German group BayWa r.e. has tasked Enercoop Bretagne with implementing a citizen investment scheme for its planned wind farm in Plouisy, aiming for shared governance and stronger local involvement.
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