Energir

French nuclear reactor developer Newcleo has submitted its lead-cooled small modular reactor design to Euratom, initiating the first regulatory phase to integrate nuclear non-proliferation safeguards at the European level.
Brussels confirmed that the United Kingdom will not be exempted from the carbon border levy until both carbon markets are connected, delaying a possible exemption by at least one year.

Czech government rejects ETS2 and warns of disadvantage against China and the United States

The new Czech Minister of Industry wants to block the upcoming European emissions trading system, arguing that it harms competitiveness and threatens national industry against global powers.
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Several scenarios are under review to regain control of CEZ, a key electricity provider in Czechia, through a transaction estimated at over CZK200bn ($9.6bn), according to the Minister of Industry.
French state utility EDF has increased the maximum estimated cost for building six new nuclear reactors to €72.8 billion ($85.29 billion), representing a 40% rise over the original figure.

France postpones publication of energy roadmap to 2026

The government has postponed the release of the new Multiannual Energy Programme to early 2026, delayed by political tensions over the balance between nuclear and renewables.
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The Council of State has cancelled the authorisation to exploit coalbed methane in Lorraine, citing risks to the region's main aquifer and bringing an end to a legal battle that began over a decade ago.
Technique Solaire has secured €40mn ($43.5mn) in junior debt from BNP Paribas Asset Management to structure two solar portfolios totalling 392 MWp across France, Spain and the Netherlands.

EDF Power Solutions appoints METLEN to build 400MW Longfield solar farm

EDF Power Solutions UK has appointed METLEN to lead engineering and construction for the 400MW Longfield solar farm in Essex, with commissioning scheduled for 2030.
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Independent power producer Neoen has secured six agrivoltaic projects totalling 124 MWp, reinforcing its position as the leading winner in French solar tenders since 2021.
Plug Power has completed the installation of a 5 MW PEM electrolyzer for Cleanergy Solutions Namibia, marking the launch of Africa’s first fully integrated green hydrogen production and distribution site.

SECI partners with Global Energy Alliance to accelerate India’s grid modernisation

Solar Energy Corporation of India signed a strategic agreement with Global Energy Alliance to strengthen grid resilience and support the expansion of storage and smart management technologies.
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Japanese power producer JERA will deliver up to 200,000 tonnes of liquefied natural gas annually to Hokkaido Gas starting in 2027 under a newly signed long-term sale agreement.
Ocean Winds has deployed a LiDAR buoy off Gippsland to collect accurate data on wind and currents, a key step in its 1.3 GW offshore wind project in Australia.

AM Green and Mitsui sign agreement for green aluminium complex in India

Indian group AM Green has signed a memorandum of understanding with Japanese conglomerate Mitsui to co-finance a one million tonne per year integrated low-carbon aluminium production platform.
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California Resources Corporation completed an all-stock asset transfer with Berry Corporation, strengthening its oil portfolio in California and adding strategic exposure in the Uinta Basin.
Gevo receives high-quality assessment for its carbon capture credits in North Dakota, strengthening the commercial value of its certificates in the voluntary carbon markets.

esVolta transfers Black Walnut project tax credit to Computacenter

esVolta finalises investment tax credit transfer for its Black Walnut storage project to Computacenter, marking a first-of-its-kind operation within its California energy portfolio.
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As the photovoltaic industry enters a phase of deep restructuring, the duel between TOPCon 4.0 and heterojunction technologies is redefining manufacturers’ margins. In 2026, reducing production costs becomes the primary strategic lever for global market leaders.
JA Solar and Trinasolar top Wood Mackenzie’s latest semiannual ranking despite a sector-wide net loss of $2.2 billion. Industrial leaders are strengthening their grip on global photovoltaic module supply through rigorous financial discipline.
Kazakhstan plans to allocate 3 GW of wind and solar projects by the end of 2026 through public tenders, with a first 1 GW tranche in 2025, amid efforts to modernise its power system.
Hurricanes Beryl, Helene and Milton accounted for 80% of electricity outages recorded in 2024, marking a ten-year high according to federal data.

France: the CRE launches a transitional mechanism to regulate suppliers

The French Energy Regulatory Commission introduces a temporary prudential control on gas and electricity suppliers through a “guichet à blanc” opening in December, pending the transposition of European rules.
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The Carney–Smith agreement launches a new pipeline to Asia, removes oil and gas emission caps, and initiates reform of the Pacific north coast tanker ban.
The gradual exit from CfD contracts is turning stable assets into infrastructures exposed to higher volatility, challenging expected returns and traditional financing models for the renewable sector.

Canada reforms Energy Efficiency Act to align policy with digital markets

The Canadian government introduces major legislative changes to the Energy Efficiency Act to support its national strategy and adapt to the realities of digital commerce.
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Quebec becomes the only Canadian province where a carbon price still applies directly to fuels, as Ottawa eliminated the public-facing carbon tax in April 2025.
New Delhi launches a 72.8 bn INR incentive plan to build a 6,000-tonne domestic capacity for permanent magnets, amid rising Chinese export restrictions on critical components.

Long-term contracts reshape electricity market risk over 30 years amid volatility

The rise of CfDs, PPAs and capacity mechanisms signals a structural shift: markets alone no longer cover 10–30-year financing needs, while spot prices have surged 400% in Europe since 2019.
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Germany plans to finalise the €5.8bn ($6.34bn) purchase of a 25.1% stake in TenneT Germany to strengthen its control over critical national power grid infrastructure.
The Ghanaian government is implementing a reform of its energy system focused on increasing the use of local natural gas, aiming to reduce electricity production costs and limit the sector's financial imbalance.

Suriname targets 220,000 barrels per day in oil strategy by 2028

On the 50th anniversary of its independence, Suriname announced a national roadmap including major public investment to develop its offshore oil reserves.
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In its latest review, the International Energy Agency warns of structural blockages in South Korea’s electricity market, calling for urgent reforms to close the gap on renewables and reduce dependence on imported fossil fuels.
China's power generation capacity recorded strong growth in October, driven by continued expansion of solar and wind, according to official data from the National Energy Administration.

Trump revives US offshore with 34 lease sales planned between 2026 and 2031

The 2026–2031 offshore programme proposes opening over one billion acres to oil exploration, triggering a regulatory clash between Washington, coastal states and legal advocacy groups.
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The government of Mozambique is consolidating its gas transport and regasification assets under a public vehicle, anchoring the strategic Beira–Rompco corridor to support Rovuma projects and respond to South Africa’s gas dependency.
The British system operator NESO initiates a consultation process to define the methodology of eleven upcoming regional strategic plans aimed at coordinating energy needs across England, Scotland and Wales.

COP30 locks in adaptation, avoids fossil phase-out and opens a climate regulatory front

The Belém summit ends with a technical compromise prioritising forest investment and adaptation, while avoiding fossil fuel discussions and opening a climate–trade dialogue likely to trigger new regulatory disputes.
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The Asian Development Bank and the Kyrgyz Republic have signed a financing agreement to strengthen energy infrastructure, climate resilience and regional connectivity, with over $700mn committed through 2027.
A study from the Oxford Institute for Energy Studies finds that energy-from-waste with carbon capture delivers nearly twice the climate benefit of converting waste into aviation fuel.