Green Investment Group

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.
The Spanish renewable energy producer significantly increased its investments and revenue while achieving more than half of its asset rotation target for the 2025–2027 period.

Octopus Energy mobilises $450mn for energy projects in sub-Saharan Africa

Octopus Energy joins a global initiative to accelerate renewable energy deployment in Africa, committing $450mn through its Power Africa programme to supply electricity to more than one million people.
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Australian energy provider Snowy Hydro has secured long-term agreements with Aula Energy and TagEnergy, adding 120 MW of wind power and 105 MW of battery storage to its national portfolio.
Chinese manufacturer EVE Energy has signed a three-year memorandum of understanding with Sweden’s Vimab BESS AB to supply batteries and energy storage solutions in Northern Europe.

Huawei receives top appraisal for its BESS safety assessment system

Huawei's full-lifecycle battery safety rating system has been officially validated by a national technical committee, marking a key milestone for large-scale energy storage deployment.
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Equinix has signed a strategic agreement with French start-up Stellaria to reserve 500 MWe of advanced nuclear capacity to power its future European AI data centres starting in 2035.
Three photovoltaic plants will receive financing structured by the European Bank for Reconstruction and Development to strengthen Romania's electricity capacity and attract private capital to the sector.

China braces for record winter demand amid energy strain on coal, gas and UHV networks

Faced with a climate- and geopolitically-constrained winter, Beijing announces expected record demand for electricity and gas, placing coal, LNG and UHV grids at the centre of a national energy stress test.
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Faced with oversupply risks and Russian sanctions, OPEC+ stabilises volumes while preparing a structural redistribution of quotas by 2027, intensifying tensions between producers with unequal capacities.
The Iraqi government and Kurdish authorities have launched an investigation into the drone attack targeting the Khor Mor gas field, which halted production and caused widespread electricity outages.

Kyrgyzstan bets on a Russian small modular reactor to solve its energy crisis

Bishkek plans to host a RITM-200N small modular reactor supplied by Rosatom to address electricity shortages and deepen energy ties with Moscow, despite the risks posed by Western sanctions.
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The United Kingdom is replacing its exceptional tax with a permanent price mechanism, maintaining one of the world’s highest fiscal pressures and reshaping the North Sea’s investment attractiveness for oil and gas operators.
Loiret Energie and Terres d’Energie Développement will invest €15mn in a 31.5-hectare agrivoltaic farm in La Ferté Saint-Aubin, combining electricity production and organic cattle farming.

Waga Energy secures $180mn funding to accelerate production in the United States

Waga Energy has secured $180mn in senior debt over four years to develop its biomethane project portfolio at landfill sites in the United States.
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Pakistan confirms its exit from domestic fuel oil with over 1.4 Mt exported in 2025, transforming its refineries into export platforms as Asia faces a structural surplus of high- and low-sulphur fuel oil.
PetroChina internalises three major gas storage sites through two joint ventures with PipeChina, representing 11 Gm³ of capacity, in a CNY40.02bn ($5.43bn) deal consolidating control over its domestic gas network.

Japan launches FAST to build a public fusion demonstrator by 2035

The FAST project enters its engineering phase in Japan, mobilising an industrial consortium led by Starlight Engine and Kyoto Fusioneering to establish a public-private fusion sector based on the deuterium-tritium cycle.
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Canadian Solar Infrastructure Fund makes its first acquisition outside the FIT scheme with a 1.1 MW solar plant in Tsukuba, valued at ¥253.5mn ($1.7mn), under a corporate PPA agreement.
Brasília links a major tax fraud investigation to talks with Washington, combining demands for financial transparency with negotiations over U.S. access to Brazilian rare earths.
Under political pressure, Ademe faces proposals for its elimination. Its president reiterates the agency’s role and justifies the management of the €3.4bn operated in 2024.
Solar and wind generation exceeded the increase in global electricity demand in the first three quarters of 2025, leading to a stagnation in fossil fuel production according to the latest available data.

Malaysia accelerates carbon taxation to safeguard industrial competitiveness

The Malaysian government plans to introduce a carbon tax and strengthen regional partnerships to stabilise its industry amid emerging international regulations.
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E.ON warns about the new German regulatory framework that could undermine profitability of grid investments from 2029.
A major blackout has disrupted electricity supply across the Dominican Republic, impacting transport, tourism and infrastructure nationwide. Authorities state that recovery is underway despite the widespread impact.

Vietnam strengthens its energy policy to accelerate low-carbon transition

Vietnam is consolidating its regulatory and financial framework to decarbonise its economy, structure a national carbon market, and attract foreign investment in its long-term energy strategy.
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The European Bank for Reconstruction and Development strengthens its commitment to renewables in Africa by supporting Infinity Power’s solar and wind expansion beyond Egypt.
Governor Gavin Newsom attended the COP30 summit in Belém to present California as a strategic partner, distancing himself from federal policy and leveraging the state's economic weight.

Beijing opens major energy projects to private capital to revive investment

Chinese authorities authorise increased private sector participation in strategic energy projects, including nuclear, hydropower and transmission networks, in an effort to revitalise slowing domestic investment.
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A new regulatory framework comes into effect to structure the planning, procurement and management of electricity transmission infrastructure, aiming to increase grid reliability and attract private investment.
À l’approche de la COP30, l’Union africaine demande une refonte des mécanismes de financement climatique pour garantir des ressources stables et équitables en faveur de l’adaptation des pays les plus vulnérables.

Global energy efficiency slows to 1.8% in 2025, far from COP28 target

Global energy efficiency progress remains below the commitments made in Dubai, hindered by industrial demand and public policies that lag behind technological innovation.
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Global solar and wind additions will hit a new record in 2025, but the lack of ambitious national targets creates uncertainty around achieving a tripling by 2030.
South Korean refiners warn of excessive emissions targets as government considers cuts of up to 60% from 2018 levels.

Lula defends funding energy transition through oil revenues

Ahead of COP30 in Belém, Brazilian President Luiz Inacio Lula da Silva adopts a controversial stance by proposing to finance the energy transition with proceeds from offshore oil exploration near the Amazon.
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An international group of researchers now forecasts a Chinese emissions peak by 2028, despite recent signs of decline, increasing uncertainty over the country’s energy transition pace.
The end of subsidies and a dramatic rise in electricity prices in Syria are worsening poverty and fuelling public discontent, as the country begins reconstruction after more than a decade of war.

Global warming heads toward 2.5°C despite commitments

Current emission trajectories put the planet on course for a 2.3°C to 2.5°C rise, according to the latest UN calculations, just days before the COP30 in Belem.
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The Australian government plans to introduce a free solar electricity offer in several regions starting in July 2026, to optimize the management of the electricity grid during peak production periods.
India is implementing new reforms to effectively integrate renewable energy into the national grid, with a focus on storage projects and improved contracting.