Russie

A Dragos report reveals the scale of cyber vulnerabilities in global energy infrastructures. Potential losses reach historic highs.
The Russian Ministry of Industry and Trade is announcing "Arctic configuration" wind generators to power infrastructure on the Northern Sea Route, without listing any companies at this stage, with the stated aim of technological sovereignty.

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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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.
Giant discoveries are transforming the Black Sea into an alternative to Russian gas, despite colossal technical challenges related to hydrogen sulfide and Ukrainian geopolitical tensions.

Russian oil and gas revenues fall by 27% in July 2025

Revenues generated by oil and gas in Russia recorded a significant decrease in July, putting direct pressure on the country’s budget balance according to official figures.
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Belarus offers its expertise to support the construction of Uzbekistan’s first nuclear power plant, as Tashkent accelerates its civil energy projects with new international partnerships.
A free trade agreement between Indonesia and the Eurasian Economic Union is set to be signed in December, aiming to reduce tariffs on $3 bn worth of trade and boost bilateral commerce in the coming years.

India sends top adviser to Moscow as US steps up pressure on Russian oil imports

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.
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KazMunayGas has completed its first delivery of 85,000 tonnes of crude oil to Hungary, using maritime transport through the Croatian port of Omisalj as part of a broader export strategy to the European Union.
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.

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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Eight OPEC+ countries boost output by 547,000 barrels per day in September, completing their increase program twelve months early as Chinese demand plateaus.
New Delhi calls US sanctions unjustified and denounces double standard as Trump threatens to substantially increase tariffs.

Europe mobilizes 13 billion euros for its offshore wind ambitions

Europe aims for 84 GW of offshore wind by 2030 versus 36.6 GW currently. Port and naval investments require an additional 6.4 billion euros.
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Explosions were heard near the Zaporizhzhia nuclear power plant, still under Russian military control, raising fresh concerns over the safety of the site and the Ukrainian energy sector.
Tanzania, together with Russia, is starting construction of a uranium plant in Namtumbo for $1.2bn, aiming to boost mining revenues and secure a place in the global nuclear industry.

Indian Oil Corp acquires 7 mn barrels from the United States, Canada and the United Arab Emirates

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.
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The eight voluntary OPEC+ members accelerate their market return in September despite weakened global demand and record production from the Americas.
BP has announced the discovery of an oil and natural gas field off the coast of Brazil, in the Santos Basin, marking its most significant find in a quarter of a century.
Pertamina, the Indonesian oil company, is exploring supplies of Russian crude, raising hopes among refiners in Thailand and Japan. This dynamic could disrupt light crude prices in Southeast Asia, prompting increased vigilance.
East-West LNG arbitrage is gaining strength, with rising Asian demand outstripping European demand. Traders are taking advantage of this momentum to redirect cargoes to the Far East, despite uncertainties about future demand.

Turkey and TotalEnergies join forces for a sustainable energy future

Turkey strengthens its position in the energy market by signing a 10-year agreement with TotalEnergies for the import of liquefied natural gas. This initiative aims to diversify supplies and become a regional hub for Europe.
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The case between Rosneft and Shell over the sale of the latter's stake in the PCK Schwedt refinery illustrates the growing tensions in the European energy sector, exacerbated by the current geopolitical context and sanctions against Russia.
Russian oil exports could rise in October, despite internal challenges related to refining capacity. This dynamic raises questions about the potential impact on the global market and the country's energy policy.

Strengthened nuclear relations between South Korea and the Czech Republic

South Korean President Yoon Suk-yeol's visit to the Czech Republic marks a turning point in bilateral nuclear relations. The visit highlights an ambitious nuclear reactor project that promises to transform Europe's energy landscape.
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A tragic explosion in a gas field under construction in Uzbekistan has killed four people and injured several others. This incident raises crucial questions about worker safety and risk management in the energy sector.
Infener's initiative in Gengenbach to create a 20 MW green hydrogen production hub illustrates the growing importance of hydrogen in the energy transition. The project promises to boost energy self-sufficiency and stimulate the local economy.

Wind turbines booming in Asia-Pacific – challenges for Western manufacturers

The global wind turbine market is experiencing remarkable growth, with strong demand in the Asia-Pacific region. However, Western manufacturers are struggling to adapt, facing structural challenges and increased competition. What are the implications?
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Azerbaijan has positioned itself as a key player in the fight against climate change by launching the Climate Finance Action Fund at COP29. This initiative aims to mobilize resources for decarbonization and the global energy transition.
Central Asia, in search of new partnerships, is turning to Germany to develop trade and energy corridors. This dynamic, in the face of current geopolitical challenges, could transform the region into a key player on the international stage.

Increased financial support for TenneT’s successful energy transition

The Dutch government announces a €19 billion loan to TenneT for 2025 and 2026, reinforcing its support for the energy transition. The decision is aimed at securing crucial investments in the electricity grid in the face of growing needs.
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The debate over the taxation of Chinese electric cars is intensifying, with growing tensions between the European Union and China. Key players are calling for a negotiated solution to avoid a trade war harmful to both economies.
BP has decided to sell its onshore wind energy business in the USA, marking a strategic shift under its new CEO. This reorientation raises questions about the future of renewable energies in the face of growing challenges.

Apollo invests in TAP to strengthen European energy security

Apollo Global Management has signed a $1 billion agreement with BP to acquire a stake in the Trans Adriatic Pipeline. This strategic investment aims to strengthen Europe's energy security while diversifying sources of supply.
Europe's electric battery sector is in crisis, with Northvolt facing financial challenges and production delays. The Swedish government refuses to intervene, leaving the company's future in the hands of its shareholders.
Germany is stepping up its efforts to secure raw materials in Central Asia, in particular with Uzbekistan, against a complex geopolitical backdrop. This strategy aims to diversify its energy supplies while addressing issues of human rights and transparency.

Wien Energie abandons Russian gas by 2025 for sustainable, safe energy

Wien Energie, Vienna's main energy supplier, is committed to eliminating Russian gas by 2025, thereby meeting the challenges of energy security in Europe. This initiative marks a strategic turning point for Austria in a complex geopolitical context.
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The European Commission's approval of a €682 million state aid program for an offshore wind farm in Belgium marks a turning point in the country's energy transition, promising an annual production of 2.6 TWh of renewable energy.
Europe's energy crisis, exacerbated by geopolitical tensions, is prompting Greece to ask the EU for reforms. Prime Minister Mitsotakis proposes measures to stabilize prices and strengthen energy security.
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