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.
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.

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.
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.

Encavis AG acquires a 34 MW wind farm from PNE AG in North Rhine-Westphalia

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.
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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.
RWE signs long-term agreements with North Star for four new service vessels, strengthening maintenance of its offshore wind farms in the United Kingdom and Germany amid a tight market for specialised maritime capacities.

GoldenPeaks Capital invests 54 MW in battery energy storage in Poland

GoldenPeaks Capital strengthens its position on the Polish energy storage market with the acquisition of two battery systems, totalling 54 MW, secured by seventeen-year capacity contracts.
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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.
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.

Siemens Energy sets order record and raises 2025 annual outlook

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.
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Shanghai Sermatec Energy Technology Co., Ltd. announces an agreement to supply more than 430 MWh of energy storage in Bulgaria, marking a new step in the expansion of Chinese solutions in the European market.
Koehler Renewable Energy and CMB Energy formalise a joint venture to develop, operate and acquire wind farms targeting one gigawatt of installed capacity by 2030, with potential expansion into solar and storage.

Pulse Clean Energy secures GBP220mn to accelerate battery storage in the United Kingdom

Pulse Clean Energy raises GBP220mn ($292.3mn) from six international banks to fund six new battery sites, supporting the UK strategy to expand energy storage and transition to a more resilient network.
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METLEN Energy & Metals makes its debut on the London Stock Exchange after a share exchange offer accepted by more than 90% of shareholders, opening a new phase of international growth.
The rapid commissioning of bp’s Argos Southwest extension in the Gulf of America strengthens maintenance capabilities and optimises offshore oil production performance.

EU suspends 93 billion euros in tariffs against Washington

Brussels freezes its retaliatory measures for six months as July 27 deal imposes 15% duties on European exports.
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BP posts a net profit of $1.63 bn in the second quarter 2025, driven by operational performance, an operating cash flow of $6.3 bn and a new $750 mn share buyback programme.
ERG launches a new 47.3 MW wind farm in Corlacky, featuring eleven turbines, bringing its installed capacity in the United Kingdom to 340 MW and confirming its investment strategy.
Shell group publicly clarifies it is neither considering discussions nor approaches for a potential takeover of its British rival BP, putting an end to recent media speculation about a possible merger between the two oil giants.
Estimated at $384.4mn in 2025, the global photovoltaic panel recycling market is expected to grow annually by 7.4%, reaching $548mn in 2030, driven by the rapidly increasing number of installations reaching end-of-life.

Sasol and Akuo sign major solar energy supply agreement

Sasol International Chemicals concludes a virtual contract with Akuo to supply half of the electrical needs for its Lake Charles industrial complex in the United States, via a solar plant scheduled for 2026.
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German operator Encavis AG strengthens its portfolio by acquiring two wind farms in Lower Saxony and Saxony, totalling 59 MW, in a transaction with Energiequelle GmbH, thereby expanding its renewable energy assets.
Trianel teams with BKW and Luxcara to build a 900 MW lithium-iron-phosphate storage park in Waltrop, the first phase of a complex that could reach 1.5 GW and stabilise the German grid.

Europe extends gas storage obligations until 2027

The European Union extends gas storage regulations by two years, requiring member states to maintain a minimum fill rate of 90% to ensure energy security and economic stability amid market uncertainties.
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The UK's Climate Change Committee is urging the government to quickly reduce electricity costs to facilitate the adoption of heat pumps and electric vehicles, judged too slow to achieve the set climate targets.
The European Commission will extend until the end of 2030 an expanded state-aid framework, allowing capitals to fund low-carbon technologies and nuclear power to preserve competitiveness against China and the United States.

Underground Hydrogen Storage: High Costs and Technical Challenges Hamper Growth

Underground hydrogen storage, essential to support its growth, continues to face significantly higher costs than natural gas storage, along with major technical challenges hindering its competitiveness against conventional energies.
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Ocergy officially launches an industrial project aiming to install by 2028 a new-generation floating wind turbine of over 15 MW, in partnership with EnBW, Kyuden Mirai, and TEPCO Renewable Power.
The preliminary agreement launches planning and site assessment for a tailored AP1000 reactor, following two years of feasibility study, and enlists Westinghouse and Hyundai to support Fortum’s regional nuclear expansion.

EU Approves Targeted Energy Aid for Europe’s Heavy Industries

Energy-intensive European industries will be eligible for temporary state aid to mitigate high electricity prices, according to a new regulatory framework proposed by the European Commission under the "Clean Industrial Deal."
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Statkraft refocuses investments on flexible Nordic hydropower and reduces commitments in offshore wind and hydrogen to lower operating costs, amid an uncertain economic environment and pressured profitability.
The UK could have hydrocarbon reserves twice as large as current official estimates, according to Offshore Energies UK, highlighting the impact of fiscal policies on forecasts and the economic future of the North Sea.

UK invests £2.5 billion to lead global nuclear fusion sector

With a major investment of £2.5 billion, London confirms its ambitious nuclear fusion strategy through the STEP project, aiming to build an industrial prototype by 2040 that will generate jobs, innovation, and economic growth.
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Cadiz Inc. signs a memorandum of understanding with British company Hoku Energy for a large-scale energy project including green hydrogen, solar power, and digital infrastructure in the Californian desert, projecting annual revenues of up to $10mn.
ENGIE secures a contract to reduce Airbus' industrial emissions in France, Germany, and Spain, targeting an 85% decrease by 2030 through various local energy infrastructures.

EDF secures £4.5 billion from Apollo to finance Hinkley Point C

EDF announces a major agreement with Apollo to raise up to £4.5 billion via bonds to finance the British nuclear project Hinkley Point C, whose costs continue to rise significantly.
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The European battery regulation, fully effective from August 18, significantly alters industrial requirements related to electric cars and bicycles, imposing strict rules on recycling, supply chains, and transparency for companies.
The European Parliament calls on the Commission to strengthen energy infrastructure and accelerate the implementation of the Clean Industrial Deal to enhance the continent's energy flexibility and security amid increased market volatility.
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