Turquie

Investors hold 28.9 million EUAs net long as of August 8, four-month record level. Prices stable around 71 euros despite divergent fundamentals.
A Dragos report reveals the scale of cyber vulnerabilities in global energy infrastructures. Potential losses reach historic highs.

Moscow develops Arctic turbines for the Northern Sea Route

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.
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Grapevine Energy completes its financial reorganisation, eliminates part of its debt and secures over $60mn in new funding, while appointing a new leadership team to oversee its biofuels operations.
OPEC's August report reveals Russian production above quotas and commercial dominance in Asia, while Kazakhstan massively exceeds its reduction commitments.

Canada joins EU and G7 to lower the Russian oil price cap

The Canadian government adopts a new dynamic cap of $47.60 per barrel for Russian oil, aligning its position with that of the European Union and the United Kingdom.
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Jihadist attacks in Cabo Delgado displaced 59,000 people in July, threatening the restart of the $20 billion gas project planned for August 2025.
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 launch 4 GW energy project for data centres in Utah

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.
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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.
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.

Wood Mackenzie: Tesla remains global leader in battery storage as Sungrow closes the gap in 2024

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.
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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.
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.

The Black Sea Defies Financial Obstacles to Become Europe’s Gas Hub

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.
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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 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.

Uniper tightens annual guidance and adjusts its energy transformation strategy

Uniper reaffirms its targets for the year, narrows its forecast range, and strengthens its transformation strategy while launching cost-cutting measures in a demanding market environment.
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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.
Encavis AG continues its growth in Germany with the acquisition of a 34-megawatt wind project in Sundern-Allendorf, sold by PNE AG and secured by a twenty-year feed-in tariff.
Encavis AG announces the acquisition of a 199 MW portfolio consisting of three wind farms and two photovoltaic plants in Aragon, marking a key step in the group's technological diversification in Spain.
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 raises $336mn and accelerates long-duration storage in the United States and the United Kingdom

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.
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GoldenPeaks Capital commissions two large-scale photovoltaic plants in Hungary, strengthening the integration of independent solar generation and the electricity supply on the national market.
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.

South Korea and Norway launch study on i-SMR nuclear mini-reactors

A joint feasibility study project on Korean i-SMR modular reactors has just been launched for a future nuclear site at the border of the Aure and Heim municipalities, aiming for significant regional industrial impact.
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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.

Nscale, Aker and OpenAI launch Stargate Norway, a 100,000 GPU AI infrastructure project in Norway

A partnership between Nscale, Aker and OpenAI will create Stargate Norway, an artificial intelligence infrastructure site powered by renewable energy, set to house 100,000 NVIDIA GPUs in Northern Norway by the end of 2026.
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Sanctions imposed on August 1 accelerate the reconfiguration of Indo-Pacific trade flows, with Vietnam, Bangladesh and Indonesia emerging as principal beneficiaries.
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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